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About the company
Vertex, Inc. is a global provider of indirect tax solutions. The Company operates as a solution provider of state, local and value-added tax calculation, compliance and analytics, offering software products which are sold through software license and software as a service (cloud) subscription. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing and other tax-related services. The Company offers a range of solutions, including tax determination, compliance and reporting, tax data management, document management, analytics and insights, industry-specific solutions, pre-built integrations, implementation services, and managed services. Its artificial intelligence (AI) capabilities leverage proprietary and private large language models (LLM) to deliver generative pre-trained transformer (GPT) capabilities to maintain a framework that increases the accuracy for tax compliance.
- Revenue in USD (TTM)643.23m
- Net income in USD30.40m
- Incorporated1964
- Employees1.50k
- LocationVertex Inc2301 Renaissance BoulevardKING OF PRUSSIA 19406United StatesUSA
- Websitehttps://www.vertexinc.com/
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Mergers & acquisitions
| Acquired company | VERX:NMQ since announced | Transaction value |
|---|---|---|
| ecosio GmbH | 43.74% | 180.00m |
| Ryan LLC | 51.09% | -- |
Data delayed at least 15 minutes, as of Nov 08 2024 21:00 GMT.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vipshop Holdings Ltd - ADR | 15.60bn | 1.17bn | 7.45bn | 14.64k | 6.64 | 1.40 | -- | 0.4778 | 2.10 | 2.10 | 28.06 | 10.00 | 1.75 | 20.71 | 135.92 | 1,065,499.00 | 13.19 | 9.87 | 22.01 | 18.60 | 23.67 | 21.29 | 7.55 | 5.48 | 1.11 | -- | 0.0589 | 5.71 | 9.41 | 5.95 | 28.86 | 30.69 | 7.79 | -- |
| CommVault Systems, Inc. | 898.05m | 177.35m | 7.50bn | 2.88k | 43.76 | 27.01 | 40.62 | 8.35 | 3.92 | 3.92 | 19.93 | 6.35 | 1.04 | -- | 4.59 | 311,606.50 | 20.49 | 3.08 | 41.29 | 5.61 | 82.09 | 83.44 | 19.75 | 3.44 | -- | -- | 0.00 | 0.00 | 6.97 | 3.37 | 572.15 | 116.38 | -9.03 | -- |
| Informatica Inc | 1.66bn | 64.44m | 7.63bn | 5.00k | 114.38 | 3.63 | 35.85 | 4.61 | 0.2186 | 0.2186 | 5.41 | 6.89 | 0.3323 | -- | 4.55 | 331,378.20 | 1.29 | -- | 1.55 | -- | 79.89 | 76.71 | 3.89 | -8.78 | -- | 1.49 | 0.4296 | -- | 5.98 | 5.36 | -133.41 | -- | -25.01 | -- |
| Smartsheet Inc | 1.04bn | -42.40m | 7.80bn | 3.33k | -- | 11.57 | -- | 7.49 | -0.3145 | -0.3145 | 7.58 | 4.84 | 0.8254 | -- | 5.96 | 312,991.90 | -3.36 | -15.12 | -6.62 | -26.24 | 81.61 | 79.31 | -4.07 | -23.95 | -- | -- | 0.0009 | -- | 24.96 | 40.07 | 51.48 | -- | 8.71 | -- |
| Clearwater Analytics Holdings Inc | 424.36m | 664.00k | 7.88bn | 1.76k | 16,968.09 | 17.37 | 514.20 | 18.57 | -0.0005 | -0.0005 | 1.86 | 1.84 | 0.7323 | -- | 4.32 | 241,661.20 | 0.6616 | -- | 0.8643 | -- | 72.25 | -- | 0.9035 | -- | -- | -- | 0.0931 | -- | 21.34 | -- | -171.46 | -- | -- | -- |
| Match Group Inc | 3.47bn | 649.90m | 7.88bn | 2.60k | 13.27 | -- | 10.18 | 2.27 | 2.30 | 2.30 | 12.08 | -0.5004 | 0.7973 | -- | 11.64 | 1,335,208.00 | 14.93 | 10.00 | 16.97 | 12.45 | 72.19 | 72.06 | 18.72 | 17.13 | -- | 6.31 | 1.04 | 0.00 | 5.51 | 14.23 | 78.92 | 15.49 | 16.51 | -- |
