Company / Shareholders' Equity
Vertex, Inc. Shareholders' Equity History
FY2018-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$258.9M
FY2025
5-year range
$179.4M / $258.9M
FY2021-FY2025
Trend
+44.4%
vs FY2024
Sector context
#265 of 326
Information Technology
What the data says
Vertex, Inc.'s shareholders' equity of $259M is lower than 81% of companies in the Information Technology sector (FY2025). Shareholders' Equity has fluctuated over the past 8 years, ranging from -$130M in FY2019 to $259M in FY2025.
Based on SEC 10-K filings.
$259M in FY2025 with a 5-year CAGR of +2.5%.
Improved from $253M to $259M over the past 2 years.
Information Technology sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +4.1%
- 5-Year CAGR
- +2.5%
- 10-Year CAGR
- -
Sector benchmark
-95.5% below sector average
Key checks
Key Insights
- 5-year CAGR of +2.5%, indicating consistent growth.
- In FY2025, shareholders' equity increased 44.4% year-over-year.
- Ranks #265 out of 326 companies in the Information Technology sector.
- Lowest shareholders' equity in the period was in FY2019.
Company context
Key Data Points
- Altman Z-Score 0.69 (distress zone, below 1.8 threshold)
- Negative profit margin: -7.3%
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $258.9M | +44.4% |
| FY2024 | $179.4M | -29.1% |
| FY2023 | $253.0M | +10.1% |
| FY2022 | $229.7M | -0.2% |
| FY2021 | $230.1M | +0.3% |
| FY2020 | $229.3M | +276.7% |
| FY2019 | -$129.8M | -2.8% |
| FY2018 | -$126.3M | - |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026