CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 78.1% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
US English
28.98
0.51%
  • Summary
  • Historical Data
  • Events
  • Income Statement
  • Balance Sheet
  • Cash Flow
Trading сonditions
Spread 0.12
Long position overnight fee

Long position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.026179 %
Charges from full value of position ($-4.97)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.026179%
Short position overnight fee

Short position overnight fee


Margin. Your investment $1,000.00
Overnight fee 0.003957 %
Charges from full value of position ($0.75)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
0.003957%
Overnight fee time 21:00 (UTC)
Min traded quantity 1
Currency USD
Margin 5%
Stock exchange United States of America
Commission on trade 0%

*Information provided by Capital.com

Vertex Inc ESG Risk Ratings

High Medium Low Negligible

‘C’ score indicates satisfactory relative ESG performance and moderate degree of transparency in reporting material ESG data publicly.

More ESG coverage

Key Stats
Prev. Close* 29.13
Open* 28.94
1-Year Change* 29.54%
Day's Range* 28.77 - 29.34
52 wk Range 11.92-30.00
Average Volume (10 days) 626.97K
Average Volume (3 months) 12.17M
Market Cap 3.86B
P/E Ratio -100.00K
Shares Outstanding 152.99M
Revenue 548.60M
EPS -0.22
Dividend (Yield %) N/A
Beta 0.51
Next Earnings Date Mar 6, 2024

All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com

  • Last Week
  • Last Month
  • Last Year
  • Last two Years
  • Max
  • Daily
  • Weekly
  • Monthly
Date Close Change Change (%) Open High Low
Apr 18, 2024 28.98 0.04 0.14% 28.94 29.39 28.72
Apr 17, 2024 29.13 -0.67 -2.25% 29.80 29.95 29.13
Apr 16, 2024 29.78 0.24 0.81% 29.54 30.27 29.54
Apr 15, 2024 30.17 -1.14 -3.64% 31.31 31.33 30.17
Apr 12, 2024 31.28 -0.57 -1.79% 31.85 32.08 31.13
Apr 11, 2024 32.15 -0.02 -0.06% 32.17 32.28 31.83
Apr 10, 2024 31.92 0.11 0.35% 31.81 32.48 31.66
Apr 9, 2024 32.52 0.78 2.46% 31.74 32.69 31.66
Apr 8, 2024 31.87 0.11 0.35% 31.76 32.45 31.73
Apr 5, 2024 31.71 0.60 1.93% 31.11 32.06 30.96
Apr 4, 2024 31.75 -0.88 -2.70% 32.63 32.71 31.69
Apr 3, 2024 32.11 0.35 1.10% 31.76 32.26 31.62
Apr 2, 2024 32.05 0.89 2.86% 31.16 32.06 30.82
Apr 1, 2024 32.00 0.04 0.13% 31.96 32.52 31.52
Mar 28, 2024 31.69 0.72 2.32% 30.97 32.27 30.96
Mar 27, 2024 30.62 -0.03 -0.10% 30.65 30.65 29.91
Mar 26, 2024 30.08 0.01 0.03% 30.07 30.49 29.92
Mar 25, 2024 30.04 0.57 1.93% 29.47 30.23 29.47
Mar 22, 2024 29.78 0.26 0.88% 29.52 29.80 29.33
Mar 21, 2024 29.49 -0.47 -1.57% 29.96 29.96 29.34

Vertex, Inc. Events

Time (UTC) Country Event
Wednesday, May 8, 2024

Time (UTC)

12:30

Country

US

Event

Q1 2024 Vertex Inc Earnings Release
Q1 2024 Vertex Inc Earnings Release

Forecast

-

Previous

-
Wednesday, August 7, 2024

Time (UTC)

