About Vertex, Inc.
https://www.vertexinc.comVertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions.
CEO
Christopher David Young
Compensation Summary
(Year )
ETFs Holding This Stock
Summary
Showing Top 3 of 123
Ratings Snapshot
Rating : C+
Most Recent Analyst Grades
Goldman Sachs
Buy
Needham
Buy
Jefferies
Buy
Citizens
Market Outperform
JMP Securities
Market Outperform
Citizens Capital Markets
Market Outperform
Grade Summary
Showing Top 6 of 14
Price Target
Institutional Ownership
VANGUARD GROUP INC
Shares:8.39M
Value:$163.55M
BLACKROCK, INC.
Shares:5.32M
Value:$103.67M
BLACKROCK INC.
Shares:4.66M
Value:$90.95M
Summary
Showing Top 3 of 269
About Vertex, Inc.
https://www.vertexinc.comVertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions.
Income Statement
| Period | Revenue | Operating Expense | Net Income | Net Profit Margin | Earnings Per Share | EBITDA |
|---|---|---|---|---|---|---|
| Q3-2025 | $192.11M ▲ | $117M ▼ | $4.04M ▲ | 2.11% ▲ | $0.03 ▲ | $7.26M ▼ |
| Q2-2025 | $184.56M ▲ | $125.06M ▲ | $-961K ▼ | -0.52% ▼ | $-0.01 ▼ | $22.88M ▲ |
| Q1-2025 | $177.06M ▼ | $108.51M ▼ | $11.13M ▲ | 6.29% ▲ | $0.07 ▲ | $13.06M ▼ |
| Q4-2024 | $178.46M ▲ | $130.22M ▲ | $-67.8M ▼ | -37.99% ▼ | $-0.43 ▼ | $26.69M ▲ |
| Q3-2024 | $170.44M | $105.63M | $7.22M | 4.24% | $0.05 | $10.11M |
Balance Statement
| Period | Cash & Short-term | Total Assets | Total Liabilities | Total Equity |
|---|---|---|---|---|
| Q3-2025 | $313.51M ▲ | $1.22B ▲ | $957.39M ▲ | $264.47M ▲ |
| Q2-2025 | $284.39M ▲ | $1.2B ▲ | $950.15M ▼ | $248.04M ▲ |
| Q1-2025 | $270.39M ▼ | $1.15B ▼ | $953.65M ▼ | $200.49M ▲ |
| Q4-2024 | $305.21M ▲ | $1.17B ▼ | $987.44M ▲ | $179.35M ▼ |
| Q3-2024 | $286.44M | $1.19B | $931.81M | $259.03M |
Cash Flow Statement
| Period | Net Income | Cash From Operations | Cash From Investing | Cash From Financing | Net Change | Free Cash Flow |
|---|---|---|---|---|---|---|
| Q3-2025 | $4.04M ▲ | $62.47M ▲ | $-32.31M ▲ | $-2.08M ▼ | $28.03M ▲ | $36.03M ▲ |
| Q2-2025 | $-961K ▼ | $46M ▲ | $-41.42M ▼ | $496K ▲ | $7.08M ▲ | $30.15M ▲ |
| Q1-2025 | $11.13M ▲ | $14.8M ▼ | $-17.85M ▲ | $-20.65M ▼ | $-22.38M ▼ | $-12.25M ▼ |
| Q4-2024 | $-67.8M ▼ | $41.13M ▼ | $-24.88M ▲ | $6.25M ▲ | $20.68M ▲ | $17.9M ▼ |
| Q3-2024 | $7.22M | $41.4M | $-85.43M | $-13.12M | $-55.56M | $18.36M |
Revenue by Products
| Product | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 |
|---|---|---|---|---|
 Cloud subscriptions | $140.00M ▲ | $80.00M ▼ | $90.00M ▲ | $90.00M ▲ |
 Services | $50.00M ▲ | $30.00M ▼ | $30.00M ▲ | $30.00M ▲ |
 Software licenses | $150.00M ▲ | $70.00M ▼ | $70.00M ▲ | $70.00M ▲ |
 Software subscriptions | $290.00M ▲ | $150.00M ▼ | $160.00M ▲ | $160.00M ▲ |
CEO
Christopher David Young
Compensation Summary
(Year )
ETFs Holding This Stock
Summary
Showing Top 3 of 123
Ratings Snapshot
Rating : C+
Most Recent Analyst Grades
Goldman Sachs
Buy
Needham
Buy
Jefferies
Buy
Citizens
Market Outperform
JMP Securities
Market Outperform
Citizens Capital Markets
Market Outperform
Grade Summary
Showing Top 6 of 14
Price Target
Institutional Ownership
VANGUARD GROUP INC
Shares:8.39M
Value:$163.55M
BLACKROCK, INC.
Shares:5.32M
Value:$103.67M
BLACKROCK INC.
Shares:4.66M
Value:$90.95M
Summary
Showing Top 3 of 269