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 written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $51M | Q2 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 23.7% | Six months ended June 30, 2026 | — |
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| Average Annual Revenue per direct customer | $142,997 | Q2 2026 | — |
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| Direct customers | 4,919 | Q2 2026 | — |
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| Free cash flow margin non-GAAP | 2.6% | Six months ended June 30, 2026 | — |
| Gross Revenue Retention | 95% | Q2 2026 | — |
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| Indirect customers | 540 | Q2 2026 | — |
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| Net Revenue Retention | 105% | Q2 2026 | — |
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| Non-GAAP net income non-GAAP | $33.3M | Q2 2026 | — |
| Non-GAAP operating income non-GAAP | $44.3M | Q2 2026 | — |
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| Annual Recurring Revenue | $687.6M | Q1 2026 | — |
| Free cash flow non-GAAP | $47.6M | Full Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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VERX
this stock
Vertex, Inc.
|
$2.06B | -37.6% | +12.2% | — | 4.2% |
|
SAP
Sap SE
|
$240.04B | -14.4% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$198.55B | -7.7% | +30.1% | 103.6 | 1.6% |
|
CRM
Salesforce, Inc.
|
$160.70B | -27.9% | +25.9% | 22.7 | 3.6% |
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UBER
Uber Technologies, Inc
|
$155.13B | -8.2% | +18.3% | — | 2.3% |
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 | +2.8% | -3.3% | -6.0% | -3.4% | -37.6% |
| SPY | -0.1% | +4.1% | +12.4% | +3.4% | +13.3% |
| vs SPY | +2.8% | -7.4% | -18.4% | -6.8% | -50.9% |
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.