Company / Return on Assets (ROA)
Vertex, Inc. Return on Assets (ROA) History
FY2019-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
0.6%
FY2025
5-year range
-4.5% / 0.6%
FY2021-FY2025
Trend
+112.6%
vs FY2024
Sector context
#193 of 311
Information Technology
What the data says
At 0.6%, Vertex, Inc.'s return on assets (roa) ranks #193 of 311 in the Information Technology sector. Return on Assets (ROA) returned to growth in FY2025 after 3 years of decline, reaching 0.6%.
Based on SEC 10-K filings.
0.6% in FY2025 with a 5-year CAGR of +15.0%.
Improved from -1.7% to 0.6% over the past 2 years.
Information Technology sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +2.3pp
- 5-Year Change
- +15.0pp
- 10-Year Change
- -
Sector benchmark
#193 of 311 in Information TechnologyTop 62% of 311This company 0.6% Sector average 0.9%
▼
-38.8% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 112.6% year-over-year.
- Currently 0.4pp below the Information Technology sector average.
- Peak return on assets (roa) was recorded in FY2019.
- Lowest return on assets (roa) in the period was in FY2020.
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 | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 0.6% | +112.6% |
| FY2024 | -4.5% | -162.8% |
| FY2023 | -1.7% | -0.6% |
| FY2022 | -1.7% | -677.3% |
| FY2021 | -0.2% | +98.5% |
| FY2020 | -14.5% | -223.3% |
| FY2019 | 11.7% | - |
| FY2018 | - | - |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026