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Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through traditional on-premise licenses or via cloud-based Software as a Service (SaaS) subscriptions. Beyond its software offerings, Vertex also delivers essential support services. These include implementation and training for its licensed and cloud-based products, as well as outsourced transaction tax return processing and other ancillary tax-related consultations. Established in 1978, Vertex, Inc. has its headquarters situated in King of Prussia, Pennsylvania.
Previous close
$13.77
−$0.01 · -0.07%
Regular session · ET · Market data may be delayed.
Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through traditional on-premise licenses or via cloud-based Software as a Service (SaaS) subscriptions. Beyond its software offerings, Vertex also delivers essential support services. These include implementation and training for its licensed and cloud-based products, as well as outsourced transaction tax return processing and other ancillary tax-related consultations. Established in 1978, Vertex, Inc. has its headquarters situated in King of Prussia, Pennsylvania.
Day range
Current $13.77
52-week range
Current $13.77
Regular session · ET · Market data may be delayed.
AI-powered factor overview
GoAI Score
Hold
Wait — insufficient conviction to act
Valuation
53
Fair Value
Sentiment
70
Bullish
Risk
64
High Risk
Momentum
28
Weakening
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through traditional on-premise licenses or via cloud-based Software as a Service (SaaS) subscriptions. Beyond its software offerings, Vertex also delivers essential support services. These include implementation and training for its licensed and cloud-based products, as well as outsourced transaction tax return processing and other ancillary tax-related consultations. Established in 1978, Vertex, Inc. has its headquarters situated in King of Prussia, Pennsylvania.
Day range
Current $13.77
52-week range
Current $13.77
Profitability as a percentage of reported revenue.
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 748.44M USD | 666.78M USD | 572.39M USD | 491.62M USD | 425.55M USD |
| Cost of goods sold | 293.93M USD | 240.65M USD | 223.81M USD | 193.13M USD | 161.89M USD |
| Gross profit | 454.51M USD | 426.13M USD | 348.58M USD | 298.49M USD | 263.66M USD |
| Research and development | 83.72M USD | 66.67M USD | 58.21M USD | 41.88M USD | 44.02M USD |
| Selling, general, and administrative | 368.35M USD | 323.41M USD | 286.17M USD | 246.99M USD | 206.01M USD |
| Operating expenses | 462.36M USD | 428.35M USD | 366.09M USD | 306.57M USD | 266.6M USD |
| Interest income | 5.25M USD | 4.14M USD | — | — | — |
| Interest expense | — | — | 4.16M USD | 2.05M USD | 984K USD |
| Depreciation and amortization | 96.93M USD | 86.74M USD | 74.46M USD | 61.15M USD | 44.78M USD |
| Operating income | −7.85M USD | −2.23M USD | −17.51M USD | −8.08M USD | −2.94M USD |
| Net income | 7.21M USD | −52.73M USD | −13.09M USD | −12.3M USD | −1.48M USD |
Company facts updated Sep 6, 2026.
Recent quarterly results
Recent quarterly results
Third-party consensus; not a GoAI recommendation.
Average target
$16.17
17.43% upsideFunds reporting this stock among their holdings, ordered by reported position size.
Vanguard Morningstar Total Stock Market ETFVTI29.12M0.00%2.3T USD0.03%$379.73-0.32%
iShares Russell 2000 ETFIWM26.06M0.03%79.88B USD0.19%$296.01+0.28%
Vanguard Information Technology ETFVGT23.89M0.01%160.2B USD0.09%$121.27+0.32%
Vanguard Morningstar Small-Cap ETFVB21.38M0.01%183.4B USD0.03%$300.01+0.05%
Fidelity Enhanced Small Cap ETFFESM13.1M0.20%6.03B USD0.28%$47.36+0.21%
Vanguard Morningstar Small-Cap Growth ETFVBK12.42M0.03%43.8B USD0.05%$349.44+0.01%
Vanguard Extended Market ETFVXF11.06M0.01%93.7B USD0.05%$242.66+0.14%
iShares Russell 2000 Growth ETFIWO9.4M0.07%14.58B USD0.24%$377.54+0.12%Vanguard Morningstar Total Stock Market ETFVTIiShares Russell 2000 ETFIWMVanguard Information Technology ETFVGTVanguard Morningstar Small-Cap ETFVBFidelity Enhanced Small Cap ETFFESMVanguard Morningstar Small-Cap Growth ETFVBKVanguard Extended Market ETFVXFiShares Russell 2000 Growth ETFIWOAI-generated and delayed market data for informational and educational purposes only. Not investment advice.
