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VERX
$11.91+$0.54 (+4.75%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.8B
162M shares
52-week range
$10.21 – $36.75
6% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Borrow rate
1.37%
Moderate
Price (6 mo)
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Change$-10.03
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $272.4M | $321.5M | $374.7M | $425.5M | $491.6M | $572.4M | $666.8M | $748.4M |
| Cost of revenue | $95.7M | $110.4M | $165.4M | $161.9M | $193.1M | $223.8M | $240.7M | $293.9M |
| Gross profit | $176.7M | $211.1M | $209.3M | $263.7M | $298.5M | $348.6M | $426.1M | $454.5M |
| Gross margin | 64.9% | 65.7% | 55.9% | 62.0% | 60.7% | 60.9% | 63.9% | 60.7% |
| R&D | $23.8M | $30.6M | $54.3M | $44.0M | $41.9M | $58.2M | $66.7M | $83.7M |
| Operating income | −$2.8M | $31.9M | −$104.8M | −$2.9M | −$8.1M | −$17.5M | −$2.2M | −$7.8M |
| EBITDA | $22.1M | $57.0M | −$72.5M | $41.8M | $53.1M | $57.0M | $102.0M | $104.5M |
| Net income | −$6.1M | $31.1M | −$75.1M | −$1.5M | −$12.3M | −$13.1M | −$52.7M | $7.2M |
| Net margin | -2.2% | 9.7% | -20.0% | -0.3% | -2.5% | -2.3% | -7.9% | 1.0% |
| EPS (diluted) | -0.05 | 0.21 | -0.60 | -0.01 | -0.08 | -0.09 | -0.34 | 0.04 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $827M | $0.80 | $0.72–$0.83 | 8 |
| 2027 | $920M | $1.03 | $0.92–$1.15 | 8 |
| 2028 | $1.0B | $1.18 | $1.08–$1.28 | 2 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$6.95
Price
$11.91
Implied downside
-42%
Peer comparison
Vertex, Inc. Class A Common Stock
Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. It provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting, among others. The company derives revenue from software subscriptions.
www.vertexinc.com- Employees
- 2,100
- IPO / List date
- Jul 29, 2020
- HQ
- KING OF PRUSSIA, PA
Held by traders on TradeandTell
No one on the platform currently holds VERX.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 290,500 | $3.5M |
Insider activity (SEC Form 4)
Recent trades on TradeandTell
No one on the platform has traded VERX yet.
