Touchstone
Last syncNov 1, 2026, 6:55 PM ET

VERX

Vertex, Inc. Information Technology Services-Prepackaged Software Russell 3000
$15.32Close $10.58 – $22.9052-week range Nov 4, 2026Next report · after the close

Highlights

Cautions

  • Not in an uptrend 3 of 8 trend conditions
  • Lagging the market RS 40 · weaker than 60% of stocks over 12 months
  • Far from its high 33% below its 52-week high
  • Extended 4.3 ATR above its 50-day average
  • Results soon Nov 4, 2026, in 3 days

Price

Filing Results Screen pick 52-week high and low Adjusted prices

Key figures

FY to Dec 31, 2025 · filed Aug 4, 2026
Off 12-month high 33%
1wk down 0.5% price change
1mo up 30.1% price change
12-month return down 32% market up 11% · its own down 45%
F-score — — Not assessed
Altman Z″ 0.09 Moderate riskadjusted
P/E — price / earnings
PEG — P/E / EPS growth
P/B — price / book
Earnings yield — EBIT / enterprise value
Cheaper than — of the market · not assessed
Revenue growth up 12% year on year
EPS growth — latest quarter
Sales growth up 11% latest quarter · -1 pts
ROE up 3% return on equity
Free cash margin up 22% $165.5M FCF
D/E 1.30 long-term debt / equity
Net debt / EBITDA 0.2×
Interest cover 0.4×EBIT / interest

Trade setup

ATR% 3.9% $0.59 a day · 2×ATR $14.14
RS 40 / 99 vs the universe
Trend 3 / 8 trend template
Relative volume 1.1× vs 50-day average
Up/down volume 1.01 50 sessions
Implied move — no option chain · report Nov 4, 2026
Trend template · 3 of 8
  • Price above the 150 and 200-day averages: passes
  • 150-day average above the 200-day: fails
  • 200-day average rising for a month: fails
  • 50-day average above the 150 and 200-day: fails
  • Price above the 50-day average: passes
  • At least 30% above the 52-week low: passes
  • Within 25% of the 52-week high: fails
  • RS rank 70 or higher: fails

Screen verdict

Did not qualify for any screen.

Warning signs

1 flagged
  • Operating profit does not cover interest Earnings before interest cover the interest bill 0.4 times. Below 0.5× the debt is being serviced from something other than operations.
Last reported Aug 3, 2026
Results reaction Aug 3, 2026-7% vs market2 sessions after results

Financials

6 fiscal years · from filings
Revenue What customers paid the company over its fiscal year, before any cost, as filed in its annual report. The change is against the year before. Methodology $748.4M +12% on FY2024
$0 $1B FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · $374.7M FY2021 · $425.5M FY2022 · $491.6M FY2023 · $572.4M FY2024 · $666.8M FY2025 · $748.4M
Net income Profit left after every cost, interest and tax for the year. A column below the line is a loss. Methodology $7.2M back to a profit
-$100M $0 FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · -$75.1M FY2021 · -$1.5M FY2022 · -$12.3M FY2023 · -$13.1M FY2024 · -$52.7M FY2025 · $7.2M
Free cash flow Cash from running the business less what it spent on equipment and buildings: the cash a year actually left behind, which profit alone does not show. Not shown for banks and insurers, whose cash moves with their loans. Methodology $165.5M +78% on FY2024
$0 $200M FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · $38.6M FY2021 · $58.6M FY2022 · $18.3M FY2023 · $25.1M FY2024 · $93.1M FY2025 · $165.5M
Margins Each as a share of revenue. Gross: left after the direct cost of what was sold. Net: left after every cost. Free cash: free cash flow over revenue. A margin rising over years means the business keeps more of each dollar it sells. Methodology
  • Gross 64%
  • Net 1%
  • Free cash 22%
-25% 0% 100% FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · Gross 56% · Net -20% · Free cash 10% FY2021 · Gross 62% · Net -0% · Free cash 14% FY2022 · Gross 61% · Net -3% · Free cash 4% FY2023 · Gross 61% · Net -2% · Free cash 4% FY2024 · Gross 64% · Net -8% · Free cash 14% FY2025 · Gross 64% · Net 1% · Free cash 22%
Cash and long-term debt Cash on the balance sheet at the year's end beside debt due after a year. Net cash is cash less that debt; net debt is the shortfall. Debt some filers do not tag shows as a gap, not as zero. Methodology $23.5M net debt
  • Cash
  • Long-term debt
$0 $500M FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · Cash $303.1M · Long-term debt $225,000 FY2021 · Cash $73.3M FY2022 · Cash $91.8M · Long-term debt $46.7M FY2023 · Cash $68.2M · Long-term debt $44.1M FY2024 · Cash $296.1M · Long-term debt $335.2M FY2025 · Cash $314.0M · Long-term debt $337.5M
  FY2020Dec 31, 2020 FY2021Dec 31, 2021 FY2022Dec 31, 2022 FY2023Dec 31, 2023 FY2024Dec 31, 2024 FY2025Dec 31, 2025
Revenue $374.7M $425.5M $491.6M $572.4M $666.8M $748.4M
Gross margin 56% 62% 61% 61% 64% 64%
Operating income -$104.8M -$2.9M -$8.1M -$17.5M -$2.2M $2.3M
Net income -$75.1M -$1.5M -$12.3M -$13.1M -$52.7M $7.2M
Net margin -20% -0% -3% -2% -8% 1%
Free cash flow $38.6M $58.6M $18.3M $25.1M $93.1M $165.5M
Free cash margin 10% 14% 4% 4% 14% 22%
Cash $303.1M $73.3M $91.8M $68.2M $296.1M $314.0M
Long-term debt $225,000 — $46.7M $44.1M $335.2M $337.5M
Shareholders' equity $229.3M $230.1M $229.7M $253.0M $179.4M $258.9M

Filings

SEC EDGAR
FiledReportPeriod to Lag
Aug 4, 2026 Quarterly ↗ Jun 30, 2026 35d
May 7, 2026 Quarterly ↗ Mar 31, 2026 37d
Feb 24, 2026 Annual ↗ Dec 31, 2025 55d
Nov 3, 2025 Quarterly ↗ Sep 30, 2025 34d
Aug 6, 2025 Quarterly ↗ Jun 30, 2025 37d
May 7, 2025 Quarterly ↗ Mar 31, 2025 37d
Feb 27, 2025 Annual ↗ Dec 31, 2024 58d
Nov 6, 2024 Quarterly ↗ Sep 30, 2024 37d
Aug 7, 2024 Quarterly ↗ Jun 30, 2024 38d
May 8, 2024 Quarterly ↗ Mar 31, 2024 38d
Feb 29, 2024 Annual ↗ Dec 31, 2023 60d
Nov 9, 2023 Quarterly ↗ Sep 30, 2023 40d

Current reports

FiledDisclosed
Oct 1, 2026 Director or officer change ↗
Aug 3, 2026 Results ↗
Jun 11, 2026 Shareholder vote ↗
May 7, 2026 Results ↗
Apr 28, 2026 Restructuring ↗
Feb 11, 2026 Results ↗
Nov 20, 2025 Material agreement ↗
Nov 3, 2025 Results · Other events ↗
Oct 21, 2025 Results · Director or officer change ↗
Aug 6, 2025 Results ↗
Jun 17, 2025 Shareholder vote ↗
May 7, 2025 Results ↗