Vertex, Inc.
VERX
NASDAQ·Technology·Software - Application·Mkt cap $2.2B
$13.48
▼ -2.53%
P/E
541.37
Mkt Cap
$2.2B
52-Wk Range
$10.21–$26.54
52-Week Range
$10.21 - $26.54
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 44.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Deep tax expertise and 45+ years of industry specialization
- Mission-critical software with high switching costs and strong customer lock-in
- Industry-specific solutions tailored to retail, communications, leasing, and manufacturing
- Comprehensive platform addressing entire tax compliance lifecycle
- Recurring revenue model through subscriptions and managed services
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Increasing tax regulation complexity driving demand for automation
Value
Attractively priced below Enterprise SaaS peer average
Momentum
Strong
+5.4% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying VERX right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 2, 2026
AUG 3, 2026
Reported EPS of $0.20 vs $0.19 consensus (+4.8% surprise). Revenue of $204.0M vs $202.2M expected (+0.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+4.8%
Revenue trend · last 8Q
—
+15%
+13%
+15%
+13%
+9%
+11%
+11%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$170.4M
$178.5M
$177.1M
$184.6M
$192.1M
$194.7M
$196.6M
$204.0M
Margins · last 8Q
Gross
68.3%
Operating
-5.9%
Profit
4.4%
Wall Street consensus
4 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: TD Cowen · Jun 29, 2026
vs Industry
How VERX stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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