Stock Taper
SCREENER COMPARE ANY 2 STOCKS
VERX
VERTEX, INC.
NASDAQ
$14.22
▼ DOWN 0.52% (-0.07)

KEY STATISTICS

Market Cap$2.31 B
52w High$26.54
52w Low$10.21
Dividend Yield—
Frequency—
P/E20.04
Volume906.89K
Shares Out.162.22M

COMPANY

LEADERSHIP

Christopher David Young
CHIEF EXECUTIVE
Christopher David Young

ABOUT

SECTOR
Technology
WENT PUBLIC
July 29, 2020
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
2,000

PRICE TARGET

Target High$21.00
Target Low$12.00
Target Median$16.00
Target Consensus$16.17

UPCOMING EARNINGS

DateNov 2, 2026
DayMonday
Rev. Est.$209.78M
NOV
2
MON

PRICE

$14.22 ▼ DOWN 0.52% (−$0.07)
$14.17$14.25$14.32$14.409:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM14.22

About Vertex, Inc.

https://www.vertexinc.com ↗

Vertex, Inc. offers tax technology solutions—including determination, compliance, reporting, and data management—for various industries worldwide, through software licenses, SaaS, and related services since 1978.

INDUSTRY

Software - Application

A PRODUCT VERTEX, INC. IS KNOWN FOR

Vertex O Series
Vertex O Series

Vertex O Series is a cloud-based tax engine that automates indirect tax calculations across ERP, e-commerce, and procurement systems, with certified platform integrations and an AI assistant to enhance compliance and efficiency.

COMPETITORS

COMPETITOR
ADP COMPARE
BL COMPARE
INTU COMPARE
TRI COMPARE
TYL COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Software subscriptions$164.82M $166.22M ▲$167.15M ▲$174.75M ▲
Cloud subscriptions$91.99M $94.59M ▲$96.77M ▲$101.66M ▲
Software licenses$72.84M $71.63M ▼$70.38M ▼$73.09M ▲
Services$27.29M $28.49M ▲$29.5M ▲$29.22M ▼

ETFS HOLDING THIS STOCK

ETFS HOLDING
117
LISTED HERE
26
RANKED BY POSITION SIZE
VTI
0.00% · 2.3M
IWM
0.03% · 1.9M
FESM
0.20% · 945.7K
SCHA
0.02% · 347.6K
XSW
0.67% · 240.1K
XRSU.L
0.03% · 66.6K
TPSC
0.17% · 45.9K
PRFZ
0.02% · 40.5K
AVSC
0.02% · 39.1K
RSSL
0.03% · 34.6K
HAPS
0.16% · 19.3K
TILT
0.01% · 11.7K
DFUS
0.00% · 9.4K
ADDS
1.77% · 8.5K
RTWP.L
0.04% · 5.9K
ESSC
0.11% · 3.1K
URTY
0.01% · 3.0K
STXK
0.04% · 2.6K
BUYO
0.19% · 2.2K
FNTC
0.99% · 1.7K
SCDS
0.15% · 1.1K
QSML
0.10% · 887
RILA
0.02% · 594
USFMDN.MX
0.00% · 340
RESM
0.06% · 241
EB
EBI
0.00% · 28

INSTITUTIONAL OWNERSHIP

SHARES OWNED
32.64%
HOLDERS
374
TOP 12 OF 374 · RANKED BY POSITION SIZE
Vanguard Group Inc
8.4M sh · $207.92M
Blackrock, Inc.
6.2M sh · $71.59M
Ubs Group AG
5.7M sh · $114.4M
Blackrock Inc.
4.7M sh · $168.13M
Morgan Stanley
4.3M sh · $51.05M
Tensile Capital Management LP
3.8M sh · $94.31M
Massachusetts Financial Services Co /Ma/
3.6M sh · $88.45M
Brown Advisory Inc
3.5M sh · $40.74M
Jpmorgan Chase & Co
3.4M sh · $39.34M
Healthcare Of Ontario Pension Plan Trust Fund
3.2M sh · $37.8M
Nomura Holdings Inc
3.2M sh · $63.37M
Neuberger Berman Group LLC
3.0M sh · $74.09M

RATINGS SNAPSHOT

Overall rating: C

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity2
Return On Assets2
Debt To Equity1
Price To Earnings1
Price To Book1
Overall Score2

INSIDER TRADES

★
DIRECTOR
DeStefano David
Purchase · 15.6K shares
2026-06-10
★
DIRECTOR
Gayton Bradley M
Purchase · 15.6K shares
2026-06-10
★
DIRECTOR
Saunders Philip Seth
Purchase · 15.6K shares
2026-06-10
★
DIRECTOR, 10 PERCENT OWNER:
Radcliffe Amanda Westphal
Purchase · 15.6K shares
2026-06-10

MOST RECENT ANALYST GRADES

GRADE SUMMARY
NEUTRAL 3
BUY 2
OVERWEIGHT 1
OUTPERFORM 1
EQUAL WEIGHT 1
MARKET OUTPERFORM 1
MARKET PERFORM 1
HOLD 1
11 GRADES IN THE LAST 12 MONTHS
Stephens & Co. OVERWEIGHT DA Davidson NEUTRAL Baird OUTPERFORM Morgan Stanley EQUAL WEIGHT Citigroup NEUTRAL Piper Sandler NEUTRAL Citizens MARKET OUTPERFORM BMO Capital MARKET PERFORM

SECTORS PEERS

PEERPRICE
DAVE$378.55COMPARE
GBTG$9.48COMPARE
YOU$43.43COMPARE
BRZE$34.53COMPARE
FRSH$13.86COMPARE
INTA$43.47COMPARE
KC$10.64COMPARE
NCNO$22.99COMPARE