US · VERX
Vertex, Inc.
- Sector
- Technology · Software - Application
- Headquarters
- King of Prussia, PA 19406
- Website
- vertexinc.com
Price · as of 2025-12-31
$13.19
Market cap 2.31B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $77.55 | +487.95% |
| Intrinsic Value(DCF) | $6.72 | -49.05% |
| Graham-Dodd Method(GD) | — | — |
| Graham Formula(GF) | $0.99 | -92.49% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | |||||
| 2012 | |||||
| 2013 | |||||
| 2014 | |||||
| 2015 | |||||
| 2016 | |||||
| 2017 | |||||
| 2018 | |||||
| 2019 | $0.00 | $5.39 | |||
| 2020 | $24.85 | $35.39 | $1.05 | $0.00 | $0.00 |
| 2021 | $13.78 | $32.06 | $12.08 | $0.00 | $0.00 |
| 2022 | $17.88 | $34.35 | $10.62 | $0.00 | $0.00 |
| 2023 | $29.49 | $39.28 | $16.45 | $0.00 | $0.00 |
| 2024 | $32.50 | $39.64 | $22.10 | $0.00 | $0.00 |
| 2025 | $14.40 | $77.55 | $11.90 | $0.00 | $0.99 |
AI valuation
Our deep-learning model estimates Vertex, Inc.'s (VERX) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $77.55
- Current price
- $13.19
- AI upside
- +487.95%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$6.72
-49.05% upside
Graham-Dodd
—
— upside
Graham Formula
$0.99
-92.49% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| VERX | Vertex, Inc. | $13.19 | 2.31B | +488% | -49% | — | -92% | 288.00 | 8.02 | 2.77 | 20.31 | — | -12.03 | 60.73% | -1.05% | 0.96% | 3.29% | -2.81% | 0.59% | 1.39 | — | 0.98 | 0.87 | 0.44 | -11176.00% | 1225.00% | -3003.00% | 3.34% | 0.29 | 26.13% | 0.00% | 0.00% | 0.98% | -270.50 | 30.62 | 2.84 | 1.74 |
| ASAN | Asana, Inc. | $7.10 | 1.68B | +372% | -12% | — | — | -13.96 | 15.68 | 4.93 | -14.68 | — | 15.68 | 89.34% | -36.85% | -35.30% | -92.26% | -468.61% | -27.58% | 1.18 | -72.42 | 1.44 | 1.33 | -0.36 | -513.00% | 1094.00% | -13009.00% | 0.26% | 0.04 | 16.44% | 0.00% | 0.00% | 2.20% | -12.63 | 360.17 | 4.66 | 0.43 |
| BLKB | Blackbaud, Inc. | $48.54 | 2.32B | +89% | -59% | — | -71% | 20.30 | 27.45 | 2.07 | 9.42 | — | -1.89 | 58.59% | 16.91% | 10.19% | 101.27% | 20.44% | 4.71% | 13.16 | 2.62 | 0.79 | 0.71 | 1.26 | -14232.00% | -235.00% | -1065.00% | 11.04% | 0.22 | 31.66% | 0.00% | 0.00% | 38.50% | 14.12 | 10.45 | 2.39 | 1.23 |
| BRZE | Braze, Inc. | $18.99 | 1.94B | +88% | +485% | — | — | -28.51 | 6.25 | 5.00 | -22.67 | — | 6.69 | 69.13% | -20.59% | -17.48% | -22.64% | -227.27% | -12.37% | 0.18 | — | 1.98 | 1.90 | -0.04 | -2273.00% | 2578.00% | -46154.00% | 0.79% | 0.11 | 43.62% | 0.00% | 0.00% | 0.61% | -20.80 | 108.35 | 4.28 | 4.21 |
