Valuation: Vertex, Inc.

Market Cap 1.94B 1.68B 1.56B 1.44B 2.7B 184B 2.74B 18.36B 7.2B 92.39B 7.27B 7.11B 305B P/E 2026 *
55.5x
P/E 2027 * 32.9x
Enterprise Value 1.94B 1.68B 1.57B 1.44B 2.71B 185B 2.75B 18.41B 7.22B 92.65B 7.29B 7.13B 306B EV / Sales 2026 *
2.35x
EV / Sales 2027 * 1.96x
Free-Float
43.03%
Yield 2026 *
-
Yield 2027 * -
1 day+3.20%
1 week-7.51%
Current month-7.51%
1 month-10.90%
3 months-18.61%
6 months-24.09%
Current year-40.21%
1 week 11.28
Extreme 11.285
13.75
1 month 10.85
Extreme 10.85
13.75
Current year 10.21
Extreme 10.21
20.4
1 year 10.21
Extreme 10.21
26.62
3 years 10.21
Extreme 10.21
60.71
5 years 9.44
Extreme 9.44
60.71
10 years 9.44
Extreme 9.44
60.71
Manager TitleAgeSince
Chief Executive Officer 54 10/11/2025
Director of Finance/CFO 58 01/01/2020
Chief Tech/Sci/R&D Officer - 04/08/2026
Director TitleAgeSince
Chairman 63 29/06/2020
Director/Board Member 64 01/01/2008
Director/Board Member 58 01/01/1993
Date Insider Type Main position Quantity % Market Cap.
2/24/26 A Fiscal year

Chairman

270,449 0.3495%
2/23/26 A Fiscal year

Chief Financial Officer

77,021 0.0995%
2/23/26 A Fiscal year

General Counsel

14,624 0.0189%
Change 5-day change 1-year change 3-year change Capi.($)
+3.20%-7.51%-56.57%-36.22% 1.94B
+0.03%+7.59%-4.00%+51.46% 3,713B
+10.32%+39.78%-5.59%+856.14% 413B
+0.24%-0.23%-4.26%+45.95% 93.42B
+2.02%-12.70%+71.53%+120.07% 84B
+2.47%+7.00%-32.94%-6.31% 79.65B
+2.19%+6.27%-23.80%+93.80% 69.47B
+6.04%+1.47%+8.83%+74.60% 46.09B
+35.31%+47.57%-12.82%-22.97% 37.83B
+24.89%+22.26%+97.14%+291.75% 36.62B
Average +7.13%+11.54%+3.75%+146.83% 457.51B
Weighted average by Cap. -0.80%+10.39%-2.73%+126.45%

Financials

2026 *2027 *
Net sales 827M 715M 668M 613M 1.15B 78.72B 1.17B 7.84B 3.08B 39.46B 3.11B 3.04B 130B 914M 791M 738M 677M 1.27B 86.99B 1.29B 8.66B 3.4B 43.6B 3.43B 3.36B 144B
Net income 30.25M 26.17M 24.44M 22.42M 42.16M 2.88B 42.83M 287M 113M 1.44B 114M 111M 4.77B 53.33M 46.13M 43.08M 39.52M 74.33M 5.08B 75.51M 505M 198M 2.54B 200M 196M 8.41B
Net Debt 5.39M 4.66M 4.35M 3.99M 7.51M 513M 7.63M 51.08M 20.05M 257M 20.24M 19.8M 850M -149M -129M -120M -110M -207M -14.16B -211M -1.41B -554M -7.1B -559M -547M -23.47B
Logo Vertex, Inc.
Vertex, Inc. is a global provider of indirect tax solutions. The Company and its subsidiaries operate as solutions providers of state, local and value-added tax calculation, compliance, and analytics, offering software products that are sold through software licenses and software-as-a-service (cloud) 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. Its software includes tax determination, compliance and reporting, tax data management and document management tools, analytics and insights, as well as pre-built integrations with business applications. Its tax-determination solutions enable real-time calculation of indirect taxes and applicable fees for sale and purchase transactions. Its compliance and reporting solutions enable the automation of signature-ready returns and remittance of indirect tax to appropriate jurisdictions.
Employees
2,000
Date Price Change Volume
07/08/26 $11.94 +3.20% 2,682,053
06/08/26 $11.57 -1.95% 2,833,162
05/08/26 $11.80 -4.76% 4,936,772
04/08/26 $12.39 -7.54% 7,115,154
03/08/26 $13.40 +3.80% 2,450,706
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
11.94USD
Average target price
17.15USD
Spread / Average Target
+43.67%

Quarterly revenue - Rate of surprise

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