12:30

Country

US

Event

Q2 2024 Vertex Inc Earnings Release
Q2 2024 Vertex Inc Earnings Release

Forecast

-

Previous

-
View all events
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Total revenue 491.624 425.548 374.665 321.5 272.403
Revenue 491.624 425.548 374.665 321.5 272.403
Cost of Revenue, Total 193.132 161.892 165.387 110.378 95.698
Gross Profit 298.492 263.656 209.278 211.122 176.705
Total Operating Expense 499.706 428.49 479.423 289.645 275.236
Selling/General/Admin. Expenses, Total 243.207 205.201 248.299 139.141 115.845
Research & Development 41.877 44.018 54.34 30.557 23.755
Depreciation / Amortization 16.219 12.491 11.194 8.996 7.937
Unusual Expense (Income) 0 32.692
Other Operating Expenses, Total 5.271 4.888 0.203 0.573 -0.691
Operating Income -8.082 -2.942 -104.758 31.855 -2.833
Interest Income (Expense), Net Non-Operating -2.048 -0.984 -3.111 -0.953 -1.594
Net Income Before Taxes -10.13 -3.926 -107.869 30.902 -4.427
Net Income After Taxes -12.304 -1.479 -75.081 31.057 -6.106
Net Income Before Extra. Items -12.304 -1.479 -75.081 31.057 -6.106
Net Income -12.304 -1.479 -75.081 31.057 -6.106
Income Available to Common Excl. Extra. Items -12.304 -1.479 -75.081 31.057 -6.106
Income Available to Common Incl. Extra. Items -12.304 -1.479 -75.081 31.057 -6.106
Diluted Net Income -12.304 -1.479 -75.081 31.057 -6.106
Diluted Weighted Average Shares 149.645 147.78 131.511 142.994 142.994
Diluted EPS Excluding Extraordinary Items -0.08222 -0.01001 -0.57091 0.21719 -0.0427
Dividends per Share - Common Stock Primary Issue 0 0
Diluted Normalized EPS -0.0667 0.03389 -0.55593 0.21079 0.09862
Jun 2023 Mar 2023 Dec 2022 Sep 2022 Jun 2022
Total revenue 139.695 132.751 131.126 126.238 119.276
Revenue 139.695 132.751 131.126 126.238 119.276
Cost of Revenue, Total 53.879 51.747 49.479 50.658 48.129
Gross Profit 85.816 81.004 81.647 75.58 71.147
Total Operating Expense 143.767 141.68 134.509 127.109 123.572
Selling/General/Admin. Expenses, Total 71.534 69.28 66.027 61.176 60.044
Research & Development 12.68 15.862 11.583 10.351 10.31
Depreciation / Amortization 4.562 4.507 4.076 3.691 5.243
Other Operating Expenses, Total 1.112 0.284 3.344 1.233 -0.154
Operating Income -4.072 -8.929 -3.383 -0.871 -4.296
Interest Income (Expense), Net Non-Operating 0.105 0.35 -0.969 -0.361 -0.724
Net Income Before Taxes -3.967 -8.579 -4.352 -1.232 -5.02
Net Income After Taxes -6.896 -18.132 -5.309 -1.141 -5.52
Net Income Before Extra. Items -6.896 -18.132 -5.309 -1.141 -5.52
Net Income -6.896 -18.132 -5.309 -1.141 -5.52
Income Available to Common Excl. Extra. Items -6.896 -18.132 -5.309 -1.141 -5.52
Income Available to Common Incl. Extra. Items -6.896 -18.132 -5.309 -1.141 -5.52
Dilution Adjustment
Diluted Net Income -6.896 -18.132 -5.309 -1.141 -5.52
Diluted Weighted Average Shares 151.48 150.677 150.14 149.795 149.489
Diluted EPS Excluding Extraordinary Items -0.04552 -0.12034 -0.03536 -0.00762 -0.03693
Dividends per Share - Common Stock Primary Issue 0 0 0 0
Diluted Normalized EPS -0.04164 -0.11794 -0.03128 -0.00657 -0.0358
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Total Current Assets 241.189 195.671 402.691 165.557 132.321
