Vertex (0A3L) Stock Overview
Provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 5/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
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Vertex, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$12.25 |
| 52 Week High | US$26.48 |
| 52 Week Low | US$10.25 |
| Beta | 0.82 |
| 1 Month Change | 0.91% |
| 3 Month Change | -0.65% |
| 1 Year Change | -49.10% |
| 3 Year Change | -41.63% |
| 5 Year Change | -35.59% |
| Change since IPO | -52.44% |
Recent News & Updates
Recent updates
Shareholder Returns
| 0A3L | GB Software | GB Market | |
|---|---|---|---|
| 7D | -11.2% | -6.4% | -2.2% |
| 1Y | -49.1% | -14.4% | 14.4% |
Return vs Industry: 0A3L underperformed the UK Software industry which returned -14.4% over the past year.
Return vs Market: 0A3L underperformed the UK Market which returned 14.4% over the past year.
Price Volatility
| 0A3L volatility | |
|---|---|
| 0A3L Average Weekly Movement | 10.1% |
| Software Industry Average Movement | 5.3% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in GB Market | 10.3% |
| 10% least volatile stocks in GB Market | 2.6% |
Stable Share Price: 0A3L's share price has been volatile over the past 3 months compared to the UK market.
Volatility Over Time: 0A3L's weekly volatility (10%) has been stable over the past year, but is still higher than 75% of UK stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1978 | 2,000 | Chris Young | www.vertexinc.com |
Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management.
Vertex, Inc. Fundamentals Summary
| 0A3L fundamental statistics | |
|---|---|
| Market cap | US$1.99b |
| Earnings (TTM) | US$3.58m |
| Revenue (TTM) | US$787.44m |
Is 0A3L overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 0A3L income statement (TTM) | |
|---|---|
| Revenue | US$787.44m |
| Cost of Revenue | US$283.86m |
| Gross Profit | US$503.58m |
| Other Expenses | US$500.00m |
| Earnings | US$3.58m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.022 |
| Gross Margin | 63.95% |
| Net Profit Margin | 0.45% |
| Debt/Equity Ratio | 140.4% |
How did 0A3L perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/11 14:32 |
| End of Day Share Price | 2026/09/10 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Vertex, Inc. is covered by 25 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Robert Oliver | Baird |
| Andrew DeGasperi | Berenberg |
| Daniel Jester | BMO Capital Markets Equity Research |