VERX
TechnologyVertex, Inc. · Software - Application · $2B
What is Vertex, Inc.?
Vertex, Inc. is a tax technology company serving corporations across retail, communications, leasing, and manufacturing industries in the US and internationally.
Vertex delivers software and cloud-based solutions that help businesses manage tax determination, compliance, reporting, and document management. Revenue comes from software licenses, SaaS subscriptions, and professional services including implementation, training, and tax return outsourcing.
Vertex was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
- Tax determination software
- Compliance and reporting solutions
- Tax data and document management
- Pre-built ERP and e-commerce integrations
Is VERX a Good Stock to Buy?
UQS Score rates VERX as Below Average overall.
Valuation is the standout pillar for VERX, rated Good — suggesting the stock is not priced at a significant premium relative to its fundamentals. Growth sits at a Neutral rating, indicating modest forward momentum.
Quality, Moat, and Risk all carry Weak ratings, pointing to meaningful concerns around business durability, competitive positioning, and financial stability.
See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does VERX pay dividends?
No — Vertex, Inc. does not currently pay a dividend.
Vertex does not currently pay a dividend. As a software company still investing in product development and market expansion, capital is directed toward growth initiatives rather than shareholder distributions.
When does VERX report earnings?
Vertex, Inc. reports earnings on a quarterly cadence, typical for US-listed equities.
Results have reflected the company's ongoing investment phase, with growth in subscription revenue partially offset by operating costs. Profitability trends remain a key area for investors to monitor.
For the most recent quarter's results, visit Vertex's investor relations page directly.
VERX Price History
-34.9% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Vertex, Inc.?
Based on Vertex, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
Frequently Asked Questions
What does Vertex, Inc. do?
Vertex provides tax technology software and services to corporations in industries such as retail, communications, leasing, and manufacturing. Its products cover tax determination, compliance, reporting, and document management, delivered via software licenses and cloud subscriptions.
Does VERX pay dividends?
No, VERX does not currently pay a dividend. The company reinvests available capital into product development and growth rather than returning cash to shareholders through distributions.
When does VERX report earnings?
Vertex reports on a standard quarterly schedule. For confirmed dates and the latest results, check the investor relations section of the Vertex, Inc. website.
Is VERX a good stock to buy?
The UQS Score rates VERX as Below Average. While Valuation is rated Good, the Weak ratings across Quality, Moat, and Risk suggest meaningful concerns. The full pillar breakdown is available to Pro members at uqs-score.com.
Is VERX overvalued?
Based on the UQS Valuation pillar, VERX carries a Good rating — meaning it does not appear significantly overpriced relative to its fundamentals. However, valuation alone does not determine overall investment quality.
What is VERX's market cap bracket?
VERX is classified as a small-cap stock. Small-cap companies can offer growth potential but often carry higher volatility and liquidity risk compared to larger peers.
Is VERX a long-term quality stock?
As a long-term quality indicator, VERX's Below Average UQS Score — driven by Weak ratings in Quality, Moat, and Risk — signals caution. Investors focused on durable, high-quality businesses may want to review the full analysis before committing.
What sector does VERX belong to?
Vertex, Inc. operates in the Technology sector, specifically within enterprise tax software and compliance technology. It serves corporate clients across multiple industries in the US and internationally.
Unlock Full VERX Analysis
Sign in to unlock the detailed analysis behind the UQS Score.
- ✓View the exact UQS pillar scores across Quality, Moat, Growth, Risk, and Valuation
- ✓Access full financial metrics and trend data
- ✓Compare VERX against sector peers on a standardized scoring framework
- ✓Get the complete analyst view available only to Pro members
Pro Analysis
VERX — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 7, 2026 | 37.5 | 19.3 | 31.0 | 54.5 | 31.7 | 61.4 | +0.3 |
| May 3, 2026 | 37.2 | 19.3 | 31.0 | 54.5 | 31.7 | 60.0 | -0.3 |
| Apr 26, 2026 | 37.5 | 19.3 | 31.0 | 54.5 | 31.7 | 61.8 | -0.1 |
| Apr 19, 2026 | 37.6 | 19.3 | 31.0 | 54.5 | 31.7 | 62.3 | -0.4 |
| Apr 18, 2026 | 38.0 | 19.3 | 31.0 | 54.5 | 31.7 | 64.9 | -2.4 |
| Apr 15, 2026 | 40.4 | 19.3 | 31.0 | 54.5 | 31.7 | 81.2 | 0.0 |
| Apr 14, 2026 | 40.4 | 19.3 | 31.0 | 54.5 | 31.7 | 81.1 | -0.4 |
| Apr 12, 2026 | 40.8 | 19.3 | 31.0 | 54.5 | 31.7 | 84.0 | +0.7 |
| Apr 6, 2026 | 40.1 | 19.3 | 31.0 | 54.5 | 31.7 | 79.0 | +2.6 |
| Apr 5, 2026 | 37.5 | 19.3 | 31.0 | 47.3 | 31.7 | 71.5 | -2.6 |
VERX — Pillar Breakdown
Quality
— 17.6/100 (25%)Vertex, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 54.3/100 (20%)Vertex, Inc. shows steady but unspectacular growth, typical for mature companies.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 22.4/100 (15%)Vertex, Inc. presents elevated risk with concerns around leverage or financial stability.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 67.5/100 (15%)Vertex, Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 31/100 (25%)Vertex, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for VERX.
Score Composition
Financial Data
More Stock Analysis
How is the VERX UQS Score Calculated?
The UQS (Unified Quality Score) for Vertex, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Vertex, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Vertex, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.