Growth Metrics

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 🔒
DateValue
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