Vertex (VERX) Invested Capital (2018 - 2026)

Vertex has disclosed Invested Capital across 9 years of filings, most recently posting $279.3 million for Q1 2026.

• Invested Capital for Q1 2026 came in at $279.3 million, up 21.39% year-over-year; the trailing twelve-month figure through Mar 2026 was $279.3 million (up 21.39% YoY), and the FY2025 annual result 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.
• The 5-year median for Invested Capital is $233.3 million (2024), against an average of $241.4 million.
• Across the five-year window, Invested Capital decreased 29.11% in 2024 and surged 44.35% in 2025, its largest moves.
• Vertex's Invested Capital stood at $229.8 million in 2022, then gained by 10.12% to $253.1 million in 2023, then dropped by 29.11% to $179.4 million in 2024, then surged by 44.35% to $259.0 million in 2025, then climbed by 7.83% to $279.3 million in 2026.
• The last three Invested Capital figures came in at $279.3 million (Q1 2026), $259.0 million (Q4 2025), and $291.6 million (Q3 2025), per Business Quant data.