Cash and Short Term Investments 102.976 73.333 303.051 75.903 55.838
Cash & Equivalents 91.803 73.333 303.051 75.903 55.838
Total Receivables, Net 102.885 76.929 77.159 70.367 62.235
Accounts Receivable - Trade, Net 102.885 76.929 77.159 70.367 62.235
Prepaid Expenses 20.383 20.536 13.259 11.695 10.912
Other Current Assets, Total 14.945 24.873 9.222 7.592 3.336
Total Assets 719.192 670.207 558.784 264.623 215.072
Property/Plant/Equipment, Total - Net 132.955 118.639 56.557 54.727 49.481
Property/Plant/Equipment, Total - Gross 314.804 266.854 175.687 156.403 135.963
Accumulated Depreciation, Total -181.849 -148.215 -119.13 -101.676 -86.482
Goodwill, Net 251.842 270.041 16.329 0 0
Intangibles, Net 44.193 36.103 34.371 32.075 23.066
Other Long Term Assets, Total 49.013 49.753 48.836 12.264 10.204
Total Current Liabilities 403.209 369.132 291.968 334.529 238.752
Accounts Payable 14.329 13 8.876 10.729 6.86
Accrued Expenses 74.511 70.032 58.874 50.74 42.637
Notes Payable/Short Term Debt 0 0 0 0 0
Current Port. of LT Debt/Capital Leases 2.291 0.284 0.882 50.804 4.91
Other Current Liabilities, Total 312.078 285.816 223.336 222.256 184.345
Total Liabilities 489.467 440.123 329.442 377.055 326.768
Total Long Term Debt 46.719 0.068 0.225 0.682 49.973
Long Term Debt 46.709 0 0.225 0.682 49.973
Other Liabilities, Total 39.539 70.923 37.249 41.844 38.043
Total Equity 229.725 230.084 229.342 -112.432 -111.696
Common Stock 0.15 0.149 0.146 0.054 0.054
Retained Earnings (Accumulated Deficit) 12.507 24.811 25.782 -73.357 -73.457
Treasury Stock - Common -38.638 -37.797
Other Equity, Total -27.752 -17.497 -3.127 -0.491 -0.496
Total Liabilities & Shareholders’ Equity 719.192 670.207 558.784 264.623 215.072
Total Common Shares Outstanding 150.321 149.093 146.444 142.994 142.994
Capital Lease Obligations 0.01 0.068 0
Preferred Stock - Non Redeemable, Net 0 0 0
Additional Paid-In Capital 244.82 222.621 206.541
Short Term Investments 11.173
Sep 2023 Jun 2023 Mar 2023 Dec 2022 Sep 2022
Total Current Assets 238.103 234.341 231.435 241.189 219.36
Cash and Short Term Investments 57.825 53.066 80.167 102.976 78.497
Cash & Equivalents 49.499 41.865 68.643 91.803 72.37
Total Receivables, Net 129.018 129.093 102.76 102.885 94.529
Accounts Receivable - Trade, Net 129.018 129.093 102.76 102.885 94.529
Prepaid Expenses 15.638 17.921 22.536 20.383 22.494
Other Current Assets, Total 35.622 34.261 25.972 14.945 23.84
Total Assets 720.068 725.07 725.518 719.192 677.312
Property/Plant/Equipment, Total - Net 115.603 115.476 133.906 132.955 127.212
Property/Plant/Equipment, Total - Gross 263.987 252.347 328.037 314.804 297.836
Accumulated Depreciation, Total -148.384 -136.871 -194.131 -181.849 -170.624
Goodwill, Net 250.955 255.868 254.897 251.842 239.346
Intangibles, Net 42.377 43.18 43.196 44.193 44.499
Other Long Term Assets, Total 73.03 76.205 62.084 49.013 46.895
Total Current Liabilities 433.106 430.9 421.949 403.209 373.97
Accounts Payable 24.379 22.009 17.42 14.329 13.052
Accrued Expenses 74.029 65.188 58.506 74.511 65.513
Notes Payable/Short Term Debt 0 0 0 0 0
