Vertex (VERX)

Vertex, Inc. is a U.S.-based software company that develops enterprise tax technology solutions for businesses in retail trade, wholesale trade, manufacturing, and other industries, with customers in both the United States and international markets. Its platform includes tools for transaction determination, indirect tax compliance and reporting, workflow management, tax data and document management, and analytics. The company also provides pre-built integration capabilities, industry-specific tax solutions for sectors such as retail, communications, and leasing, and technology-focused tools including Chain Flow Accelerator and SAP-specific applications. Vertex supports customers through implementation, data migration, configuration, training, and managed services such as tax return preparation, filing, payment, and notice management. Its products are sold through software licenses and software-as-a-service subscriptions. Founded in 1978 and headquartered in King of Prussia, Pennsylvania, Vertex also maintains a strategic collaboration with xSuite Group GmbH to support SAP customers.


Jump directly to the stock analysis sections supported by the latest available data.

Data update note: Fair value and stock analysis metrics are updated after regular market sessions when new data becomes available.
Ticker Fair Value Fair Value Upside/Downside Fair Value Rating Analyst Price Target Analyst Target Upside/Downside Analyst Target Rating Overall Financial Health Dividend Yield Next Earnings Date P/E Ratio Price-to-Book Ratio Price-to-Sales Ratio Market Cap Enterprise Value Total Debt / Total Capital Free Float / Shares Outstanding Altman Z-Score Free Cash Flow / Net Income
NASDAQ-VERX
$17.65
47.6% Upside
Undervalued
$17.15
43.4% Upside
Undervalued
Fair
0.0%
November 11, 2026
542.7x
8.0x
2.5x
1.939 B
2.06 B
14.9%
43.7%
2.5
2,026.4%
Valuation • Fair Value

Vertex (NASDAQ-VERX) Fair Value by Valuation Model

Review the available estimates for Vertex (NASDAQ-VERX), including DCF Fair Value, Ben Graham Formula Value, Comps Fair Value.

Primary Valuation Read

Fair Value

$17.65

Estimated upside of 47.6% versus the current market price.

Fair Value Confidence

Med

Confidence level for the primary fair value estimate.

DCF Fair Value

$18.68

Discounted cash flow valuation reference.

Ben Graham Formula Value

$0.24

Classic Ben Graham valuation formula reference.

Comps Fair Value

$16.61

Comparable-company valuation reference.

Analyst Price Target

$17.15

Analysts imply upside of 43.4%.

How to read these valuation models

Use the 6 available valuation references for Vertex (NASDAQ-VERX) as analytical inputs, not a standalone conclusion. Valuation methods can differ because they rely on different assumptions, time horizons and financial inputs; compare the estimates with the current price and the company’s financial quality.

Profitability • Growth

Profitability & Growth for Vertex (NASDAQ-VERX)

Review the profitability and growth indicators currently supported by the latest data.

Revenue

787.4 M

Current operating scale indicator.

Revenue Forecast

827.5 M

Forward revenue estimate.

EBITDA

19.386 M

Current operating profitability reference.

EBITDA Forecast

208 M

Forward operating profitability estimate.

How to read profitability and growth

This section helps investors review Vertex (NASDAQ-VERX) from an operating perspective by combining current scale, forward revenue expectations and EBITDA-related profitability measures.

Quality • Risk

Quality & Financial Risk for Vertex (NASDAQ-VERX)

Review the financial quality and risk indicators currently supported by the latest data.

Financial Health

Fair

Mixed or neutral financial-health read.

Piotroski Score

6

Mid-range quality score.

Beneish M-Score

-3.09

No elevated caution signal from this screen.

Altman Z-Score

2.5

Intermediate risk zone.

FCF / Net Income

2,026.4%

Cash conversion quality indicator.

How to read quality and risk

This section combines quality, balance-sheet and accounting-risk indicators for Vertex (NASDAQ-VERX). Read the metrics together: no single score is a complete investment conclusion, but the combined view can highlight financial strength, earnings quality and areas that may deserve closer review.

