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Technology - Software - Application - NASDAQ - US
$ 36.98
-0.744 %
$ 5.86 B
Market Cap
-113.82
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one VERX stock under the worst case scenario is HIDDEN Compared to the current market price of 37 USD, Vertex, Inc. is HIDDEN

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one VERX stock under the base case scenario is HIDDEN Compared to the current market price of 37 USD, Vertex, Inc. is HIDDEN

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one VERX stock under the best case scenario is HIDDEN Compared to the current market price of 37 USD, Vertex, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart VERX

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$60.0$60.0$55.0$55.0$50.0$50.0$45.0$45.0$40.0$40.0$35.0$35.0$30.0$30.015 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '25
FINANCIALS
667 M REVENUE
16.49%
-2.23 M OPERATING INCOME
69.99%
-52.7 M NET INCOME
-302.73%
165 M OPERATING CASH FLOW
121.74%
-158 M INVESTING CASH FLOW
-139.00%
231 M FINANCING CASH FLOW
973.26%
178 M REVENUE
4.71%
-13.1 M OPERATING INCOME
-267.65%
-67.8 M NET INCOME
-938.90%
41.1 M OPERATING CASH FLOW
-7.05%
-24.9 M INVESTING CASH FLOW
70.87%
6.25 M FINANCING CASH FLOW
139.13%
Balance Sheet Vertex, Inc.
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Current Assets 536 M
Cash & Short-Term Investments 305 M
Receivables 164 M
Other Current Assets 66.7 M
Non-Current Assets 630 M
Long-Term Investments 0
PP&E 190 M
Other Non-Current Assets 441 M
26.16 %14.09 %5.72 %16.24 %37.79 %Total Assets$1.2b
Current Liabilities 537 M
Accounts Payable 36.2 M
Short-Term Debt 9.23 M
Other Current Liabilities 492 M
Non-Current Liabilities 450 M
Long-Term Debt 348 M
Other Non-Current Liabilities 102 M
3.67 %49.82 %35.22 %10.35 %Total Liabilities$987.4m
EFFICIENCY
Earnings Waterfall Vertex, Inc.
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Revenue 667 M
Cost Of Revenue 241 M
Gross Profit 426 M
Operating Expenses 428 M
Operating Income -2.23 M
Other Expenses 50.5 M
Net Income -52.7 M
700m700m600m600m500m500m400m400m300m300m200m200m100m100m00(100m)(100m)667m(241m)426m(428m)(2m)(51m)(53m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
63.91% GROSS MARGIN
63.91%
-0.33% OPERATING MARGIN
-0.33%
-7.91% NET MARGIN
-7.91%
-29.40% ROE
-29.40%
-4.52% ROA
-4.52%
9.64% ROIC
9.64%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Vertex, Inc.
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100m100m90m90m80m80m70m70m60m60m50m50m40m40m30m30m20m20m10m10m0020192019202020202021202120222022202320232024202420252025
Net Income -52.7 M
Depreciation & Amortization 86.7 M
Capital Expenditures -65.8 M
Stock-Based Compensation 47.4 M
Change in Working Capital 0
Others 32.3 M
Free Cash Flow 99.1 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Vertex, Inc.
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Wall Street analysts predict an average 1-year price target for VERX of $50.2 , with forecasts ranging from a low of $37 to a high of $62 .
VERX Lowest Price Target Wall Street Target
37 USD 0.05%
VERX Average Price Target Wall Street Target
50.2 USD 35.75%
VERX Highest Price Target Wall Street Target
62 USD 67.66%
Price
Max Price Target
Min Price Target
Average Price Target
65656060555550504545404035353030Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 10
6. Ownership
Insider Ownership Vertex, Inc.
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Sold
0-3 MONTHS
1.56 M USD 1
3-6 MONTHS
68.5 M USD 6
6-9 MONTHS
222 M USD 8
9-12 MONTHS
111 M USD 2
Bought
299 K USD 1
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Vertex (VERX) Q1 Earnings and Revenues Top Estimates Vertex (VERX) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.15 per share a year ago. zacks.com - 1 week ago
