Vertex, Inc.
Financials
Valuation Metrics
Vertex, Inc.'s Market Cap is $2.48B. At end of 2025 it was $3.50B. Ranked #1858 of 3,116 in US market (top 60%), #677 of 1,472 on NASDAQ (top 46%), #173 of 271 in Software & Services (top 64%) by Market Cap.
Investment Metrics(as of 2026-10-30)
| Metric | Value | Rank |
|---|---|---|
| Size | ||
| Market Cap | $2.48B | US#1,858/3,116 Sec#173/271 |
| Revenue | $787M | US#1,997/3,116 Sec#188/271 |
| Net Income | $4M | US#2,204/3,116 Sec#185/271 |
| Total Assets | $1.21B | US#2,381/3,116 Sec#196/271 |
| Net Assets | $241M | US#2,600/3,116 Sec#212/271 |
| Employees | 2,000 | US#1,662/3,116 Sec#158/271 |
| Value | ||
| P/E | 692.98x | US#2,201/3,116 Sec#182/271 |
| P/B | 10.28x | US#2,607/3,116 Sec#209/271 |
| P/S | 3.15x | US#1,722/3,116 Sec#131/271 |
| EV/EBITDA | 76.07x | US#2,394/3,116 Sec#195/271 |
| FCF Yield | 2.36% | US#1,938/3,116 Sec#189/271 |
| Profitability | ||
| ROE | 1.48% | US#2,040/3,116 Sec#167/271 |
| ROA | 0.30% | US#2,185/3,116 Sec#187/271 |
| Op. Margin | -0.18% | US#2,325/3,116 Sec#195/271 |
| Revenue Growth | 10.83% | US#1,179/3,116 Sec#147/271 |
| Financial Health | ||
| Debt Ratio | 401.91% | US#2,260/3,116 Sec#206/271 |
| Total Debt | $350M | US#2,035/3,116 Sec#157/271 |
| FCF | $58M | US#1,921/3,116 Sec#199/271 |
| Cash | $230M | US#1,620/3,116 Sec#171/271 |
| Current Ratio | 0.87x | US#2,416/3,116 Sec#234/271 |
| Net Debt/EBITDA | 3.50x | US#1,743/3,116 Sec#181/271 |
| Performance | ||
| 1Y Return | -32.26% | US#2,695/3,116 Sec#213/271 |
| 1M Return | 29.97% | US#59/3,116 Sec#15/271 |
| From 52W High | -33.29% | US#2,241/3,116 Sec#186/271 |
| 1Y MDD | -48.91% | US#2,537/3,116 Sec#180/271 |
| Trading | ||
| Volume | 1,133,586 shares | US#1,557/3,116 Sec#162/271 |
| Trading Value | $17M | US#2,129/3,116 Sec#208/271 |
| Per Share | ||
| EPS | $0.02 | US#2,119/3,116 Sec#177/271 |
| BPS | $1.49 | US#2,625/3,116 Sec#219/271 |
Company Info
Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through traditional on-premise licenses or via cloud-based Software as a Service (SaaS) subscriptions. Beyond its software offerings, Vertex also delivers essential support services. These include implementation and training for its licensed and cloud-based products, as well as outsourced transaction tax return processing and other ancillary tax-related consultations. Established in 1978, Vertex, Inc. has its headquarters situated in King of Prussia, Pennsylvania.