Vertex, Inc.: stock overview

VERXNASDAQTechnology · Services-Prepackaged Software

Price

$17.97

November 13, 2026Market cap $2.9B

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  • The full history: 8 fiscal years, from 2018
  • The estimated fair value, with its range and its certainty
  • The full analysis, 18 a month
  • More questions to the chat on its filings
  • Excel with every year
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In short

Vertex had revenue of $809M over the last 12 months and a net loss of $47M. Revenue grew by 14.8% a year on average over the last 5 years. It has net debt of $121M. It pays no dividend.

From its SEC filings (latest fiscal year to December 31, 2025) and the price of November 13, 2026.

Its SEC filings
Market cap
$2.9B
162M shares
P/E
–
Revenue, 12 months
$809M
+14.8% a year over 5 years
Net margin
-5.8%
2025: 1.0%, above 47% of its industry

Worth knowing

What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.

3 fiscal years in figures

Each fiscal year's figures as the company filed them, and the share price at its end.

2023–2025 fiscal years

+14.3% a year over 2 years

  • 202510-K
    Revenue$748M
  • 202410-K
    Revenue$667M
  • 202310-K
    Revenue$572M

Fiscal years in figures

VERX's revenue, profit, cash flow and dividend with each year-end price, from 2018 to 2022, 5 more fiscal years

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Key figures

The company's current figures in five groups. Each term is explained behind its ⓘ.

Valuation

Market cap 
$2.9B
Enterprise value 
$3.0B
P/E 
–
EV / EBIT 
–
EV / Revenue 
3.8
P/B 
16.2
FCF yield 
–
Earnings yield 
–

Profitability

Gross margin 
64.6%
Operating margin 
-2.2%
Net margin 3-year median: -2.3%
-5.8%
ROIC 
-2.4%
ROIC, 5-year average 
-1.7%
ROE 
-19.8%

Growth

Revenue, yearly change 
+12.3%
EPS, yearly change 
–
FCF, yearly change 
+271.2%
Revenue, average a year 
+14.8%

The yearly change compares FY2025 with FY2024.

Balance sheet

Cash 
$218M
Total debt 
$350M
Of which operating leases 
$11M
Net debt 
$121M
Net debt / EBITDA 
1.5x
Interest cover 
–
Current ratio 
0.75

Balance sheet of September 30, 2026.

Returns to shareholders

Dividend yield 
0.00%
Buybacks 
0.35%
Total returned 
0.35%
Shares, yearly change 
–
Valuation against its own pastEach fiscal year's P/E, P/FCF and P/B beside today's, and the DCF calculator for the company.Valuation

Against its industry

Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 73).

Gross margin

64.4%

Above 52% of the 293 companies in its industry, and 82% of all.

Operating margin

0.3%

Above 44% of the 462 companies in its industry, and 35% of all.

Net margin

1.0%

Above 47% of the 473 companies in its industry, and 38% of all.

ROE

2.8%

Above 47% of the 398 companies in its industry, and 38% of all.

ROA

0.6%

Above 46% of the 462 companies in its industry, and 39% of all.

Revenue growth

12.3%

Above 59% of the 461 companies in its industry, and 68% of all.

From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.

The company at the SEC

How it is registered and when its fiscal year ends.

Name at the SEC
Vertex, Inc.
CIK
1806837
Exchange
NASDAQ
Industry (SIC)
7372 · Services-Prepackaged Software
Fiscal year ends
December 31
Latest annual report
December 31, 2025
Reporting currency
USD
Shares
162M

Other companies: Technology

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The full analysis

What do Vertex's filings show?

These are Vertex's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

  • A fair value range built from the filings
  • Earnings quality, debt and red flags
  • Insider and institutional moves
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Questions about VERX

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What is VERX's market cap?

Vertex, Inc.'s market cap is $2.9B, at a price of $17.97 on November 13, 2026 and 162M shares.

How much revenue does VERX have?

Vertex had revenue of $809M over the last 12 months. Over the last 5 years it changed by +14.8% a year on average.

Does VERX pay a dividend?

No. Vertex paid no regular dividend over the last 12 months.

Where do the figures come from?

From Vertex, Inc.'s SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

US stocksThe market today, the sectors, the largest companies and the week's results.The market's sectorsThe 11 sectors side by side: returns, share of the market, median P/E and dividend.Compare stocksTwo companies side by side: price over up to ten years, with and without dividends, and every figure.US dividend stocksEach dividend's yield next to whether the company's cash covers it and whether it was ever cut.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.