What is Vertex, Inc.'s (VERX) StockRank?

MoatMap's StockRank for Vertex, Inc. (VERX) is 25/100, with a Sell signal. This is a composite score combining Quality (51), Value (27), and Momentum (34) factor ranks across MoatMap's universe of 25,000+ stocks.

Does Vertex, Inc. have an economic moat?

Vertex, Inc. (VERX) has a Quality factor score of 51/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Vertex, Inc. a buy, hold, or sell?

MoatMap's current signal for Vertex, Inc. (VERX) is Sell, based on a StockRank of 25/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.

What sector is Vertex, Inc. in?

Vertex, Inc. (VERX) operates in the Technology sector, specifically the Software - Application industry (United States).

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VERX

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Vertex, Inc. · Technology · United States · $2.3B · Avg Vol: $27M/d

StockRank

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P/E (TTM)

688.5x

ROE

1.5%

D/E

1.5x

Dividend %

—

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%	787.4M	827.1M	914.0M	10.5%
EPS	-0.08	-0.09	-0.34	0.04	—	0.02	0.05	0.06	26.4%
Shares	150.3M	153.7M	157.2M	159.2M	+5.9%	—	—	—	—
Debt	73.5M	67.0M	351.9M	350.8M	68.3%	349.9M	—	—	—
Equity	229.7M	253.0M	179.4M	258.9M	4.1%	—	—	—	—
Op CF	63.8M	74.3M	164.8M	165.5M	37.4%	173.6M	—	—	—
Inv CF	-72.0M	-66.2M	-158.2M	-123.7M	—	—	—	—	—
Fin CF	17.1M	-26.5M	231.3M	-32.8M	—	—	—	—	—

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PRICE (1Y)-4.5%

SMA 50SMA 200

$12.72

RSI (14)

38.6

52W High

$26.54

From 52W High

0.5%

SCORE BREAKDOWN

Quality

ROIC

-3.4%20.0

ROE

1.5%30.2

GP/Assets

39.6%80.1

Op. Margin

3.4%38.2

FCF/Assets

11.9%85.3

Piotroski

781.3

Int. Cover

—85.2

D/E Ratio

1.45x7.1

Current Ratio

0.87x6.7

Value

P/E (TTM)

688.5x1.2

EV/EBITDA

121.4x7.0

P/FCF

15.2x73.9

P/B

9.0x14.2

P/S

2.8x50.8

Div Yield

—N/A

Momentum

52W High %

48%18.5

RS 6M

-24%32.8

SMA 50/200

0.88x25.9

EPS Rev 4W

-1.6%12.1

EPS Rev 12W

-0.5%30.9

EPS Improve

+5012%99.8

Q Growth

—N/A

FUNDAMENTALS

Market Cap

$2.3B

P/E (Forward)

13.5x

Gross Margin

64.0%

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)	$2.3B	25	Sell
ASAN	Asana, Inc.	$2.3B	25	Sell
ALKT	Alkami Technology, Inc.	$2.2B	27	Sell
VIA	Via Transportation, Inc.	$2.4B	20	Strong Sell
BL	BlackLine, Inc.	$1.9B	38	Hold
360.AX	Life360, Inc.	$3.6B	34	Sell
WLTH	Wealthfront Corporation	$1.4B	33	Sell
BRZE	Braze, Inc.	$3.9B	37	Hold
PAR	PAR Technology Corporation	$792M	26	Sell
KVYO	Klaviyo, Inc.	$6.0B	31	Sell

Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.1%