Current Port. of LT Debt/Capital Leases 2.584 2.559 2.575 2.291 2.842
Other Current Liabilities, Total 332.114 341.144 343.448 312.078 292.563
Total Liabilities 499.896 499.355 502.043 489.467 463.272
Total Long Term Debt 44.928 45.478 46.093 46.719 47.348
Long Term Debt 44.863 45.478 46.093 46.709 47.324
Capital Lease Obligations 0.065 0 0 0.01 0.024
Other Liabilities, Total 21.862 22.977 34.001 39.539 41.954
Total Equity 220.172 225.715 223.475 229.725 214.04
Preferred Stock - Non Redeemable, Net 0 0 0 0 0
Common Stock 0.153 0.152 0.151 0.15 0.15
Additional Paid-In Capital 265.251 262.095 253.566 244.82 238.093
Retained Earnings (Accumulated Deficit) -15.92 -12.521 -5.625 12.507 17.816
Other Equity, Total -29.312 -24.011 -24.617 -27.752 -42.019
Total Liabilities & Shareholders’ Equity 720.068 725.07 725.518 719.192 677.312
Total Common Shares Outstanding 152.664 151.772 151.304 150.321 149.98
Short Term Investments 8.326 11.201 11.524 11.173 6.127
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Net income/Starting Line -12.304 -1.479 -75.081 31.057 -6.106
Cash From Operating Activities 76.846 91.969 59.543 92.498 80.449
Cash From Operating Activities 61.153 44.782 32.215 25.19 24.901
Non-Cash Items 27.557 31.172 127.141 11.383 40.172
Cash Taxes Paid 3.059 1.287 0.588 0.945 0.668
Cash Interest Paid 2.221 0.223 2.461 1.766 1.853
Changes in Working Capital 1.785 20.61 8.767 24.868 21.482
Cash From Investing Activities -85.046 -296.458 -44.375 -37.56 -33.314
Capital Expenditures -73.418 -45.046 -32.805 -37.56 -33.314
Other Investing Cash Flow Items, Total -11.628 -251.412 -11.57 0 0
Cash From Financing Activities 17.094 -9.099 213.632 -30.629 -30.697
Financing Cash Flow Items -34.386 -12.054 -21.79 -24.29 -26.313
Issuance (Retirement) of Stock, Net 3.772 3.919 432.789 -0.773 -1.1
Issuance (Retirement) of Debt, Net 47.708 -0.964 -51.251 -5.566 -3.284
Foreign Exchange Effects -0.352 -0.479 -0.022 0.012 -0.402
Net Change in Cash 8.542 -214.067 228.778 24.321 16.036
Deferred Taxes -1.345 -3.116 -33.499
Total Cash Dividends Paid 0 -146.116
Mar 2023 Dec 2022 Sep 2022 Jun 2022 Mar 2022
Net income/Starting Line -18.132 -12.304 -6.995 -5.854 -0.334
Cash From Operating Activities 6.755 76.846 33.026 14.576 2.595
Cash From Operating Activities 16.942 61.153 45.328 30.535 12.906
Deferred Taxes -12.984 -1.345 -0.02 -0.088 0.062
Non-Cash Items 13.116 27.557 20.12 11.79 6.813
Cash Taxes Paid 3.059 2.655 1.922 0.067
Cash Interest Paid 2.221 1.558 0.577 0.443
Changes in Working Capital 7.813 1.785 -25.407 -21.807 -16.852
Cash From Investing Activities -17.561 -85.046 -59.862 -41.17 -17.259
Capital Expenditures -17.32 -73.418 -53.261 -33.753 -16.785
Other Investing Cash Flow Items, Total -0.241 -11.628 -6.601 -7.417 -0.474
Cash From Financing Activities -1.531 17.094 25.977 34.489 39.78
Financing Cash Flow Items -2.692 -34.386 -25.557 -16.834 -10.82
Issuance (Retirement) of Stock, Net 1.49 3.772 2.255 1.685 0.6
Issuance (Retirement) of Debt, Net -0.329 47.708 49.279 49.638 50
Foreign Exchange Effects 0.204 -0.352 -1.137 -0.612 -0.083
Net Change in Cash -12.133 8.542 -1.996 7.283 25.033
Total Cash Dividends Paid 0

