Company / Return on Equity (ROE)
Vertex, Inc. Return on Equity (ROE) History
FY2020-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
2.8%
FY2025
5-year range
-29.4% / 2.8%
FY2021-FY2025
Trend
+109.5%
vs FY2024
Sector context
#173 of 290
Information Technology
What the data says
At 2.8%, Vertex, Inc.'s return on equity (roe) ranks #173 of 290 in the Information Technology sector. Return on Equity (ROE) has fluctuated over the past 6 years, ranging from -32.7% in FY2020 to 2.8% in FY2025.
Based on SEC 10-K filings.
2.8% in FY2025 with a 5-year CAGR of +35.5%.
Improved from -5.2% to 2.8% over the past 2 years.
Information Technology sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +8.2pp
- 5-Year Change
- +35.5pp
- 10-Year Change
- -
Sector benchmark
#173 of 290 in Information TechnologyTop 60% of 290This company 2.8% Sector average 5.2%
▼
-46.6% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 109.5% year-over-year.
- Currently 2.4pp below the Information Technology sector average.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 2.8% | +109.5% |
| FY2024 | -29.4% | -467.6% |
| FY2023 | -5.2% | +3.4% |
| FY2022 | -5.4% | -737.5% |
| FY2021 | -0.6% | +98.0% |
| FY2020 | -32.7% | - |
| FY2019 | - | - |
| FY2018 | - | - |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026