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Overview
Profile

Vertex stock

VERX
US92538J1060
A2P93F

Price

38.51
Today +/-
+1.60
Today %
+4.73 %
P

Vertex stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Vertex stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Vertex stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Vertex stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Vertex's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Vertex Stock Price History

DateVertex Price
9/30/202438.51 undefined
9/27/202436.73 undefined
9/26/202436.98 undefined
9/25/202436.90 undefined
9/24/202437.38 undefined
9/23/202438.30 undefined
9/20/202437.41 undefined
9/19/202437.07 undefined
9/18/202436.38 undefined
9/17/202436.12 undefined
9/16/202436.39 undefined
9/13/202436.24 undefined
9/12/202435.61 undefined
9/11/202435.25 undefined
9/10/202435.66 undefined
9/9/202435.93 undefined
9/6/202435.25 undefined
9/5/202435.89 undefined
9/4/202436.08 undefined
9/3/202436.70 undefined

Vertex Revenue, EBIT, Net Income

  • 3 years

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  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into Vertex, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Vertex from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Vertex’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Vertex. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Vertex’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Vertex’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Vertex’s growth potential.

Vertex Revenue, EBIT and net profit per share

DateVertex RevenueVertex EBITVertex Net Income
2027e905.86 M undefined0 undefined0 undefined
2026e888.19 M undefined204.71 M undefined151.17 M undefined
2025e763.96 M undefined147.5 M undefined109.43 M undefined
2024e670.83 M undefined115.54 M undefined88.14 M undefined
2023572.39 M undefined-17.51 M undefined-13.09 M undefined
2022491.6 M undefined-8.1 M undefined-12.3 M undefined
2021425.5 M undefined-2.9 M undefined-1.5 M undefined
2020374.7 M undefined-104.8 M undefined-75.1 M undefined
2019321.5 M undefined31.9 M undefined31.1 M undefined
2018272.4 M undefined29.9 M undefined-6.1 M undefined

Vertex Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M)EBIT (M)EBIT MARGIN (%)NET INCOME (M)NET INCOME GROWTH (%)SHARES (M)DOCUMENTS
2018201920202021202220232024e2025e2026e2027e
272321374425491572670763888905
-18.0116.5113.6415.5316.5017.1313.8816.381.91
64.7165.7355.8861.8860.6960.84----
1762112092632983480000
2931-104-2-8-171151472040
10.669.66-27.81-0.47-1.63-2.9717.1619.2722.97-
-631-75-1-12-13881091510
--616.67-341.94-98.671,100.008.33-776.9223.8638.53-
143143131.5147.8149.6151.860000
----------
Details

Keystats

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Revenue and Growth

The Vertex Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Vertex is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (M)TOTAL ASSETS (M)LIABILITIESCOMMON STOCK (k)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (M)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (M)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (M)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (M)DEBT (M)TOTAL CAPITAL (M)
201820192020202120222023
           
55.875.9303.173.310377.72
62.270.477.276.9102.9141.75
000000
000000
14.219.322.545.435.347.15
132.2165.6402.8195.6241.2266.62
49.554.756.6118.6133115.34
000000
000000
23.132.134.436.144.241.17
0016.3270251.8257.84
10.212.348.849.84978.96
82.899.1156.1474.5478493.31
215264.7558.9670.1719.2759.93
           
100100100100200154
00206.5222.6244.8275.16
-73.5-73.425.824.812.5-0.59
-0.5-0.5-3.1-17.5-27.8-21.74
000000
-73.9-73.8229.3230229.7252.98
6.910.78.91314.323.6
42.650.758.97074.589.47
184.3222.3223.3285.8312.1325.14
000000
4.950.80.90.32.32.57
238.7334.5292369.1403.2440.78
500.70.20.146.744.11
000000
3841.837.270.939.522.06
8842.537.47186.266.17
326.7377329.4440.1489.4506.95
252.8303.2558.7670.1719.1759.93
Details

Balance Sheet

ⓘ

Understanding the Balance Sheet

The balance sheet of Vertex provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Vertex's financial health and stability.

