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VERXVertex, Inc.
$11.72$1.9B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
VERX logo

Vertex, Inc.

VERX
NASDAQ · Application Software
$11.72
At close - Sep 23, 4:00 PM EDT - USD
Market Cap$1.9B
P/E293.0x
52W High$26.54
Volume915.2K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

SaaS Transition Pressures Margins Despite Steady Revenue Growth

Vertex is executing a multi-year transition to SaaS, evidenced by 10.5% YoY revenue growth in Q2 2026 and deferred revenue expansion to $386.9M, which supports durable subscription revenue. However, the company's profitability remains strained, with operating ...

GrowthStable
ProfitabilityStrained
ValuationExpensive
TechnicalsWeak
Explore valuation models
MARKET ACTION

VERX price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

10/12 Beats

EPS beat 10 of last 12 quarters

02

Valuation risk

+855% Peers

P/E is 855% above peer median

03

Market leadership

RS 27 · Lag

Laggard (Underperforming 73% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Nov 3

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
VERX-38.35%
S&P 500 (^GSPC)+12.39%
1-Year Return
VERX-53.55%
S&P 500 (^GSPC)+15.77%
3-Year Return
VERX-48.16%
S&P 500 (^GSPC)+73.51%
5-Year Return
VERX-38.32%
S&P 500 (^GSPC)+70.85%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y Low
293.0x
Forward P/EExpansion
14.3x
EV/EBITDA0th %ile
21.8x
FCF YieldCash Flow
2.5%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
293.0x
499.2x
0th· Low
EV/EBITDA
21.8x
55.0x
0th· Low
Price/FCF
39.9x
75.6x
0th· Low
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$10.34-11.8%
Base (Fair)$14.95+25.0%
Bull$19.35+65.1%
$10.34 Bear$14.95 Base$19.35 Bull
Current Market Price: $11.72
Trades at a 21.6% discount to Base DCF ($14.95)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$748M+12.2% YoY
Net income
$7M+113.7% YoY
Free cash flow
$48M-38.8% YoY
Operating margin
-1%-0.7 pts YoY
ROIC (TTM)-2.2%
Avg ROIC 5Y-
ROE (TTM)3.3%
Piotroski Score6 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate10/12 (83%)
Revenue Beat Rate8/12 (67%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Aug 3, 2026
$0.20+4.8%
vs $0.19
$204M+0.9%
vs $202M
Q2 2026
May 7, 2026
$0.17+6.3%
vs $0.16
$197M+0.9%
vs $195M
Q1 2026
Feb 11, 2026
$0.17+0.0%
vs $0.17
$195M+0.2%
vs $194M
Q4 2025
Nov 3, 2025
$0.17+0.0%
vs $0.17
$192M-1.1%
vs $194M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Fool - Investing News·Sep 14, 2026
AbbVie vs. CRISPR Therapeutics: Which Healthcare Stock Is a Better Buy in 2026?

AbbVie is profitable, growing, and paying a rising dividend. CRISPR is burning cash in pursuit of a gene-editing breakthrough that could reshape medicine.

MarketBeat·Sep 14, 2026
Vertex Pharmaceuticals Eyes Renal Growth With Key PDUFA, Pipeline Catalysts Ahead

Vertex Pharmaceuticals NASDAQ: VRTX is continuing to broaden its business beyond cystic fibrosis, with its renal medicine portfolio, rare endocrine assets and cell therapies among the company's priorities, CEO and President Reshma Kewalramani said at Morgan Stanley's 24th Annual Healthcare Conference.

MarketBeat·Sep 12, 2026
Vertex Pharmaceuticals Highlights Catalyst-Rich Pipeline Beyond Cystic Fibrosis

Vertex Pharmaceuticals NASDAQ: VRTX highlighted a series of upcoming clinical, regulatory and commercial catalysts across renal disease, pain management, cystic fibrosis and endocrinology during a Wells Fargo healthcare conference appearance.

MarketBeat·Sep 12, 2026
Vertex Pharmaceuticals Maps Growth Beyond CF at Cantor Conference

Vertex Pharmaceuticals NASDAQ: VRTX outlined a broadening commercial and clinical strategy at the Cantor Global Healthcare Conference, highlighting its recent Crinetics acquisition, planned renal product launch efforts and upcoming pipeline milestones across kidney disease, pain, cystic fibrosis and rare endocrine disorders.

Filtered for Vertex, Inc.More Headlines
04

Compare before deciding

Benchmark VERX against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Vertex, Inc. (VERX)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
VERX logoVERXVertex, Inc.Current
$11.72$1.9B293.0012.25%0.96%3.29%—
HYFM logoHYFMHydrofarm Holdings Group, Inc.
$0.98$4.67M-0.02-29.45%-267.2%——
RYAN logoRYANRyan Specialty Holdings, Inc.
$36.17$10.07B76.9621.28%5.84%15.93%—
INTU logoINTUIntuit Inc.
$286.80$78.45B20.9815.63%21.29%23.42%—
ADP logoADPAutomatic Data Processing, Inc.
$263.68$105.4B24.086.74%20.11%70.2%—
PCTY logoPCTYPaylocity Holding Corporation
$143.58$7.69B29.1811.04%15.23%23.44%—

Compare VERX vs Peers

Vertex, Inc. (VERX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs HYFM

Most directly comparable listed peer for VERX.

Scale Benchmark

vs MSFT

Larger-name benchmark to compare VERX against a more recognizable public peer.

Peer Set

Compare Top 5

vs HYFM, RYAN, INTU, ADP

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

VERX SEC Filings & Documents

Vertex, Inc. (VERX) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 3, 2026·SEC

Material company update

Jun 11, 2026·SEC

Material company update

May 7, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 24, 2026·SEC

FY 2025

Feb 27, 2025·SEC

FY 2024

Feb 29, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 4, 2026·SEC

FY 2026

May 7, 2026·SEC

FY 2025

Nov 3, 2025·SEC

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VERX Frequently Asked Questions

Vertex, Inc. (VERX) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Vertex, Inc.'s revenue?

Vertex, Inc. (VERX) reported $787.4M in revenue for fiscal year 2025. This represents a 189% increase from $272.4M in 2018.

How fast is Vertex, Inc. growing?

Vertex, Inc. (VERX) grew revenue by 12.2% over the past year. This is steady growth.

Is VERX profitable?

Yes, Vertex, Inc. (VERX) is profitable, generating $3.6M in net income for fiscal year 2025 (1.0% net margin).

Dividend & Returns
What is VERX's return on equity?

Vertex, Inc. (VERX) has a return on equity (ROE) of 3.3%. This is below average, suggesting room for improvement.

What is Vertex, Inc.'s free cash flow?

Vertex, Inc. (VERX) generated $58.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in VERX back in 2018?

Total return calculator · dividends reinvested · 8+ years of data

See returns →