---
title: "Vertex, Inc. (VERX.US)"
type: "Symbol"
locale: "en"
url: "https://longbridge.com/en/quote/VERX.US.md"
symbol: "VERX.US"
name: "Vertex, Inc."
industry: "Application Software"
datetime: "2026-05-21T07:05:37.473Z"
locales:
  - [en](https://longbridge.com/en/quote/VERX.US.md)
  - [zh-CN](https://longbridge.com/zh-CN/quote/VERX.US.md)
  - [zh-HK](https://longbridge.com/zh-HK/quote/VERX.US.md)
---

# Vertex, Inc. (VERX.US)

## Company Overview

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription.

| Item | Detail |
|------|--------|
| Industry | Application Software |
| Exchange | US Market |
| Website | [www.vertexinc.com](https://www.vertexinc.com) |

## Key Drivers
> *AI-analyzed key factors driving this stock's performance*


## Longbridge Financial Score™: C
> *Longbridge Financial Score™ — Proprietary multi-factor rating model by Longbridge*
> Updated: 2026-05-21T04:30:16.000Z

**Overall: C (0.54)**

**Industry**: Application Software

| Metric | Value |
|--------|-------|
| Industry Ranking | 110 / 278 |
| Industry Median | C |
| Industry Average | C |

- **Style**: Blend - Stocks in which the company has both growth and mature businesses.
- **Scale**: Small - The company's operation has a high degree of growth and volatility, making it easy to achieve high investment returns.

**Multi Score**: C

#### Style Score Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue YoY | 11.79% |  |
| Net Profit YoY | 85.48% |  |
| P/B Ratio | 8.77 |  |
| Dividend Ratio | 0.00% |  |

#### Size Score Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Market Cap | 2161017637.94 |  |
| Revenue | 768028000.00 |  |

#### Multi Score Score: C

| Indicator | Value | Rating |
|-----------|-------|--------|
| ROE | -2.88% | D |
| Profit Margin | -0.84% | D |
| Gross Margin | 63.50% | A |
| Revenue YoY | 11.79% | B |
| Net Profit YoY | 85.48% | A |
| Total Assets YoY | 5.22% | C |
| Net Assets YoY | 22.95% | A |
| Cash Flow Margin | -2935.34% | E |
| OCF YoY | 11.79% | B |
| Turnover | 0.65 | B |
| Gearing Ratio | 79.70% | E |

```chart-data:radar
{
  "title": "Longbridge Financial Score - Vertex, Inc.",
  "chart_type": "radar",
  "dimensions": [
    {
      "name": "Style Score",
      "grade": "",
      "indicators": [
        {
          "name": "Revenue YoY",
          "value": "11.79%",
          "rating": ""
        },
        {
          "name": "Net Profit YoY",
          "value": "85.48%",
          "rating": ""
        },
        {
          "name": "P/B Ratio",
          "value": "8.77",
          "rating": ""
        },
        {
          "name": "Dividend Ratio",
          "value": "0.00%",
          "rating": ""
        }
      ]
    },
    {
      "name": "Size Score",
      "grade": "",
      "indicators": [
        {
          "name": "Market Cap",
          "value": "2161017637.94",
          "rating": ""
        },
        {
          "name": "Revenue",
          "value": "768028000.00",
          "rating": ""
        }
      ]
    },
    {
      "name": "Multi Score",
      "grade": "C",
      "indicators": [
        {
          "name": "ROE",
          "value": "-2.88%",
          "rating": "D"
        },
        {
          "name": "Profit Margin",
          "value": "-0.84%",
          "rating": "D"
        },
        {
          "name": "Gross Margin",
          "value": "63.50%",
          "rating": "A"
        },
        {
          "name": "Revenue YoY",
          "value": "11.79%",
          "rating": "B"
        },
        {
          "name": "Net Profit YoY",
          "value": "85.48%",
          "rating": "A"
        },
        {
          "name": "Total Assets YoY",
          "value": "5.22%",
          "rating": "C"
        },
        {
          "name": "Net Assets YoY",
          "value": "22.95%",
          "rating": "A"
        },
        {
          "name": "Cash Flow Margin",
          "value": "-2935.34%",
          "rating": "E"
        },
        {
          "name": "OCF YoY",
          "value": "11.79%",
          "rating": "B"
        },
        {
          "name": "Turnover",
          "value": "0.65",
          "rating": "B"
        },
        {
          "name": "Gearing Ratio",
          "value": "79.70%",
          "rating": "E"
        }
      ]
    }
  ]
}
```

## Valuation Analysis

| Metric | Current | Industry Ranking | High | Median | Low |
|--------|---------|-----------------|------|--------|-----|
| PE (TTM) | -336.14 | 231/278 | 295.91 | 280.16 | 265.64 |
| PB | 8.77 | 177/278 | 26.17 | 12.09 | 8.43 |
| PS (TTM) | 2.81 | 101/278 | 7.64 | 4.37 | 2.82 |
| Dividend Yield | 0.00% | - | - | - | - |

## Peer Comparison

| Rank | Name | Profit | Growth | Operation | Security | Cash | Rating |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 01 | Palantir Tech (PLTR.US) | A | A | B | A | B | A |
| 02 | Appfolio (APPF.US) | A | B | A | A | B | A |
| 03 | Red Violet (RDVT.US) | A | B | B | A | B | A |
| 04 | Sagtec Global (SAGT.US) | B | A | A | A | A | A |
| 05 | CoreCard (CCRD.US) | B | A | A | A | A | A |

## Institutional View

### Analyst Rating Distribution

> As of 2026-05-09T04:00:00.000Z

Total Analysts: **15**

| Rating | Count | Percentage |
|--------|-------|-----------| 
| Buy | 4 | 27% |
| Overweight | 4 | 27% |
| Hold | 7 | 47% |

### Target Price Forecast

| Metric | Price |
|--------|-------|
| Current Price | 13.51 |
| Highest Target | 25.00 |
| Lowest Target | 13.00 |

## References

- [Company Overview — Profile, executives, shareholders, business breakdown](https://longbridge.com/en/quote/VERX.US/overview.md)
- [Financial Reports — Income, balance sheet, cash flow, dividends](https://longbridge.com/en/quote/VERX.US/norm.md)
- [Related News](https://longbridge.com/en/quote/VERX.US/news.md)
- [Filings — Company announcements and regulatory filings](https://longbridge.com/en/quote/VERX.US/filings.md)

---

> **Disclaimer: This article is for reference only and does not constitute any investment advice.**