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VERX US​

Vertex, Inc. Class A(VERX US)

$15.39+0.070.46%Ext:$14.44-0.956.18%(Market Closed · 23:55:09 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Vertex, Inc. Class A — Company Profile

Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through traditional on-premise licenses or via cloud-based Software as a Service (SaaS) subscriptions. Beyond its software offerings, Vertex also delivers essential support services. These include implementation and training for its licensed and cloud-based products, as well as outsourced transaction tax return processing and other ancillary tax-related consultations. Established in 1978, Vertex, Inc. has its headquarters situated in King of Prussia, Pennsylvania.

Sector
Industrials
Industry
Professional Services
Exchange
UQ
CEO
Christopher David Young
Headquarters
King of Prussia, PA, US
IPO Date
Jul 29, 2020
Employees
2,000
Website
www.vertexinc.com

Key Metrics

Price
$12.01
Market Cap
$1.95B
Revenue (TTM)
$196.65M
Net Income (TTM)
$-2510000.00
EPS (TTM)
-0.01
P/E (TTM)
-303.04
P/B (TTM)
7.90
Dividend Yield
0.00%
ROE (TTM)
-1.02%
ROA (TTM)
-0.21%
Operating Margin
-1.50%
Beta
0.42

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Summary

Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through traditional on-premise licenses or via cloud-based Software as a Service (SaaS) subscriptions. Beyond its software offerings, Vertex also delivers essential support services. These include implementation and training for its licensed and cloud-based products, as well as outsourced transaction tax return processing and other ancillary tax-related consultations. Established in 1978, Vertex, Inc. has its headquarters situated in King of Prussia, Pennsylvania.

Website
www.vertexinc.com
Location
King of Prussia, PA, US
Phone800 355 3500
Employees2,000
CEOChristopher David Young
Sector
Industrials
Industry
Professional Services
IPO DateJul 29, 2020

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Latest Documents

SEC Filings(571)

Expand
  • 4Saha Debanjan9 Oct
  • 3Saha Debanjan8 Oct
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers1 Oct
  • 10-QQ2ended 30 Jun 20264 Aug
  • 8-KResults of Operations and Financial Condition3 Aug
  • 4DeStefano David12 Jun
  • 4Gayton Bradley M12 Jun
  • 4Saunders Philip Seth12 Jun
  • 4Radcliffe Amanda Westphal12 Jun
  • 4Stamm John Richard12 Jun
  • 4ANDERSEN ERIC C.12 Jun
  • 4Thompson Stefanie Westphal12 Jun
  • 4Mendola Mark J12 Jun
  • 8-KSubmission of Matters to a Vote of Security Holders11 Jun
  • 4DeStefano David1 Jun
  • 144DeStefano David28 May
  • SC 13GVertex, Inc.12 May
  • 10-QQ1ended 31 Mar 20267 May
  • 8-KResults of Operations and Financial Condition7 May
  • SC 13GVertex, Inc.29 Apr

