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Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. Vertex provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting among others. The company derives revenue from software subscriptions.
1978
1.9K+
LTM Revenue $707M
LTM EBITDA $157M
$6.3B
Benchmark forward-looking revenue and EBITDA valuation multiples across generative AI, climate tech, semiconductors, online marketplaces, vertical SaaS and 220 more verticals.
Vertex has a last 12-month revenue (LTM) of $707M and a last 12-month EBITDA of $157M.
In the most recent fiscal year, Vertex achieved revenue of $667M and an EBITDA of $102M.
Vertex expects next 12-month revenue of XXX and NTM EBITDA of XXX
See Vertex valuation multiples based on analyst estimates| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue | $707M | XXX | $667M | XXX | XXX | XXX |
| Gross Profit | $524M | XXX | $426M | XXX | XXX | XXX |
| Gross Margin | 74% | XXX | 64% | XXX | XXX | XXX |
| EBITDA | $157M | XXX | $102M | XXX | XXX | XXX |
| EBITDA Margin | 22% | XXX | 15% | XXX | XXX | XXX |
| EBIT | $134M | XXX | $15.3M | XXX | XXX | XXX |
| EBIT Margin | 19% | XXX | 2% | XXX | XXX | XXX |
| Net Profit | $103M | XXX | -$52.7M | XXX | XXX | XXX |
| Net Margin | 15% | XXX | -8% | XXX | XXX | XXX |
| Net Debt | XXX | XXX | $39.2M | XXX | XXX | XXX |
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As of May 30, 2025, Vertex's stock price is $40.
Vertex has current market cap of $6.3B, and EV of $6.3B.
See Vertex trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $6.3B | $6.3B | XXX | XXX | XXX | XXX | $0.62 |
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Start Free TrialAs of May 30, 2025, Vertex has market cap of $6.3B and EV of $6.3B.
Vertex's trades at 9.5x EV/Revenue multiple, and 62.2x EV/EBITDA.
Equity research analysts estimate Vertex's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Vertex has a P/E ratio of 60.7x.
See valuation multiples for Vertex and 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $6.3B | XXX | $6.3B | XXX | XXX | XXX |
| EV (current) | $6.3B | XXX | $6.3B | XXX | XXX | XXX |
| EV/Revenue | 9.0x | XXX | 9.5x | XXX | XXX | XXX |
| EV/EBITDA | 40.5x | XXX | 62.2x | XXX | XXX | XXX |
| EV/EBIT | 47.4x | XXX | 415.5x | XXX | XXX | XXX |
| EV/Gross Profit | 12.1x | XXX | n/a | XXX | XXX | XXX |
| P/E | 60.7x | XXX | -118.8x | XXX | XXX | XXX |
| EV/FCF | 78.0x | XXX | 81.7x | XXX | XXX | XXX |
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Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Start Free TrialVertex's last 12 month revenue growth is 15%
Vertex's revenue per employee in the last FY averaged $0.4M, while opex per employee averaged $0.2M for the same period.
Vertex's rule of 40 is 24% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Vertex's rule of X is 58% (created by Bessemer, rule of X is another metric relevant for SaaS companies only, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
See operational valuation multiples for Vertex and other 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 15% | XXX | 15% | XXX | XXX | XXX |
| EBITDA Margin | 22% | XXX | 15% | XXX | XXX | XXX |
| EBITDA Growth | 15% | XXX | 69% | XXX | XXX | XXX |
| Rule of 40 | 24% | XXX | 30% | XXX | XXX | XXX |
| Bessemer Rule of X | XXX | XXX | 58% | XXX | XXX | XXX |
| Revenue per Employee | XXX | XXX | $0.4M | XXX | XXX | XXX |
| Opex per Employee | XXX | XXX | $0.2M | XXX | XXX | XXX |
| S&M Expenses to Revenue | XXX | XXX | 26% | XXX | XXX | XXX |
| G&A Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| R&D Expenses to Revenue | XXX | XXX | 10% | XXX | XXX | XXX |
| Opex to Revenue | XXX | XXX | 62% | XXX | XXX | XXX |
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Benchmark public comps and private revenue and EBITDA valuation multiples across GRC software, cloud infrastructure, DevOps, online marketplaces and so much more!
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
| Cape Range | XXX | XXX | XXX | XXX | XXX | XXX |
| Credit Clear | XXX | XXX | XXX | XXX | XXX | XXX |
| IODM | XXX | XXX | XXX | XXX | XXX | XXX |
| Reckon | XXX | XXX | XXX | XXX | XXX | XXX |
| Xero | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Vertex acquired XXX companies to date.
Last acquisition by Vertex was XXXXXXXX, XXXXX XXXXX XXXXXX . Vertex acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiples| Acquired Company | EV | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
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Start Free Trial| When was Vertex founded? | Vertex was founded in 1978. |
| Where is Vertex headquartered? | Vertex is headquartered in United States of America. |
| How many employees does Vertex have? | As of today, Vertex has 1.9K+ employees. |
| Who is the CEO of Vertex? | Vertex's CEO is Mr. David DeStefano. |
| Is Vertex publicy listed? | Yes, Vertex is a public company listed on NAS. |
| What is the stock symbol of Vertex? | Vertex trades under VERX ticker. |
| When did Vertex go public? | Vertex went public in 2020. |
| Who are competitors of Vertex? | Similar companies to Vertex include e.g. Cape Range, Credit Clear, IODM, Reckon. |
| What is the current market cap of Vertex? | Vertex's current market cap is $6.3B |
| What is the current revenue of Vertex? | Vertex's last 12 months revenue is $707M. |
| What is the current revenue growth of Vertex? | Vertex revenue growth (NTM/LTM) is 15%. |
| What is the current EV/Revenue multiple of Vertex? | Current revenue multiple of Vertex is 9.0x. |
| Is Vertex profitable? | Yes, Vertex is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of Vertex? | Vertex's last 12 months EBITDA is $157M. |
| What is Vertex's EBITDA margin? | Vertex's last 12 months EBITDA margin is 22%. |
| What is the current EV/EBITDA multiple of Vertex? | Current EBITDA multiple of Vertex is 40.5x. |
| What is the current FCF of Vertex? | Vertex's last 12 months FCF is $81.3M. |
| What is Vertex's FCF margin? | Vertex's last 12 months FCF margin is 12%. |
| What is the current EV/FCF multiple of Vertex? | Current FCF multiple of Vertex is 78.0x. |
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