Valuation: Vertex, Inc.

Market Cap 2.06B 1.78B 1.67B 1.52B 2.86B 197B 2.91B 19.62B 7.67B 98.81B 7.75B 7.58B 328B P/E 2026 *
59.2x
P/E 2027 * 35.1x
Enterprise Value 2.07B 1.79B 1.68B 1.53B 2.87B 198B 2.92B 19.67B 7.69B 99.06B 7.77B 7.6B 329B EV / Sales 2026 *
2.5x
EV / Sales 2027 * 2.09x
Free-Float
43.86%
Yield 2026 *
-
Yield 2027 * -
1 day-4.00%
1 week+6.53%
Current month-1.47%
1 month-0.16%
3 months-1.01%
6 months-0.24%
Current year-36.30%
1 week 11.62
Extreme 11.62
13.32
1 month 10.85
Extreme 10.85
13.75
Current year 10.21
Extreme 10.21
20.4
1 year 10.21
Extreme 10.21
26.62
3 years 10.21
Extreme 10.21
60.71
5 years 9.44
Extreme 9.44
60.71
10 years 9.44
Extreme 9.44
60.71
Manager TitleAgeSince
Chief Executive Officer 54 2025-11-09
Director of Finance/CFO 58 2019-12-31
Chief Tech/Sci/R&D Officer - 2026-08-03
Director TitleAgeSince
Chairman 63 2020-06-28
Director/Board Member 64 2007-12-31
Director/Board Member 58 1992-12-31
Date Insider Type Main position Quantity % Market Cap.
2/24/26 Fiscal year

Chairman

270,449 0.3495%
2/23/26 Fiscal year

Chief Financial Officer

77,021 0.0995%
2/23/26 Fiscal year

General Counsel

14,624 0.0189%
Change 5-day change 1-year change 3-year change Capi.($)
-4.00%+6.53%-50.37%-37.00% 2.06B
-0.30%-0.92%-4.76%+53.92% 3,679B
-2.78%+1.18%-1.77%+1,032.34% 418B
+1.28%+9.20%+100.75%+188.59% 91.73B
+0.32%-4.25%-7.16%+43.62% 89.45B
+2.43%+1.38%-31.75%-3.43% 80.71B
-1.12%+7.50%-31.22%+200.49% 74.69B
+2.08%+0.18%+6.36%+77.01% 46.17B
-2.42%+8.65%-3.01%-16.13% 41.06B
-4.50%-1.28%+125.42%+289.09% 36.58B
Average -0.90%+2.89%+10.25%+182.85% 455.93B
Weighted average by Cap. -0.48%-0.30%-2.17%+149.01%

Financials

2026 *2027 *
Net sales 827M 714M 671M 611M 1.15B 79.09B 1.17B 7.87B 3.08B 39.61B 3.11B 3.04B 132B 914M 789M 742M 675M 1.27B 87.4B 1.29B 8.69B 3.4B 43.77B 3.43B 3.36B 145B
Net income 30.25M 26.13M 24.55M 22.33M 41.98M 2.89B 42.67M 288M 112M 1.45B 114M 111M 4.81B 53.33M 46.06M 43.28M 39.37M 74.01M 5.1B 75.23M 507M 198M 2.55B 200M 196M 8.49B
Net Debt 5.39M 4.66M 4.37M 3.98M 7.48M 515M 7.6M 51.26M 20.04M 258M 20.24M 19.8M 858M -149M -129M -121M -110M -206M -14.23B -210M -1.42B -553M -7.13B -559M -547M -23.68B
Logo Vertex, Inc.
Vertex, Inc. is a global provider of indirect tax solutions. The Company and its subsidiaries operate as solutions providers of state, local and value-added tax calculation, compliance, and analytics, offering software products that are sold through software licenses and software-as-a-service (cloud) subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Its software includes tax determination, compliance and reporting, tax data management and document management tools, analytics and insights, as well as pre-built integrations with business applications. Its tax-determination solutions enable real-time calculation of indirect taxes and applicable fees for sale and purchase transactions. Its compliance and reporting solutions enable the automation of signature-ready returns and remittance of indirect tax to appropriate jurisdictions.
Employees
2,000
Date Price Change Volume
26-08-14 US$12.72 -4.00% 1,447,960
26-08-13 US$13.25 +7.72% 2,250,231
26-08-12 US$12.30 +0.57% 3,382,677
26-08-11 US$12.23 +0.78% 3,402,579
26-08-10 US$12.14 +1.63% 2,157,562
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
12.72USD
Average target price
17.15USD
Spread / Average Target
+34.86%

Quarterly revenue - Rate of surprise

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