Assets

Vertex's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Vertex must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Vertex after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Vertex's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES ()TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
201820192020202120222023
-631-75-1-12-13
242532446171
00-33-3-1-11
21248201-19
4520275574780
112023
000135
809259917674
-33-37-32-45-73-68
-33-37-44-296-85-66
00-11-251-112
000000
-3-5-51047-2
-10432337
-30-30213-917-26
-26.00-24.00-21.00-12.00-34.00-31.00
00-146000
1624228-2148-17
47.1454.9426.7346.923.436.1
000000

Vertex stock margins

The Vertex margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Vertex. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Vertex.

  • 3 years

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  • Max

Gross margin
EBIT margin
Profit margin
Details

Margin

ⓘ

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Vertex's sales revenue. A higher gross margin percentage indicates that the Vertex retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Vertex's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Vertex's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Vertex's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Vertex. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Vertex's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Vertex Margin History

Vertex Gross marginVertex Profit marginVertex EBIT marginVertex Profit margin
2027e60.9 %0 %0 %
2026e60.9 %23.05 %17.02 %
2025e60.9 %19.31 %14.32 %
2024e60.9 %17.22 %13.14 %
202360.9 %-3.06 %-2.29 %
202260.72 %-1.65 %-2.5 %
202161.97 %-0.68 %-0.35 %
202055.86 %-27.97 %-20.04 %
201965.66 %9.92 %9.67 %
201864.87 %10.98 %-2.24 %

Vertex Stock Sales Revenue, EBIT, Earnings per Share

The Vertex earnings per share therefore indicates how much revenue Vertex has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Vertex earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Vertex's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Vertex’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Vertex's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Vertex Revenue, EBIT and net profit per share

DateVertex Sales per ShareVertex EBIT per shareVertex Earnings per Share
2027e5.82 undefined0 undefined0 undefined
2026e5.71 undefined0 undefined0.97 undefined
2025e4.91 undefined0 undefined0.7 undefined
2024e4.31 undefined0 undefined0.57 undefined
20233.77 undefined-0.12 undefined-0.09 undefined
20223.29 undefined-0.05 undefined-0.08 undefined
20212.88 undefined-0.02 undefined-0.01 undefined
20202.85 undefined-0.8 undefined-0.57 undefined
20192.25 undefined0.22 undefined0.22 undefined
20181.9 undefined0.21 undefined-0.04 undefined

Vertex business model

Vertex Inc is a global company specializing in tax solutions that help customers reduce their tax burden while complying with regulations. The company was founded in 1978 by Ray Westphal and is headquartered in King of Prussia, Pennsylvania, USA. Vertex Inc started as a small tax system consulting firm and has evolved over the decades to become one of the leading providers of tax solutions worldwide. The business model of Vertex Inc involves creating and providing software and service components that allow customers to automate their tax processes in the areas of direct, indirect, and international taxes. The company offers both cloud-based and license-based products. Vertex Inc has various divisions, including international and indirect taxes, direct taxes, and cloud solutions. The company operates in several countries, including the USA, United Kingdom, India, and Australia, serving customers across all industries and sizes. In the area of international and indirect taxes, Vertex Inc offers a wide range of solutions tailored to the needs of companies engaged in cross-border transactions. Products include Vertex Indirect Tax O Series, a cloud-based tool for indirect tax automation, and Vertex Tax Process Automation, which helps companies automate their compliance with international taxes. For direct taxes, Vertex Inc offers a variety of tools and solutions that meet the requirements of companies of all sizes and types. Products such as Vertex Enterprise and Vertex Indirect Tax O Series are designed to help companies automate their tax calculations and filings while complying with regulations. As a company heavily invested in the cloud, Vertex Inc also offers cloud solutions that allow businesses to manage and automate their tax processes online. Vertex Cloud is a cloud-based tax solution program that enables companies of all sizes to quickly, securely, and efficiently handle their tax filings. Overall, Vertex Inc is a leading company in the field of tax solutions, offering customers a wide range of products and services that contribute to reducing tax burdens while complying with regulations. With a proven track record in the international market and over 40 years of experience, Vertex Inc is a trusted partner for businesses looking to automate and optimize their tax filings and processes. Vertex is one of the most popular companies on Eulerpool.com.

