VERX
Vertex Inc
$13.67
▲ 6.5%Updated Today 11:10 AM ET
VERX at a glance — five pillars scored 0–100 from real filed financials.
Overall: Unrated · 0/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.
Market Cap
$0.00
P/E
—
Forward P/E (est.)
—
ROE
—
Revenue Growth
—
EPS Growth
—
Profit Margin
—
FCF Yield
—
Debt / Equity
—
ROIC
0.0%
Interest Coverage
—
Current Ratio
0.87x
Dividend Yield
—
Implied Growth (rev. DCF)
—
Rating Score
0/100
Vertex Inc (VERX) is a small-cap company in the Technology industry, part of the Information Technology sector of the S&P 500.
In its latest reported year it generated about $748.44M in revenue and $7.21M in net profit.
Our model rates VERX Unrated (0/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.
Evidence of durable competitive advantage in the filed financials (8 years of history).
The filed history looks like a business competitors struggle to attack: high and steady margins, revenue that grows through cycles, and strong returns on capital.
63.1% average over the last 3 years
±3.0 pts around 62.3% across 8 years
grew in 7 of the last 7 year-over-year periods
positive in 8 of 8 years
0.0% latest fiscal year
A moat can't be proven by numbers alone — this scores the evidence a durable advantage leaves behind (pricing power, consistency, returns on capital), computed the same way for every stock. Pair it with the business overview before concluding anything.
4Y CAGR
15.2%
Revenue moved from $272.40M in 2018 to $748.44M in 2025, a 15.5% compound annual growth rate. The most recent year was roughly steady year over year. Slower, mature growth is common for established businesses.
Gross Margin
64.3%
Operating Margin
0.3%
Net Margin
1.0%
ROE
—
Total Debt
$338.61M
Net Debt
$108.12M
Net Debt / EBITDA
46.38x
Debt / Equity
—
Leverage: debt-to-equity is n/a, with a current ratio of 0.9x. Detailed balance-sheet leverage is limited for this name. It carries roughly $338.61M of total debt against $230.49M of cash.
Operating CF
$165.54M
Free Cash Flow
$165.54M
FCF Margin
22.1%
In the latest year Vertex Inc produced about $165.54M of operating cash flow and $165.54M of free cash flow after capital spending. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.
Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.
Coverage is weak, the payout was cut recently, or it's being financed rather than earned — treat the current yield as fragile.
Per share (latest FY)
$0.11
Total paid (latest FY)
$146.12M
History on record
3 years
dividend uses 88% of free cash flow
2026% of net income paid out
total dividends increased 2 years in a row
no cuts in the last 3 years on record
Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.
P/E
—
P/S
—
P/B
—
EV / EBITDA
—
VERX trades at n/a trailing earnings. With no positive trailing earnings, value it on sales, cash flow, or growth rather than P/E.
Where VERX sits versus its Information Technology sector peers in the S&P 500.
Bands show the middle half (25th–75th percentile) of the 98 Information Technology companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.
How VERX stacks up against its Information Technology peers — valuation, profitability, and growth versus the sector median.
In the Information Technology sector (230 S&P 500 companies), VERX ranks #224 of 230 by our overall rating.
P/E vs sector
—
median 38x
ROE vs sector
—
median 17.5%
Growth vs sector
—
median 17.7%
Sector rank
#224
of 230 by rating
Peers are the closest Information Technology companies by sub-industry and size. Sector median is across all 230 S&P 500 names in the sector. Educational, not a recommendation.
Project revenue → earnings → price. Edit the assumptions to build your own case.
2030 price target (Base Case)
$0.00 – $0.00
vs. $13.67 today · expected CAGR 2% – 13%
| Metric | 2026 | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|---|
| Revenue | $808.32M | $872.99M | $942.82M | $1.02B | $1.10B |
| Net income | $24.25M | $26.19M | $28.28M | $30.55M | $32.99M |
| EPS | $0.92 | $0.99 | $1.07 | $1.16 | $1.25 |
| Share price (low) | $11.04 | $11.92 | $12.88 | $13.91 | $15.02 |
| Share price (high) | $18.40 | $19.87 | $21.46 | $23.18 | $25.03 |
| CAGR (low–high) | -19% / 35% | -7% / 21% | -2% / 16% | 0% / 14% | 2% / 13% |
Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.
The case for VERX:
- As an established S&P 500 member in Information Technology, it brings scale and a long operating history.
The case against VERX:
- Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.
On balance, the picture is mixed: Vertex Inc is a small-cap information technology business growing at a mature pace, with modest profitability, and a heavier debt load to watch. It trades at n/a earnings, which our model scores Unrated (0/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.
Analyst Ratings
What 22 Wall Street analysts covering VERX recommend (August 2026). Consensus is a useful sanity check — not a substitute for your own homework.
Analysts have turned more cautious over the last three months (-5 pts of buy ratings).
Latest SEC Filings
VERX's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen.
VERX — frequently asked questions
Is VERX a good stock to buy?
We don't give buy or sell advice. Review Vertex Inc's fundamentals, valuation, and 5-year financials on this page, then make your own decision — and consider a licensed professional.
Where does VERX's data come from?
Live price data plus real fundamentals and 5-year financials pulled directly from Vertex Inc's SEC filings — refreshed automatically, not hand-entered.
How is the 5-year projection for VERX calculated?
It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.
Is this VERX analysis financial advice?
No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell VERX. Always do your own research and consider a licensed professional.
Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.
Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.