NASDAQ · VERX

Vertex, Inc.

$11.87 +$0.98 (+9.00%) 1D After hours

Key Metrics

$1.76B
Market cap
P/E · TTM
$768.03M
Revenue · TTM
−$6.43M
Net income
EPS · TTM $-0.04
Dividend yield
Free cash flow
Beta · 1Y 0.51
EBITDA · TTM
Gross margin 64.3%

The Story So Far

LAST 6 MONTHS PRIMARY SOURCES ONLY
  • Jul 27
    Money has been moving out of its sector (Technology).

    Technology has run -4.1 points vs SPY over four weeks, ranking 8→2→11→7 of 11 sectors — this stock trades inside that current.

    RECEIPT: ROTATION MAP, LIVE ↗
  • Jul 16
    Money rotated out of high-beta cohorts market-wide.

    High-beta names lagged the blue-chips by 18.6 points over ten sessions around this date. Stocks in that cohort weren't falling alone — they fell together.

    RECEIPT: ROTATION GAUGE, LIVE
  • Jun 22
    From its Jan 29 high, the share price fell 43%.

    Peak close $18.70 on Jan 29; trough close $10.58 on Jun 22. The drawdown is the fact — the chapters around it are the context.

    RECEIPT: PRICE SERIES, PEAK-TO-TROUGH -43%
  • May 7
    The stock moved +15.9% in a single session.

    Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

    RECEIPT: DAILY BAR, May 7
  • Feb 3
    The stock moved -15.1% in a single session.

    Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

    RECEIPT: DAILY BAR, Feb 3

The story updates itself as events post · The wolf reports; you decide

Snapshot

Market cap$1.76B
Enterprise value$1.83B
Shares outstanding161.8M
52-wk range$10.21 – $34.67
Avg volume · 20D712.5K
Net cash −$70.59M
Book value / share$1.52
IndustryServices-Prepackaged Software
ExchangeNASDAQ
About Vertex, Inc.
IPO dateJul 29, 2020
Employees2100

Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world.

Wolf Grade COMING SOON

The wolf is in training. Composite grades vs sector — profitability, health, value, momentum — arrive with the percentile engine. Methodology will be public.

Valuation

P/E
P/S2.29
P/FCF
EV/EBITDA
EV/Sales2.39
Graham №

Profitability

Gross 64.3%
Operating -1.1%
Net -0.8%
FCF
ROE / ROIC -3.0% · -1.9%

Financial Health

Current ratio0.86
Quick ratio
Debt / equity1.37
Debt / EBITDA
Net cash −$70.59M
Working capital−$78.07M

Cash Flow · TTM

Operating CF $188.71M
Capex
Free cash flow
Buybacks
Dividends paid
Shareholder yield

Piotroski F-Score

7 / 9
Strong fundamentals · 7 of 9 signals passing

Altman Z-Score

1.6
Distress zone (< 1.81) · elevated risk

Graham Number vs Price

Requires positive earnings and book value
Fundamentals through 2026-03-31 · computed by TickerWolf from SEC filings