Trading calculator

Calculate your hypothetical P&L if you had opened a CFD trade on a certain date (select a date) and closed on a different date (select a date).

Trade commission
0
  • 1:1
Leverage
1:1
  • 20
  • 100
  • 500
  • 1000
  • 10000
Investment
Trade size (Leverage x Investement):
Open

Close

Short Long

For the avoidance of doubt, this calculation does not include the costs of holding a position overnight (for which there will be additional charges)

Vertex, Inc. Company profile

About Vertex Inc

Vertex, Inc. is a provider of enterprise tax technology solutions. The Company’s software solutions automate indirect tax processes for enterprises with complex tax operations and audit risk. Its software includes tax determination, compliance and reporting, tax data management and document management tools, as well as pre-built integrations to major business applications. Its tax determination solutions enable real-time calculation of indirect taxes and applicable fees for sale and purchase transactions. Its compliance and reporting solutions enable the automation of signature-ready returns and remittance of indirect tax to appropriate jurisdictions. Its tax data management tools enable enterprises to unify transaction data from multiple business applications and sources. Its document management solutions offer tax audit support for sales tax exemptions and reseller certificates, enabling enterprises to manage large quantities of documents, such as tax exemption certificates.

Financial summary

BRIEF: For the fiscal year ended 31 December 2021, Vertex Inc revenues increased 14% to $425.5M. Net loss decreased 98% to $1.5M. Revenues reflect Software subscriptions increase of 13% to $358.4M, Services increase of 16% to $67.1M. Lower net loss reflects Stock-based Compensation decrease of 82% to $12.2M (expense), Stock-based Compensation in SGA decrease of 78% to $6.4M (expense).

Industry: Software (NEC)

2301 Renaissance Boulevard
KING OF PRUSSIA
PENNSYLVANIA 19406
US

Income Statement

  • Annual
  • Quarterly

News

Gold price in 2024: geopolitical tensions and rate-cut expectations keep XAU/USD supported

Investors are keeping a close eye on gold as the conflict in the Middle East escalates with a possibility of a full-scale regional war in the area.

07:56, 17 April 2024

US Earnings Season : JP Morgan, Citigroup, Wells Fargo

The first major US banks report quarterly earnings on Friday, April 12th, 2024. We preview what to expect from JP Morgan, Citigroup, and Wells Fargo's quarterly numbers.

16:03, 11 April 2024

Reserve Bank of New Zealand Preview: Rates expected to remain on hold as inflation fight continues

The Reserve Bank of New Zealand (RBNZ) meets on Wednesday, April 10, 2024. We preview what to expect from the meeting and its possible impact on the NZD/USD.

09:22, 11 April 2024

US CPI Preview: US inflation expected to grind lower amid fears about sticky prices

US CPI data is released on Wednesday, 10 April. We preview what to expect from the data, how it could influence US Federal Reserve policy, and analyse the NASDAQ (US Tech 100).

15:11, 9 April 2024

How escalating geopolitical tensions are impacting oil markets

The bullish momentum in oil prices remains strong as escalating geopolitical tensions raise concerns about supply.

13:34, 4 April 2024

A way forward: a roundup of recent central bank decisions

Five of the world’s most significant central banks delivered policy this week. We review the decisions and discuss their impact on the markets.

12:47, 22 March 2024

Bank of Japan Preview: will the BOJ end negative interest rates?

The Bank of Japan meets on Tuesday 19th of March. We preview what to expect from the BOJ decision and how it might impact the USD/JPY and Nikkei 225.

08:44, 18 March 2024

People also watch

XRP/USD

0.51 Price
-0.530% 1D Chg, %
Long position overnight fee -0.0753%
Short position overnight fee 0.0069%
Overnight fee time 21:00 (UTC)
Spread 0.01168

BTC/USD

64,817.50 Price
+1.930% 1D Chg, %
Long position overnight fee -0.0616%
Short position overnight fee 0.0137%
Overnight fee time 21:00 (UTC)
Spread 106.00

ETH/USD

3,106.58 Price
+1.080% 1D Chg, %
Long position overnight fee -0.0616%
Short position overnight fee 0.0137%
Overnight fee time 21:00 (UTC)
Spread 6.00

Gold

2,381.56 Price
+0.110% 1D Chg, %
Long position overnight fee -0.0190%
Short position overnight fee 0.0108%
Overnight fee time 21:00 (UTC)
Spread 0.30

Still looking for a broker you can trust?

Join the 610,000+ traders worldwide that chose to trade with Capital.com

1. Create & verify your account 2. Make your first deposit 3. You’re all set. Start trading