Vertex (VERX) Return on Assets [ROA] (2020 - 2026)
Vertex's Return on Assets [ROA] was 0.29% in Q2 2026, up 4.58 percentage points from -4.29% a year earlier and up 0.81 percentage points from the prior quarter.
Powered by 
Analysis
Vertex (VERX) Return on Assets [ROA] (2020 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Vertex came in at 0.59%, up 6.07 percentage points from FY2024.
- Return on Assets [ROA] shows a five-year change of +18.83 percentage points (FY2020 to FY2025).
- In earlier years, Return on Assets [ROA] was -5.47% in FY2024 (-3.70 pp), -1.77% in FY2023 (unchanged), -1.77% in FY2022 (-1.53 pp) and -0.24% in FY2021 (+18.00 pp).
- Quarterly Return on Assets [ROA] has moved between -4.67% (Q3 2023) and 2.75% (Q3 2024) over five years.
- Compared with a year earlier, Return on Assets [ROA] has increased for three straight quarters, with an average year-over-year change of -0.11 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q3 2021 (a gain of 18.07 percentage points); the worst was Q3 2025 (a drop of 7.17 percentage points).
- Per Business Quant data, VERX's Return on Assets [ROA] in the three quarters before Q2 2026 was -0.52% (Q1 2026), 0.58% (Q4 2025) and -4.43% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Palantir Technologies | 407.96 Bn | 372.79 Bn | 1.93 Bn | 29.40% |
| 2 | Oracle | 352.42 Bn | 224.55 Bn | - | 6.70% |
| 3 | Sap Se | 276.89 Bn | 204.29 Bn | 8.64 Bn | 11.18% |
| 4 | Salesforce | 176.49 Bn | 132.36 Bn | 8.70 Bn | 8.95% |
| 5 | Automatic Data Processing | 121.63 Bn | 108.43 Bn | 2.53 Bn | 7.15% |
| 6 | ServiceNow | 107.67 Bn | 86.93 Bn | 2.90 Bn | 4.55% |
| 7 | Intuit | 93.37 Bn | 72.72 Bn | 3.44 Bn | 12.00% |
| 8 | Relx | 73.28 Bn | 72.37 Bn | - | - |
| 9 | Strategy | 50.66 Bn | 37.80 Bn | 89.63 Mn | -21.07% |
| 10 | Vertex | 2.80 Bn | 1.77 Bn | 140.21 Mn | -3.96% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | -3.96% |
| Jun 30, 2026 | 0.29% |
| Mar 31, 2026 | -0.52% |
| Dec 31, 2025 | 0.58% |
| Sep 30, 2025 | -4.43% |
| Jun 30, 2025 | -4.29% |
| Mar 31, 2025 | -3.82% |
| Dec 31, 2024 | -4.47% |
| Sep 30, 2024 | 2.75% |
| Jun 30, 2024 | 2.22% |
| Mar 31, 2024 | 1.02% |
| Dec 31, 2023 | -1.77% |
| Sep 30, 2023 | -4.67% |
| Jun 30, 2023 | -4.34% |
| Mar 31, 2023 | -4.17% |
| Dec 31, 2022 | -1.76% |
| Sep 30, 2022 | -1.12% |
| Jun 30, 2022 | -1.50% |
| Mar 31, 2022 | -0.60% |
| Dec 31, 2021 | -0.22% |
API Access
Vertex Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=VERX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "VERX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=VERX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();