Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
VERX
SELLVertex, Inc. · Technology · United States · $1.9B · Avg Vol: $22M/d
COMPANY DESCRIPTION
Vertex, Inc. is a leading global provider of indirect tax software and services, automating tax calculation and compliance for corporate clients. The company's competitive moat is its extensive, proprietary tax database covering over 300 million jurisdictions, integrated seamlessly with major ERP systems. It operates as a market leader in the enterprise tax technology space.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 491.6M | 572.4M | 666.8M | 748.4M | 15.0% | 768.0M | 827.3M | 919.8M | 10.9% |
| EPS | -0.08 | -0.09 | -0.34 | 0.04 | — | -0.05 | 0.05 | 0.06 | 27.4% |
| Shares | 150.3M | 153.7M | 157.2M | 159.2M | +5.9% | — | — | — | — |
| Debt | 73.5M | 67.0M | 351.9M | 350.8M | 68.3% | 350.1M | — | — | — |
| Equity | 229.7M | 253.0M | 179.4M | 258.9M | 4.1% | — | — | — | — |
| Op CF | 63.8M | 74.3M | 164.8M | 165.5M | 37.4% | 188.7M | — | — | — |
| Inv CF | -72.0M | -66.2M | -158.2M | -123.7M | — | — | — | — | — |
| Fin CF | 17.1M | -26.5M | 231.3M | -32.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of VERX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| VERX | Vertex, Inc.(you) | $1.9B | 22 | SELL |
| ASAN | Asana, Inc. | $1.6B | 20 | SELL |
| ALKT | Alkami Technology, Inc. | $1.8B | 29 | SELL |
| BRZE | Braze, Inc. | $2.5B | 31 | SELL |
| VIA | Via Transportation, Inc. | $1.5B | 12 | STRONG SELL |
| AMPL | Amplitude, Inc. | $1.1B | 25 | SELL |
| 360.AX | Life360, Inc. | $3.9B | 21 | SELL |
| BULL | Webull Corporation | $4.0B | 20 | SELL |
| STRD | Strategy Inc | $896M | 23 | SELL |
| INTA | Intapp, Inc. | $2.1B | 37 | HOLD |
Peer medians: ROE 7.6% · P/E 37.2x · Gross margin 53.1%