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Vertex, Inc. VERX Total Equity

Total Equity at other companies

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CSPCSPI
$45.02M-5.1%
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Open TextOTEX
$4.01B+2.2%
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Tyler TechnologiesTYL
$3.04B-16.4%
ROP
Roper Technologies, Inc.ROP
$18.7B-4.8%
Shift4 Payments logo
Shift4 PaymentsFOUR
$1.62B+1.6%
Asure Software logo
Asure SoftwareASUR
$200.12M+1.2%

Other financials

Income statement

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Revenue$196.6M+11.1%
Gross profit$124.9M+10.5%
Operating income-$10.6M-336%
Net income-$2.5M-123%

Balance sheet

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Cash & equivalents$252.5M-6.6%
Total debt$350.1M-0.3%
Total assets$1.2B+5.2%

Cash flow

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Operating cash flow$38.0M+157%
CapEx$22.0M
Free cash flow$16.0M

Valuation

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Market cap$1.88B-56.3%
Enterprise value$1.97B-54.7%
P/E160.4×
P/S2.4×-3.6×

Profitability

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Gross margin64.3%-0.3pp
Operating margin-1.1%-2.4pp
Net margin-7.3%
FCF margin20.1%+18.4pp

Returns & leverage

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Return on equity-20.5%
Debt / equity1.4×-0.3×
Current ratio0.9×-0.1×

Where this comes from

Reported directly by Vertex, Inc. in its filing.

Tagged under the XBRL concept us-gaap:StockholdersEquity.

The source filing: Vertex, Inc.’s 10-Q, filed May 7, 2026.

Filed
May 7, 2026, 4:36 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001104659-26-057207
Line itemMarch 31, 2026December 31, 2025
Class A voting common stock, $0.001 par value, 300,000 shares authorized; 78,882 and 77,580 shares issued and outstanding, respectively7977
Class B voting common stock, $0.001 par value, 150,000 shares authorized; 82,156 and 82,156 shares issued and outstanding, respectively8282
Treasury stock, at cost, 1,875 and 504 shares, respectively(30,135)(10,094)
Additional paid in capital332,910316,327
Accumulated deficit(48,614)(46,104)
Accumulated other comprehensive loss(7,818)(1,368)
Total stockholders' equity246,504258,920
Total liabilities and stockholders' equity$1,214,368$1,270,835

Item 1. FINANCIAL STATEMENTS

FAQ

What is Vertex, Inc.'s total equity?
Vertex, Inc. (VERX) reported total equity of $246.5M in Q1 2026.
How has Vertex, Inc.'s total equity changed year-over-year?
Vertex, Inc.'s total equity increased by 23.0% year-over-year, from $200.49M to $246.5M.
What is the long-term trend for Vertex, Inc.'s total equity?
Over 5 years (2020 to 2025), Vertex, Inc.'s total equity has grown at a 2.5% compound annual growth rate (CAGR), from $229.34M to $258.92M.
What does total equity mean?
Net assets attributable to shareholders — total assets minus total liabilities. Represents the book value of shareholders' ownership claim.

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