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Vertex Inc

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Vertex Inc Logo
Vertex Inc
Price: 27.69 USD -1.32% Market Closed
Updated: Dec 3, 2023

Intrinsic Value

Valuation History
Vertex Inc

Historical Profit
Current Valuation
Price & Value Correlation
Value CAGR
Intrinsic Value History...

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Fundamental Analysis

2023-Q3 Earnings Call
Artifical Intelligence Analysis

Vertex Q3 Earnings Exceed Expectations
Vertex Q3 Earnings Exceed Expectations

In a resilient SaaS sector, Vertex's Q3 financials show a robust 14.9% year-over-year revenue growth to $145 million, nudging past guidance. Subscription revenue rose by 14% to $121.3 million, while services climbed 19.5% to $23.7 million. The cloud segment soared by nearly 25%, hitting $54.6 million. With solid customer metrics, ARR improved by 17.8% and non-GAAP gross margins maintained a sturdy performance at around 71.3%. R&D investment increased, indicative of a commitment to innovation. Looking ahead, Q4 revenue is forecasted between $145-147 million, aiming for a mid-point growth of 11.4% year-over-year, and full-year revenue guidance has been raised to $562.5-564.5 million, pointing to a 15% annual growth. Adjusted EBITDA for the full year is also up, ranging between $96.3-98.3 million, signifying enduring financial health.


Balance Sheet Decomposition
Vertex Inc

Current Assets 238m
Cash & Short-Term Investments 57.8m
Receivables 129m
Other Current Assets 51.3m
Non-Current Assets 482m
PP&E 116m
Intangibles 293m
Other Non-Current Assets 73m
Current Liabilities 433m
Accounts Payable 24.4m
Accrued Liabilities 74m
Other Current Liabilities 335m
Non-Current Liabilities 66.8m
Long-Term Debt 44.9m
Other Non-Current Liabilities 21.9m
Fundamental Scores

VERX Profitability Score
Profitability Due Diligence

Vertex Inc's profitability score is 43/100. The higher the profitability score, the more profitable the company is.

Positive Gross Profit
ROIC is Increasing
ROE is Increasing
Positive 3-Years Revenue Growth

Vertex Inc's profitability score is 43/100. The higher the profitability score, the more profitable the company is.

VERX Solvency Score
Solvency Due Diligence

Vertex Inc's solvency score is 50/100. The higher the solvency score, the more solvent the company is.

High Altman Z-Score
Low D/E
Negative Net Debt
Long-Term Solvency

Vertex Inc's solvency score is 50/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

VERX Price Targets Summary
Vertex Inc

Wall Street analysts forecast VERX stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for VERX is 29.49 USD with a low forecast of 23.23 USD and a high forecast of 36.75 USD.

Price Target
23.23 USD
16% Downside
Price Target
29.49 USD
6% Upside
Price Target
36.75 USD
33% Upside
View Analyst Estimates
View Analyst Estimates

Competitive Landscape


VERX Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
6 Months
9 Months
12 Months
Why is insider trading important?

Shareholder Return

VERX Return Decomposition
Main factors of price return

What is price return decomposition?

VERX Price
Vertex Inc

1M 1M
6M 6M
1Y 1Y
3Y 3Y
5Y 5Y
10Y 10Y
Annual Price Range
52w Low
52w High
Price Metrics
Average Annual Return -4.46%
Standard Deviation of Annual Returns 64.99%
Max Drawdown -75%
Shares Statistics
Market Capitalization 4.2B USD
Shares Outstanding 152 076 000
Percentage of Shares Shorted 2.38%


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Vertex Inc

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Company Profile

Vertex Inc Logo
Vertex Inc


United States of America



Market Cap

4.2B USD

Dividend Yield



Vertex, Inc. engages in the provision of tax compliance software solutions. The company is headquartered in King Of Prussia, Pennsylvania and currently employs 1,300 full-time employees. The company went IPO on 2020-07-29. The Company’s software solutions automate indirect tax processes for enterprises with complex tax operations and audit risk. Its software includes tax determination, compliance and reporting, tax data management and document management tools, as well as pre-built integrations to major 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. Its tax data management tools enable enterprises to unify transaction data from multiple business applications and sources. Its document management solutions offer tax audit support for sales tax exemptions and reseller certificates, enabling enterprises to manage large quantities of documents, such as tax exemption certificates.


King of Prussia
2301 Renaissance Blvd.




1 300


CEO, Pres & Chairman
Mr. David DeStefano
Co-Owner & Director
Ms. Stefanie Westphal-Lucas Thompson
Chief Financial Officer
Mr. John R. Schwab
Chief Accounting Officer
Ms. Lisa Butler
Mr. Ray Westphal
Chief Operating Officer
Mr. Steven Hinckley
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Chief Technology Officer
Mr. Salvatore Visca
Chief Information Officer
Mr. Ben Askin
VP of Investor Relations
Mr. Joseph J. Crivelli
Show Less

See Also

Discover More
What is the Intrinsic Value of one VERX stock?

The intrinsic value of one VERX stock under the Base Case scenario is 16.91 USD.

Is VERX stock undervalued or overvalued?

Compared to the current market price of 27.69 USD, Vertex Inc is Overvalued by 39%.