Vertex annual return on equity
2020
2021
2022
2023
2024
2025
Vertex Return on Equity (ROE) Growth & History (VERX)
Vertex's return on equity was 3.29% for fiscal 2025.
View full Vertex company overviewVertex annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 3.29% | +27.68 pp |
| 2024 | 2024-12-31 | −24.39% | −18.97 pp |
| 2023 | 2023-12-31 | −5.42% | −0.07 pp |
| 2022 | 2022-12-31 | −5.35% | −4.71 pp |
| 2021 | 2021-12-31 | −0.64% | +150.17 pp |
| 2020 | 2020-12-31 | −150.82% | — |
Vertex quarterly return on equity
Q4.20
Q1.21
Q2.21
Q3.21
Q4.21
Q1.22
Q2.22
Q3.22
Q4.22
Q1.23
Q2.23
Q3.23
Q4.23
Q1.24
Q2.24
Q3.24
Q4.24
Q1.25
Q2.25
Q3.25
Q4.25
Q1.26
Q2.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 3.71% | +4.14 pp |
| Q1 2026 | 2026-03-31 | −0.99% | −6.85 pp |
| Q4 2025 | 2025-12-31 | −2.68% | +28.26 pp |
| Q3 2025 | 2025-09-30 | 1.58% | −1.36 pp |
| Q2 2025 | 2025-06-30 | −0.43% | −2.57 pp |
| Q1 2025 | 2025-03-31 | 5.86% | +4.79 pp |
| Q4 2024 | 2024-12-31 | −30.93% | −37.41 pp |
| Q3 2024 | 2024-09-30 | 2.93% | +4.46 pp |
| Q2 2024 | 2024-06-30 | 2.14% | +5.21 pp |
| Q1 2024 | 2024-03-31 | 1.07% | +9.07 pp |
| Q4 2023 | 2023-12-31 | 6.48% | +8.87 pp |
| Q3 2023 | 2023-09-30 | −1.52% | −1.00 pp |
| Q2 2023 | 2023-06-30 | −3.07% | −0.64 pp |
| Q1 2023 | 2023-03-31 | −8.00% | −7.86 pp |
| Q4 2022 | 2022-12-31 | −2.39% | −2.12 pp |
| Q3 2022 | 2022-09-30 | −0.52% | +1.19 pp |
| Q2 2022 | 2022-06-30 | −2.43% | −2.78 pp |
| Q1 2022 | 2022-03-31 | −0.14% | −1.14 pp |
| Q4 2021 | 2021-12-31 | −0.27% | −0.38 pp |
| Q3 2021 | 2021-09-30 | −1.72% | — |
| Q2 2021 | 2021-06-30 | 0.35% | — |
| Q1 2021 | 2021-03-31 | 1.00% | — |
| Q4 2020 | 2020-12-31 | 0.10% | — |
Vertex return on equity trends
Over the last five fiscal years, Vertex's return on equity increased from −150.82% to 3.29%, a change of +154.11 percentage points. The latest reported quarter, Q2 2026, shows 3.71%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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