DFIN vs VERX
DFIN: DFIN is a leading global provider of compliance and regulatory software and services that helps public and private companies, mutual funds, and regulated investment firms manage their capital markets transactions and financial reporting to meet SEC and other regulatory requirements. VERX: Vertex automates and governs transaction-based indirect tax compliance across 195 countries for enterprises, embedded into their commerce systems to handle real-time tax calculation, reporting, and digital transmission to authorities.
Side-by-side fundamentals
| Metric | DFIN | VERX | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $48.05 | $11.05 | |
| Market cap as of 2026-07-23 | $1.2B | $1.8B | |
| P/E as of 2026-07-23 | 34.59 | 247.97 | DFIN lower |
| Net margin as of 2026-07-23 | +4.5% | -0.8% | DFIN higher |
| Gross margin as of 2026-07-23 | +63.5% | +64.3% | VERX higher |
| Operating margin as of 2026-07-23 | +18.6% | -1.7% | DFIN higher |
| ROE as of 2026-07-23 | +8.7% | -2.5% | DFIN higher |
| ROA as of 2026-07-23 | +4.2% | -0.5% | DFIN higher |
| Debt / equity as of 2026-07-23 | 0.61 | 1.37 | DFIN lower |
| Revenue growth (YoY) as of 2026-07-23 | -1.1% | +11.8% | VERX higher |
| Revenue CAGR (3y) SEC XBRL | -2.7% | +15.0% | VERX higher |
| Dividend streak (yrs) SEC XBRL | n/a | 3 | |
| Beta as of 2026-07-23 | 0.72 | 0.84 | |
| 1-year return as of 2026-07-22 close | -19.9% | -68.7% | DFIN higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.