VERX · Vertex, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $44.1M | Q1 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 22.4% | Q1 2026 | — |
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| Annual Recurring Revenue | $687.6M | Q1 2026 | — |
| Average Annual Revenue per direct customer | $140,464 | Q1 2026 | — |
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| Gross Revenue Retention | 95% | Q1 2026 | — |
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| Net Revenue Retention | 105% | Q1 2026 | — |
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| Non-GAAP operating income non-GAAP | $37.6M | Q1 2026 | — |
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| Direct customers | 4,867 | Q4 2025 | — |
| Free cash flow non-GAAP | $47.6M | Full Year 2025 | — |
| Indirect customers | 515 | Q4 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
VERX
this stock
Vertex, Inc.
|
$2.05B | -33.7% | +12.2% | — | 4.4% |
|
SAP
Sap SE
|
$201.61B | -26.2% | — | — | 0.8% |
|
SHOP
Shopify Inc.
|
$169.06B | -19.1% | +26.1% | 127.7 | 2.0% |
|
CRM
Salesforce, Inc.
|
$142.18B | -31.5% | +25.9% | 20.1 | 5.7% |
|
UBER
Uber Technologies, Inc
|
$138.79B | -16.6% | +18.3% | 16.9 | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VERX | +2.7% | +16.5% | -29.2% | +15.3% | -33.7% |
| SPY | -1.0% | 0.0% | +7.4% | -0.8% | +8.6% |
| vs SPY | +3.7% | +16.5% | -36.6% | +16.1% | -42.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.