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Vertex (VERX)

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Upturn Advisory Summary
12/18/2025: VERX (2-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $27.86
1 Year Target Price $27.86
| 4 | Strong Buy |
| 6 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.88% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.21B USD | Price to earnings Ratio - | 1Y Target Price 27.86 |
Price to earnings Ratio - | 1Y Target Price 27.86 | ||
Volume (30-day avg) 15 | Beta 0.68 | 52 Weeks Range 18.54 - 60.71 | Updated Date 12/19/2025 |
52 Weeks Range 18.54 - 60.71 | Updated Date 12/19/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.35 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -7.32% | Operating Margin (TTM) 2.24% |
Management Effectiveness
Return on Assets (TTM) 0.26% | Return on Equity (TTM) -20.47% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 3245975355 | Price to Sales(TTM) 4.39 |
Enterprise Value 3245975355 | Price to Sales(TTM) 4.39 | ||
Enterprise Value to Revenue 4.43 | Enterprise Value to EBITDA 36.5 | Shares Outstanding 77372323 | Shares Floating 70168375 |
Shares Outstanding 77372323 | Shares Floating 70168375 | ||
Percent Insiders 7.46 | Percent Institutions 112.9 |
About Vertex
Exchange NASDAQ | Headquaters King of Prussia, PA, United States | ||
IPO Launch date 2020-07-29 | CEO, President & Director Mr. Christopher David Young | ||
Sector Technology | Industry Software - Application | Full time employees 1900 | Website https://www.vertexinc.com |
Full time employees 1900 | Website https://www.vertexinc.com | ||
Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers tax determination; compliance and reporting, including workflow management tools; tax data management and document managementsolutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

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