Stock Fundamentals

VERX.US Logo

VERX.US - Current Price

$19.79

Company Information

Company Name
Vertex
Sector
Technology
Industry
Software - Application
Exchange
NASDAQ
ISIN: US92538J1060
CIK: 0001806837
CUSIP: 92538J106
Currency: USD
Full Time Employees: 1,900
Phone: 800 355 3500
Fiscal Year End: December
IPO Date: Jul 29, 2020
Description:

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; tax data management and document managementsolutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; 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; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect 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.

Address:

2301 Renaissance Boulevard, King of Prussia, PA, United States, 19406

Directors & Officers

Name Title Year Born
Ms. Amanda Westphal Radcliffe Co-Owner & Independent Director 1969
Ms. Stefanie Westphal-Lucas Thompson Co-Owner & Independent Director 1963
Mr. John R. Schwab Chief Financial Officer 1968
Mr. Bryan T. R. Rowland Senior VP, General Counsel & Secretary 1980
Mr. Christopher David Young CEO, President & Director 1972
Mr. Ray Westphal Founder NA
Mr. Ryan J. Leib CPA Chief Accounting Officer 1978
Mr. Salvatore Visca Chief Technology Officer 1966
Mr. Ben Askin Chief Information Officer NA
Mr. Joseph J. Crivelli Vice President of Investor Relations NA

Shares Statistics

Shares Outstanding: 77.37M
Shares Float: 70.17M
% Insiders: 746.40%
% Institutions: 11,297.90%
Short % Float: 8.83%

Valuation Metrics

Enterprise Value: $3.15B
Trailing P/E: 0.00
Forward P/E: 0.00

Financial Highlights

Market Cap: $3.16B
EBITDA: $11.64M
Book Value: $1.66
Earnings/Share: $-0.35
Profit Margin: -7.32%
Operating Margin: 2.24%
ROA (TTM): 0.26%
ROE (TTM): -20.47%
Revenue (TTM): $732.19M
Revenue/Share (TTM): $4.63
Earnings Growth (YOY): -44.00%
Revenue Growth (YOY): 12.70%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income

Operating Expenses

Balance Sheet Overview

Earnings Per Share (EPS)

Earnings History

Date EPS Actual EPS Estimate Difference Surprise %
Sep 30, 2025 0.17 0.15 N/A 1,147.54%
Jun 30, 2025 0.15 0.14 N/A 714.29%
Mar 31, 2025 0.15 0.13 N/A 1,144.13%
Dec 31, 2024 0.15 0.14 N/A 775.86%
Sep 30, 2024 0.16 0.14 N/A 1,428.57%
Jun 30, 2024 0.15 0.13 N/A 1,538.46%
Mar 31, 2024 0.15 0.13 N/A 1,538.46%
Dec 31, 2023 0.13 0.11 N/A 1,818.18%
Sep 30, 2023 0.10 0.09 N/A 1,111.11%
Jun 30, 2023 0.08 0.08 N/A 0.00%
Mar 31, 2023 0.08 0.08 N/A 0.00%
Dec 31, 2022 0.08 0.06 N/A 3,333.33%
Sep 30, 2022 0.08 0.06 N/A 3,333.33%
Jun 30, 2022 0.06 0.05 N/A 2,000.00%
Mar 31, 2022 0.08 0.06 N/A 3,333.33%
Dec 31, 2021 0.08 0.05 N/A 6,000.00%
Sep 30, 2021 0.08 0.05 N/A 6,000.00%
Jun 30, 2021 0.08 0.05 N/A 6,000.00%
Mar 31, 2021 0.07 0.05 N/A 4,000.00%
Dec 31, 2020 0.08 0.07 N/A 1,428.57%
Sep 30, 2020 0.15 0.08 N/A 8,750.00%
Jun 30, 2020 0.16 0.08 N/A 10,000.00%
Mar 31, 2020 0.05 0.04 N/A 2,500.00%

Balance Sheet (Yearly)

Date Cash Total Debt Total Assets Total Liabilities Total Equity
2024-12-31 $296.05M $N/A $1.17B $987.44M $179.35M
2023-12-31 $68.18M $N/A $759.93M $506.95M $252.98M
2022-12-31 $91.80M $N/A $719.19M $489.47M $229.73M
2021-12-31 $73.33M $N/A $670.21M $440.12M $230.08M
2020-12-31 $303.05M $N/A $558.78M $329.44M $229.34M
2019-12-31 $75.90M $N/A $264.62M $377.06M $-112.43M
2018-12-31 $55.84M $N/A $215.07M $326.77M $-111.70M

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Sep 29, 2025 N/A N/A N/A N/A N/A N/A
Sep 05, 2025 N/A N/A N/A N/A N/A N/A
Aug 26, 2025 N/A N/A N/A N/A N/A N/A
Aug 04, 2025 N/A N/A N/A N/A N/A N/A
Jun 24, 2025 N/A N/A N/A N/A N/A N/A
Jun 23, 2025 N/A N/A N/A N/A N/A N/A
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Jun 20, 2025 N/A N/A N/A N/A N/A N/A
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Jun 16, 2025 N/A N/A N/A N/A N/A N/A
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May 28, 2025 N/A N/A N/A N/A N/A N/A
May 19, 2025 N/A N/A N/A N/A N/A N/A
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Apr 23, 2025 N/A N/A N/A N/A N/A N/A
Mar 19, 2025 N/A N/A N/A N/A N/A N/A
Jan 22, 2025 N/A N/A N/A N/A N/A N/A
Dec 12, 2024 N/A N/A N/A N/A N/A N/A

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