Vertex (VERX) Stock Price, News & Analysis

Company Overview

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers tax determination; compliance and reporting, including workflow management tools, role-based security, and event logging; tax data management; document management; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; and managed services, including tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Key Stats

• Today's Range: $34.57 to $36.51
• 50-Day Range: $31.15 to $58.95
• 52-Week Range: $27.22 to $60.71
• Volume: 1.20 million shs
• Average Volume: 992,278 shs
• Market Capitalization: $5.71 billion
• P/E Ratio: 200.44
• Dividend Yield: N/A
• Price Target: $49.82
• Consensus Rating: Moderate Buy

Vertex Stock Analysis - MarketRank™

Vertex scored higher than 81% of companies evaluated by MarketBeat, and ranked 189th out of 662 stocks in the computer and technology sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.3 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Vertex has received a consensus rating of Moderate Buy. The company's average rating score is 2.69, and is based on 7 buy ratings, 5 hold ratings, and no sell ratings.

Amount of Analyst Coverage

Vertex has been the subject of 8 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 28.95%

Earnings Growth

Earnings for Vertex are expected to grow by 28.95% in the coming year, from $0.38 to $0.49 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Vertex is 200.44, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 22.55.

Price to Earnings Ratio vs. Sector

The P/E ratio of Vertex is 200.44, which means that it is trading at a more expensive P/E ratio than the Computer and Technology sector average P/E ratio of about 41.62.

Price to Earnings Growth Ratio

Vertex has a PEG Ratio of 6.66. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Vertex has a P/B Ratio of 21.87. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 1.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

7.05% of the float of Vertex has been sold short.

Short Interest Ratio / Days to Cover

Vertex has a short interest ratio ("days to cover") of 4.6.

Change versus previous month

Short interest in Vertex has recently increased by 4.46%, indicating that investor sentiment is decreasing.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

Vertex does not currently pay a dividend.

Dividend Growth

Vertex does not have a long track record of dividend growth.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

7.05% of the float of Vertex has been sold short.

Short Interest Ratio / Days to Cover

Vertex has a short interest ratio ("days to cover") of 4.6.

Change versus previous month

Short interest in Vertex has recently increased by 4.46%, indicating that investor sentiment is decreasing.

News and Social Media

• Score: 3.2 / 5
• News Sentiment: 0.77

News Sentiment

Vertex has a news sentiment score of 0.77. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This news sentiment score is similar to the average news sentiment of Computer and Technology companies.

News Coverage This Week

MarketBeat has tracked 12 news articles for Vertex this week, compared to 7 articles on an average week.

Search Interest

4 people have searched for VERX on MarketBeat in the last 30 days. This is an increase of 100% compared to the previous 30 days.

MarketBeat Follows

8 people have added Vertex to their MarketBeat watchlist in the last 30 days. This is an increase of 700% compared to the previous 30 days.

Company Ownership

• Score: 4.2 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Vertex insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $4,596,396.00 in company stock.

Percentage Held by Insiders

44.58% of the stock of Vertex is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

70.32% of the stock of Vertex is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

VERX Stock Analysis - Frequently Asked Questions

How have VERX shares performed this year?

Vertex's stock was trading at $53.35 at the beginning of 2025. Since then, VERX shares have decreased by 32.4% and is now trading at $36.08.
View the best growth stocks for 2025 here.

How were Vertex's earnings last quarter?

Vertex, Inc. (NASDAQ:VERX) posted its quarterly earnings data on Thursday, February, 27th. The company reported $0.10 earnings per share for the quarter, missing the consensus estimate of $0.13 by $0.03. The firm had revenue of $178.46 million for the quarter, compared to analysts' expectations of $176.90 million. Vertex had a trailing twelve-month return on equity of 24.92% and a net margin of 4.73%.

When did Vertex IPO?

Vertex (VERX) raised $318 million in an IPO on Wednesday, July 29th 2020. The company issued 21,200,000 shares at a price of $14.00-$16.00 per share. Goldman Sachs and Morgan Stanley acted as the underwriters for the IPO and BofA Securities, Citigroup, Jefferies, JMP Securities, Stifel, William Blair and CastleOak Securities were co-managers.

How do I buy shares of Vertex?

Shares of VERX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Vertex own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Vertex investors own include NVIDIA (NVDA), Meta Platforms (META), Advanced Micro Devices (AMD), Tesla (TSLA), Netflix (NFLX), Broadcom (AVGO) and Intel (INTC).

Company Calendar

• Last Earnings: 2/27/2025
• Today: 4/01/2025
• Next Earnings (Estimated): 5/06/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Computer and Technology
• Industry: Prepackaged software
• Sub-Industry: Computer Software
• Current Symbol: NASDAQ:VERX
• CIK: 1806837
• Web: www.vertexinc.com
• Phone: 800-355-3500
• Fax: N/A
• Employees: 1,300
• Year Founded: N/A

Price Target and Rating

• Average Stock Price Target: $49.82
• High Stock Price Target: $61.00
• Low Stock Price Target: $31.00
• Potential Upside/Downside: +39.6%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.69
• Research Coverage: 13 Analysts

Profitability

• EPS (Most Recent Fiscal Year): ($0.34)
• Trailing P/E Ratio: 198.28
• Forward P/E Ratio: 93.92
• P/E Growth: 6.66
• Net Income: $-13,090,000.00
• Net Margins: 4.73%
• Pretax Margin: 1.06%
• Return on Equity: 24.92%
• Return on Assets: 6.65%

Debt

• Debt-to-Equity Ratio: 1.29
• Current Ratio: 1.04
• Quick Ratio: 1.04

Sales & Book Value

• Annual Sales: $666.78 million
• Price / Sales: 8.47
• Cash Flow: $0.58 per share
• Price / Cash Flow: 61.70
• Book Value: $1.65 per share
• Price / Book: 21.63

Miscellaneous

• Outstanding Shares: 158,183,000
• Free Float: 86,433,000
• Market Cap: $5.65 billion
• Optionable: Optionable
• Beta: 0.87