Vertex (VERX) Invested Capital (2018 - 2026)
Vertex recorded quarterly Invested Capital of $279.3 million in Q1 2026, up 7.83% quarter-over-quarter from $259.0 million in Q4 2025, and up 21.39% year-over-year from $230.1 million in Q1 2025.
Vertex's Invested Capital history runs 9 years deep, the most recent figure standing at $279.3 million for Q1 2026.
- In Q1 2026, Invested Capital rose 21.39% year-over-year to $279.3 million; the TTM figure through Mar 2026 stood at $279.3 million (up 21.39% YoY), while the FY2025 annual figure was $259.0 million, up 44.35% from the prior year.
- Invested Capital came in at $279.3 million for Q1 2026 at Vertex, up from $259.0 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $291.6 million in Q3 2025 to a low of $179.4 million in Q4 2024.
- A 5-year average of $241.4 million and a median of $233.3 million in 2024 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital slipped 29.11% in 2024 and soared 44.35% in 2025, its largest moves.
- Vertex's Invested Capital stood at $229.8 million in 2022, then advanced by 10.12% to $253.1 million in 2023, then declined by 29.11% to $179.4 million in 2024, then soared by 44.35% to $259.0 million in 2025, then grew by 7.83% to $279.3 million in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $279.3 million, $259.0 million, and $291.6 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Sap Se | 253.17 Bn | 235.20 Bn | 8.16 Bn | 53.11 Bn |
| 2 | Salesforce | 171.07 Bn | 161.50 Bn | 8.69 Bn | 73.58 Bn |
| 3 | Uber Technologies | 147.39 Bn | 146.35 Bn | 11.88 Bn | 24.75 Bn |
| 4 | Shopify | 134.25 Bn | 128.50 Bn | 1.55 Bn | 12.50 Bn |
| 5 | ServiceNow | 105.72 Bn | 100.54 Bn | 2.83 Bn | 11.73 Bn |
| 6 | Cadence Design Systems | 101.64 Bn | 100.23 Bn | 1.26 Bn | 6.99 Bn |
| 7 | Adobe | 100.35 Bn | 93.46 Bn | 5.73 Bn | 16.81 Bn |
| 8 | Automatic Data Processing | 90.91 Bn | 87.68 Bn | 2.87 Bn | 6.35 Bn |
| 9 | Intuit | 88.30 Bn | 81.52 Bn | 6.77 Bn | 26.79 Bn |
| 10 | Vertex | 1.10 Bn | 851.72 Mn | 124.87 Mn | 279.30 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 279.30 Mn |
| Dec 31, 2025 | 259.03 Mn |
| Sep 30, 2025 | 291.57 Mn |
| Jun 30, 2025 | 277.94 Mn |
| Mar 31, 2025 | 230.09 Mn |
| Dec 31, 2024 | 179.44 Mn |
| Sep 30, 2024 | 259.33 Mn |
| Jun 30, 2024 | 233.33 Mn |
| Mar 31, 2024 | 252.63 Mn |
| Dec 31, 2023 | 253.11 Mn |
| Sep 30, 2023 | 228.01 Mn |
| Jun 30, 2023 | 228.22 Mn |
| Mar 31, 2023 | 225.98 Mn |
| Dec 31, 2022 | 229.84 Mn |
| Sep 30, 2022 | 215.92 Mn |
| Jun 30, 2022 | 225.43 Mn |
| Mar 31, 2022 | 234.09 Mn |
| Dec 31, 2021 | 230.55 Mn |
| Sep 30, 2021 | 228.55 Mn |
| Jun 30, 2021 | 242.16 Mn |
| Mar 31, 2021 | 231.20 Mn |
| Dec 31, 2020 | 230.19 Mn |
| Sep 30, 2020 | 223.60 Mn |
| Jun 30, 2020 | 862,000.00 |
| Mar 31, 2020 | 54,000.00 |
| Dec 31, 2019 | -78.97 Mn |
| Sep 30, 2019 | -112.34 Mn |
| Jun 30, 2019 | -123.49 Mn |
| Dec 31, 2018 | -126.28 Mn |