VERXVertex, Inc.
Next earnings Aug 4, 2026 (before open) · consensus $0.19 EPS, $206M rev
Last earnings +15.9% on 2026-05-07
$12.38
▼ -3.28%$12.38▼ -65.75%
over 1Y
L $10.58H $36.40
Our buy Our hold Our sell Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today
-3.3%
1W
-3.7%
1M
-3.2%
3M
+14.6%
YTD
-34.9%
1Y
-65.8%
Sell
Conviction
Horizon
Medium (3–12mo)
Street · 22 analysts
Buy
Revenue grew 12.2% YoY; but thin net margin (1.0%).
Revenue (FY2025) $748M · FY2025
This call stands until the filings change it — the engine re-rates on new 10-K/10-Q/8-K facts, never on price moves. Hit Watch above to follow VERX (Pro alerts fire the moment a rating flips), or catch every change in Saturday’s Flip Side. How to read a call
Vertex, Inc. shows $748M in FY2025 revenue (+12.2% YoY), a 1.0% net margin, and 2.8% ROE.
Supporting the case: revenue grew 12.2% YoY.
Is VERX a buy? The one-page verdict, explained →
The options angle
model · matches our verdictBear put spread~60d expiry
- Long put 12.5 @ ~1.53 est
- Short put 11 @ ~0.81 est
debit $72max +$78max −$72BE 11.78
SELL verdict, defined risk: profits into weakness down to the short strike; max loss is the net debit.
Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.
Financialsannual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $426M | $492M | $572M | $667M | $748M |
| Gross profit | $264M | $298M | $349M | $426M | $482M |
| Operating income | -$2.94M | -$8.08M | -$17.5M | -$2.23M | $2.33M |
| Net income | -$1.48M | -$12.3M | -$13.1M | -$52.7M | $7.21M |
| Diluted EPS | — | — | — | — | — |
| Net margin | -0.3% | -2.5% | -2.3% | -7.9% | 1.0% |
10-year statements — income, cash flow, balance sheet & CSV export →
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$2.03B
EV / EBITDA20.4
EV / Sales2.7
EV / FCF21.6
P / FCF21.4
PEG (trailing)—
Earnings yield0.4%
FCF yield4.7%
Quality & risk
ROIC (est.)0.3%
Free cash flow$93.8M
Total debt$340M
Net cash-$26.0M
Altman Z-Score1.72 distress
Piotroski F-Score7/8
Capital returns
Buyback yield0.5%
Dividend yield (est.)6.1%
Shareholder yield6.7%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timelineSEC · 8-Ks + reports
Some governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗4Period ending 2026-06-102026-06-12open ↗4Period ending 2026-06-102026-06-12open ↗4Period ending 2026-06-102026-06-12open ↗4Period ending 2026-06-102026-06-12open ↗4Period ending 2026-06-102026-06-12open ↗4Period ending 2026-06-102026-06-12open ↗4Period ending 2026-06-102026-06-12open ↗4Period ending 2026-06-102026-06-12open ↗8-KPeriod ending 2026-06-102026-06-11open ↗4Period ending 2026-05-282026-06-01open ↗144Filing2026-05-28open ↗SCHEDULE 13GFiling2026-05-12open ↗
Frequently asked
- Is Vertex, Inc. (VERX) a buy?
- VERX currently carries a Sell rating with 2/5 conviction, derived from its latest SEC filings. Revenue grew 12.2% YoY; but thin net margin (1.0%).
- What is Vertex, Inc.'s quality score?
- VERX scores 59.96189625601509/100 (grade C) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
New filings change verdicts
The daily Brief delivers our freshest calls, rating flips and the filings behind them — every morning, free.
Sources: SEC EDGAR (CIK 0001806837, latest 10-Q filed 2026-05-07) · EODHD · as of 7/12/2026, 11:12:45 AM.
About this recommendation — produced by TENK/calls (tenkcalls.com), Luxembourg · not investment advice
Rule-based analysis, generated automatically from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 12, 2026, 7:12 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.