News

  • Vertex Pharmaceuticals Gets 96% of Product Sales From Treatments for 1 Disease. Here's Why That's About to Change.24 Oct
  • Vertex Highlights Kidney Pipeline as Povetacicept Cuts Proteinuria 52% in Phase III23 Oct
  • Vertex, Inc. (NASDAQ:VERX) Stock Has Average Price Target of $17.5022 Oct
  • Vertex Appoints Daniel Brennan to its Board of Directors20 Oct
  • IGEN and Vertex Unite Excise and Global Indirect Tax in a Single Solution20 Oct
  • Vertex AI and Data Leader Sarah Vlasic Named a 2026 Info-Tech Women Leading IT Award Winner20 Oct
  • Vertex to Announce Third Quarter 2026 Financial Results on Wednesday, November 4, 202615 Oct
  • Forget Cystic Fibrosis: Vertex's Next Growth Engine Could Be Hormone Disorders15 Oct
  • Vertex Delivers Enhanced Value to Customers with Vertex O Series Tax Engine for Oracle Deployed on Oracle Cloud15 Oct
  • Vertex Built The NaV1.8 Market, Latigo May Be The One To Profit From It11 Oct
  • Vertex to Present New Data on ALYFTREK® at the North American Cystic Fibrosis Conference9 Oct
  • Vertex to Announce Third Quarter 2026 Financial Results November 2nd7 Oct
  • Axsome Therapeutics vs. Vertex Pharmaceuticals: Which Biotech Stock Is a Better Buy in 2026?1 Oct
  • Vertex Appoints DataRobot CEO Debanjan Saha to Board of Directors1 Oct
  • 2 Wall Street Analysts Think Vertex Pharmaceuticals Stock Can Soar Another 20% or More Over the Next 12 Months. Here's Why They're Right.29 Sep
  • Corient Private Wealth LP Purchases 153,840 Shares of Vertex, Inc. $VERX25 Sep
  • CRISPR Therapeutics vs. Vertex Pharmaceuticals: Which Healthcare Stock Is a Better Buy in 2026?24 Sep
  • Vertex Posts Positive Phase II Data on Kidney Disease Drug23 Sep
  • Vertex Touts Encouraging Data From 'Underappreciated' Kidney Drug22 Sep
  • Vertex Announces Positive Results From Phase 2b AMPLIFIED Study of Inaxaplin in Additional Populations of People With APOL1-Mediated Kidney Disease (AMKD) and Completion of Enrollment in the Phase 2/3 AMPLITUDE Trial22 Sep

Mentions in Filings

  • … serves on the board of directors of various portfolio companies and has led OrbiMed’s investments in several healthcare companies that achieved significant outcomes, including Crinetics Pharmaceuticals, Inc. (acquired by <strong>Vertex</strong> Pharmaceuticals in 2026), Bolt Medical, Inc. (acquired by Boston Scientific in 2025), Aliada Therapeutics, Inc. (acquired by AbbVie in 2024), RayzeBio, Inc. (acquired by Bristol-Myers Squibb in 2024), VectivBio Holding AG …
    WINDWARD BIO GROUP AGVertex, Inc. Class A·F-1 - Registration statement (foreign issuer)·Q4 26·23 Oct
  • … 66) (1,657) (3,313) (13) (320) (640) Total excluding correlation of risk factors (3,780) (155,070) (332,269) (2,252) (193,590) (372,198) (1) Values net of taxes; and (2) As a reference for the shocks applied to the 1-year <strong>vertex</strong>, the values were approximately 329 bps and 639 bps (scenarios 2 and 3 respectively) September 30, 2026 (December 31, 2025 - the values were approximately 335 bps and 651 bps in scenarios 2 and 3 respectively).Sensitivity …
    BANK BRADESCOVertex, Inc. Class A·6-K - Current report (foreign private issuer)·Q3 26·23 Oct
  • … 657) (3,313) (13) (320) (640) Total excluding correlation of risk factors (3,780) (155,070) (332,269) (2,252) (193,590) (372,198) (1) Amounts net of tax effects; and (2) As a reference for the shocks applied to the 1-year <strong>vertex</strong>, the values were approximately 329 bps and 639 bps (scenarios 2 and 3 respectively) September 30, 2026 (December 31, 2025 - the values were approximately 335 bps and 651 bps in scenarios 2 and 3 respectively). Presented b …
    BANK BRADESCOVertex, Inc. Class A·6-K - Current report (foreign private issuer)·Q3 26·23 Oct
  • … National Commercial Health Insurance Innovative Drug List”3  Biopharmaceutical industry designated as a pillar industry4  Optimize formation mechanism for drug prices5 Positive readouts in TED Notes: (1) Zai Lab partner <strong>Vertex</strong> has completed enrollment in the Phase 2 portion of the global pivotal Phase 2/3 OLYMPUS study and has initiated the Phase 3 portion. Zai Lab participated in the global study in Greater China; (2) Zai Lab analysis and mark …
    Zai Lab LtdVertex, Inc. Class A·EX-99.1 - 8-K - Entry into a Material Definitive Agreement·Q4 26·23 Oct
  • … racteristics, and condition of any potential buildings, installations, or other improvements within the property are unknown, and consequently, they are not included in this valuation. Due to the limited legibility of the <strong>vertex</strong> coordinates provided in the public deed, it was only possible to georeference the points corresponding to vertices No. 10 and No. 11 in Google Earth. Consequently, for the purposes of this valuation, the location and boun …
    CEMENTOS PACASMAYO SAAVertex, Inc. Class A·EX-99.(C)(2) - SC TO-T - EXHIBIT (C)(2)·Q4 26·21 Oct
  • … serves on the board of directors of various portfolio companies and has led OrbiMed's investments in several healthcare companies that achieved significant outcomes, including Crinetics Pharmaceuticals, Inc. (acquired by <strong>Vertex</strong> Pharmaceuticals in 2026), Bolt Medical, Inc. (acquired by Boston Scientific in 2025), Aliada Therapeutics, Inc. (acquired by AbbVie in 2024), RayzeBio, Inc. (acquired by Bristol-Myers Squibb in 2024), VectivBio Holding AG …
    STANDARD BIOTOOLS INC.Vertex, Inc. Class A·424B3 - Prospectus filing (Rule 424(b)(3))·Q4 26·21 Oct

