VERX - NASDAQ

Vertex, Inc.

Vertex, Inc.

VERXยทNASDAQ

$12.79

-15%
TechnologySoftware - Application

Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its software products through software license and software as a service 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. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

StatementsValue Model

At a Glance

Live Snapshot
Market Cap$2.07B
EPS0.0500
P/E Ratio255.80
Earnings Date08/05/2026
Vertex, Inc.

Vertex, Inc. Fair Value Envelope

VERX ยท NASDAQ

Our analysis suggests that VERX has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $12.79, this represents a potential HIDDEN relative to our calculated worth for Vertex, Inc..

HIDDEN
Intrinsic Value
Current Price: $12.79

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$298.1M
+ Cash & Equivalents$314.0M
Firm Value$612.1M
- Debt$359.6M
Equity Value$252.5M
/ Shares Outstanding159,545,030B
DCF Value$2
OVERVALUED BY 88%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$115.8M
$81.0M
$56.7M
$39.7M
$27.8M
$19.4M
$13.6M
$9.5M
$6.7M
$4.7M
Maintenance CapEx
-$13.5M
-$9.4M
-$6.6M
-$4.6M
-$3.2M
-$2.3M
-$1.6M
-$1.1M
-$773.7K
-$541.4K
Owner Earnings
$102.4M
$71.6M
$50.1M
$35.1M
$24.5M
$17.2M
$12.0M
$8.4M
$5.9M
$4.1M
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$94.8M
$61.4M
$39.8M
$25.8M
$16.7M
$10.8M
$7.0M
$4.5M
$2.9M
$1.9M
Terminal Value represents 10.9% of Enterprise Value

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3

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4

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5

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6

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