VERX official logo VERX
VERX 2-star rating from Upturn Advisory
Vertex (VERX) company logo

Vertex (VERX)

Vertex (VERX) 2-star rating from Upturn Advisory
$20.13
Last Close (24-hour delay)
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PASS
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Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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Upturn Advisory Summary

12/18/2025: VERX (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 2 star rating for performance

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

3 star rating from financial analysts

15 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $27.86

1 Year Target Price $27.86

Analysts Price Target For last 52 week
$27.86 Target price
52w Low $18.54
Current$20.13
52w High $60.71

Analysis of Past Performance

Type Stock
Historic Profit 3.88%
Avg. Invested days 43
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/18/2025

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
Full time employees 1900

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.