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

Sales/Maturities of Investments

Last Annual Value

11.61M

3-Year CAGR

29%

5-Year CAGR

10-Year CAGR

Adjust for Inflation

Vertex, Inc. Competitors Analysis of Sales/Maturities of Investments

VERX · NASDAQ

Company	Sales/Maturities of Investments	CAGR 3Y	CAGR 5Y	CAGR 10Y
Vertex, Inc. NASDAQ:VERX	11.61M	-14.2%	N/A	N/A
Braze, Inc. NASDAQ:BRZE	175.21M	-11.9%	15.2%	N/A
Blackbaud, Inc. NASDAQ:BLKB	0.00	N/A	N/A	N/A
Dave Inc. NASDAQ:DAVE	189.87M	-3.5%	82.2%	N/A
nCino, Inc. NASDAQ:NCNO	3.68M	N/A	N/A	N/A
Clear Secure, Inc. NYSE:YOU	677.17M	-11.4%	-0.4%	N/A
Intapp, Inc. NASDAQ:INTA	0.00	N/A	N/A	N/A
Asana, Inc. NYSE:ASAN	229.70M	16.9%	20.4%	N/A
Global Business Travel Group, Inc. NYSE:GBTG	0.00	N/A	N/A	N/A
Freshworks Inc. NASDAQ:FRSH	830.90M	-6.3%	24.8%	N/A

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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