Vertex, Inc. (VERX) — Stock Score Summary

Vertex, Inc. (VERX) has a MoatMap StockRank of 8/100 based on Quality (32/100), Value (32/100), and Momentum (24/100) factor scores. The current signal is STRONG SELL. A tax compliance software provider with high switching costs, but currently overvalued with weak momentum and no direct alignment with our 18-month macro themes.

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.

Key Financial Metrics

Price$12.79
Market Cap$2.0B
P/E (Forward)12.81
Price/Book8.09
Return on Equity-2.9%
Return on Invested Capital-2.1%
Debt/Equity142.04
Gross Margin64.3%
Operating Margin-1.6%
Revenue Growth11.1%
Free Cash Flow$99M

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

Frequently Asked Questions

What is Vertex, Inc.’s (VERX) StockRank?
MoatMap’s StockRank for Vertex, Inc. (VERX) is 8/100, with a Strong Sell signal. It is a composite of Quality (32), Value (32), and Momentum (24) factor ranks across MoatMap’s 19,000+ stock universe.
Does Vertex, Inc. have an economic moat?
Vertex, Inc. (VERX) has a Quality factor score of 32/100. 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 characteristics of a moated business.
Is Vertex, Inc. a buy, hold, or sell?
MoatMap’s current signal for Vertex, Inc. (VERX) is Strong Sell, based on a StockRank of 8/100. 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).
Browse all ranked stocksVERX deep dive reportAI ChampionsHow we score stocksSense-check another stock