Vertex Inc's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Vertex Inc's ROI in the second quarter of 2026?
Vertex Inc achieved a return on average invested assets (ROI) of 0.53 % in its second quarter of 2026, this is above VERX's average return on investment of -1.1%.
Vertex Inc invested over the 12 months ending in its second quarter of 2026 $674 million

ROI has improved compared to -0.82% in the first quarter of 2026, due to net income growth.

Within the Technology sector 76 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 2619 to 2621.

Definition and Formula of Return on Investment

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Return On Investment	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter
Y / Y Investment Change TTM	-13.15 %	20.81 %	39.16 %	60.65 %	111.24 %
Y / Y Net Income Change TTM	-	-	-	-	-
Investment (TTM) in Millions	646	648	696	706	1,090
Return On Investment (TTM)	0.53 %	-0.82 %	0.92 %	-6.76 %	-6.29 %
VERX's Overall Ranking	# 2621	# 2619	# 2806	# 1493	#
Seq. Investment Change TTM	-14.14 %	0.22 %	1.82 %	-0.87 %	19.43 %
Seq. Net Income Change TTM	-	-	-	-	-
Net Income (TTM) in Millions	4	-6	7	-52	-49

VERX Company Profile >> Back to VERX Roi Comparisons >> See Annual VERX Return On Investment

Return On Investment VERX's Ranking
Within:	No.
Industry	# 20
Sector	# 77
Overall	# 2621

Return On Investment Statistics
High	Average	Low
10.01 %	-1.1 %	-9.12 %
(Jun 30 2021)		(Dec 31 2024)

News about Vertex Inc Return on Investment ROI

Vertex Inc releases Mid-Year Sales Tax Report highlighting growing dependence of local governments on sales tax revenues

July 25, 2024

Vertex 2024 Mid-Year Sales Tax Rates and Rules Report Reveals Local Governments are Increasingly Dependent on Sales Tax Revenues
In a recently released report, Vertex Inc highlights the growing dependence of local governments on sales tax revenues. The 2024 Mid-Year Sales Tax Rates and Rules Report provides valuable insights to indirect tax teams, alerting them to the significant number of tax rate changes that have occurred through June 30.
Vertex Inc, a leading provider of tax technology solutions, has been closely monitoring the shifting landscape of sales tax rates and rules. The latest report highlights the importance of keeping track of these changes for businesses and tax professionals alike.

Vertex Inc. Bolsters Leadership with Trailblazing Appointments to Drive Customer Success and Global Talent Development

December 21, 2023

Vertex Announces Strategic Leadership Appointments to Drive Customer Success and Global Talent Development
KING OF PRUSSIA, Pa., Dec. 21, 2023 - Vertex, Inc. (NASDAQ:VERX), a global provider of advanced tax technology solutions, unveiled today the addition of three accomplished leaders to its ranks: Mindy Cunningham as SVP, Customer Success and Services; Jessica Nowlin, VP, Tax Research; and Angela Travagline, VP, Global Talent and Organizational Effectiveness. These strategic appointments, characterized by their wealth of knowledge and specialized skill sets, exemplify Vertex s commitment to enhancing customer success, bolstering tax research effectiveness, and fostering talent development.
Underlining Vertex s progressive vision, the company s stock, Vertex Inc shares, is currently trading on the NASDAQ at an impressive 26.8% higher than its 52-week average. This growth further reflects not only Vertex s financial performance but also the market s confidence in the company s strategic direction and leadership.

Financial Statements
Vertex Inc's II. Quarter Investments	$ 646 Millions	VERX's Balance sheet
Vertex Inc's II. Quarter Income	$ 9 Millions	Quarterly VERX's Income Statement
VERX's Income by Division		See VERX's Income by Division

VERX Annual Return On Investment	(Dec 31 2025) 2025	(Dec 31 2024) 2024	(Dec 31 2023) 2023	(Dec 31 2022) 2022	(Dec 31 2021) 2021
Total Investments in Millions	696	629	304	316	301
Y / Y Investment Growth	10.61 %	107.05 %	-3.79 %	4.95 %	14.49 %
Net Income in Millions	7	-53	-13	-4	0
Y / Y Net Income Growth	-	-	-	-	-
Annual Return On Investment	1.04 %	-8.38 %	-4.31 %	-1.19 %	-0.12 %

Annual Roi Comment

In the fiscal year 2025 ROI improved to 1.04 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Software & Programming Industry Roi Trends and Statistics
Technology Sector Return On Investment Statistics
Roi Trends for overall market
VERX's Roi Ratio versus Software & Programming Industry, Technology Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for VERX's Competitors
Subscribers only: Roi for Vertex Inc's Suppliers
Subscribers only: Return On Investment for VERX's Customers

Other Ratios
VERX's Roa	VERX's Inventory Turnover Ratio	VERX's Growth Rates	VERX's Dividend Statistics
	VERX's Profitability Ratios	VERX's Asset Turnover Ratio	VERX's Dividend Growth
VERX's Roe	VERX's Valuation Ratios	VERX's Financial Strength Ratios	VERX's Dividend Payout Ratio

Companies with similar Return On Investment at Jun 30 2026, within Technology Sector	ROI
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Vertex Inc	0.52 %
Grid Dynamics Holdings Inc	0.52 %
Tripadvisor Inc	0.25 %

Date modified: 2026-09-08T22:48:04+00:00

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