Vertex (VERX) Return on Equity [ROE] (2020 - 2026)
Vertex (VERX) posted Return on Equity [ROE] of 1.47% for Q2 2026, up 23.94 percentage points from -22.48% a year earlier and up 4.01 percentage points from the prior quarter.
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Analysis
Vertex (VERX) Return on Equity [ROE] (2020 - 2026) Analysis & Trends
For FY2025, Vertex's Return on Equity [ROE] came in at 3.29%, up 27.68 percentage points from FY2024.
- Annual Return on Equity [ROE] shows a five-year change of +154.11 percentage points (FY2020 to FY2025).
- In prior years, Vertex's Return on Equity [ROE] was -24.39% in FY2024 (-18.97 pp), -5.42% in FY2023 (-0.07 pp), -5.35% in FY2022 (-4.71 pp) and -0.64% in FY2021 (+150.17 pp).
- Quarterly Return on Equity [ROE] has run from a low of -24.06% in Q4 2024 to a high of 12.36% in Q3 2024 over five years.
- On a year-over-year basis, Return on Equity [ROE] has increased in each of the last three quarters, with an average year-over-year change of -1.23 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Equity [ROE] in the past five years was Q4 2021, with a gain of 32.59 percentage points; the weakest was Q3 2025, with a drop of 33.27 percentage points.
- According to Business Quant data, Return on Equity [ROE] for the three prior quarters was -2.54% (Q1 2026), 2.76% (Q4 2025) and -20.91% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Palantir Technologies | 407.96 Bn | 372.79 Bn | 1.93 Bn | 34.75% |
| 2 | Oracle | 352.42 Bn | 224.55 Bn | - | 34.32% |
| 3 | Sap Se | 276.89 Bn | 204.29 Bn | 8.64 Bn | 18.52% |
| 4 | Salesforce | 176.49 Bn | 132.36 Bn | 8.70 Bn | 26.65% |
| 5 | Automatic Data Processing | 121.63 Bn | 108.43 Bn | 2.53 Bn | 81.37% |
| 6 | ServiceNow | 107.67 Bn | 86.93 Bn | 2.90 Bn | 11.28% |
| 7 | Intuit | 93.37 Bn | 72.72 Bn | 3.44 Bn | 23.05% |
| 8 | Relx | 73.28 Bn | 72.37 Bn | - | - |
| 9 | Strategy | 50.66 Bn | 37.80 Bn | 89.63 Mn | -31.66% |
| 10 | Vertex | 2.80 Bn | 1.77 Bn | 140.21 Mn | -22.36% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | -22.36% |
| Jun 30, 2026 | 1.47% |
| Mar 31, 2026 | -2.54% |
| Dec 31, 2025 | 2.76% |
| Sep 30, 2025 | -20.91% |
| Jun 30, 2025 | -22.48% |
| Mar 31, 2025 | -23.32% |
| Dec 31, 2024 | -24.06% |
| Sep 30, 2024 | 12.36% |
| Jun 30, 2024 | 8.19% |
| Mar 31, 2024 | 3.07% |
| Dec 31, 2023 | -5.53% |
| Sep 30, 2023 | -15.13% |
| Jun 30, 2023 | -14.02% |
| Mar 31, 2023 | -13.28% |
| Dec 31, 2022 | -5.55% |
| Sep 30, 2022 | -3.51% |
| Jun 30, 2022 | -4.60% |
| Mar 31, 2022 | -1.77% |
| Dec 31, 2021 | -0.65% |
API Access
Vertex Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=VERX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=VERX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();