Vertex (VERX)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from VERX's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Vertex's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $426M | $492M | $572M | $667M | $748M |
| Net income | -$1M | -$12M | -$13M | -$53M | $7M |
| Free cash flow | $47M | $3M | $6M | $93M | — |
| EPS (diluted) | — | — | — | — | — |
| Operating margin | -0.69% | -1.6% | -3.1% | -0.33% | 0.31% |
Where the revenue comes from
Revenue by products, fiscal 2025. Every breakdown, year by year.
Superinvestors who own VERX
From each investor's latest 13F filing (what a 13F shows). 1 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $2M | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by Vertex's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 23, 2026 | Ro Khanna |
0 | $13.06 | — |
| Mar 23, 2026 | Ro Khanna |
0 | $13.06 | — |
| Mar 23, 2026 | Ro Khanna |
0 | $13.06 | — |
| Feb 20, 2026 | Eric C Andersen |
40,000 | $12.91 | $516,400 |
| Feb 17, 2026 | Jeffrey Westphal |
150,000 | $12.53 | $2M |
| Feb 13, 2026 | Jeffrey Westphal |
247,740 | $13.08 | $3M |
| Jan 23, 2026 | Ro Khanna |
0 | $19.70 | — |
| Jan 23, 2026 | Ro Khanna |
0 | $19.70 | — |
| Jan 23, 2026 | Ro Khanna |
0 | $19.70 | — |
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In the full deep dive
Questions
Are Vertex insiders buying the stock?
9 open-market insider purchases of VERX in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Vertex?
1 of the superinvestors Investingly tracks hold VERX in their latest 13F, including Cliff Asness.
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Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.