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
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.
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