MARKETS / NASDAQ / VERX
NASDAQ · SERVICES-PREPACKAGED SOFTWARE · LARGE CAP

Vertex, Inc. VERX

8 fiscal years on record · USD · FY2025 reported
SEC FILINGS ONLY
Revenue · FY2025
$748.4M
▲ 12.2% vs FY2024
Dividend streak
1 yrs
Raised every year since 2025
EPS · FY25
Dividend / sh · FY25
Payout · FY25
ROE · FY25
3.3%
Net margin · FY25
1.0%
Dividend coverage
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Result
USD 748.4M
Revenue, FY2025 · full 8-year series below
Revenue Net income
0.20.40.60.80.70.02018202120242025
0.20.40.60.80.70.02018202120242025

1 cents of every revenue dollar became profit this year.

Per share
Diluted EPS, FY2025
EPS Dividend
0.40.81.22018202120242025
0.40.81.22018202120242025

The company pays no cash dividend.

Profitability
3.3%
Return on equity, FY2025
ROE
12343.3%2018202120242025
12343.3%2018202120242025
Operating margin0.3%
Net margin1.0%
Return on assets0.6%

Each USD of equity produced 3 cents of profit this year.

Returned to shareholders
USD 2.4M
returned in FY2025 · dividends + net buybacks
Dividends paid
Net buybacksUSD 2.4M
Share of profit33.1%
Consecutive raises1 years

USD 2.4M in buybacks — 33% of the year's profit went back to shareholders.

Growth
+14.8% a year
revenue, compounded over five years
CAGR
3 yrs
5 yrs
10 yrs
15 yrs
Revenue
+15.0%
+14.8%
Returned to shareholders
−56.1%

Compound annual rates per period — left blank where the series crosses a loss.

Share base
Shares outstanding, FY2025
Change, 5 years
Change, 10 years

A share split breaks the comparison across the period, so we leave it out.

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Balance sheet
USD 1.3B
total assets, end of FY2025
Total assetsUSD 1.3B
EquityUSD 258.9M
CashUSD 314.0M
Gross debtUSD 337.5M
Net debtUSD 23.5M
Current ratio0.98×

Net debt stands at 9% of equity.

History
8 fiscal years
Every figure from documents filed with the SEC · USD
Metric
2025
2024
2023
2022
2021
2020
2019
2018
Revenue $B
0.7
0.7
0.6
0.5
0.4
0.4
0.3
0.3
Operating income $B
0.0
−0.0
−0.0
−0.0
−0.0
−0.1
0.0
−0.0
EBITDA $B
·
·
·
·
·
·
·
·
Income tax $B
0.0
0.1
−0.0
0.0
−0.0
−0.0
−0.0
0.0
Net income $B
0.0
−0.1
−0.0
−0.0
−0.0
−0.1
0.0
−0.0
EPS, diluted $
·
·
·
·
·
·
·
·
Dividend / sh $
·
·
·
·
·
·
0.11
0.09
Payout %
·
·
·
·
·
−195
92
−459
ROE %
3.3
−24.4
−5.4
−5.4
−0.6
−150.8
·
·
Shares out B
·
·
·
·
·
·
·
·

Slide the table for earlier years · "·" marks figures not disclosed in the filing for that year.

How we verifyAUDITED
22 of 22
checks passed before publication
EPS recomputationBalance-sheet identityGross profitBalance-sheet liquidity

Every figure was compared against the original statement: 0 failures and 0 presentation gaps.

What we don’t show

We’d rather say what’s missing than fill the gap with an estimate.

P/E rationeeds a market quote — not yet licensed
Market capitalizationneeds a market quote — not yet licensed
Dividend yieldneeds a market quote — not yet licensed
Price-to-bookneeds a market quote — not yet licensed