| BILL Holdings Inc | 1.34bn | 7.90m | 8.00bn | 2.19k | 1,310.78 | 1.99 | 72.85 | 5.95 | 0.059 | 0.059 | 12.48 | 38.78 | 0.144 | -- | 37.57 | 614,374.50 | 0.0846 | -2.17 | 0.1447 | -3.78 | 81.89 | 78.73 | 0.5876 | -20.93 | -- | -- | 0.1856 | -- | 21.89 | 64.12 | 87.09 | -- | 37.19 | -- |
| Vertex Inc | 643.23m | 30.40m | 8.11bn | 1.50k | 268.92 | 31.29 | 72.94 | 12.61 | 0.1933 | 0.1933 | 4.04 | 1.66 | 0.6732 | -- | 4.97 | 428,822.70 | 3.18 | -2.63 | 5.96 | -7.37 | 62.59 | 60.90 | 4.73 | -3.24 | -- | 12.31 | 0.5638 | -- | 16.43 | 16.01 | -6.41 | -- | 15.42 | -- |
| Unity Software Inc | 1.97bn | -794.14m | 8.14bn | 6.75k | -- | 2.59 | -- | 4.14 | -2.06 | -2.06 | 5.07 | 7.91 | 0.2778 | -- | 3.33 | 291,260.20 | -11.25 | -13.60 | -13.42 | -16.38 | 68.10 | 71.33 | -40.49 | -45.38 | -- | -25.15 | 0.3951 | -- | 57.25 | 41.86 | 10.75 | -- | 8.02 | -- |
| AppFolio Inc | 762.37m | 131.60m | 8.29bn | 1.50k | 64.53 | 20.08 | 54.28 | 10.88 | 3.54 | 3.54 | 20.45 | 11.36 | 1.69 | -- | 33.19 | 506,893.60 | 29.18 | 7.53 | 34.45 | 8.86 | 64.96 | 60.62 | 17.26 | 6.46 | -- | -- | 0.00 | 0.00 | 31.48 | 26.69 | 103.97 | -32.97 | -0.7612 | -- |
| Zeta Global Holdings Corp | 822.09m | -146.00m | 8.37bn | 1.78k | -- | 35.91 | -- | 10.18 | -0.8766 | -0.8766 | 4.90 | 0.9907 | 1.53 | -- | 5.39 | 461,071.20 | -27.16 | -- | -38.84 | -- | 60.34 | -- | -17.76 | -- | -- | -12.09 | 0.4593 | -- | 23.31 | -- | 32.86 | -- | -- | -- |
| Healthequity Inc | 1.10bn | 105.67m | 8.63bn | 3.13k | 82.40 | 4.00 | 32.70 | 7.85 | 1.20 | 1.20 | 12.50 | 24.70 | 0.334 | -- | 10.93 | 351,609.40 | 3.21 | 0.2538 | 3.32 | 0.2682 | 65.06 | 58.65 | 9.61 | 0.8698 | -- | 4.55 | 0.338 | 0.00 | 16.00 | 28.33 | 313.10 | -5.49 | 25.09 | -- |
| Confluent Inc | 915.61m | -351.11m | 8.69bn | 2.74k | -- | 9.28 | -- | 9.49 | -1.11 | -1.11 | 2.89 | 2.85 | 0.3685 | -- | 3.96 | 333,675.70 | -14.13 | -- | -17.56 | -- | 73.03 | 67.52 | -38.35 | -73.13 | -- | -104.75 | 0.5387 | -- | 32.60 | 64.16 | 2.17 | -- | -- | -- |
| SentinelOne Inc | 723.63m | -281.58m | 8.75bn | 2.50k | -- | 5.33 | -- | 12.09 | -0.8962 | -0.8962 | 2.30 | 5.17 | 0.3178 | -- | 5.17 | 314,622.60 | -12.37 | -- | -16.24 | -- | 73.35 | -- | -38.91 | -- | -- | -- | 0.00 | -- | 47.13 | -- | 10.56 | -- | -- | -- |
Data as of Nov 08 2024. Currency figures normalised to Vertex Inc's reporting currency: US Dollar USD
47.76%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 30 Sep 2024 | 6.72m | 10.28% |
| Tensile Capital Management LPas of 30 Jun 2024 | 4.63m | 7.09% |
| BlackRock Fund Advisorsas of 30 Jun 2024 | 3.73m | 5.71% |
| Neuberger Berman Investment Advisers LLCas of 30 Jun 2024 | 3.49m | 5.34% |
| Weatherbie Capital LLCas of 30 Jun 2024 | 2.71m | 4.15% |
| Conestoga Capital Advisors LLCas of 30 Sep 2024 | 2.28m | 3.49% |
| Fidelity Management & Research Co. LLCas of 30 Jun 2024 | 2.23m | 3.42% |
| Legacy Advisors LLCas of 30 Jun 2024 | 2.16m | 3.31% |
| TimesSquare Capital Management LLCas of 30 Sep 2024 | 1.66m | 2.53% |
| Loomis, Sayles & Co. LPas of 30 Jun 2024 | 1.60m | 2.45% |
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Data from 30 Jun 2024 - 30 Sep 2024Source: FactSet Research Systems Inc.
