Accessibility Menu
Vertex logo

Vertex(NASDAQ) VERX

Current Price$10.98
Market Cap$1.79BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (2020)-54%
5 Year-43%
1 Year-69%
1 Month+4%
Vertex last closing stock price
MetricPriceDate
Last closeUSD 11.052026-07-22
Vertex stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-13.27%USD 12.742026-07-15
1 month+4.44%USD 10.582026-06-22
3 month-5.47%USD 11.692026-04-23
Year to date-44.67%USD 19.972025-12-31
1 year-68.72%USD 35.332025-07-22
3 year-42.15%USD 19.102023-07-21
5 year-43.3%USD 19.492021-07-23
Since inception-53.82%USD 23.932020-07-29

Vertex Financials at a Glance

Market Cap

$1.79BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

$768.03M

Net Income (TTM)

-$6.43M

EPS (TTM)

-$0.04

P/E Ratio

-272.17

Dividend

$0.00

Beta (Volatility)

1.08 (Average)

Price

$10.98

Volume

46,642

Open

$11.16

Previous Close

$11.05

Daily Range

$10.86 - $11.18

52-Week Range

$10.21 - $35.80

Estimated Earnings Date

Aug 3, 2026

VERX News

smiling businessman works on laptop and tablet.

Why Vertex Stock Is Rising Today

Scott LevineJun 29, 2026
SellAlert-Purple.png

Investment Firm Sheds 384,000 Shares of VERX Stock, According to Latest SEC Filing

Jake LerchMar 10, 2026
Person using a smartphone while seated at a desk with a laptop

Why Vertex Stock Zoomed Almost 6% Higher on Thursday

Eric VolkmanFeb 19, 2026
BuyAlert-Green.png

Why a 63% Vertex Selloff Didn’t Scare Off a New $13 Million Investor

Jonathan PoncianoDec 24, 2025
f5acfa2370b69ef05efd688fbbc9e56e546c0092-1401x1251.png

Vertex Stock: Why One Fund Lifted Its $94.3 Million Position Even as Shares Sank

Jonathan PoncianoDec 7, 2025
Person seated at a desk with two PC monitors holding head in hands.

Why Vertex Stock Got Mashed on Monday

Eric VolkmanNov 4, 2025
Getty - taxes tax return tax due owed 1040 form IRS.jpg

Growth Fund Dumps $25 Million in Vertex Stock as Weak Quarter Hit Returns

Jonathan PoncianoOct 26, 2025

VERX: Motley Fool Moneyball Superscore

66

Our CEO Is Handing Members His Secret Weapon

It's called Motley Fool Moneyball, our new proprietary AI tool

We spent over half a million dollars in R&D to build a tool that makes stock research faster, sharper, and smarter. Our analysts use it every day, and now, you can too.

Get Access Now

About Vertex

Vertex helps businesses calculate taxes on everything they buy and sell. It automates complex tax rules across different states and countries. The software keeps large companies compliant with global tax laws.

The Tax Tech Toolkit

  • Cloud Subscriptions: Web-based software providing automated tax updates; generated 58% of software subscription revenue in the first quarter of 2026.
  • Software Licenses: On-premise tax solutions installed directly onto the internal computer systems of a business.
  • Tax Services: Support for software setup and training, plus help with outsourcing tax return filings.
  • E-invoicing: Digital systems that help businesses send tax-compliant invoices to governments and partners.

Acquisitions and New Plans

  • Acquired Brinta in March 2026 to expand tax filing and digital invoicing coverage across Latin America.
  • Bought ecosio in August 2024 to strengthen cloud-based tax and digital invoicing capabilities.
  • Invested $15 million in Kintsugi in April 2025 to access artificial intelligence tools for tax compliance.
  • Launched a Value Creation Plan in April 2026 to focus on artificial intelligence and operational efficiency.

Why Vertex Stays Ahead

Vertex serves a majority of the Fortune 500 and many of the largest global manufacturing companies. The company operates from offices in North America, South America, and Europe to support international trade.

Latest Financial Performance

  • Total revenue reached $196.6 million in the first quarter of 2026, up 11.1% year-over-year.
  • Operating cash flow hit $38 million in the first quarter of 2026, rising 156.5% from the previous year.
  • Net income turned to a $2.5 million loss in the first quarter of 2026, worsening from an $11.1 million profit.
  • Free cash flow improved to $13.3 million in the first quarter of 2026, up from a $12.2 million loss.

The Bottom Line

Vertex is moving from selling software licenses to leading in cloud-based services. Strategic deals and a focus on artificial intelligence help the company manage complex global tax laws.

