VERX - NASDAQ

Vertex, Inc.

VERX·NASDAQ

$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.

Statements Value Model

At a Glance

Live Snapshot

Market Cap$2.07B

EPS0.0500

P/E Ratio255.80

Earnings Date08/05/2026

verx

Cash at Beginning of Period

Last Annual Value

326.07M

3-Year CAGR

49%

5-Year CAGR

31%

10-Year CAGR

22%

Adjust for Inflation

Vertex, Inc. Competitors Analysis of Cash at Beginning of Period

VERX · NASDAQ

Company	Cash at Beginning of Period	CAGR 3Y	CAGR 5Y	CAGR 10Y
Vertex, Inc. NASDAQ:VERX	326.07M	45.1%	0.9%	N/A
Braze, Inc. NASDAQ:BRZE	83.59M	-44.3%	48.4%	N/A
Blackbaud, Inc. NASDAQ:BLKB	809.51M	3.3%	4.6%	48.7%
Dave Inc. NASDAQ:DAVE	51.38M	29.5%	58.9%	N/A
nCino, Inc. NASDAQ:NCNO	121.27M	11.3%	5.9%	N/A
Clear Secure, Inc. NYSE:YOU	70.35M	0.7%	-12.7%	N/A
Intapp, Inc. NASDAQ:INTA	208.57M	56.6%	37.0%	N/A
Asana, Inc. NYSE:ASAN	184.86M	-8.4%	-9.9%	N/A
Global Business Travel Group, Inc. NYSE:GBTG	561.00M	21.1%	-1.1%	N/A
Freshworks Inc. NASDAQ:FRSH	620.40M	26.8%	44.5%	56.9%

Vertex, Inc. Fair Value Envelope

VERX · 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

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