Vertex SWOT Analysis

Strengths

Vertex Inc possesses several key strengths that contribute to its success in the market. One of its major strengths is its strong brand reputation, built over years of delivering high-quality tax software solutions to businesses and tax professionals. Vertex Inc's extensive experience and expertise in tax technology allow it to offer innovative and reliable solutions tailored to meet the complex and evolving tax compliance needs of its clients. Additionally, the company benefits from a wide network of strategic partnerships, enabling it to expand its reach and provide comprehensive tax compliance services globally.

Weaknesses

While Vertex Inc enjoys a strong market position, it faces certain weaknesses that require attention. One challenge is the high level of competition in the tax software industry. Other companies offering similar products and services may pose a threat to Vertex Inc's market share and growth potential. Furthermore, as the industry evolves rapidly, maintaining cutting-edge technology and continuously adapting to changing tax regulations can be a potential weakness if not adequately addressed.

Opportunities

Vertex Inc can capitalize on various opportunities to further enhance its market position. One significant opportunity lies in the global expansion of tax regulations and compliance requirements. As businesses expand internationally, the demand for comprehensive tax software solutions increases, providing Vertex Inc with the chance to tap into new markets and target a wider customer base. Moreover, the growing emphasis on automation and digitization presents opportunities for the company to develop advanced technology solutions that streamline tax compliance processes and improve efficiency for its clients.

Threats

Vertex Inc faces certain threats that could impact its business operations and growth. One of the main threats is the potential changes in tax legislation and regulations, which can have a significant impact on the demand for tax software solutions. Adapting to and staying ahead of constantly changing regulations requires continuous investment in research and development. Additionally, increasing cybersecurity risks pose a threat to the company's data integrity and customer trust. Proactive measures to strengthen cybersecurity infrastructure are necessary to mitigate these risks effectively.

Vertex Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Vertex historical P/E ratio, EBIT multiple, and P/S ratio

Vertex shares outstanding

The number of shares was Vertex in 2023 — This indicates how many shares 151.859 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

  • 3 years

  • 5 years

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  • Max

Number of stocks
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Vertex earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Vertex's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Vertex’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Vertex's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Unfortunately, there are currently no price targets and forecasts available for Vertex.

Vertex latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20240.13 0.15  (13.9 %)2024 Q2
3/31/20240.13 0.15  (14.24 %)2024 Q1
12/31/20230.12 0.13  (12.55 %)2023 Q4
9/30/20230.09 0.1  (8.34 %)2023 Q3
6/30/20230.08 0.08  (-3.85 %)2023 Q2
3/31/20230.08 0.08  (2.17 %)2023 Q1
12/31/20220.06 0.08  (34.45 %)2022 Q4
9/30/20220.06 0.08  (27.8 %)2022 Q3
6/30/20220.06 0.06  (7.14 %)2022 Q2
3/31/20220.06 0.08  (24.81 %)2022 Q1
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Eulerpool ESG Scorecard© for the Vertex stock

Eulerpool World ESG Rating (EESG©)

53/ 100

🌱 Environment

41

👫 Social

58

🏛️ Governance

61

Environment

Scope 1 - Direct Emissions
—
Scope 2 - Indirect emissions from purchased energy
—
Scope 3 - Indirect emissions within the value chain
—
Total CO₂ emissions
—
CO₂ reduction strategy
✅
Coal energy
❌
Nuclear power
❌
Animal experiments
❌
Fur & Leather
—
Pesticides
—
Palm Oil
—
Tobacco
❌
Genetically modified organisms
❌
Climate concept
—
Sustainable forestry
—
Recycling regulations
❌
Environmentally friendly packaging
❌
Hazardous substances
❌
Fuel consumption and efficiency
❌
Water consumption and efficiency
✅

Social

Percentage of female employees—
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees—
White Management Share—
Adult content❌
Alcohol❌
Weapons—
Firearms
❌
Gambling❌
Military contracts❌
Human rights concept❌
Privacy concept—
Occupational health and safety✅
Catholic✅

Governance (Corporate Governance)

Environmental reporting❌
Stakeholder Engagement❌
Call Back Policies❌
Antitrust law❌

