Vertex, Inc. (VERX) is a publicly traded company in the Technology — Software - Application industry listed on NASDAQ. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally.
Is Vertex, Inc. stock overvalued or undervalued in 2026?
As of November 2, 2026, Vertex, Inc. (VERX) trades at $15.83; its P/E is not meaningful because its earnings over the last twelve months are very small relative to its price (more than 500 times), according to Kaplio. No valuation verdict: it earns very little for its market value, and with such small earnings there is no reliable reference price.
Kaplio overview: Vertex, Inc.
Market cap $3B · 52 weeks $11 – $21 (24 % below the high) · P/E n.m. · 2027 est. P/E 15.6× · Dividend none · Next earnings November 4, 2026 · expected EPS $0.22 · Closing price, Nov 2 · accounts published Aug 3.
- Valuation: P/E n.m. (no verdict).
- Business: ROIC 0 % (weak).
- Balance sheet: Net debt/EBITDA 0.4× (solid).
- Earnings: 6 of 8 (on track).
What would it be worth at its usual multiples?
No valuation verdict: it earns very little for its market value, and with such small earnings there is no reliable reference price.
What matters in technology: 4 of 8 pass
- Rule of 40 (SaaS only) 23, fails.
- Gross margin 60.7 %, fails.
- FCF / Revenue 6.4 %, fails.
- ROIC 0.0 %, fails.
- 3y revenue growth 16.5 %, passes, near the threshold.
- SBC / Revenue 7.7 %, passes.
- Net debt / EBITDA 0.4×, passes.
- EV/EBITDA vs own 5y 49.6×, passes.
Against its peers (same industry, similar size) — Vertex, Inc.: P/E —; EV/EBITDA 49.6×; ROIC -0.0 %; $2.6B. Webull Corporation Class A Ordinary Shares (P/E 63.4×; EV/EBITDA 27.1×; ROIC 1.3 %; $2.5B), Five9, Inc. (P/E 51.8×; EV/EBITDA 17.5×; ROIC 3.2 %; $2.7B), nCino, Inc. (P/E 77.2×; EV/EBITDA 29.2×; ROIC 3.9 %; $2.4B).
Profitability
| Return on Equity | 1.41% |
| Return on Invested Capital | -0.02% |
| Return on Assets | 0.30% |
| Gross Margin | 62.05% |
| Operating Margin | -0.18% |
| Net Margin | 0.45% |
Financial Health
| Debt / Equity | 1.45 |
| Current Ratio | 0.87 |
| Piotroski F-Score | 7 |
| Altman Z-Score | 2.21 |
Price Performance
| 1 month | +31.81% |
| 3 months | +34.15% |
| Year-to-date | -20.73% |
| 1 year | -23.49% |
| 3 years | -32.35% |
| 5 years | -23.34% |
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Explore sector: Technology · Software - Application
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