AI Generated • May 26, 2026

Industry

Software

Sector

Information Technology

Employees

2,100

CEO

Christopher D. Young, MBA

Website

www.vertexinc.com

Headquarters

King of Prussia, PA 19406, US

VERX Financials

Key Financial Metrics (TTM)

Gross Margin

62.30%

Operating Margin

-0.11%

Net Income Margin

-0.84%

Return on Equity

-2.53%

Return on Capital

-1.27%

Return on Assets

-0.53%

Earnings Yield

-0.37%

Dividend Yield

0.00%

Payout Ratio

0.00%

Stock Overview

Market Cap

$1.79BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Shares Outstanding

161.82M

Volume

46.64K

Avg. Volume

1.67M

Financials (TTM)

Gross Profit

$478.51M

Operating Income

-$857.00K

EBITDA

$73.34M

Operating Cash Flow

$193.04M

Capital Expenditure

-$99.50M

Free Cash Flow

$93.54M

Cash & ST Invst.

$252.46M

Total Debt

$350.14M

Vertex Performance Analysis

Vertex annual revenue and year-over-year revenue growth by fiscal year
Fiscal yearPeriod endRevenueYoY growth
20222022-12-31USD 491,624,00015.5%
20232023-12-31USD 572,387,00016.4%
20242024-12-31USD 666,776,00016.5%
20252025-12-31USD 748,444,00012.2%
Vertex sequential (quarter-over-quarter) revenue growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q22025-06-304.2%
Q32025-09-304.1%
Q42025-12-311.4%
Q12026-03-311.0%
Vertex annual diluted earnings per share and year-over-year EPS growth by fiscal year
Fiscal yearPeriod endDiluted EPSYoY growth
20222022-12-31USD -0.08722.0%
20232023-12-31USD -0.094.9%
20242024-12-31USD -0.34293.9%
20252025-12-31USD 0.04N/A
Vertex sequential (quarter-over-quarter) diluted earnings per share growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q22025-06-30-108.6%
Q32025-09-30515.0%
Q42025-12-31-260.6%
Q12026-03-3164.3%

Revenue Growth Rate

Annual and quarterly growth comparison

Earnings Per Share Growth Rate

Annual and quarterly EPS growth comparison

Quarterly Performance

Name
Q1 2026YOY CHG

Revenue

$196.65M

+11.1%

Gross Profit

$116.87M

+3.4%

Gross Margin

59.43%

N/A

Market Cap

$1.79BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

N/A

Market Cap/Employee

$851.47K

N/A

Employees

2,100

N/A

Net Income

-$2.51M

-122.6%

EBITDA

$18.44M

+41.2%

Quarterly Fundamentals

Name
Q1 2026YOY CHG

Total Cash

$252.46M

-6.6%

Total Debt

$350.14M

-0.3%

Accounts Receivable

$159.00M

+4.4%

Inventory

$0.00

N/A

Long Term Debt

$345.77M

-0.4%

Short Term Debt

$4.37M

+6.1%

Return on Assets

-0.53%

N/A

Return on Invested Capital

-0.13%

N/A

Free Cash Flow

$7.66M

+162.5%

Operating Cash Flow

$37.98M

+156.5%

Other Investments to Explore

People Also Watch

Symbol / CompanyPricePrice Chg
NCNOnCino, Inc.
$16.28-1.93%
ASANAsana, Inc.
$6.62-3.85%
INTAIntapp, Inc.
$26.31+0.92%
BLKBBlackbaud, Inc.
$31.19+0.87%

Trending Stocks

Symbol / CompanyPricePrice Chg
TSLLDirexion Shares ETF Trust - Direxion Daily Tsla Bull 2x Shares
$7.88-0.28%
SQQQProShares Trust - ProShares UltraPro Short Qqq
$43.16+0.05%
HBANHuntington Bancshares
$17.38-0.05%
MUUDirexion Shares ETF Trust - Direxion Daily Mu Bull 2x Shares
$37.03+0.08%

Questions About VERX

What is the current price of Vertex?

Vertex is trading at $10.98 per share.

What is the 52-week range for Vertex?

Over the past 52 weeks, Vertex has traded between $10.21 and $35.80.

How much debt does Vertex have?

As of the most recent reporting period, Vertex reported total debt of $350.14M.

How much cash does Vertex have on hand?

Vertex reported $270.15M in cash and cash equivalents in its most recent financial results.

What is Vertex’s dividend yield?

Vertex does not currently have a dividend yield.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.

View Premium Services