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Vertex shareholders

%
Name
Stocks
Change
Date
3.56644 % The Vanguard Group, Inc.5,546,527637,07512/31/2023
3.28884 % Tensile Capital Management LP5,114,805-541,91212/31/2023
3.15378 % Westphal (Jeffery)4,904,7544,896,85912/31/2023
2.84023 % Fred Alger Management, LLC4,417,130-234,57112/31/2023
2.35921 % Neuberger Berman, LLC3,669,050-299,76412/31/2023
2.08647 % Legacy Advisors, LLC3,244,8713,044,19312/31/2023
1.82139 % Conestoga Capital Advisors, LLC2,832,620452,84012/31/2023
1.21187 % JP Morgan Asset Management1,884,698-138,72512/31/2023
1.02733 % Westphal (Jacob)1,597,7061,597,70612/31/2023
1.02623 % Bryn Mawr Capital Management, LLC1,596,000-1,000,00012/31/2023
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5
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10

Vertex Executives and Management Board

Mr. David DeStefano61
Vertex Chairman of the Board, President, Chief Executive Officer (since 2020)
Compensation 7 M
Mr. John Schwab55
Vertex Chief Financial Officer
Compensation 2.15 M
Mr. Bryan Rowland43
Vertex General Counsel
Compensation 725,369
Mr. Eric Andersen61
Vertex Lead Independent Director
Compensation 228,000
Mr. J. Richard Stamm67
Vertex Independent Director
Compensation 218,000
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Most common questions regarding Vertex

What values and corporate philosophy does Vertex represent?

Vertex Inc represents a strong set of values and a clear corporate philosophy. The company believes in integrity, innovation, and client-centricity. Vertex Inc aims to provide exceptional tax technology solutions to businesses around the world. By combining industry-leading expertise with cutting-edge technology, Vertex Inc helps companies streamline their tax processes and achieve greater compliance. As a customer-centered organization, Vertex Inc values transparency and commitment to developing long-term relationships with its clients. With its dedication to excellence and customer satisfaction, Vertex Inc has established itself as a trusted partner in the tax technology industry.

In which countries and regions is Vertex primarily present?

Vertex Inc is primarily present in the United States, United Kingdom, Canada, Brazil, Australia, and Europe.

What significant milestones has the company Vertex achieved?

Vertex Inc has achieved several significant milestones throughout its history. One notable achievement includes becoming a publicly traded company on the NASDAQ stock exchange under the ticker symbol "VERX" in July 2020. Additionally, Vertex Inc has established itself as a leading provider of tax technology solutions, specializing in tax determination, compliance, and reporting. The company has consistently demonstrated its commitment to innovation by continuously enhancing its software offerings and expanding its global customer base. Vertex Inc has also been recognized as a trusted partner by numerous organizations, earning various industry accolades and contributing to its growth and success in the market.

What is the history and background of the company Vertex?

Vertex Inc is a leading provider of tax technology and services based in Pennsylvania, United States. Established in 1978 by Ray Westphal, the company has a rich history in tax solutions. Vertex Inc empowers businesses by offering innovative software solutions for automating and managing complex tax processes. With a strong focus on research and development, Vertex Inc has built a reputation for delivering cutting-edge tax technology solutions that enable companies to streamline their compliance processes and optimize tax decisions. Its commitment to excellence and customer satisfaction has made Vertex Inc a trusted partner for businesses worldwide.

Who are the main competitors of Vertex in the market?

The main competitors of Vertex Inc in the market include companies such as Avalara, Thomson Reuters, and Sovos.

In which industries is Vertex primarily active?

Vertex Inc is primarily active in the software industry, specializing in providing tax technology solutions for businesses. With their innovative software and expertise, Vertex Inc helps companies streamline their tax processes, manage compliance efficiently, and ensure accurate and timely tax calculations. Their solutions cater to a wide range of industries, including retail, manufacturing, telecommunications, healthcare, and financial services, among others. Vertex Inc's commitment to delivering cutting-edge software and comprehensive tax solutions has made them a trusted partner for businesses across various sectors.

What is the business model of Vertex?

The business model of Vertex Inc. revolves around providing tax technology solutions for businesses. They offer cloud-based software platforms that automate and simplify various tax-related processes, including compliance, calculations, and reporting. Vertex Inc. caters to a wide range of industries and helps organizations achieve accuracy and efficiency in their tax operations. With their comprehensive tax content, advanced technology, and expertise, Vertex Inc. enables businesses to streamline tax management, increase compliance, and minimize risks. Vertex Inc.'s dedication to delivering innovative tax solutions has established them as a leading provider in the industry.

