Vertex, Inc. VERX

Latest FY: 2025 Technology Software - Application
Market Price $12.27
Market Cap $1.99B
P/E Ratio N/A
Quick Peer Compare (Technology):
Revenue (FY 2025) ↑12.2% YoY
$748.44M
3-Yr CAGR: 15.0%
Net Income ↑113.7% YoY
$7.21M
Net Margin: 1.0%
Free Cash Flow ↓-30.0% YoY
$69.31M
FCF Yield: 3.49%
EPS (Diluted)
N/A
Basic: N/A
Return on Equity Efficiency
2.8%
ROA: 0.6%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (VERX)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Div / Sh Div Yield Op. Cash Flow Free Cash Flow FCF YoY
FY 2018 $272.4M $176.7M $-6.1M $80.4M $59.4M
FY 2019 $321.5M +18.0% $211.1M $31.1M +608.6% $0.11 $92.5M $72.2M +21.5%
FY 2020 $374.7M +16.5% $209.3M $-78.9M -354.2% 0.00% $59.5M $38.6M -46.5%
FY 2021 $425.5M +13.6% $263.7M $-1.5M +98.1% 0.00% $92.0M $58.6M +51.8%
FY 2022 $491.6M +15.5% $298.5M $-12.3M -731.9% 0.00% $76.8M $18.3M -68.7%
FY 2023 $572.4M +16.4% $348.6M $-13.1M -6.4% 0.00% $74.3M $25.1M +36.9%
FY 2024 $666.8M +16.5% $426.1M $-52.7M -302.7% 0.00% $164.8M $99.1M +295.1%
FY 2025 $748.4M +12.2% $481.6M $7.2M +113.7% $0.10 0.50% $165.5M $69.3M -30.0%
$

Valuation

Market Price $12.27
Market Cap $1.99B
Enterprise Value $2.01B
P/E Ratio N/A
P/B Ratio 7.67
FCF Yield 3.49%
Dividend Yield 0.81%
Shares Outstanding 161,816,900
%

Profitability & Margins

Gross Margin 64.35%
Operating Margin 0.31%
Net Margin 0.96%
Return on Equity (ROE) 2.79%
Return on Assets (ROA) 0.57%
Asset Turnover 0.59x
Revenue 3-Yr CAGR 15.04%
🛡️

Financial Health & Liquidity

Current Ratio 0.98
Cash Ratio 0.55
Debt / Equity 1.303
Debt / Assets 0.266
Cash & Equivalents $314.01M
Total Debt $337.48M
Book Value / Share $1.60
💧

Cash Flow Efficiency

Operating Cash Flow $165.54M
Capital Expenditures (CapEx) $96.24M
Free Cash Flow $69.31M
OCF / Revenue 22.12%
FCF / Revenue 9.26%
FCF 3-Yr CAGR 55.83%
🏷️

Per Share Metrics

EPS (Diluted) N/A
EPS (Basic) N/A
Dividends / Share $0.10
Book Value / Share $1.60
EPS YoY Growth N/A
🏛️

Balance Sheet (FY 2025)

Total Assets $1.27B
Total Liabilities $1.01B
Stockholders' Equity $258.92M
Current Assets $560.71M
Current Liabilities $574.66M