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 | 406.15 Bn | 370.98 Bn | 1.93 Bn | - |
| 2 | Oracle | 352.54 Bn | 224.67 Bn | - | 10.99% |
| 3 | Sap Se | 277.76 Bn | 205.16 Bn | 8.64 Bn | 35.64% |
| 4 | Salesforce | 177.19 Bn | 133.06 Bn | 8.70 Bn | 9.01% |
| 5 | Automatic Data Processing | 122.18 Bn | 108.98 Bn | 2.53 Bn | -47.20% |
| 6 | ServiceNow | 107.09 Bn | 86.36 Bn | 2.90 Bn | 5.25% |
| 7 | Intuit | 94.23 Bn | 73.57 Bn | 3.44 Bn | 16.71% |
| 8 | Relx | 73.30 Bn | 72.40 Bn | - | - |
| 9 | Strategy | 50.22 Bn | 37.36 Bn | 89.63 Mn | -27.59% |
| 10 | Vertex | 2.80 Bn | 1.77 Bn | 140.21 Mn | -3.16% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | -3.16% |
| 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();