Vertex (VERX) Invested Capital (2019 - 2026)
Vertex's (VERX) quarterly Invested Capital came in at $612.8 million in Q2 2026, little changed year-over-year from $614.3 million in Q2 2025, and down 0.73% quarter-over-quarter from $617.3 million in Q1 2026.
Analysis
Vertex (VERX) Invested Capital (2019 - 2026) Analysis & Trends
Vertex has disclosed Invested Capital across 8 years of filings, most recently posting $612.8 million for Q2 2026.
- In Q2 2026, Invested Capital changed 0.24% year-over-year to $612.8 million; the TTM figure through Jun 2026 stood at $612.8 million (changed 0.24% YoY), while the FY2025 annual figure was $622.3 million, up 13.21% from the prior year.
- Invested Capital came in at $612.8 million for Q2 2026 at Vertex, down from $617.3 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $628.5 million in Q3 2025 to a low of $266.4 million in Q3 2022.
- Average Invested Capital over 5 years is $440.2 million, with a median of $429.3 million recorded in 2023.
- Year-over-year, Invested Capital fell 1.68% in 2023 and soared 117.67% in 2024.
- Over 5 years, Invested Capital stood at $282.6 million in 2022, then rose by 9.33% to $308.9 million in 2023, then soared by 77.92% to $549.7 million in 2024, then gained by 13.21% to $622.3 million in 2025, then dropped by 1.52% to $612.8 million in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $612.8 million in Q2 2026, $617.3 million in Q1 2026, and $622.3 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Thomson Reuters | 46.10 Bn | 45.06 Bn | - | 14.38 Bn |
| 2 | Docusign | 12.87 Bn | 12.10 Bn | 697.87 Mn | - |
| 3 | Workiva | 4.15 Bn | 3.33 Bn | 205.27 Mn | -25.87 Mn |
| 4 | Vertex | 2.22 Bn | 1.99 Bn | 131.30 Mn | 612.81 Mn |
| 5 | Clarivate | 1.33 Bn | 1.11 Bn | 401.80 Mn | 8.75 Bn |
| 6 | Donnelley Financial Solutions | 1.26 Bn | 1.23 Bn | 148.00 Mn | 591.40 Mn |
| 7 | Legalzoom.Com | 1.03 Bn | 859.25 Mn | 139.93 Mn | - |
| 8 | Telos | 358.74 Mn | 308.09 Mn | 16.69 Mn | - |
| 9 | CS Disco | 276.29 Mn | 174.90 Mn | 32.11 Mn | 131.66 Mn |
| 10 | Audioeye | 95.59 Mn | 86.87 Mn | 8.45 Mn | 19.64 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 612.81 Mn |
| Mar 31, 2026 | 617.35 Mn |
| Dec 31, 2025 | 622.30 Mn |
| Sep 30, 2025 | 628.49 Mn |
| Jun 30, 2025 | 614.29 Mn |
| Mar 31, 2025 | 565.87 Mn |
| Dec 31, 2024 | 549.67 Mn |
| Sep 30, 2024 | 593.98 Mn |
| Jun 30, 2024 | 567.42 Mn |
| Mar 31, 2024 | 306.98 Mn |
| Dec 31, 2023 | 308.94 Mn |
| Sep 30, 2023 | 272.88 Mn |
| Jun 30, 2023 | 279.06 Mn |
| Mar 31, 2023 | 277.91 Mn |
| Dec 31, 2022 | 282.58 Mn |
| Sep 30, 2022 | 266.45 Mn |
| Jun 30, 2022 | 273.37 Mn |
| Mar 31, 2022 | 282.64 Mn |
| Dec 31, 2021 | 230.55 Mn |
| Sep 30, 2021 | 228.55 Mn |