The themes Vertex is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Graded A or B and worth $2B or more: A first, then the largest.
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
各项收入占比是对quarter ended March 31, 2026的估算,并非来自已提交报告的数字。
Tax calculation engine
Calculates taxes and fees on individual sales and purchases using rules for the product, service, and location involved.
Electronic invoicing and digital reporting
Creates, checks, and sends electronic invoices and transaction data to tax authorities and business partners in the formats required by local rules.
Returns and filings automation
Helps businesses prepare, file, and track recurring tax returns and arrange tax payments to the relevant authorities.
Tax data and document management
Collects transaction tax information from business systems and stores records such as sales-tax exemption certificates for reporting and audits.
Smart Categorization
Uses artificial intelligence to help retail tax teams assign products to the tax categories used to calculate tax.
Managed tax services
Prepares and files indirect-tax returns, makes tax payments, and helps customers handle notices from tax authorities.
Vertex software calculates indirect taxes, such as sales and value-added taxes, on purchases and sales using location- and product-specific rules. It also helps companies create electronic invoices, prepare and file tax returns, store transaction records, and respond to audits. It served 4,867 direct customers (December 31, 2025, high) and supported tax compliance in more than 195 countries and territories (December 31, 2025, high). Reported annual recurring revenue per customer was $137,867 (December 31, 2025, high).
基于 Vertex, Inc. 自己向美国证券交易委员会(SEC)提交的申报文件。数字如实呈报,每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议,也不是买卖任何证券的推荐。
US$17.97+1.3%11月13日 收盘
数据截至2026年9月30日,来自2026年11月5日提交的10-Q
Vertex sells software that calculates transaction taxes and helps large companies file tax returns across many jurisdictions.
公司指引:2026 财年第 4 季度营收 US$215M 至 US$217M — 同比增长 10.9%
Just reported
From Vertex's results release of 2026年11月4日; its quarterly report has since been filed.
Actual
US$213.3M
+11% y/y
+4.6% q/q
Guided
—
No guide given
Actual
US$314K
-93% y/y
Guided
—
No guide given
Operating income, adjusted: US$57.3M
Q4 2026
Full year 2026
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Grade F
价格下方的色带显示每个日期的评级,仅依据当时已公开的文件计算。
显示 Vertex, Inc. 评级历史 23 个季度中的 2 个。 其余 21 个可回溯到 2021年3月。