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Employees: 1,139
Size VTEX (VTEX) is a United States Information Technology company (Information Technology Services) with a market value of $666M, the 2525th largest of 3,117 United States companies the cockpit tracks. Shares closed at $3.96 on 6 Nov 2026.
Performance Over six months the shares gained 5.9%, against -12.3% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 9.6% over the last twelve months (peer median +5.8%); the operating margin is 12.7% (peer median 1.1%).
Valuation It trades at 18.3× forward earnings against a peer median of 30.3× (4th cheapest of 13).
Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +20%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 45.9 points above its cost of capital (10.0% WACC).
Short interest Short interest is 2.2% of the free float (15 Oct 2026).
Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $253M | $241M | $227M | $202M | $158M |
| Revenue growth | — | +6% | +12% | +28% | — |
| Gross profit | $197M | $183M | $164M | $136M | $100M |
| EBITDA | $35.4M | $23.1M | $11.9M | -$7.66M | -$43.9M |
| Net income | $30.3M | $20.0M | $15.8M | -$13.7M | -$52.4M |
| Free cash flow | $46.0M | $32.3M | $23.9M | $7.03M | -$28.5M |
| Capital expenditure | $1.61M | $1.04M | $2.07M | $472,000 | $340,000 |
| Total debt | $7.09M | $2.88M | $3.31M | $4.10M | $6.79M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | VTEX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.2% | -3.2% | 5th highest of 21 |
| 6-month return | +5.9% | -12.3% | 6th highest of 21 |
| Distance from 52-week high | -13.9% | -31.1% | 2nd highest of 21 |
| Revenue growth (TTM) | +9.6% | +5.8% | 10th highest of 21 |
| Operating margin | 12.7% | 1.1% | 5th highest of 21 |
| Forward P/E | 18.3× | 30.3× | 4th cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | 4.2% | 15.8% | 3rd least demanding of 11 |
| Growth delivered (Del g) | +19.5% | +8.1% | 4th highest of 11 |
| Hurdle (Req g minus delivered) | -15.3 pp | -0.1 pp | 3rd least demanding of 11 |
| ROIC minus cost of capital | +45.9 pp | -4.4 pp | 2nd highest of 20 |
| EV / EBITDA | 13.8× | 14.4× | 4th cheapest of 7 |
| Net debt / EBITDA | -5.0× | 0.0× | 2nd least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| VTEX VTEX | United States | $666M | +6% | +10% | 13% | 18.3× | 4.2% | +19.5% |
| Ronglian 002642.SZ | China | $664M | -13% | +18% | 1% | n/a | 43.6% | -7.1% |
| Shenzhen Sunwin Intelligent 300044.SZ | China | $663M | -14% | +116% | -679% | n/a | n/a | n/a |
| Cancom COK.DE | Germany | $662M | -20% | -1% | 3% | 17.4× | 6.5% | +7.8% |
| Zhuhai Comleader Information Science & Technology 688175.SS | China | $657M | -8% | -20% | -10% | n/a | 38.7% | -10.3% |
| Vercom VRC.WA | Poland | $656M | -3% | 0% | 24% | 20.6× | 13.1% | +32.2% |
| Global Infotech 300465.SZ | China | $685M | -28% | -19% | 3% | n/a | 41.1% | -11.5% |
| Shanghai Rychen Technologies 301273.SZ | China | $645M | +60% | -6% | -30% | n/a | n/a | n/a |
| Daheng New Epoch Technology 600288.SS | China | $644M | -35% | -3% | 11% | n/a | n/a | n/a |
| Beijing Vastdata Technology 603138.SS | China | $642M | -19% | +18% | -25% | 57.0× | n/a | n/a |
| Xunfei Healthcare Technology 2506.HK | Hong Kong | $641M | -17% | +25% | -7% | 326.1× | n/a | n/a |
| Linklogis 9959.HK | Hong Kong | $698M | +4% | +24% | -9% | 136.2× | n/a | n/a |
| Zuken 6947.T | Japan | $699M | +12% | +12% | 14% | 18.5× | -6.8% | +8.4% |
| Gng Electronics EBGNG.NS | India | $705M | +32% | +34% | 11% | 33.7× | n/a | n/a |
| Anhui Ronds Science & Technology 688768.SS | China | $629M | +16% | -5% | -5% | 32.0× | n/a | n/a |
| Mensch und Maschine Software MUM.DE | Germany | $627M | -5% | +8% | 19% | 16.0× | 0.6% | -0.4% |
| Sonata Software SONATSOFTW.NS | India | $711M | -12% | +4% | 5% | 13.5× | 18.5% | +20.4% |
| Sinodata 002657.SZ | China | $734M | -30% | -31% | -33% | 206.1× | n/a | n/a |
| Beijing Philisense Technology 300287.SZ | China | $736M | -21% | -52% | -25% | n/a | n/a | n/a |
| baudroie,inc 4413.T | Japan | $600M | +48% | +49% | 18% | 28.6× | 8.4% | +41.4% |
| Bestlink Technologies 603206.SS | China | $598M | -21% | +10% | 1% | n/a | 26.9% | +9.9% |