Vertex, Inc.
VERXTechnologyNASDAQSoftware - Application
Scan Results
Daily timeframePart of the technology sector, Vertex, Inc. (VERX) is listed under Software - Application. At a $2.07B market cap, Vertex, Inc. ranks as a mid-cap company within technology. 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.
Market Cap
$2.07B
Beta
0.82
P/E (TTM)
—
P/E (Fwd)
12.32
EPS (TTM)
$-0.05
EPS (Fwd)
$1.04
ROE
-2.9%
ROA
0.5%
Cash
$252.5M
Total Debt
$350.1M
Free CF
$99.5M
52W Change
-63.5%
Annual Financials
Cash vs Debt
Vertex, Inc. carries $350.1M in total debt against $252.5M in cash reserves — debt is modestly above the cash position. Managing this leverage effectively will be important for long-term financial stability. Annual free cash flow of $99.5M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. Return on equity stands at -2.9%, which is negative for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 0.5% is on the lower side, which is common in asset-heavy industries. Revenue has grown from $491.6M (2022) to $748.4M (2025), reflecting a 52% increase over the period.
Investors considering Vertex, Inc. should weigh the typical risks associated with VERX's sector, size, and financial profile against their own risk tolerance and investment objectives. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Vertex, Inc.'s trajectory.