Vertex Announces First Quarter 2025 Financial Results KING OF PRUSSIA, Pa., May 07, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2025. globenewswire.com - 1 week ago
Why Vertex Pharmaceuticals Stock Is a Screaming Buy on the Dip Vertex Pharmaceuticals' (VRTX -9.39%) remarkable momentum came to a screeching halt this week. The big biotech stock had been up well over 20% year to date. fool.com - 1 week ago
Vertex On Track To Significantly Improve Revenue And Earnings By 2030 Vertex Pharmaceuticals reported decent Q1 earnings, but the company missed estimates for both revenue and earnings. Vertex's diversification efforts are most visible in the progress of its pain management portfolio. The FDA approval of Journavx marks the beginning of a new era for the company. VRTX is not going to be the same company by 2030. I expect notable changes in its margin profile as the company diversifies into new markets. seekingalpha.com - 2 weeks ago
Why Did Vertex Pharmaceuticals Stock Fall On Tuesday? On Monday, Vertex Pharmaceuticals Incorporated VRTX reported lower-than-expected first-quarter 2025 earnings. benzinga.com - 2 weeks ago
Vertex Pharmaceuticals Stock Is Tumbling After Earnings. Here's Why. The company discloses narrower-than-expected access to its new painkiller. barrons.com - 2 weeks ago
Top Stock Movers Now: Vertex, DoorDash, Constellation Energy, and More U.S. equities were lower at midday as the market watched for any possible deals involving Trump administration tariffs and awaited tomorrow's statement from the Federal Reserve policymakers following their two-day meeting. The Dow Jones Industrial Average, S&P 500, and Nasdaq all fell. investopedia.com - 2 weeks ago
Why Vertex Pharmaceuticals Stock Is Sinking Today Shares of Vertex Pharmaceuticals (VRTX -11.69%) were sinking 11.9% as of 10:18 a.m. ET on Tuesday. fool.com - 2 weeks ago
Rising Costs Weigh on Vertex Q1 Earnings Here's our initial take on Vertex Pharmaceuticals' (VRTX -0.27%) first-quarter financial report. fool.com - 2 weeks ago
Vertex: Improved Outlook Despite First Quarter Miss (Rating Upgrade) Vertex Pharmaceuticals missed Q1 revenue and EPS estimates but this is not a cause for concern as the full-year outlook has improved. Alyftrek is off to a good start and early launch metrics of Journavx look promising. Casgevy's progress is slow but uptake should improve going forward. seekingalpha.com - 2 weeks ago
Vertex misses quarterly results on weaker-than-expected demand for cystic fibrosis drug Vertex Pharmaceuticals missed Wall Street estimates for quarterly results on Monday, due to lower-than-expected sales of its cystic fibrosis (CF) drug Trikafta. reuters.com - 2 weeks ago
Vertex Has Lost Some Sizzle Into Q1 Earnings - Can Alyftrek, Journavx Reignite The Momentum? Vertex Pharmaceuticals Inc. (NASDAQ: VRTX) will report its first-quarter earnings on Monday. As the company reports after market hours, Wall Street expects $4.32 in EPS and $2.85 billion in revenues. benzinga.com - 2 weeks ago
8. Profile Summary

Vertex, Inc. VERX

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COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 5.86 B
Dividend Yield 0.00%
Description 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.
Contact 2301 Renaissance Boulevard, King of Prussia, PA, 19406 https://www.vertexinc.com
IPO Date July 29, 2020
Employees 1900
Officers Mr. Joseph J. Crivelli Vice President of Investor Relations Mr. Ben Askin Chief Information Officer Mr. Ray Westphal Founder Ms. Amanda Westphal Radcliffe Co-Owner & Independent Director Ms. Stefanie Westphal-Lucas Thompson Co-Owner & Independent Director Mr. John R. Schwab Chief Financial Officer Mr. Salvatore Visca Chief Technology Officer Mr. Steven Hinckley Chief Operating Officer Mr. Bryan T. R. Rowland Senior Vice President, General Counsel & Secretary Mr. David DeStefano Chief Executive Officer, President & Chairman of the Board