Vertex, Inc.
VERXNasdaq
$12.80
↓ -2.7%Jul 17 close · end-of-day
Price
1Y↓ -63.9%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
—
Enterprise Value
—
P/E
—
P/S
—
P/B
—
EV/EBITDA
—
PEG
—
FCF Yield
—
Dividend Yield
—
Revenue (TTM)
$768.0M
Net Income (TTM)
-$6.4M
Free Cash Flow (TTM)
—
Gross Margin
64.3%
Operating Margin
-1.7%
Net Margin
-0.8%
ROE
-2.6%
ROIC
-3.0%
Debt / Equity
1.4
Net Cash
-$85.6M
Return 1Y
-63.9%
Company profile
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries. The company sells its software products through software license and software as a service subscriptions. Vertex also provides implementation and training services.
- CEO
- David DeSteffano
- Sector
- Services
- Industry
- Computer Software
- Employees
- 1,300
- Headquarters
- Pennsylvania
- Website
- vertexinc.com
Management & directors
- Rowland Bryan T.R.GENERAL COUNSEL
- Schwab John RCHIEF FINANCIAL OFFICER
- Young Christopher DavidPresident and CEO
- Leib Ryan JChief Accounting Officer
Roles derived from SEC Form 4 filings.
Earnings
VERX Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$196.6M↑ +11.1%
Diluted EPS——
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $374.7M | $425.5M | $491.6M | $572.4M | $666.8M | $748.4M |
| Gross profit | $209.3M | $263.7M | $298.5M | $348.6M | $426.1M | $481.6M |
| Operating income | -$104.8M | -$2.9M | -$8.1M | -$17.5M | -$2.2M | $2.3M |
| Net income | -$75.1M | -$1.5M | -$12.3M | -$13.1M | -$52.7M | $7.2M |
| Diluted EPS | — | — | — | — | — | — |
| Operating cash flow | $59.5M | $90.3M | $63.8M | $74.3M | $164.8M | $165.5M |
| Free cash flow | $38.6M | $58.6M | $18.3M | $25.1M | — | — |
| Gross margin | 55.9% | 62.0% | 60.7% | 60.9% | 63.9% | 64.3% |
| Operating margin | -28.0% | -0.7% | -1.6% | -3.1% | -0.3% | 0.3% |
| Net margin | -20.0% | -0.3% | -2.5% | -2.3% | -7.9% | 1.0% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $161.1M | $170.4M | $178.5M | $177.1M | $184.6M | $192.1M | $194.7M | $196.6M |
| Gross profit | $102.7M | $110.5M | $117.1M | $113.0M | $121.2M | $121.3M | $126.1M | $124.9M |
| Operating income | $7.5M | $4.9M | -$13.1M | $4.5M | -$3.9M | $4.3M | -$2.6M | -$10.6M |
| Net income | $5.2M | $7.2M | -$67.8M | $11.1M | -$961,000.00 | $4.0M | -$7.0M | -$2.5M |
| Diluted EPS | — | — | — | — | — | — | — | — |
| Operating cash flow | $57.7M | $41.4M | $41.1M | $14.8M | $46.0M | $62.5M | $42.3M | $38.0M |
| Free cash flow | — | — | — | — | — | — | — | — |
| Gross margin | 63.7% | 64.8% | 65.6% | 63.8% | 65.7% | 63.1% | 64.8% | 63.5% |
| Operating margin | 4.7% | 2.9% | -7.3% | 2.5% | -2.1% | 2.2% | -1.3% | -5.4% |
| Net margin | 3.2% | 4.2% | -38.0% | 6.3% | -0.5% | 2.1% | -3.6% | -1.3% |
Company news
Jul 14, 2026
Jul 5, 2026
Jun 29, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-10 | DeStefano David | Award | 15,638 | $0.00 | $0.00 | filing |
| 2026-06-10 | Gayton Bradley M | Award | 15,638 | $0.00 | $0.00 | filing |
| 2026-06-10 | Saunders Philip Seth | Award | 15,638 | $0.00 | $0.00 | filing |
| 2026-06-10 | Radcliffe Amanda Westphal | Award | 15,638 | $0.00 | $0.00 | filing |
| 2026-06-10 | Stamm John Richard | Award | 15,638 | $0.00 | $0.00 | filing |
| 2026-06-10 | ANDERSEN ERIC C. | Award | 15,638 | $0.00 | $0.00 | filing |
| 2026-06-10 | Thompson Stefanie Westphal | Award | 15,638 | $0.00 | $0.00 | filing |
| 2026-06-10 | Mendola Mark J | Award | 15,638 | $0.00 | $0.00 | filing |
| 2026-05-28 | DeStefano David | Sale | 6,460 | $12.75 | $82,365.00 | filing |
| 2026-03-09 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Buy | 10,000 | $15.05 | $150,477.00 | filing |
| 2026-02-24 | DeStefano David | Tax withholding | 51,983 | $13.26 | $689,294.58 | filing |
| 2026-02-24 | DeStefano David | Option exercise | 109,233 | $0.00 | $0.00 | filing |
| 2026-02-23 | Young Christopher David· President and CEO | Buy | 60,000 | $12.18 | $730,794.00 | filing |
| 2026-02-23 | DeStefano David | Tax withholding | 47,112 | $12.03 | $566,757.36 | filing |
| 2026-02-23 | SCHWAB JOHN R· CHIEF FINANCIAL OFFICER | Tax withholding | 16,411 | $12.03 | $197,424.33 | filing |
| 2026-02-23 | Rowland Bryan T.R.· GENERAL COUNSEL | Tax withholding | 1,768 | $12.03 | $21,269.04 | filing |
| 2026-02-23 | Rowland Bryan T.R.· GENERAL COUNSEL | Option exercise | 6,428 | $0.00 | $0.00 | filing |
| 2026-02-23 | SCHWAB JOHN R· CHIEF FINANCIAL OFFICER | Option exercise | 30,305 | $0.00 | $0.00 | filing |
| 2026-02-23 | DeStefano David | Option exercise | 101,395 | $0.00 | $0.00 | filing |
| 2026-02-20 | ANDERSEN ERIC C. | Buy | 40,000 | $12.91 | $516,400.00 | filing |
| 2026-02-20 | ANDERSEN ERIC C. | Buy | 40,000 | $12.91 | $516,400.00 | filing |
| 2026-02-20 | DeStefano David | Tax withholding | 23,705 | $12.74 | $302,001.70 | filing |
| 2026-02-20 | SCHWAB JOHN R· CHIEF FINANCIAL OFFICER | Tax withholding | 12,936 | $12.74 | $164,804.64 | filing |
| 2026-02-20 | DeStefano David | Tax withholding | 12,523 | $12.74 | $159,543.02 | filing |
| 2026-02-20 | SCHWAB JOHN R· CHIEF FINANCIAL OFFICER | Tax withholding | 8,598 | $12.74 | $109,538.52 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.