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Added to YB: 2025-11-24

Pitch date: 2025-09-24

VERX [bullish]

Vertex, Inc.

-21.25%

current return

Author Info

No bio for this author

Company Info

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally.

Market Cap

$3.1B

Pitch Price

$24.71

Price Target

55.00 (+176%)

Dividend

N/A

EV/EBITDA

210.38

P/E

-57.92

EV/Sales

4.33

Sector

Software

Category

turnaround

Show full summary:
Vertex, Inc. - $VERX

VERX: Mission-critical tax software leader collapsed from $60 to $25 on growth/margin guidance miss & AI fears. Trading 4.7x 2026 sales/18x EBITDA vs peers at 7x+. E-invoicing ARR to triple by 2028 (France/Germany regs), SAP cloud migrations accelerating, revenue band normalizing. Target $42-55 (+68-120% upside) on growth re-acceleration. Strategic takeover likely at 8-9x sales given synergies.

Read full article (13 min)