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Vertex Inc

VERX

19.146USD

-0.044-0.23%

Market hours （ET）Quotes delayed by 15 min

3.05BMarket Cap

LossP/E TTM



Vertex Inc

19.146

-0.044-0.23%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Vertex Inc

Currency: USD Updated: 2025-11-10

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite a very weak market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Vertex Inc's Score

Industry at a Glance

Industry Ranking

92 / 485

Overall Ranking

167 / 4611

Industry

Software & IT Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 17 analysts

Buy

Current Rating

28.541

Target Price

+46.29%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Vertex Inc Highlights

StrengthsRisks

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.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 35.63% year-on-year.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 666.78M.

Overvalued

The company’s latest PE is -55.28, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 89.30M shares, decreasing 2.39% quarter-over-quarter.

Held by Wasatch Global Investors

Star Investor Wasatch Global Investors holds 2.50M shares of this stock.

Higher Market Activity

The company has more investor interest, with a 20-day turnover ratio of 0.93.

Financial Health

Currency: USD Updated: 2025-11-10

The company's current financial score is 6.56, which is lower than the Software & IT Services industry's average of 7.26. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 192.11M, representing a year-over-year increase of 12.72%, while its net profit experienced a year-over-year increase of 43.98%.

Score

Industry at a Glance

Previous score

6.56

Change



Financials

6.48

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

2.52

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

9.35

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

7.22

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.22

Key Metrics

Free cash flow

No Data

Vertex Inc's Company Valuation

Currency: USD Updated: 2025-11-10

The company’s current valuation score is 7.61, which is higher than the Software & IT Services industry's average of 7.30. Its current P/E ratio is -55.28, which is -1365.89% below the recent high of 699.73 and -604.60% above the recent low of -389.47.

Score

Industry at a Glance

Previous score

7.61

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 92/485

No Data

Earnings Forecast

Currency: USD Updated: 2025-11-10

The company’s current earnings forecast score is 7.65, which is higher than the Software & IT Services industry's average of 7.59. The average price target for Vertex Inc is 28.00, with a high of 38.11 and a low of 22.00.

Score

Industry at a Glance

Previous score

7.65

Change

Support & Resistance

No Data

Analyst Rating

Based on 17 analysts

Buy

Current Rating

28.541

Target Price

+46.29%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

232

Total

Median

Average

Company name

Ratings

Analysts

Vertex Inc

VERX

Microsoft Corp

MSFT

Palo Alto Networks Inc

PANW

CrowdStrike Holdings Inc

CRWD

Zscaler Inc

ServiceNow Inc

NOW

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-11-10

The company’s current price momentum score is 6.63, which is lower than the Software & IT Services industry's average of 6.96. Sideways: Currently, the stock price is trading between the resistance level at 24.31 and the support level at 16.31, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.75

Change

-0.12

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(3)

Neutral(1)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

-1.080

Sell

RSI(14)

25.577

Sell

STOCH(KDJ)(9,3,3)

10.123

Oversold

ATR(14)

1.100

High Vlolatility

CCI(14)

-90.628

Neutral

Williams %R

91.705

Oversold

TRIX(12,20)

-0.794

Sell

StochRSI(14)

72.105

Buy

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

19.558

Sell

MA10

21.233

Sell

MA20

23.232

Sell

MA50

24.206

Sell

MA100

27.846

Sell

MA200

34.138

Sell

Institutional Confidence

Currency: USD Updated: 2025-11-10

The company’s current institutional recognition score is 10.00, which is higher than the Software & IT Services industry's average of 5.80. The latest institutional shareholding proportion is 115.42%, representing a quarter-over-quarter decrease of 0.23%. The largest institutional shareholder is The Vanguard, holding a total of 8.37M shares, representing 10.82% of shares outstanding, with 11.65% increase in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

7.68M

+12.15%

BlackRock Institutional Trust Company, N.A.

4.50M

+12.58%

Tensile Capital Management LP

3.64M

-0.45%

Neuberger Berman, LLC

3.17M

-2.74%

Geneva Capital Management LLC

3.02M

+47.70%

Conestoga Capital Advisors, LLC

3.40M

+15.29%

Wasatch Global Investors Inc

Star Investors

2.50M

Putnam Investment Management, L.L.C.

2.36M

+25.22%

Capital World Investors

2.19M

+38.03%

Risk Assessment

Currency: USD Updated: 2025-11-10

The company’s current risk assessment score is 5.33, which is higher than the Software & IT Services industry's average of 4.86. The company's beta value is 0.70. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.