# Vertex Inc. (VERX) fundamentals

Data as of 2026-11-04. NASDAQ, United States. Sector: Technology / Software - Application. Price $15.26, market value $2.5 billion.

## Valuation
- **P/E (trailing): 1526.0×**. Vertex Inc. trades at 1526.0× trailing earnings. The Technology median in the September 2026 study was 32.1×. Forward P/E is 14.9×, lower than trailing, so analysts expect earnings to grow.
- **Price / sales: 3.1×**. Each dollar of revenue is priced at 3.1×.
- **Price / book: 10.0×**. The shares trade at 10.0× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **EV / EBITDA: 26.6×**. Enterprise value is 26.6× operating earnings before depreciation, the multiple that ignores how the company is financed; above 20× is demanding.
- **Earnings yield: 0.1%**. The inverse of the P/E: 0.1% of the price is earned each year.

## Profitability
- **Gross margin: 64.0%**. Vertex Inc. keeps 64.0% of revenue after the direct cost of what it sells, the kind of margin that comes with software, brands or pricing power.
- **Operating margin: -1.7%**. Operating margin is negative: the business loses money before interest and tax.
- **Net margin: 1.0%**. 1.0% of each dollar of sales reaches the bottom line.
- **Return on equity: 2.8%**. 2.8% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on invested capital: -3.7%**. Return on all capital, debt included, is -3.7%: close to or below the cost of capital, so growth may not create value.
- **Return on assets: 0.3%**. Each dollar of assets produces 0.3% of profit.

## Growth
- **Revenue growth (1 yr): 12.2%** (3-yr 15.0%/yr, 5-yr 14.8%/yr). Revenue grew 12.2% over the last year, against 14.8% a year compounded over five years.

## Financial health
- **Debt to equity: 1.30**. Debt is 1.30 times equity, a leveraged balance sheet that needs steady cash flow to service.
- **Net debt / EBITDA: 0.2×**. It would take 0.2 years of operating earnings to repay net borrowings, within the comfortable range.
- **Current ratio: 0.98** (quick 0.98). Current liabilities exceed current assets, so the company depends on ongoing cash generation or refinancing to pay the next year's bills.
- **Altman Z-score: 2.33**. A Z-score of 2.33 is in the grey zone; not distressed, not clearly safe.
- **Piotroski F-score: 7/9**. 7 of 9 fundamental checks pass: strong and improving financials.

## Dividends
- **Dividend: none**. Vertex Inc. does not currently pay a dividend.

## Analyst view
- **Analyst consensus: buy** (13 analysts). 13 analysts cover Vertex Inc.; the consensus is buy, with an average price target of $17.08 (+12% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): -30.9%** (YTD -20.7%, 3-mo 18.1%). The shares are down 30.9% over twelve months including dividends.
- **From 52-week high: -26.8%** (49.5% above the low). Trading 27% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 74**. An RSI of 74 is in overbought territory; short-term pullbacks are common from here.
- **Beta (1 yr): 0.42** (volatility 61%). Beta of 0.42 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=VERX · Page: https://foliofundamentals.com/stocks/verx

Not investment advice.