Vertex (VERX) Invested Capital (2019 - 2026)

Vertex (VERX) posted Invested Capital of $32.8 million for Q1 2026, up 29991.74% sequentially from $109000.0 in Q4 2025, and up 10.81% YoY from $29.6 million in Q1 2025.

Vertex (VERX) Invested Capital (2019 - 2026) Analysis & Trends

Vertex has reported Invested Capital for 8 years, with the latest figure at $32.8 million in Q1 2026.

  • Quarterly Invested Capital rose 10.81% year-over-year to $32.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $89.9 million (up 197.84% YoY) and the FY2025 annual result came in at $109000.0, up 25.29% from the prior year.
  • Invested Capital rose to $32.8 million in Q1 2026 per VERX's latest filing, from $109000.0 in the prior quarter.
  • Over five years, Invested Capital peaked at $32.8 million in Q1 2026 and troughed at $87000.0 in Q4 2024.
  • A 5-year average of $8.8 million and a median of $2.5 million in 2023 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2024 and 2025: Invested Capital slumped 92.0% in 2024, then jumped 14850.0% in 2025.
  • Over 5 years, Invested Capital stood at $113000.0 in 2022, then climbed by 10.62% to $125000.0 in 2023, then slumped by 30.4% to $87000.0 in 2024, then increased by 25.29% to $109000.0 in 2025, then jumped by 29991.74% to $32.8 million in 2026.
  • According to Business Quant data, Invested Capital over the past three periods registered $32.8 million, $109000.0, and $27.1 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 255.48 Bn 234.41 Bn 16.51 Bn -
2 Shopify 198.95 Bn 194.00 Bn 1.71 Bn -
3 Salesforce 160.70 Bn 148.86 Bn 8.56 Bn -
4 Uber Technologies 154.94 Bn 149.73 Bn 6.38 Bn 2.00 Bn
5 ServiceNow 128.25 Bn 123.58 Bn 2.82 Bn 2.08 Bn
6 Snowflake 114.00 Bn 111.05 Bn 926.45 Mn -
7 Automatic Data Processing 108.58 Bn 104.35 Bn 2.51 Bn -
8 Adobe 105.34 Bn 99.72 Bn 5.90 Bn 1.84 Bn
9 Intuit 94.55 Bn 87.77 Bn 7.24 Bn 750.00 Mn
10 Vertex 2.06 Bn 1.82 Bn 131.30 Mn 33.10 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 33.10 Mn
Mar 31, 2026 32.80 Mn
Dec 31, 2025 109,000.00
Sep 30, 2025 27.10 Mn
Jun 30, 2025 29.90 Mn
Mar 31, 2025 29.60 Mn
Dec 31, 2024 87,000.00
Sep 30, 2024 300,000.00
Jun 30, 2024 200,000.00
Mar 31, 2024 13.39 Mn
Dec 31, 2023 125,000.00
Sep 30, 2023 2.50 Mn
Jun 30, 2023 2.50 Mn
Mar 31, 2023 2.50 Mn
Dec 31, 2022 113,000.00
Sep 30, 2022 5.08 Mn
Jun 30, 2022 1.56 Mn
Mar 31, 2022 1.26 Mn
Dec 31, 2021 468,000.00
Sep 30, 2021 478,000.00