Stock UniverseDerived research view · source repositories remain read-only

Vertex, Inc. (VERX)

Enterprise Software / Workflow / Agent · Technology / Software - Application
Score Band
Qualified
Selection Score
35.38
Global Rank
1187
Market Cap
2.31B
Latest Close
13.16
RS Composite
-24.87% · G#2855

Price Movement

3Y daily adjusted close
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Adjusted close SMA60D
1M
3.95%
3M
-13.70%
6M
-33.47%
1Y
-68.23%
3Y
-40.13%
5Y
-31.49%
10Y
-45.01%

Volume

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Volume Volume MA20D

Latest volume: 1.06M · 30-day average: 1.58M · Max drawdown over stored range: -81.68%

Research Snapshot

Relative Strength vs SPX

RS Composite-24.87%
20D RS-10.93%
60D RS-15.84%
120D RS-40.86%
Global RS Rank2855 · 14.90% percentile
Qualified+ RS Rank1105 · 12.16% percentile
Group ScopeQualified+
Primary RS Rank175 · 27.39% percentile
Snapshot Date2026-06-05

RS uses adjusted close where available. Global RS Rank is recalculated from the current non-low pool. Group RS Rank is recalculated inside the company’s own actionable band group.

Research Links

StockAnalysis
Yahoo Finance
Perplexity Finance
Finviz
Seeking Alpha
WhaleWisdom
FinanceCharts
SEC EDGAR Search
SEC Company Search

Official company website and investor-relations URLs are not inferred unless a reliable dynamic source is added.

Classification

Primary Rank115 / 383
Primary Percentile70.23
Score Notesmarket-cap support, industry-tailwind

Gemini Deep Research

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Manual Estimates

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Forward Valuation

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SEC TTM Fundamentals

PeriodFiledRevenueGross ProfitOperating IncomeNet IncomeEPS DilutedOperating Cash FlowCapital ExpenditureFree Cash FlowShares DilutedGross MarginOperating MarginNet MarginOCF MarginFCF MarginCash + ST Inv.Total Debt
TTM through 2026-03-312026-05-07768.03M493.48M-12.76M-6.43M-0.08264.33M99.80M164.53M78M64.25%-1.66%-0.84%34.42%21.42%252.46M338.04M

SEC TTM. Read-only SEC TTM snapshot. Shares Diluted is the rolling average across the four-quarter window.

TTM Valuation

PeriodEPS DilutedP/ERevenue / ShareP/SFCF / ShareP/FCF MultipleOCF / ShareP/CF Multiple
TTM through 2026-03-31$-0.08-159.7x$9.851.3x$2.116.2x$3.393.9x

Shares Diluted: 78M. SEC TTM. Read-only SEC TTM snapshot. Shares Diluted is the rolling average across the four-quarter window.

Financial Statement Metrics

MetricFY 2021FY 2022FY 2023FY 2024FY 2025
Revenue425.548491.624572.387666.776748.444
Revenue Growth (YoY)13.581%15.527%16.428%16.49%12.248%
Gross Profit263.656298.492348.579426.125481.601
Operating Income1.144-4.171-7.42318.8444.729
Free Cash Flow58.58318.31625.07199.05269.307
Free Cash Flow Per Share0.3960.1220.1650.6380.427
EPS (Diluted) GAAP-0.010008-0.082221-0.086218-0.3395080.044396
EPS Growth
EPS Non-GAAP
Gross Margin61.957%60.716%60.899%63.908%64.347%
Operating Margin0.269%-0.848%-1.297%2.826%0.632%
Profit Margin-0.348%-2.503%-2.287%-7.908%0.963%
Free Cash Flow Margin13.766%3.726%4.38%14.855%9.26%
Shares Outstanding (Diluted)147.78149.645151.859155.31162.422
Shares Change (YoY)12.371%1.262%1.48%2.273%4.579%

SEC Quarterly Fundamentals

Revenue + Operating Margin
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Revenue Operating Margin
Quarter Filed Revenue Gross Margin Operating Income Op Margin Net Income Net Margin EPS Diluted Shares Diluted Cash + ST Inv. Total Debt Confidence
2026 Q12026-05-07196.65M63.50%-10.61M-5.39%-2.51M-1.28%-0.0278.24M252.46M338.04Mprocessed
2025 Q42026-02-24194.71M64.76%-2.61M-1.34%-7.00M-3.60%-0.0980.05M314.01M337.48Mprocessed
2025 Q32025-11-03192.11M63.15%4.32M2.25%4.04M2.11%0.0280.02M313.51M336.91Mprocessed
2025 Q22025-08-06184.56M65.67%-3.86M-2.09%-961.00K-0.52%-0.0173.73M284.39M336.35Mprocessed
2025 Q12025-05-07177.06M63.82%4.49M2.53%11.13M6.29%0.0776.24M270.39M335.78Mprocessed
2024 Q42025-02-27178.46M65.63%-13.10M-7.34%-67.80M-37.99%-1.4048.49M296.05M335.22Mprocessed
2024 Q32024-11-06170.44M64.85%4.90M2.87%7.22M4.24%0.0471.98M278.98M334.66Mprocessed
2024 Q22024-08-07161.10M63.74%7.54M4.68%5.16M3.21%0.0370.51M325.54M334.09Mprocessed
2024 Q12024-05-08156.78M61.10%-1.56M-1.00%2.68M1.71%0.0267.92M56.13M43.46Mprocessed
2023 Q42024-02-29154.91M60.42%-2.49M-1.61%15.33M9.90%0.2659.86M68.17M44.06Mprocessed
2023 Q32023-11-09145.03M60.79%-2.02M-1.39%-3.40M-2.34%-0.0254.93M49.50M44.86Mprocessed
2023 Q22023-08-09139.69M61.43%-4.07M-2.91%-6.90M-4.94%-0.0553.76M41.87M45.48Mprocessed
2023 Q12023-05-10132.75M61.02%-8.93M-6.73%-18.13M-13.66%-0.1250.46M68.64M46.09Mprocessed
2022 Q42023-03-10131.13M62.27%-3.38M-2.58%-5.31M-4.05%-0.1149.33M91.80M46.71Mprocessed
2022 Q32022-11-09126.24M59.87%-871.00K-0.69%-1.14M-0.90%-0.0148.49M72.37M47.32Mprocessed
2022 Q22022-08-09119.28M59.65%-4.30M-3.60%-5.52M-4.63%-0.0443.29M85.55M47.94Mprocessed
2022 Q12022-05-10114.98M60.98%468.00K0.41%-334.00K-0.29%0.0042.35M97.34M48.55Mprocessed
2021 Q42022-03-16111.66M60.91%-14.00K-0.01%-627.00K-0.56%-0.0241.26M73.33Mn/aprocessed
2021 Q32021-11-12110.72M60.32%-3.61M-3.26%-3.95M-3.57%-0.0340.14M47.48M225.00Kprocessed
2021 Q22021-08-12104.94M64.38%-1.46M-1.39%808.00K0.77%0.0144.71M101.59M225.00Kprocessed

SEC processed quarterly CSV. Compact derived quarterly view from SEC processed CSV. Source files remain read-only in the SEC repository. EPS is as filed and may not be split-adjusted across older periods. StockAnalysis Financial Statement Metrics remain unchanged above.