Latest market price
15.83
+0.51+3.33%
Earnings
Up 3.3% — Earnings due 2026-11-04 — pre-report positioning.
Medium confidence
TA
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Snapshot
| Index | — | P/E | — | EPS (ttm) | 0.03 | Insider Own | 22.17% | Shs Outstand | 162.22M | Perf Week | 4.35% |
| Market Cap | 2.57B | Forward P/E | 15.58 | EPS next Y | 1.02 | Insider Trans | -0.02% | Shs Float | 144.49M | Perf Month | 31.81% |
| Enterprise Value | 2.68B | PEG | 23.51 | EPS next Q | 0.22 | Short Float | 3.80% | Perf Quarter | 27.76% | ||
| Income | 3.00M | P/S | 3.26 | EPS this Y | 28.59% | Short Ratio | 2.96 | Perf Half Y | 18.67% | ||
| Sales | 788.00M | P/B | 10.65 | EPS next Y | 23.77% | ROA | 0.30% | Short Interest | 5.49M | Perf YTD | -20.73% |
| Book/sh | 1.49 | P/C | 11.17 | EPS next 5Y | 22.44% | ROE | 1.41% | 52W High | 23.14 -31.59% | Perf Year | -29.96% |
| Cash/sh | 1.42 | P/FCF | 43.52 | EPS past 3/5Y | — | ROIC | -0.02% | 52W Low | 10.21 55.04% | Perf 3Y | -31.74% |
| Dividend Est. | — | EV/EBITDA | 50.64 | Sales past 3/5Y | 14.99% 14.81% | Gross Margin | 62.05% | Volatility | 4.14% 4.19% | Perf 5Y | -20.05% |
| Dividend TTM | — | EV/Sales | 3.41 | EPS Y/Y TTM | — | Oper. Margin | -0.18% | ATR (14) | 0.61 | Perf 10Y | — |
| Dividend Ex-Date | — | Quick Ratio | 0.87 | Sales Y/Y TTM | 10.99% | Profit Margin | 0.45% | RSI (14) | 73.75 | Recom | 2.42 |
| Dividend Gr. 3/5Y | — | Current Ratio | 0.87 | EPS Q/Q | 33.33% | SMA20 | 13.17% | Beta | 0.75 | Target Price | 16.17 |
| Payout | 0.00% | Debt/Eq | 1.44 | Sales Q/Q | 10.27% | SMA50 | 19.94% | Rel Volume | 0.96 | Prev Close | 15.32 |
| Employees | 2,000 | LT Debt/Eq | 1.44 | Earnings | Nov 04 | SMA200 | 19.27% | Avg Volume | 1.57M | Price | 15.83 |
| IPO Date | Jul 29, 2020 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 4.83% 0.87% | Net Debt/EBITDA | 2.19 | Volume | 1,513,706 | Change | 3.33% |
Analyst Ratings
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-04-26 | Reiterated | Robert W. Baird | $19 → $17 | |
| Aug-04-26 | Reiterated | Stephens & Co. | Overweight | $30 → $18 |
| Aug-04-26 | Reiterated | DA Davidson | Neutral | $15 → $12 |
| Jul-21-26 | Downgrade | Morgan Stanley | Overweight → Equal Weight | $19 → $15 |
| May-09-26 | Reiterated | Jefferies | Buy | $16 → $14 |
| May-08-26 | Reiterated | Morgan Stanley | Overweight | $18 → $19 |
| May-08-26 | Reiterated | D.A. Davidson | Neutral | $13 → $15 |
| May-07-26 | Reiterated | Goldman Sachs | Buy | $23 → $21 |
| Apr-30-26 | Reiterated | Morgan Stanley | Overweight | $20 → $18 |
| Feb-12-26 | Reiterated | D.A. Davidson | Neutral | $23 → $13 |
Latest News· Times ET
Nov-02-26
04:01PM
Vertex Reports Third Quarter 2026 Financial Resultsbusinesswire.com
08:01AM
Oct-28-26
Oct-27-26
Oct-26-26
Oct-26-2601:01PM
09:45AM
Oct-24-26
Oct-24-2603:09PM
Oct-23-26
Oct-23-2611:02PM
Oct-22-26
Oct-21-26
Oct-20-26
09:00AM
08:05AM
Company
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.
Ownership
Per-holder 13F data hasn't been ingested for this ticker yet.