What is the P/E ratio of Vertex 2024?

The Vertex P/E ratio is 66.35.

What is the P/S ratio of Vertex 2024?

The Vertex P/S ratio is 8.72.

What is the AlleAktien quality score of Vertex?

The AlleAktien quality score for Vertex is 3/10.

What is the revenue of Vertex 2024?

The expected Vertex revenue is 670.83 M USD.

How high is the profit of Vertex 2024?

The expected Vertex profit is 88.14 M USD.

What is the business model of Vertex

Vertex Inc is a leading company in providing tax solutions and services for businesses worldwide. It was founded in 1978 and has been listed on the NASDAQ since 1998. The company is headquartered in King of Prussia, Pennsylvania, USA, and operates globally with offices in Europe, Asia, and North America. Vertex Inc's business model is based on providing tax solutions for businesses of all sizes and industries. This includes serving various areas, including income and sales tax, value-added tax, excise tax, and specific tax calculations that can vary by industry. Vertex Tax Software Among the products offered by the company is the Vertex Enterprise Suite. It is a comprehensive automated tax calculation solution that helps businesses automate tax calculations, meet compliance and reporting requirements, and gain insights into global tax policies and requirements. This software supports companies in fulfilling their tax obligations worldwide. Vertex Consulting In addition to software, Vertex Inc also offers tax consulting services. The extensive expertise of Vertex Inc's tax experts helps clients identify best practices in tax calculation, compliance, and resource efficiency. The services are part of the Global Tax Consultancy, which helps businesses make the right decisions when it comes to unforeseen tax requirements. Vertex Cloud Another important product is Vertex Cloud, which provides businesses with a cloud-based tax calculation solution. It is easy to use, efficient, and provides features such as automated tax calculations, compliance, and reporting. This solution is ideal for companies looking for a quick and easy way to automate their tax calculations. Vertex Inc's clients include businesses of all sizes and industries, including Fortune 500 companies. The company works closely with major companies such as Oracle and SAP to provide their customers with an integrated tax calculation solution. Conclusion Vertex Inc is a leading company in tax calculation and consulting, offering a wide range of products and services. It serves various areas, including income and sales taxes, value-added taxes, and excise taxes. With a strong presence in the global market and a broad customer base, Vertex Inc is well positioned to offer its customers reliable and efficient solutions to fulfill their tax obligations.

What is the Vertex dividend?

Vertex pays a dividend of 0 USD distributed over payouts per year.

How often does Vertex pay dividends?

The dividend cannot currently be calculated for Vertex or the company does not pay out a dividend.

What is the Vertex ISIN?

The ISIN of Vertex is US92538J1060.

What is the Vertex WKN?

The WKN of Vertex is A2P93F.

What is the Vertex ticker?

The ticker of Vertex is VERX.

How much dividend does Vertex pay?

Over the past 12 months, Vertex paid a dividend of . This corresponds to a dividend yield of about . For the coming 12 months, Vertex is expected to pay a dividend of 0 USD.

What is the dividend yield of Vertex?

The current dividend yield of Vertex is .

When does Vertex pay dividends?

Vertex pays a quarterly dividend. This is distributed in the months of .

How secure is the dividend of Vertex?

Vertex paid dividends every year for the past 0 years.

What is the dividend of Vertex?

For the upcoming 12 months, dividends amounting to 0 USD are expected. This corresponds to a dividend yield of 0 %.

In which sector is Vertex located?

Vertex is assigned to the 'Information technology' sector.

Wann musste ich die Aktien von Vertex kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Vertex from 10/1/2024 amounting to 0 USD, you needed to have the stock in your portfolio before the ex-date on 10/1/2024.

When did Vertex pay the last dividend?

The last dividend was paid out on 10/1/2024.

What was the dividend of Vertex in the year 2023?

In the year 2023, Vertex distributed 0 USD as dividends.

In which currency does Vertex pay out the dividend?

The dividends of Vertex are distributed in USD.

All fundamentals about Vertex

Our stock analysis for Vertex Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Vertex Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.