VERX (Vertex) 3-Year EBITDA Growth Rate: 14.20% (As of Jun. 2026) — 13% Below Median

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Director of Data and Quant Analytics at GuruFocus
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

VERX Vertex Inc VERX
66 GF Score
Price $14.23
GF Value $37.29
Valuation Significantly Undervalued
! 3 Warning Signs
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What is Vertex 3-Year EBITDA Growth Rate?

Vertex VERX -0.56% 66 3-Year EBITDA Growth Rate is 14.20% as of Jun. 2026, which is 13% below its 10-year median of 16.35. GuruFocus rates VERX with a GF Score™ of 66/100 and a GF Value™ of $37.29 (Significantly Undervalued). The stock has 3 warning signs investors should review. Among 2,061 Software companies, Vertex ranks better than 53.32% on this metric.

Vertex's EBITDA per Share for the three months ended in Jun. 2026 was $0.16.

During the past 12 months, Vertex's average EBITDA Per Share Growth Rate was -1.30% per year. During the past 3 years, the average EBITDA Per Share Growth Rate was 14.20% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average EBITDA per share growth rate.

During the past 8 years, the highest 3-Year average EBITDA Per Share Growth Rate of Vertex was 32.40% per year. The lowest was -6.90% per year. And the median was 16.35% per year.


Vertex  (NAS:VERX) 3-Year EBITDA Growth Rate Explanation

EBITDA per Share is the amount of Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) per outstanding share of the company's stock.

Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is what the company earns before it expenses interest, taxes, depreciation and amortization.


Vertex 3-Year EBITDA Growth Rate Related Terms


VERX vs KARO, NCNO, EVCM: 3-Year EBITDA Growth Rate Comparison

For the Software - Application subindustry, Vertex's 3-Year EBITDA Growth Rate, along with its competitors' market caps and 3-Year EBITDA Growth Rate data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Vertex 3-Year EBITDA Growth Rate vs Software Industry

For the Software industry and Technology sector, Vertex's 3-Year EBITDA Growth Rate distribution charts can be found below:

* The bar in red indicates where Vertex's 3-Year EBITDA Growth Rate falls into.


VERX
66GF Score
Vertex Inc VERX
3-Year EBITDA Growth Rate is just one metric. See GF Score™, valuation, warning signs, and more.
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Vertex 3-Year EBITDA Growth Rate Calculation

This is the 3-year average growth rate of EBITDA per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average EBITDA per share growth rate.

What does a 3-Year EBITDA Growth Rate of 14.20% mean?
Vertex (VERX) has a 3-Year EBITDA Growth Rate of 14.20% as of Jun. 2026. 3-Year EBITDA Growth Rate is the 3-year average growth rate of EBITDA per share. View historical data for Vertex and its competitors. This is 13% below median its historical median of 16.35. According to the industry distribution chart, Vertex ranks #962 out of 2061 companies in the Software industry, placing it in the top 46.7%.
Is Vertex's 3-Year EBITDA Growth Rate too high?
Vertex's current 3-Year EBITDA Growth Rate of 14.20% is 13% below median its 10-year median of 16.35. The Software industry median 3-Year EBITDA Growth Rate is 12.20. Vertex's value of 14.20% is 16.4% above this industry median. Based on the distribution chart, Vertex ranks #962 out of 2061 companies in the Software industry, which is above the industry midpoint. Overall, Vertex has a GF Score™ of 66/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Vertex's 3-Year EBITDA Growth Rate compare to KARO and NCNO?
According to the Software industry distribution chart, Vertex ranks #962 out of 2061 companies for 3-Year EBITDA Growth Rate. This puts Vertex in the upper half of its industry. The industry median 3-Year EBITDA Growth Rate is 12.20. Vertex's value of 14.20% is 16.4% above this benchmark. While the company's 10-year median is 16.35 vs. the industry median of 12.20, Vertex has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year EBITDA Growth Rate for a Software company?
The median 3-Year EBITDA Growth Rate among Software companies is 12.20, based on 2,061 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year EBITDA Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year EBITDA Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Vertex's current 3-Year EBITDA Growth Rate of 14.20% is 16.4% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year EBITDA Growth Rate mean?
A high 3-Year EBITDA Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year EBITDA Growth Rate is the 3-year average growth rate of EBITDA per share. View historical data for Vertex and its competitors. For the Software industry, the median 3-Year EBITDA Growth Rate is 12.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Vertex's current 3-Year EBITDA Growth Rate is 14.20%, which is 13% below median its own 10-year median of 16.35. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Vertex stock overvalued right now?
Based on GuruFocus' analysis, Vertex (VERX) is currently considered Significantly Undervalued. The stock's GF Value™ is $37.29, compared to a current price of $14.23 — trading 61.9% below its estimated fair value. The current 3-Year EBITDA Growth Rate is 14.20%, which is 13% below median its 10-year median of 16.35 and 16.4% above the Software industry median of 12.20. Vertex's overall GF Score™ is 66/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year EBITDA Growth Rate calculated?
3-Year EBITDA Growth Rate is calculated from a company's financial statements. For Vertex (VERX), the current 3-Year EBITDA Growth Rate is 14.20% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Vertex (VERX) Overvalued in 2026?

Based on GuruFocus' analysis, Vertex stock appears to be undervalued. The current stock price of $14.23 is trading 61.9% below its estimated GF Value™ of $37.29. GuruFocus considers Vertex to be Significantly Undervalued.

Key valuation signals for VERX:

  • 3-Year EBITDA Growth Rate: 14.20% (13% below median its 10-year median of 16.35)
  • GF Value™: $37.29 vs. price of $14.23 (61.9% below fair value)
  • GF Score™: 66/100 with 3 warning signs
  • Industry Position: 16.4% above the Software median (#962 of 2061)

No single metric tells the full story. See the VERX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Vertex Business Description

Address 2301 Renaissance Boulevard, King of Prussia, PA, USA, 19406
Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. It provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting, among others. The company derives revenue from software subscriptions.
66GF Score

Get the complete analysis for VERX

3-Year EBITDA Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$14.23
Price
$37.29
GF Value