Vertex, Inc. (VERX) stock
VERXNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 2/30130% above fair value
$17.97+0.22 (+1.27%)
Close on Nov 13, 2026Market cap $2.92BP/E –Yield –
Vertex statistics
78 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.
Important dates
- Next earnings
- Feb 10, 2027 (estimated, before the open)
- Last ex-dividend date
- No dividends
- Fundamentals through
- Sep 30, 2026
- Share price as of
- Nov 13, 2026
Valuation ratiosIndustry
- P/OCF Ratio
- 17.73
- 12.99
Enterprise valuationIndustry
- EV / Sales
- 3.76
- 2.10
Share statisticsIndustry
- Float
- 123M
- 53M
- Shares Held by Insiders
- 24.2%
- 13.1%
- Shares Held by Institutions
- 46.0%
- 62.6%
Short sellingIndustry
- Short Interest
- 6M
- –
- Short Interest Change
- 0.85%
- -3.30%
- Short % of Float
- 4.50%
- 5.82%
- Short % of Shares Outstanding
- 3.41%
- 4.22%
- Days to Cover
- 3.93
- 3.54
Stock price statisticsIndustry
- 52-Week High
- $20.82
- –
- 52-Week Low
- $10.21
- –
- 20-Day Moving Average
- $15.93
- –
- 50-Day Moving Average
- $13.80
- –
- 200-Day Moving Average
- $13.18
- –
- Average True Range (14)
- $0.75
- –
- Price Change (1 Week)
- 5.21%
- 0.50%
- Price Change (1 Month)
- 31.6%
- -1.81%
- Price Change (3 Months)
- 44.1%
- -4.67%
- Price Change (6 Months)
- 39.8%
- 0.47%
- Price Change (YTD)
- -10.0%
- -13.6%
- Price Change (1 Year)
- -13.2%
- -13.9%
- Price Change (3 Years)
- -35.1%
- -16.1%
- Price Change (5 Years)
- -17.2%
- -57.0%
- Average Volume (10 Days)
- 2M
- –
- Average Volume (20 Days)
- 2M
- –
- Average Volume (90 Days)
- 2M
- –
- Relative Volume
- 0.55
- 0.64
- Relative Strength Index (14)
- 74.6
- 47.4
- Volatility (1 Year)
- 61.3%
- 65.4%
- Beta (5 Years)
- 1.08
- 1.19
MarginsIndustry
- Pretax Margin
- -1.79%
- -0.85%
- EBITDA Margin
- 11.9%
- 0.72%
Returns on capitalIndustry
- Return on Equity (ROE)
- -21.2%
- 1.34%
- Return on Assets (ROA)
- -3.94%
- -3.24%
- Return on Invested Capital (ROIC)
- -4.65%
- -0.09%
- Return on Capital Employed (ROCE)
- -3.02%
- -0.55%
Financial positionIndustry
- Current Ratio
- 0.75
- 1.37
- Quick Ratio
- 0.63
- 0.94
- Debt / Equity
- 1.88
- 0.51
- Debt / EBITDA
- 3.53
- 2.60
- Net Debt / EBITDA
- 1.26
- 1.41
GrowthIndustry
- Revenue Growth (3Y CAGR)
- 15.0%
- 7.44%
- Revenue Growth (5Y CAGR)
- 14.8%
- 12.3%
EfficiencyIndustry
- Asset Turnover
- 0.68
- 0.64
- Revenue Per Employee
- $385.05K
- $394.08K
- Profits Per Employee
- -$22.43K
- -$7.02K
- Employee Count
- 2,100
- 525
- WACC
- 10.0%
- 10.3%
Income statement (TTM)Industry
- Pretax Income
- -$14.47M
- -$315.88K
Balance sheetIndustry
- Net Cash (Debt)
- -$121.37M
- $1.76M
- Net Cash Per Share
- -$0.75
- $0.12
- Equity (Book Value)
- $180.16M
- $51.00M
- Book Value Per Share
- $1.11
- $1.98
- Tangible Book Value
- -$218.57M
- $2.87M
- Working Capital
- -$150.74M
- $16.25M
Cash flow (TTM)Industry
Dividends and yieldsIndustry
- Earnings Yield
- -1.62%
- 0.37%
Taxes and interestIndustry
- Income Tax
- $32.64M
- $1.63M
Scores and fair valueIndustry
- Altman Z-Score
- 2.16
- 1.96
- Piotroski F-Score
- 6
- 5
- Beneish M-Score
- -2.95
- -2.82
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 13, 2026. The S&P 500 is measured by the SPY fund.
| Period | VERX | S&P 500 | Difference | VERX per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | +41.3% | -3.0% | +44.3 pts | ||
| 3 months | +35.6% | -2.8% | +38.4 pts | ||
| Year to date | -10.0% | +11.5% | −21.5 pts | ||
| 1 year | -11.8% | +13.5% | −25.2 pts | ||
| 3 years | -34.2% | +77.7% | −111.9 pts | -13.0% | +21.1% |
| 5 years | -17.2% | +72.6% | −89.8 pts | -3.7% | +11.5% |
Short interest
Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.
6M VERX shares were sold short on Oct 30, 2026, up 0.8% from the previous report, or 4.50% of the shares available to trade. At recent volumes it would take 3.9 days to buy them back. Over the last 20 sessions, 42.5% of the volume reported to FINRA was short selling.
| Settlement date | Shares short | Change | Avg. daily volume | Days to cover |
|---|---|---|---|---|
| Oct 30, 2026 | 5,535,966 | +0.8% | 1,408,693 | 3.9 |
| Oct 15, 2026 | 5,489,414 | +12.7% | 1,272,658 | 4.3 |
| Sep 30, 2026 | 4,870,331 | -10.4% | 1,376,917 | 3.5 |
| Sep 15, 2026 | 5,434,775 | +7.5% | 1,415,000 | 3.8 |
| Aug 31, 2026 | 5,055,727 | -3.6% | 1,316,440 | 3.8 |
| Aug 14, 2026 | 5,244,230 | -22.5% | 3,210,372 | 1.6 |
| Jul 31, 2026 | 6,768,931 | -4.0% | 2,258,331 | 3.0 |
| Jul 15, 2026 | 7,048,561 | -15.7% | 1,624,517 | 4.3 |
| Jun 30, 2026 | 8,363,635 | +4.2% | 2,049,053 | 4.1 |
| Jun 15, 2026 | 8,027,345 | +15.6% | 1,553,534 | 5.2 |
| May 29, 2026 | 6,946,446 | -2.8% | 1,387,405 | 5.0 |
| May 15, 2026 | 7,147,654 | -12.1% | 1,771,723 | 4.0 |
Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.
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