| DAVE | Dave Inc. | $193.27 | 2.61B | -55% | +1,301% | -80% | -3% | 18.03 | 5.70 | 3.01 | 13.54 | — | 6.16 | 91.25% | 9.97% | 16.67% | 42.84% | 23.64% | 19.51% | 0.41 | 4.33 | 8.05 | 7.59 | 0.34 | -20295.00% | 3396.00% | 39611.00% | 11.96% | 3.57 | 88.95% | 0.00% | 0.00% | 10.89% | 29.73 | 8.24 | 2.96 | 7.21 |
| FRSH | Freshworks Inc. | $7.82 | 2.28B | +342% | +119% | -21% | +92% | 12.80 | 2.28 | 2.80 | 14.21 | — | 2.91 | 84.96% | 1.62% | 21.90% | 16.93% | 7.53% | 11.43% | 0.06 | — | 2.14 | 2.00 | -5.10 | -29688.00% | 1643.00% | 6798.00% | 10.43% | 0.50 | 135.62% | 0.00% | 0.00% | 16.43% | 115.70 | 6.42 | 1.88 | 0.35 |
| GBTG | Global Business Travel Gr… | $5.47 | 2.86B | +421% | +584% | — | — | -27.87 | 3.55 | 1.54 | 20.99 | -24.38 | -5.93 | 60.09% | 4.75% | -5.70% | -11.86% | 5.53% | -3.63% | 1.39 | 1.00 | 1.64 | 1.50 | 4.17 | 11429.00% | 581.00% | 23673.00% | 4.42% | 0.35 | 7.93% | 0.00% | 0.00% | 2.79% | 40.52 | 28.24 | 1.92 | 1.20 |
| INTA | Intapp, Inc. | $22.43 | 1.84B | +113% | +89% | -94% | — | -193.13 | 6.77 | 6.98 | -693.36 | — | 23.02 | 73.98% | -5.43% | -3.61% | -3.50% | -12.28% | -2.04% | 0.03 | — | 1.30 | 1.22 | 63.92 | -4889.00% | 1709.00% | 8812.00% | 3.46% | 0.35 | 54.70% | 0.00% | 0.00% | 0.00% | -117.75 | 26.44 | 6.39 | 5.45 |
| KC | Kingsoft Cloud Holdings L… | $13.48 | 3.72B | -31% | -38% | — | — | -15.49 | 5.93 | 3.94 | -67.90 | — | -231.29 | 17.22% | -22.34% | -25.26% | -32.82% | -24.86% | -12.12% | 1.01 | -7.46 | 0.75 | 0.59 | -5.22 | -1148.00% | 1047.00% | 4316.00% | -9.96% | 0.07 | -43.70% | 0.00% | 0.00% | 0.00% | -19.04 | -10.84 | 4.25 | 0.34 |
| NCNO | nCino, Inc. | $16.14 | 1.87B | +119% | -41% | — | — | -72.54 | 2.52 | 5.08 | 299.92 | — | -32.47 | 60.07% | -3.35% | -7.01% | -3.54% | -1.52% | -2.57% | 0.22 | -2.07 | 1.20 | 1.06 | 12.14 | -1316.00% | 1345.00% | -90.00% | 1.93% | 0.22 | 4.78% | 0.00% | 0.00% | 0.00% | -157.94 | 54.10 | 5.30 | 3.22 |
| YOU | Clear Secure, Inc. | $48.64 | 4.67B | +10% | +77% | — | +28% | 18.79 | 25.80 | 5.09 | 16.14 | — | 40.83 | 85.81% | 20.70% | 27.09% | 129.75% | -45.91% | 19.53% | 0.00 | — | 1.01 | 0.92 | -0.36 | -2821.00% | 1691.00% | 2096.00% | 7.48% | 0.49 | -84.48% | 2.00% | 37.70% | 7.82% | 20.83 | 11.32 | 4.31 | 3.80 |
About Vertex, Inc.
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its software products through software license and software as a service subscriptions. 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. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
- CEO
- Christopher David Young
- Employees
- 1.9K
- Beta
- 0.59
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($6.72 ÷ $13.19) − 1 = -49.05% (DCF, example).