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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 | 47.75% | 180.00m |
| Ryan LLC | 55.30% | -- |
Data delayed at least 15 minutes, as of Nov 21 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dolby Laboratories Inc | 1.27bn | 261.83m | 7.65bn | 2.08k | 29.75 | 3.09 | 22.51 | 6.01 | 2.70 | 2.70 | 13.12 | 25.97 | 0.4183 | 4.05 | 2.66 | 612,365.90 | 8.68 | 8.18 | 10.12 | 9.25 | 88.97 | 88.66 | 20.75 | 19.13 | 2.78 | -- | 0.00 | 41.73 | -2.00 | 0.5118 | 30.48 | -6.03 | -23.37 | 9.57 |
| Pegasystems Inc. | 1.48bn | 122.76m | 7.67bn | 5.41k | 66.98 | 16.24 | 54.58 | 5.18 | 1.34 | 1.34 | 16.97 | 5.51 | 1.06 | -- | 4.06 | 273,877.70 | 8.76 | -7.26 | 18.82 | -11.02 | 74.40 | 71.07 | 8.29 | -8.36 | -- | -- | 0.5145 | -- | 8.71 | 9.95 | 119.62 | 44.90 | 7.13 | 5.92 |
| CCC Intelligent Solutions Holdings Inc | 926.94m | 46.51m | 7.72bn | 2.33k | 165.53 | 3.98 | 43.64 | 8.33 | 0.0746 | 0.0746 | 1.49 | 3.10 | 0.2871 | -- | 7.49 | 398,682.60 | 1.59 | -- | 1.67 | -- | 75.65 | 70.23 | 5.53 | -14.72 | -- | 1.47 | 0.2896 | -- | 10.73 | 8.74 | -340.79 | -- | 22.22 | -- |
| Smartsheet Inc | 1.04bn | -42.40m | 7.78bn | 3.33k | -- | 11.54 | -- | 7.47 | -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 | 7.84bn | 1.76k | 16,888.30 | 17.29 | 511.78 | 18.48 | -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 | -- | -- | -- |
| Informatica Inc | 1.66bn | 64.44m | 8.08bn | 5.00k | 121.01 | 3.84 | 37.93 | 4.87 | 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 | -- |
| Match Group Inc | 3.49bn | 622.64m | 8.12bn | 2.60k | 14.06 | -- | 10.82 | 2.33 | 2.24 | 2.24 | 12.32 | -0.3486 | 0.8036 | -- | 11.10 | 1,340,548.00 | 14.36 | 10.00 | 16.44 | 12.45 | 72.37 | 72.06 | 17.87 | 17.13 | -- | 6.28 | 1.02 | 0.00 | 5.51 | 14.23 | 78.92 | 15.49 | 16.51 | -- |
| Global-E Online Ltd | 675.25m | -99.16m | 8.33bn | 923.00 | -- | 9.58 | -- | 12.34 | -0.5952 | -0.5952 | 4.05 | 5.21 | 0.5909 | -- | 19.14 | 731,585.10 | -8.68 | -14.41 | -10.87 | -18.41 | 44.00 | 38.23 | -14.68 | -28.59 | -- | -- | 0.00 | -- | 39.33 | 71.30 | 31.52 | -- | -- | -- |
| Vertex Inc | 643.23m | 30.40m | 8.33bn | 1.50k | 276.42 | 32.16 | 74.97 | 12.96 | 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 | -- |
| Dropbox Inc | 2.54bn | 576.80m | 8.56bn | 2.69k | 14.56 | -- | 11.90 | 3.37 | 1.90 | 1.90 | 6.52 | -1.78 | 0.9091 | -- | 38.02 | 943,037.50 | 20.65 | 7.59 | 36.18 | 12.71 | 82.43 | 79.24 | 22.71 | 9.79 | -- | -- | 1.48 | 0.00 | 7.60 | 12.44 | -18.00 | -- | -17.91 | -- |
| AppFolio Inc | 762.37m | 131.60m | 8.60bn | 1.50k | 66.94 | 20.83 | 56.31 | 11.28 | 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 | -- |
| SentinelOne Inc | 723.63m | -281.58m | 8.92bn | 2.50k | -- | 5.44 | -- | 12.33 | -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 | -- | -- | -- |
| Doximity Inc | 516.85m | 174.11m | 8.96bn | 827.00 | 55.22 | 9.33 | 48.59 | 17.34 | 0.8692 | 0.8692 | 2.58 | 5.15 | 0.4821 | -- | 4.45 | 624,968.60 | 16.24 | 15.96 | 18.44 | 19.04 | 89.94 | 87.83 | 33.69 | 31.71 | -- | -- | 0.00 | 0.00 | 13.45 | 40.87 | 30.81 | 201.23 | 37.27 | -- |
| Unity Software Inc | 1.97bn | -794.14m | 9.05bn | 6.75k | -- | 2.84 | -- | 4.60 | -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 | -- |
Data as of Nov 21 2024. Currency figures normalised to Vertex Inc's reporting currency: US Dollar USD
45.21%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 30 Sep 2024 | 6.57m | 10.05% |
| Tensile Capital Management LPas of 30 Sep 2024 | 4.05m | 6.20% |
| BlackRock Fund Advisorsas of 30 Sep 2024 | 3.91m | 5.99% |
| Neuberger Berman Investment Advisers LLCas of 30 Sep 2024 | 3.47m | 5.32% |
| Fidelity Management & Research Co. LLCas of 30 Sep 2024 | 2.29m | 3.50% |
| Conestoga Capital Advisors LLCas of 30 Sep 2024 | 2.28m | 3.49% |
| Legacy Advisors LLCas of 30 Sep 2024 | 2.16m | 3.31% |
| TimesSquare Capital Management LLCas of 30 Sep 2024 | 1.66m | 2.53% |
| Putnam Investment Management LLCas of 30 Sep 2024 | 1.59m | 2.43% |
| Loomis, Sayles & Co. LPas of 30 Sep 2024 | 1.57m | 2.40% |
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Data from 30 Sep 2024 - 30 Sep 2024Source: FactSet Research Systems Inc.
