Vertex stock analysis
Vertex (0A3L) Share Price & Analysis
0A3L Stock Chart & Stats
- Day’s Range
- $17.61 - $18.10
- 52-Week Range
- $10.25 - $20.67
- Previous Close
- $17.81
- Volume
- N/A
- Average Volume (3M)
- 1,479
- Market Cap
- $2.92B
- Enterprise Value
- $2.00B
- Total Cash (Recent Filing)
- $217.80M
- Total Debt (Recent Filing)
- $349.94M
- Price to Earnings (P/E)
- ―
- Beta
- 0.38
- Next Earnings
- Mar 10, 2027 (Est.)
- EPS Estimate
- 0.23
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Recurring Revenue And Cloud Growth
Accelerating recurring and cloud revenue indicates continued customer adoption of Vertex’s subscription platform. This supports greater revenue visibility, strengthens the company’s installed-base economics, and provides a durable foundation for expansion as customers migrate more tax workflows to the cloud.
Margin Expansion
Record gross margins demonstrate improving software economics and operating leverage across the platform. Higher subscription margins can support reinvestment in product development, AI and sales while creating greater potential for sustained adjusted EBITDA expansion as revenue grows.
E-Invoicing Structural Growth
E-invoicing benefits from regulatory mandates that require businesses to modernize compliance processes across multiple jurisdictions. Vertex’s strong ARR growth, global content coverage and expected future mandates create a structural expansion opportunity beyond ordinary customer upselling.
Bears Say
Elevated Leverage
The higher debt burden makes Vertex’s financial structure more aggressive than in earlier years. Elevated leverage can reduce flexibility for investment, acquisitions or shareholder returns, while increasing the importance of sustained cash generation and successful execution to support the balance sheet.
Uneven Profitability
The recent move into a sizable loss shows that strong revenue growth has not yet translated consistently into bottom-line earnings. Volatile profitability can constrain internal funding capacity, weaken earnings quality and make future results more dependent on operating improvements and cost discipline.
Elongated SAP Migration Timelines
Slower SAP migration activity can defer implementation work, cloud conversions and related revenue opportunities for Vertex. Although current activity remains in line with market conditions, prolonged customer timelines could delay the realization of enterprise expansion and migration-driven growth.
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Vertex Stock Smart Score
Company Description
Vertex
Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through traditional on-premise licenses or via cloud-based Software as a Service (SaaS) subscriptions. Beyond its software offerings, Vertex also delivers essential support services. These include implementation and training for its licensed and cloud-based products, as well as outsourced transaction tax return processing and other ancillary tax-related consultations. Established in 1978, Vertex, Inc. has its headquarters situated in King of Prussia, Pennsylvania.
- Sector
- Technology
- Industry
- Software - Application
- CEO
- Christopher David Young
- Employees
- 2,000
- Website
- www.vertexinc.com
- Address
- 2301 Renaissance Boulevard, King of Prussia, PA, 19406, US
Vertex (0A3L) Earnings & Revenues
0A3L Company Deck
0A3L Earnings Call
Earnings Call SentimentPositive
The call was strongly positive, with revenue and adjusted EBITDA exceeding guidance, significant margin and cash-flow improvement, raised full-year guidance, accelerating ARR and cloud growth, strong e-invoicing momentum, successful product and AI initiatives, and multiple enterprise wins. The main negatives were the discrete payroll tax OEM loss, expected Q4 retention pressure, the lower sequential adjusted EBITDA outlook, the normalization of e-invoicing growth from its current level, and elongated SAP migration timelines. Highlights significantly outweighed lowlights.
View all GB:0A3L earnings summaries0A3L Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 3 | 5 |
| Technical Analysis | 2 | 3 | 5 |
| Moving Averages | 12 | 0 | 0 |














