Valuation: Vertex, Inc.

Market Cap 2.19B 1.87B 1.75B 1.6B 3.01B 209B 3.05B 20.69B 8.07B 105B 8.2B 8.03B 347B P/E 2026 *
62.7x
P/E 2027 * 37.2x
Enterprise Value 2.19B 1.88B 1.76B 1.61B 3.02B 210B 3.06B 20.74B 8.09B 105B 8.22B 8.05B 348B EV / Sales 2026 *
2.65x
EV / Sales 2027 * 2.23x
Free-Float
43.86%
Yield 2026 *
-
Yield 2027 * -
1 day-0.81%
1 week+5.90%
Current month+4.34%
1 month+9.69%
3 months+2.28%
6 months+5.73%
Current year-32.55%
1 week 12.32
Extreme 12.325
13.68
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
26.54
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.
24/2/26 Fiscal year

Chairman

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

Chief Financial Officer

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

General Counsel

14,624 0.0189%
Change 5-day change 1-year change 3-year change Capi.($)
-0.81%+5.90%-46.91%-38.07% 2.19B
+0.43%-2.45%-4.16%+50.13% 3,588B
+3.44%+3.39%+15.21%+1,140.97% 432B
+1.73%-1.79%-8.21%+41.79% 87.86B
+1.32%-7.77%+82.44%+148.83% 84.61B
-0.01%-5.61%-33.49%-8.84% 76.18B
+0.25%-3.62%-34.56%+203.93% 71.99B
-0.22%-2.97%+5.16%+71.70% 44.8B
-1.77%+5.91%+4.39%-6.70% 43.49B
+0.90%+3.46%-16.80%-36.94% 34.67B
Average +0.16%-0.45%-3.69%+156.68% 446.65B
Weighted average by Cap. -0.06%-1.91%-1.66%+157.86%

Financials

2026 *2027 *
Net sales 827M 709M 663M 607M 1.14B 79.14B 1.15B 7.83B 3.05B 39.76B 3.11B 3.04B 131B 914M 783M 733M 671M 1.26B 87.45B 1.28B 8.66B 3.38B 43.93B 3.43B 3.36B 145B
Net income 30.25M 25.91M 24.25M 22.19M 41.65M 2.89B 42.2M 286M 112M 1.45B 114M 111M 4.81B 53.33M 45.68M 42.75M 39.13M 73.43M 5.1B 74.4M 505M 197M 2.56B 200M 196M 8.48B
Net Debt 5.39M 4.62M 4.32M 3.95M 7.42M 516M 7.52M 51.04M 19.9M 259M 20.24M 19.8M 857M -149M -127M -119M -109M -205M -14.24B -208M -1.41B -550M -7.15B -559M -547M -23.66B
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
21/08/26 US$13.47 -0.81% 911,998
20/08/26 US$13.58 +0.44% 1,072,927
19/08/26 US$13.52 +5.38% 1,415,432
18/08/26 US$12.83 +2.89% 3,347,126
17/08/26 US$12.47 -1.97% 1,142,592
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
13.47USD
Average target price
17.15USD
Spread / Average Target
+27.35%

Quarterly revenue - Rate of surprise

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