Vertex (VERX) Return on Invested Capital [ROIC] (2020 - 2026)
Vertex (VERX) posted Return on Invested Capital [ROIC] of 0.00% for Q2 2026, up 1.35 percentage points from -1.35% a year earlier and up 1.72 percentage points from the prior quarter.
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Analysis
Vertex (VERX) Return on Invested Capital [ROIC] (2020 - 2026) Analysis & Trends
For FY2025, Vertex's Return on Invested Capital [ROIC] came in at 0.40%, up 0.40 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] shows a five-year change of +96.24 percentage points (FY2020 to FY2025).
- In prior years, Vertex's Return on Invested Capital [ROIC] was 0.00% in FY2024 (+3.66 pp) and -3.66% in FY2023.
- Quarterly Return on Invested Capital [ROIC] has run from a low of -6.80% in Q3 2023 to a high of 1.44% in Q3 2024 over five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] increased in four of the last eight quarters, with an average year-over-year change of +0.98 percentage points.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q3 2024, with a gain of 8.24 percentage points; the weakest was Q3 2023, with a drop of 5.03 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was -1.72% (Q1 2026), 0.37% (Q4 2025) and -1.38% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Palantir Technologies | 453.55 Bn | 422.61 Bn | 1.64 Bn | - |
| 2 | Oracle | 430.98 Bn | 303.54 Bn | - | 10.99% |
| 3 | Sap Se | 256.23 Bn | 177.31 Bn | 8.40 Bn | 32.24% |
| 4 | Salesforce | 193.08 Bn | 148.96 Bn | 8.70 Bn | 9.01% |
| 5 | ServiceNow | 138.94 Bn | 117.40 Bn | 2.82 Bn | - |
| 6 | Automatic Data Processing | 102.51 Bn | 84.63 Bn | 2.51 Bn | -46.53% |
| 7 | Intuit | 75.44 Bn | 54.79 Bn | 3.44 Bn | 16.71% |
| 8 | Relx | 60.79 Bn | 57.76 Bn | - | - |
| 9 | Strategy | 56.32 Bn | 49.31 Bn | 81.55 Mn | -73.94% |
| 10 | Vertex | 1.94 Bn | 797.28 Mn | 131.30 Mn | 0.00% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.00% |
| Mar 31, 2026 | -1.72% |
| Dec 31, 2025 | 0.37% |
| Sep 30, 2025 | -1.38% |
| Jun 30, 2025 | -1.35% |
| Mar 31, 2025 | 0.00% |
| Dec 31, 2024 | 0.00% |
| Sep 30, 2024 | 1.44% |
| Jun 30, 2024 | 0.00% |
| Mar 31, 2024 | 0.00% |
| Dec 31, 2023 | -3.73% |
| Sep 30, 2023 | -6.80% |
| Jun 30, 2023 | -6.32% |
| Mar 31, 2023 | -6.35% |
| Dec 31, 2022 | -2.98% |
| Sep 30, 2022 | -1.77% |
| Jun 30, 2022 | -2.70% |
| Dec 31, 2020 | -32.09% |
| Sep 30, 2020 | -274.46% |
API Access
Vertex Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=VERX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=VERX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();