Vertex, Inc.

$12.79 ▼ -0.5%
2026-04-21 10:06:01

Explore Vertex, Inc. stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$2.05 B
Current Price
$12.79
52W High / Low
$42.44 / $10.59
Stock P/E
283.71
Book Value
$1.63
Dividend Yield
ROCE
-2.11%
ROE
3.29%
Face Value
EPS
$0.04
Exp Qtr EPS
Sector
Technology
Industry
Software - Application
Employees
2,100
Beta
0.79
Debt / Equity
135.47
Current Ratio
0.98
Quick Ratio
0.98
Forward P/E
12.27
Price / Sales
2.31
Enterprise Value
$1.76 B
EV / EBITDA
153.85
EV / Revenue
2.35
Rating
None
Target Price
$19.14
EPS Forecast (FY)

Pros

  • Core market and financial snapshot is available for screening.

Cons

  • Return on equity is on the weaker side.
  • Capital efficiency is modest.
  • Current ratio suggests tighter short-term liquidity.
  • Operating margin is thin.
  • Net margin is relatively low.
  • Valuation is rich on a P/E basis.

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S.No. Name Price P.E. Market Cap Div Yld % ROCE ROE 52Week High/ Low Book Value
1. CS Disco, Inc. $4.27 $271.68 M -36.13% -32.2% $9.11 / $2.45 $2.02
2. Roper Technologies, Inc. $365.34 25.79 $37.46 B 1.01% 7.25% 7.93% $584.03 / $313.07 $186.51
3. Research Solutions, Inc. $2.55 21.66 $27.42 M 11.15% 27.32% $4.12 / $2.15 $0.54
4. Semrush Holdings, Inc. $11.99 $1.81 B -7.6% -7% $12.01 / $6.56 $1.91
5. HeartCore Enterprises, Inc. $3.34 $4.48 M 73.86% 110.33% -77.88% $33.4 / $3.03 $0.16
6. Ibotta, Inc. $35.66 242.89 $868.33 M -0.26% 0.96% $62.74 / $19.1 $11.42
7. monday.com Ltd. $68.41 29.47 $3.5 B -0.13% 10.43% $316.98 / $57.5 $24.56

Quarterly Results

Figures shown in M / B

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Sales194.71 M192.11 M184.56 M177.06 M178.46 M
Operating Profit-3.21 M0.32 M-1.56 M-10.21 M4.4 M
Net Profit-7 M4.04 M-0.96 M11.13 M-67.8 M
EPS in Rs-0.090.05-0.010.14-0.87

Profit & Loss

Figures shown in M / B

2025202420232022
Sales748.44 M666.78 M572.39 M491.62 M
Operating Profit-14.67 M15.27 M-17.51 M-8.08 M
Net Profit7.21 M-52.73 M-13.09 M-12.3 M
EPS in Rs0.09-0.68-0.17-0.16

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets1.27 B1.17 B759.93 M719.19 M
Total Liabilities1.01 B987.44 M506.95 M489.47 M
Equity258.92 M179.35 M252.98 M229.72 M
Current Assets560.71 M536.33 M266.62 M243.15 M
Current Liabilities574.66 M537.38 M440.78 M403.21 M

Cash Flow

Last available yearly cash flow history

2025202420232022
Operating CF165.54 M164.82 M74.33 M63.85 M
Investing CF-123.75 M-158.15 M-66.17 M-72.05 M
Financing CF-32.78 M231.26 M-26.48 M17.09 M
Free CF47.59 M77.71 M6.1 M3.43 M
Capex-117.95 M-87.11 M-68.23 M-60.42 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

2024202320222021
Revenue Growth %16.49%16.43%
Earnings Growth %-302.73%-6.41%
Profit Margin %-7.91%-2.29%-2.5%
Operating Margin %2.29%-3.06%-1.64%
Gross Margin %63.91%60.9%60.72%
EBITDA Margin %15.3%9.95%10.8%

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

No dividend history available.

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
iShares Trust-iShares Russell 2000 ETF Mutual Fund 1.67 M $20.08 M 0.02% 2026-01-31
Vanguard Group Inc Institutional 8.35 M $100.43 M 0.11% 2025-12-31
UBS Group AG Institutional 5.73 M $68.92 M 0.07% 2025-12-31
Blackrock Inc. Institutional 5.64 M $67.86 M 0.07% 2025-12-31
Tensile Capital Management, LP Institutional 3.42 M $41.14 M 0.04% 2025-12-31
Nomura Holdings Inc. Institutional 3.17 M $38.18 M 0.04% 2025-12-31
Neuberger Berman Group, LLC Institutional 2.82 M $33.93 M 0.04% 2025-12-31
Brown Advisory Inc. Institutional 2.78 M $33.43 M 0.04% 2025-12-31
Geneva Capital Management LLC Institutional 2.71 M $32.61 M 0.03% 2025-12-31
Massachusetts Financial Services Co. Institutional 2.7 M $32.46 M 0.03% 2025-12-31
Conestoga Capital Advisors, LLC Institutional 2.51 M $30.16 M 0.03% 2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund Mutual Fund 2.22 M $26.68 M 0.03% 2025-12-31
NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund Mutual Fund 1.74 M $20.96 M 0.02% 2025-12-31
Conestoga Funds-Conestoga Small Cap Fund Mutual Fund 1.6 M $19.23 M 0.02% 2025-12-31
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund Mutual Fund 1.58 M $19.04 M 0.02% 2025-12-31