Vertex, Inc.

Vertex, Inc.

VERX
Vertex, Inc.US flagNASDAQ Global Market
12.89
USD
+0.09
- -
2.09BMarket Cap
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
1,297.16
2.48
2.85
2.88
3.29
3.77
4.3
4.15
4.85
Basic EPS, GAAP
-29.08
0.24
-0.57
-0.01
-0.08
-0.09
-0.34
0.04
-0.04
Free Cash Flow per Basic Share
224.45
0.42
0.29
0.4
0.12
0.17
0.64
0.38
0.56
Dividend per Share
133.45
0.22
1.11
0.02
- -
- -
- -
- -
- -
Book Value per Share
-418.97
-0.7
0.2
0.17
0.08
- -
-0.34
-0.25
-0.31
Tangible Book Value per Share
-641.72
-1.11
1.36
-0.51
-0.44
-0.3
-1.42
-0.96
-1.23
Basic Weighted Avg Shares
- -
130
132
148
150
152
155
180
158
Sales/Revenue/Turnover
272
322
375
426
492
572
667
748
768
Operating Margin (%)
10.96
9.91
-27.96
-0.69
-1.64
-3.06
2.29
-1.96
-2.71
Depreciation Expense
25
25
32
45
61
74
87
101
105
Net Income, GAAP
-6
31
-75
-1
-12
-13
-53
7
-6
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
2,862.13
4.86
27.31
Profit Margin (%)
-2.24
9.66
-20.04
-0.35
-2.5
-2.29
-7.91
0.96
-0.84
Working Capital
-106
-169
111
-173
-160
-174
-1
-14
-78
LT Debt
50
1
- -
24
67
61
348
346
346
Total Equity
-112
-112
229
230
230
253
179
259
247
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
-101.82
-2.48
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
-28.87
2.39
-15.78
Return on Common Equity (%)
- -
- -
- -
-5.81
-65.42
- -
- -
- -
- -

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
4
4
4
LT Borrowings
337
337
338
LT Finance Leases
10
9
8
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
159
159
159
Market Capitalization
3,806
3,153
1,884

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
519
561
489
Cash, Cash Equivalents & STI
314
314
252
Accounts Receivable, Net
132
183
159
Inventories
- -
- -
- -
Total Current Liabilities
516
575
567
Payables & Accruals
99
105
104
ST Debt
4
4
4
Deferred Revenue
334
383
393

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
5.11%
44.36%
Free Cash Flow
- -
57.01%
-30.03%
Net Income, GAAP
- -
165.87%
-113.68%
Sales/Revenue/Turnover
- -
14.86%
12.25%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
157
161
170
178
667
2025
177
185
192
195
748
2026
197
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.02
0.03
0.05
-0.43
-0.34
2025
0.07
-0.01
0.03
-0.04
0.04
2026
-0.02
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

APIChatGPT
CEO
Christopher David Young
Full Time Employees
2,100
Sector
Technology
Industry
Software - Application
Address
2301 Renaissance Boulevard King of Prussia PA United States of America 19406
IPO Date
Jul 29, 2020
Business
Vertex, Inc. is a technology company primarily engaged in providing tax compliance, tax automation, and related software solutions. The company offers a comprehensive suite of products and services including indirect tax software for managing sales and use tax, value-added tax (VAT), goods and services tax (GST), and other transactional taxes globally; automated tax determination software; tax data management solutions; cloud-based and on-premise tax compliance software; and integrated tax engines for enterprise resource planning (ERP) systems. Vertex’s product portfolio supports a range of industries including retail, manufacturing, financial services, and telecommunications, serving customers worldwide. The company also provides implementation, consulting, and support services to help businesses comply with evolving tax regulations. Founded in 1978 and headquartered in King of Prussia, Pennsylvania, Vertex operates internationally with offices and clients across North America, Europe, and Asia. Recently, Vertex has expanded its capabilities through strategic partnerships and new product launches aimed at enhancing its global tax compliance automation offerings. In the past 1-2 years, the company has focused on advancing its cloud-based tax solutions to better address digital tax complexities and cross-border tax compliance challenges. Vertex continues to invest in technology upgrades and integrations to support multinational corporations’ growing needs, positioning itself as a leader in the tax technology industry. These developments reflect Vertex’s commitment to innovation and broadening its market reach, underscoring its role in delivering advanced tax software solutions to help businesses navigate increasingly complex global tax landscapes. The company leverages its proprietary tax engine and extensive tax content database to deliver precise and scalable tax management solutions. Vertex is recognized for its strong customer support and technology-driven approach, targeting large enterprises and mid-market companies needing comprehensive tax automation and compliance tools. This dynamic business environment and Vertex’s expansions highlight the company’s strategic focus on maintaining leadership in the evolving tax technology sector through continuous product enhancement and global operational growth.

Company News

APIChatGPT
  • Vertex Pharmaceuticals Just Made a $10 Billion Acquisition Worth Watching

  • Vertex to Announce Second Quarter 2026 Financial Results on Monday, August 3, 2026

  • Here's Why Vertex Was Willing to Pay a Premium of More Than 100% for Crinetics Pharmaceuticals

  • Does Vertex's Acquisition of Crinetics Pharmaceuticals Make the Stock a No-Brainer Buy?

  • Vertex Pharmaceuticals Bets $10 Billion on Crinetics to Build Endocrinology Powerhouse

  • Vertex Pharmaceuticals Just Made a $10 Billion Move. Is the Stock a Buy?

  • Nvidia, Vertex Pharmaceuticals And More On CNBC's ‘Final Trades'

  • Vertex's Crinetics Deal Balances Growth with Integration Risk

  • Vertex Is Paying a 102% Premium to Acquire Crinetics for $10 Billion. Here's Whether the Deal Is Worth It.

  • Vertex Is Buying Crinetics for $10 Billion. Here's What Investors Need to Know.

  • Vertex to Announce Second Quarter 2026 Financial Results on August 3rd

  • Crinetics shares surge after Vertex agrees to $10B cash buyout

  • Vertex Sees Over $5 Billion Peak Sales Potential From Crinetics Assets

  • Vertex Pharmaceuticals to Acquire Crinetics Pharmaceuticals for $10 Billion

  • Vertex Pharma Makes A $10 Billion Deal; Biotech Stock Doubles

  • Vertex to buy Crinetics in $10 billion deal

  • Vertex to Acquire Crinetics Pharmaceuticals

  • Vertex Pharmaceuticals Stock Is Soaring and at a New All-Time High. Could It Still Be Heading Even Higher?

  • Vertex Gets FDA Nod for Expanded Use of Casgevy in SCD & TDT

  • Vertex Announces US FDA Approval for Expanded Use of CASGEVY® for the Treatment of People Ages 2 Years and Older With Sickle Cell Disease or Transfusion-Dependent Beta Thalassemia