Key Stats

Trading

Px/Chg 1D$12.01 / -2.36%
Avg Volume1.64M
Beta0.42
Mkt Cap1.95B
FD Mkt Cap2.31B

Float

Shrs Out/Float162.22M / 144.49M
Short Float0.06%
Days to Cover4.08
Stock Repurchased$20.04M

Current Valuation

EV2.05B
EV/EBITDA27.90
EV/Sales2.66
P/B7.90
P/S2.54
FCF Yield0.39%
ROE-1.02%
ROA-0.21%
Current Ratio0.86

Estimates

P/E-303.04
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgMay '23May '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings-362.27-255.17-349.69-113.82-316.50-776.19
Price / Sales8.946.398.009.0011.389.91
Price / Book Value16.3413.6718.1033.468.567.90
Price / Free Cash Flow418.81915.86750.7060.59112.53254.37
ENTERPRISE VALUE METRICS
Enterprise Value3,612.83,121.34,577.36,057.62,262.12,045.9
Enterprise Value / Sales9.096.358.009.0811.6210.40
Enterprise Value / EBITDA80.1858.8180.3759.3891.36110.94
Enterprise Value / EBIT-421.63-386.20-261.41396.65-1,645.13-212.04

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue15.2%425.5491.6572.4666.8748.4
Gross Income14.6%263.7298.5348.6426.1454.5
EBITDA25.7%41.853.157.0102.0104.5
EBIT—-2.9-8.1-17.515.37.6
Net Income—-1.5-12.3-13.1-52.77.2
EPS (Diluted)—-0.01-0.08-0.09-0.340.04
BALANCE SHEET
Cash & ST Inv43.9%73.3103.077.7305.2314.0
Total Assets17.3%670.2719.2759.91,166.81,270.8
Total Liabilities23.1%440.1489.5506.9987.41,011.9
Total Shareholder Equity3%230.1229.7253.0179.4258.9
CASH FLOW
Net Operating Cash Flow16.4%90.363.874.3164.8165.5
Cap Ex22.1%-43.4-60.4-68.2-65.8-96.2
Free Cash Flow10.2%46.93.46.199.169.3

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)15.35
Basic Shares162.22
Market Cap2,490.0
Diluted Shares175.08
Fully Diluted Shares Outstanding175.08
Fully Diluted Market Cap2,687.4
+Consolidated Debt350.1
−In-the-Money Convertible Debt—
+Capital Leases12.1
+Operating Leases—
−Cash & Equivalents-252.5
−Short-term Investments-
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value2,587.7

Segment data

Revenue

by Products and services

  • Software Subscriptions46%
  • Cloud Subscriptions25%
  • Software Licenses21%
  • Services8%

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