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Vertex Community
NasdaqGM:VERX Community
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Vertex
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Growing ERP Competition And Escalating Regulations Will Hinder Progress
Key Takeaways Increasing competition and industry consolidation threaten Vertex’s revenue growth, customer retention, and ability to command premium pricing in a commoditizing market. Rising regulatory demands and heavy investment in AI and development are pressuring profit margins and hindering sustainable earnings improvement.
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US$31.00
FV
19.2% overvalued
intrinsic discount
14.92%
Revenue growth p.a.
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7 days ago
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Vertex
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Kintsugi AI Investment And E-Invoicing Will Expand Global Reach
Key Takeaways Investments in AI and e-invoicing innovations are set to enhance market opportunities and support future revenue and margin growth. Expanding cloud services and strategic ERP partnerships are driving recurring revenue and broadening customer adoption, contributing to sustained business growth.
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US$47.04
FV
21.5% undervalued
intrinsic discount
15.51%
Revenue growth p.a.
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7 days ago
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Vertex
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Automation And Digitization Will Expand Cloud Tax Compliance Markets
Key Takeaways Global e-invoicing mandates and rising tax regime complexity are driving demand for Vertex’s integrated compliance platform, supporting growth in revenue, contract value, and retention. Strategic AI investment and ERP ecosystem partnerships strengthen product differentiation, automate workflows, and expand margins through SaaS scalability and higher-value enterprise customers.
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US$61.00
FV
39.4% undervalued
intrinsic discount
16.99%
Revenue growth p.a.
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7 days ago
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Your Valuation for
VERX
VERX
Vertex
Your Fair Value
US$
Current Price
US$36.94
71.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-44m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.3b
Earnings US$173.2m
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