Events • Dividends

Upcoming Events & Dividends for Vertex (NASDAQ-VERX)

Track the upcoming dates and dividend metrics currently supported by the latest data.

Next Earnings Date

November 11, 2026

Days to Earnings

54

Dividend Yield

0.0%

No current dividend yield is indicated.

How to read events and dividends

This section helps investors track time-sensitive items for Vertex (NASDAQ-VERX), including the next earnings date and dividend-related milestones. These items can matter for short-term volatility, income planning and event-driven positioning.

Stock Forecast • Technical Outlook

Vertex (NASDAQ-VERX) Stock Forecast & Technical Outlook

Review Vertex (NASDAQ-VERX) across multiple technical time frames, alongside analyst recommendation data, to form a faster read on market positioning and near-term sentiment.

Technical Signals by Time Frame

Switch between time frames to review the current technical signal for the stock.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 15-minute • intraday
Buy

The 15-minute technical read for Vertex (NASDAQ-VERX) is currently Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 1-hour • short-term
Strong Sell

The 1-hour technical read for Vertex (NASDAQ-VERX) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: daily • daily
Strong Sell

The daily technical read for Vertex (NASDAQ-VERX) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: weekly • weekly
Strong Sell

The weekly technical read for Vertex (NASDAQ-VERX) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: monthly • monthly
Strong Sell

The monthly technical read for Vertex (NASDAQ-VERX) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Analyst Consensus for Vertex (NASDAQ-VERX)

A consolidated view of buy, hold and sell recommendations based on the currently available analyst data.

Strong Sell Sell Neutral Buy Strong Buy
Consolidated analyst recommendation mix
Hold

Based on the available recommendation mix, Vertex (NASDAQ-VERX) has a Hold consensus, with 4 buy, 8 hold and 0 sell recommendations in the current data set.

Buy 4
Hold 8
Sell 0
FAQ Fast Investor Answers

Vertex (NASDAQ-VERX) Stock FAQ

Data-supported answers about Vertex (NASDAQ-VERX), including explicit coverage status where a reliable valuation estimate is not currently available.

Fair Value
$17.65
Estimated upside 47.6%
Valuation Rating
Undervalued
Estimated upside of 47.6%
Analyst Target
$17.15
Implied upside 43.4%
Financial Health
Fair
Current financial-health read

The current fair value estimate for Vertex (NASDAQ-VERX) is $17.65. This implies an estimated upside of 47.6% versus the current market price.

Based on the current fair value estimate, the stock appears undervalued, with estimated upside of 47.6% versus the current market price.

The available analyst price target for Vertex (NASDAQ-VERX) is $17.15. The analyst target implies estimated upside of 43.4%.

The current financial health read for Vertex (NASDAQ-VERX) is Fair. This should be reviewed alongside valuation, profitability, debt and cash-flow quality metrics.

The next earnings date currently listed for Vertex (NASDAQ-VERX) is November 11, 2026.

The latest available data indicates no current dividend yield for Vertex (NASDAQ-VERX).

The current P/E ratio listed for Vertex (NASDAQ-VERX) is 542.7x. Use it together with growth, margins and sector comparisons rather than as a standalone valuation signal.

The current market capitalization listed for Vertex is 1.939 B.

The current enterprise value listed for Vertex is 2.06 B. Enterprise value can provide a broader valuation view than market capitalization alone because it also considers net debt.

The ticker symbol for Vertex is NASDAQ-VERX, and the stock is listed on NASDAQ.

Vertex (NASDAQ-VERX) is listed on NASDAQ.

The current debt-to-total-capital ratio listed for Vertex is 14.9%, which helps investors evaluate the company’s financing structure and leverage profile.

The free float listed for Vertex is 43.7%. Free float helps investors understand how much of the share base is available for public trading.