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VERXVertex, Inc.
$17.08$2.8B
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 · Financial Software
$17.08
At close - Nov 6, 4:00 PM EST - USD
Market Cap$2.76B
P/E-58.8x
52W High$20.86
Volume1.64M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q3

Vertex Grows Revenue But Profitability Remains Elusive

Vertex's revenue has expanded steadily from $161.1M in Q2 2024 to $213.3M in Q3 2026, with year-over-year growth holding near 10.5% to 11.1% in recent quarters, suggesting durable demand for its tax software.

GrowthExpanding
ProfitabilityWeak
ValuationExpensive
TechnicalsStrong
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

-294% Peers

P/E is 294% below peer median

03

Market leadership

RS 91 · Leader

High momentum (Outperforming 91% of market)

04

Strong Uptrend

Strong Trend

Price > 20DMA > 50DMA > 200DMA

Next CatalystEstimated earnings · Feb 4

Market performance

Price History →

Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
VERX-10.15%
S&P 500 (^GSPC)+7.63%
1-Year Return
VERX-10.58%
S&P 500 (^GSPC)+9.69%
3-Year Return
VERX-23.03%
S&P 500 (^GSPC)+64.95%
5-Year Return
VERX-17.41%
S&P 500 (^GSPC)+52.77%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y Low
-58.8x
Forward P/E
20.8x
EV/EBITDA0th %ile
24.9x
FCF YieldCash Flow
1.0%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
-58.8x
499.2x
0th· Low
EV/EBITDA
24.9x
55.0x
0th· Low
Price/FCF
97.6x
75.6x
67th· Fair
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$10.48-38.6%
Base (Fair)$15.30-10.4%
Bull$19.96+16.9%
$10.48 Bear$15.30 Base$19.96 Bull
Current Market Price: $17.08
Trades at a 11.6% premium to Base DCF ($15.30)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$748M+12.2% YoY
Net income FY25
$7M+113.7% YoY
Free cash flow FY25
$48M-38.8% YoY
Operating margin FY25
-1%-0.7 pts YoY
ROIC (FY25)-2.2%
Avg ROIC 5Y-3.1%
ROE (TTM)-20.3%
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 Rate9/12 (75%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Nov 4, 2026
$0.26+17.0%
vs $0.22
$213M+1.7%
vs $210M
Q3 2026
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
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
The Motley Fool·1d ago
Bristol Myers Squibb vs. Vertex: Which Pharma Stock Is a Better Buy for 2027?

Bristol Myers Squibb is an established pharmaceutical powerhouse with a high-yield dividend and a focus on expanding its portfolio through strategic oncology alliances. Vertex Pharmaceuticals maintains a dominant position in the cystic fibrosis market while diversifying into gene editing and treatments for acute pain.

The Motley Fool·2d ago
Prediction: Vertex Pharmaceuticals Will Be 1 of the Best Biotech Stocks to Own Over the Next 5 Years

Vertex Pharmaceuticals' moat in cystic fibrosis remains nearly impregnable. The company's diversification efforts are slowly ramping up, and more is to come.

Benzinga·3d ago
Vertex Analysts Boost Their Forecasts After Better-Than-Expected Q3 Results

Vertex Inc (NASDAQ:VERX) on Wednesday reported better-than-expected third-quarter financial results and raised its FY26 sales guidance above estimates.

MarketBeat·3d ago
What Vertex (VERX) Said on Its Q3 Earnings Call

Vertex NASDAQ: VERX raised its full-year revenue and earnings guidance after reporting third-quarter revenue growth of 11% and a nearly 50% increase in adjusted earnings before interest, taxes, depreciation and amortization, or EBITDA.

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
$17.08$2.76B-58.7712.25%-5.83%-20.33%—
HYFM logoHYFMHydrofarm Holdings Group, Inc.
$0.82$3.89M-0.01-29.45%-267.2%——
RYAN logoRYANRyan Specialty Holdings, Inc.
$47.73$12.51B64.6221.28%5.95%17.64%0.47%
INTU logoINTUIntuit Inc.
$341.50$93.41B20.3413.9%21.29%23.42%1.42%
ADP logoADPAutomatic Data Processing, Inc.
$303.35$121.26B26.656.74%20.33%75.85%2.17%
PCTY logoPCTYPaylocity Holding Corporation
$173.15$9.27B33.2911.04%15.39%24.03%—

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

Nov 4, 2026·SEC

Material company update

Aug 3, 2026·SEC

Material company update

Jun 11, 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

Nov 5, 2026·SEC

FY 2026

Aug 4, 2026·SEC

FY 2026

May 7, 2026·SEC

Get notified when VERX posts new earnings or crosses analyst targets

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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 $808.6M in revenue over the trailing twelve months. Revenue was $748.4M in fiscal year 2025. That is 175% more than the $272.4M of fiscal year 2018.

How fast is Vertex, Inc. growing?

Vertex, Inc. (VERX) grew revenue by 10.4% over the trailing twelve months, compared with the twelve months before.

Is VERX profitable?

No. Vertex, Inc. (VERX) reported a net loss of $47.1M over the trailing twelve months.

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

Vertex, Inc. (VERX) had a return on equity (ROE) of -20.3% over the trailing twelve months. A negative ROE means the company lost money over the period.

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

Vertex, Inc. (VERX) generated $28.3M in free cash flow over the trailing twelve months.

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

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

See returns →