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Vertex, Inc. VERX Service Other — Allocated Share Based Compensation Expense

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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 equity$246.5M+23.0%
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:AllocatedShareBasedCompensationExpense.

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 itemFor the three months ended March 31, 2026For the three months ended March 31, 2025
Stock-based compensation expense:
Cost of revenues, software subscriptions$1,745$2,227
Cost of revenues, services1,6711,696
Research and development3,8664,352
Selling and marketing5,3435,806
General and administrative5,8836,963
Total stock-based compensation expense$18,508$21,044

Item 1. FINANCIAL STATEMENTS

FAQ

What is Vertex, Inc.'s service other — allocated share based compensation expense?
Vertex, Inc. (VERX) reported service other — allocated share based compensation expense of $1.67M in Q1 2026.
How has Vertex, Inc.'s service other — allocated share based compensation expense changed year-over-year?
Vertex, Inc.'s service other — allocated share based compensation expense decreased by 1.5% year-over-year, from $1.7M to $1.67M.
What is the long-term trend for Vertex, Inc.'s service other — allocated share based compensation expense?
Over 4 years (2021 to 2025), Vertex, Inc.'s service other — allocated share based compensation expense has grown at a 17.6% compound annual growth rate (CAGR), from $2.65M to $5.06M.
What does service other — allocated share based compensation expense mean?
This metric represents the portion of total share-based compensation expense that is specifically allocated to the Service Other segment. It reflects the non-cash cost of equity-based incentives provided to employees supporting this segment's operations. Analyzing this expense is critical for understanding the true economic cost of human capital and its impact on segment-level profitability.

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