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Vertex (Vertex) 5-Year ROIIC % : -9.04% (As of Dec. 2023)


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What is Vertex 5-Year ROIIC %?

5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year. Vertex's 5-Year ROIIC % for the quarter that ended in Dec. 2023 was -9.04%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Vertex's 5-Year ROIIC % or its related term are showing as below:

VERX's 5-Year ROIIC % is ranked worse than
67.95% of 2471 companies
in the Software industry
Industry Median: 3.54 vs VERX: -9.04

Vertex 5-Year ROIIC % Historical Data

The historical data trend for Vertex's 5-Year ROIIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Vertex 5-Year ROIIC % Chart

Vertex Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
5-Year ROIIC %
Get a 7-Day Free Trial - - - - -9.04

Vertex Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
5-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - - - - -9.04

Competitive Comparison of Vertex's 5-Year ROIIC %

For the Software - Application subindustry, Vertex's 5-Year ROIIC %, along with its competitors' market caps and 5-Year ROIIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Vertex's 5-Year ROIIC % Distribution in the Software Industry

For the Software industry and Technology sector, Vertex's 5-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Vertex's 5-Year ROIIC % falls into.



Vertex 5-Year ROIIC % Calculation

Vertex's 5-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( -10.577791 (Dec. 2023) - 41.1845187 (Dec. 2018) )/( 853.477 (Dec. 2023) - 280.574 (Dec. 2018) )
=-51.7623097/572.903
=-9.04%***

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** Annual data of NOPAT and Invested Capital was used to calculate 5-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.


Vertex  (NAS:VERX) 5-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Vertex 5-Year ROIIC % Related Terms

Thank you for viewing the detailed overview of Vertex's 5-Year ROIIC % provided by GuruFocus.com. Please click on the following links to see related term pages.


Vertex (Vertex) Business Description

Traded in Other Exchanges
Address
2301 Renaissance Boulevard, King of Prussia, PA, USA, 19406
Vertex Inc is a provider of tax technology and services. It enables companies to realize the full strategic potential of the tax function by automating and integrating tax processes while leveraging advanced and predictive analytics of tax data. Vertex provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting among others. The company derives revenue from software subscriptions.
Executives
John R Schwab officer: Chief Financial Officer C/O NCO GROUP, INC., 507 PRUDENTIAL ROAD, HORSHAM PA 19044
Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 10 percent owner, other: 13(d) Group Member C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 10 percent owner, other: 13(d) Group Member C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Eric C. Andersen director C/O AMERICAN PUBLIC EDUCATION, INC., 111 W. CONGRESS STREET, CHARLES TOWN WV 25414
Jeffery Westphal director, 10 percent owner C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 10 percent owner, other: 13(d) Group Member C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Tensile Capital Management Lp 10 percent owner 700 LARKSPUR LANDING CIRCLE, SUITE 255, LARKSPUR CA 94939
John Richard Stamm director C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Lisa Butler officer: Chief Accounting Officer C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
David Destefano director, officer: President & CEO C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Rowland Bryan T.r. officer: General Counsel 101 WOLF DRIVE, THOROFARE NJ 08086
Kevin L Robert director 501 KANSAS AVENUE, KANSAS CITY KS 66105
Philip Seth Saunders director 13 MAPLE KNOLL LANE, MANALAPAN NJ 07726
Amanda Westphal Radcliffe director, 10 percent owner C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Bradley M Gayton director ONE COCA-COLA PLAZA, ATLANTA GA 30313