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 End of Period

Last Annual Value

338.30M

3-Year CAGR

47%

5-Year CAGR

10-Year CAGR

19%

Adjust for Inflation

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

VERX · NASDAQ

Company	Cash at End of Period	CAGR 3Y	CAGR 5Y	CAGR 10Y
Vertex, Inc. NASDAQ:VERX	338.30M	56.0%	28.1%	N/A
Braze, Inc. NASDAQ:BRZE	128.34M	20.9%	31.2%	N/A
Blackbaud, Inc. NASDAQ:BLKB	758.98M	1.4%	3.1%	46.3%
Dave Inc. NASDAQ:DAVE	82.36M	24.1%	20.5%	N/A
nCino, Inc. NASDAQ:NCNO	88.69M	2.6%	-24.9%	N/A
Clear Secure, Inc. NYSE:YOU	88.50M	12.4%	-22.1%	N/A
Intapp, Inc. NASDAQ:INTA	313.31M	33.7%	49.9%	N/A
Asana, Inc. NYSE:ASAN	200.25M	-27.5%	-5.1%	N/A
Global Business Travel Group, Inc. NYSE:GBTG	479.00M	-0.7%	-1.8%	N/A
Freshworks Inc. NASDAQ:FRSH	632.25M	9.0%	-3.3%	77.2%

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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