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Vertex

NMQ:VERX · US92538J1060
SoftwareMedium

360

9
EV / EBIT69
Price / Owner Earnings86
Owner Earnings Yield1
Dividend Yield1
Price/Sales56
EV / Gross Profit56
Price/Book30
Return on Capital35
Cash Return on Capital12
Return on Equity29
EBIT Margin30
Gross Profitability60
Accruals43
Owner Earnings Margin18
Sales growth53
Profit Growth38
Long-Term EPS Growth64
Reinvestment33
Price momentum5
Debt load17
Refinancing9
Debt Payback1
Liquidity16
Analyst ratings43
Opinion Changes81
Price Target Upside63
Market mood95
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Vertex clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustrySoftware
SizeMedium
TypePublic Company
ExchangeNASDAQGM
Founded2020
Employees1,815
Websitevertexinc.com
ISINUS92538J1060
Last UpdateApr 2, 2026
Indices
NASDAQ (USA)
Themes
Identity and Access ManagementCloud Data ServicesData IntegrationProcess AutomationInvoice Management SoftwareSoftware DevelopmentComplianceDocument ManagementSoftware

Description

Vertex, Inc. (Vertex) is a major provider of enterprise compliance technology for global commerce. The company’s software, data, and services help businesses operate with confidence by automating and governing transaction-based compliance obligation…

Analysis

Middle-of-the-road

Vertex, Inc. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

Valuation data is not available for this company.

Growth is moderate; the safety picture is fragile. The company scores 8/20 on our value-creation score: creating some value. Analyst sentiment is cautious.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
11
2023202420252026

All-time high

31

Jan 2023

All-time low

1

Mar 2026

Average rank

15

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
56
14
27
90
Price/Earnings
51
16
25
52
Price/Book
30
1
17
45
Dividend Yield
1
1
1
1
Value (overall)
33
3
12
61

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
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