Vertex, Inc.
Financials
Valuation Metrics
Vertex, Inc.'s Market Cap is $1.99B. At end of 2025 it was $3.50B. Ranked #2038 of 3,121 in US market (top 65%), #784 of 1,463 on NASDAQ (top 54%), #188 of 275 in Software & Services (top 68%) by Market Cap.
Investment Metrics(as of 2026-09-18)
| Metric | Value | Rank |
|---|---|---|
| Size | ||
| Market Cap | $1.99B | US#2,038/3,121 Sec#188/275 |
| Revenue | $787M | US#2,020/3,121 Sec#190/275 |
| Net Income | $4M | US#2,219/3,121 Sec#187/275 |
| Total Assets | $1.21B | US#2,392/3,121 Sec#198/275 |
| Net Assets | $241M | US#2,618/3,121 Sec#213/275 |
| Employees | 2,000 | US#1,672/3,121 Sec#159/275 |
| Value | ||
| P/E | 556.74x | US#2,213/3,121 Sec#184/275 |
| P/B | 8.26x | US#2,542/3,121 Sec#200/275 |
| P/S | 2.53x | US#1,508/3,121 Sec#116/275 |
| EV/EBITDA | 61.80x | US#2,395/3,121 Sec#195/275 |
| FCF Yield | 2.94% | US#1,845/3,121 Sec#182/275 |
| Profitability | ||
| ROE | 1.48% | US#2,057/3,121 Sec#168/275 |
| ROA | 0.30% | US#2,198/3,121 Sec#188/275 |
| Op. Margin | -0.18% | US#2,352/3,121 Sec#199/275 |
| Revenue Growth | 10.83% | US#1,199/3,121 Sec#152/275 |
| Financial Health | ||
| Debt Ratio | 401.91% | US#2,274/3,121 Sec#209/275 |
| Total Debt | $350M | US#2,048/3,121 Sec#157/275 |
| FCF | $58M | US#1,930/3,121 Sec#199/275 |
| Cash | $230M | US#1,625/3,121 Sec#171/275 |
| Current Ratio | 0.87x | US#2,422/3,121 Sec#235/275 |
| Net Debt/EBITDA | 3.50x | US#1,736/3,121 Sec#179/275 |
| Performance | ||
| 1Y Return | -51.07% | US#2,937/3,121 Sec#244/275 |
| 1M Return | -4.13% | US#1,572/3,121 Sec#171/275 |
| From 52W High | -53.65% | US#2,813/3,121 Sec#226/275 |
| 1Y MDD | -59.21% | US#2,760/3,121 Sec#205/275 |
| Trading | ||
| Volume | 1,221,396 shares | US#1,234/3,121 Sec#141/275 |
| Trading Value | $15M | US#2,098/3,121 Sec#210/275 |
| Per Share | ||
| EPS | $0.02 | US#2,133/3,121 Sec#179/275 |
| BPS | $1.49 | US#2,633/3,121 Sec#219/275 |
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.