Financial Statements
DataTimeframe
| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 788 | 748 | 667 | 572 | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 300 | 294 | 241 | 224 | — | — | — | — | — | |
| Gross Profit | 488 | 455 | 426 | 349 | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 394 | 368 | 323 | 286 | — | — | — | — | — | |
| Research and Development | 110 | 84 | 67 | 58 | — | — | — | — | — | |
| Other Operating Expense | -14 | 10 | 38 | 22 | — | — | — | — | — | |
| Operating Income | -1 | -8 | -2 | -18 | — | — | — | — | — | |
| Interest Expense | 0 | 0 | 0 | 4 | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 40 | 15 | 4 | 0 | — | — | — | — | — | |
| Net Income Before Taxes | 40 | 8 | 2 | -22 | — | — | — | — | — | |
| Income Taxes | 37 | 0 | 55 | -9 | — | — | — | — | — | |
| Consolidated Net Income | 3 | 7 | -53 | -13 | — | — | — | — | — | |
| Net Income From Continuing Operations | 3 | 7 | -53 | -13 | — | — | — | — | — | |
| Net Income | 3 | 7 | -53 | -13 | — | — | — | — | — | |
| EPS (Recurring) | 0.03 | 0.05 | -0.34 | -0.09 | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 0.03 | 0.05 | -0.34 | -0.09 | — | — | — | — | — | |
| EPS (Diluted) | 0.03 | 0.04 | -0.34 | -0.09 | — | — | — | — | — | |
| EBITDA | 53 | 105 | 102 | 57 | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 527.67 | 499.25 | — | — | — | — | — | — | — | |
| Price To Sales Ratio | 3.23 | 3.84 | 12.40 | 7.16 | — | — | — | — | — | |
| Gross Margin | 61.93 | 60.83 | 63.87 | 61.01 | — | — | — | — | — | |
| Operating Margin | -0.13 | -1.07 | -0.30 | -3.15 | — | — | — | — | — | |
| Net Margin | 0.38 | 0.94 | -7.95 | -2.27 | — | — | — | — | — | |
| Shares Outstanding | 161 | 144 | 155 | 152 | — | — | — | — | — | |
| Market Capitalization | 2,549 | 2,876 | 8,269 | 4,095 | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
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Insider Trading Volume
Insider Trading
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| DeStefano David | Director | May 28 '26 | Sale | 12.75 | 6,460 | 82,365 | 197,572 | Jun 01 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | Mar 09 '26 | Buy | 15.05 | 10,000 | 150,477 | 1,221,100 | Mar 09 |
| DeStefano David | Director | Feb 24 '26 | Option Exercise | 0.00 | 109,233 | 0 | 1,307,500 | Feb 26 |
| Young Christopher David | President and CEO | Feb 23 '26 | Buy | 12.18 | 60,000 | 730,794 | 60,000 | Feb 25 |
| DeStefano David | Director | Feb 23 '26 | Option Exercise | 0.00 | 101,395 | 0 | 1,245,379 | Feb 25 |
| Rowland Bryan T.R. | GENERAL COUNSEL | Feb 23 '26 | Option Exercise | 0.00 | 6,428 | 0 | 14,640 | Feb 25 |
| SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | Feb 23 '26 | Option Exercise | 0.00 | 30,305 | 0 | 148,682 | Feb 25 |
| DeStefano David | Director | Feb 20 '26 | Option Exercise | 0.00 | 113,541 | 0 | 1,156,507 | Feb 24 |
| SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | Feb 20 '26 | Option Exercise | 0.00 | 39,766 | 0 | 126,975 | Feb 24 |
| Rowland Bryan T.R. | GENERAL COUNSEL | Feb 20 '26 | Option Exercise | 0.00 | 7,108 | 0 | 9,188 | Feb 24 |
| Leib Ryan J | Chief Accounting Officer | Feb 20 '26 | Option Exercise | 0.00 | 6,348 | 0 | 8,205 | Feb 24 |
| ANDERSEN ERIC C. | Director | Feb 20 '26 | Buy | 12.91 | 40,000 | 516,400 | 150,341 | Feb 23 |
| Westphal Jeffrey | Other | Feb 17 '26 | Buy | 12.53 | 150,000 | 1,880,235 | 397,740 | Feb 18 |
| Westphal Jeffrey | Other | Feb 13 '26 | Buy | 13.08 | 247,740 | 3,241,059 | 247,740 | Feb 18 |
| Rowland Bryan T.R. | GENERAL COUNSEL | Feb 10 '26 | Option Exercise | 0.00 | 4,088 | 0 | 4,680 | Feb 12 |
QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.