Vertex VERX
NASDAQ VERX
$13.77 -0.01 (-0.07%)
At close: Sep 4, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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