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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 9/10

vs
industry
vs
history
Cash to Debt No Debt
VRTS's Cash to Debt is ranked higher than
100% of the 1385 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. VRTS: No Debt )
VRTS' s 10-Year Cash to Debt Range
Min: 0.16   Max: No Debt
Current: No Debt

Equity to Asset 0.81
VRTS's Equity to Asset is ranked higher than
62% of the 1567 Companies
in the Global Asset Management industry.

( Industry Median: 0.82 vs. VRTS: 0.81 )
VRTS' s 10-Year Equity to Asset Range
Min: 0.22   Max: 0.87
Current: 0.81

0.22
0.87
Interest Coverage 145.15
VRTS's Interest Coverage is ranked higher than
57% of the 1295 Companies
in the Global Asset Management industry.

( Industry Median: 2647.78 vs. VRTS: 145.15 )
VRTS' s 10-Year Interest Coverage Range
Min: 0.2   Max: 145.15
Current: 145.15

0.2
145.15
F-Score: 4
Z-Score: 6.51
M-Score: -0.90
WACC vs ROIC
21.21%
136.12%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 29.01
VRTS's Operating margin (%) is ranked higher than
56% of the 1605 Companies
in the Global Asset Management industry.

( Industry Median: 50.45 vs. VRTS: 29.01 )
VRTS' s 10-Year Operating margin (%) Range
Min: -326.35   Max: 29.16
Current: 29.01

-326.35
29.16
Net-margin (%) 21.68
VRTS's Net-margin (%) is ranked higher than
54% of the 1606 Companies
in the Global Asset Management industry.

( Industry Median: 47.88 vs. VRTS: 21.68 )
VRTS' s 10-Year Net-margin (%) Range
Min: -296.78   Max: 71.06
Current: 21.68

-296.78
71.06
ROE (%) 23.04
VRTS's ROE (%) is ranked higher than
92% of the 1629 Companies
in the Global Asset Management industry.

( Industry Median: 8.15 vs. VRTS: 23.04 )
VRTS' s 10-Year ROE (%) Range
Min: -159.95   Max: 125.67
Current: 23.04

-159.95
125.67
ROA (%) 18.50
VRTS's ROA (%) is ranked higher than
93% of the 1649 Companies
in the Global Asset Management industry.

( Industry Median: 4.76 vs. VRTS: 18.50 )
VRTS' s 10-Year ROA (%) Range
Min: -116.13   Max: 66.82
Current: 18.5

-116.13
66.82
ROC (Joel Greenblatt) (%) 1813.16
VRTS's ROC (Joel Greenblatt) (%) is ranked higher than
91% of the 1072 Companies
in the Global Asset Management industry.

( Industry Median: 80.91 vs. VRTS: 1813.16 )
VRTS' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -14317.85   Max: 1512.68
Current: 1813.16

-14317.85
1512.68
Revenue Growth (3Y)(%) 27.10
VRTS's Revenue Growth (3Y)(%) is ranked higher than
89% of the 969 Companies
in the Global Asset Management industry.

( Industry Median: 1.50 vs. VRTS: 27.10 )
VRTS' s 10-Year Revenue Growth (3Y)(%) Range
Min: -16.9   Max: 135
Current: 27.1

-16.9
135
EBITDA Growth (3Y)(%) 76.20
VRTS's EBITDA Growth (3Y)(%) is ranked higher than
97% of the 844 Companies
in the Global Asset Management industry.

( Industry Median: 3.30 vs. VRTS: 76.20 )
VRTS' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -26.1   Max: 127.1
Current: 76.2

-26.1
127.1
EPS Growth (3Y)(%) 122.50
VRTS's EPS Growth (3Y)(%) is ranked higher than
98% of the 837 Companies
in the Global Asset Management industry.

( Industry Median: 4.40 vs. VRTS: 122.50 )
VRTS' s 10-Year EPS Growth (3Y)(%) Range
Min: 6.8   Max: 122.5
Current: 122.5

6.8
122.5
» VRTS's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2014

VRTS Guru Trades in Q1 2014

Chuck Royce 39,400 sh (+187.59%)
Joel Greenblatt 17,278 sh (+54.45%)
Jim Simons Sold Out
Murray Stahl 34,653 sh (-1.62%)
» More
Q2 2014

VRTS Guru Trades in Q2 2014

Chuck Royce 76,000 sh (+92.89%)
Steven Cohen 600 sh (unchged)
Murray Stahl 34,401 sh (-0.73%)
Joel Greenblatt 14,079 sh (-18.51%)
» More
Q3 2014

VRTS Guru Trades in Q3 2014

Paul Tudor Jones 1,639 sh (New)
Steven Cohen 3,500 sh (+483.33%)
Chuck Royce 96,965 sh (+27.59%)
Murray Stahl 32,139 sh (-6.58%)
Joel Greenblatt 8,522 sh (-39.47%)
» More
Q4 2014

VRTS Guru Trades in Q4 2014

Richard Snow 4,525 sh (New)
Paul Tudor Jones Sold Out
Steven Cohen Sold Out
Murray Stahl 31,557 sh (-1.81%)
Joel Greenblatt 7,164 sh (-15.94%)
Chuck Royce 79,880 sh (-17.62%)
» More
» Details

Insider Trades

Latest Guru Trades with VRTS

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Richard Snow 2014-12-31 New Buy0.02%$154 - $187 $ 130-22%4525
Joel Greenblatt 2014-09-30 Reduce -39.47%0.01%$170.25 - $224.5 $ 130-36%8522
Joel Greenblatt 2014-03-31 Add 54.45%0.02%$171.95 - $206.49 $ 130-30%17278
John Keeley 2013-12-31 Sold Out 0.02%$154.86 - $213.9 $ 130-32%0
Joel Greenblatt 2013-03-31 Reduce -30.13%0.03%$120.94 - $189.19 $ 130-18%8931
Joel Greenblatt 2012-12-31 New Buy0.09%$86.76 - $121.14 $ 13024%12782
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 12.10
VRTS's P/E(ttm) is ranked higher than
77% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 22.40 vs. VRTS: 12.10 )
VRTS' s 10-Year P/E(ttm) Range
Min: 3.95   Max: 109.91
Current: 12.1

3.95
109.91
Forward P/E 14.60
VRTS's Forward P/E is ranked higher than
92% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. VRTS: 14.60 )
N/A
PE(NRI) 11.90
VRTS's PE(NRI) is ranked higher than
78% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 23.10 vs. VRTS: 11.90 )
VRTS' s 10-Year PE(NRI) Range
Min: 3.95   Max: 110.58
Current: 11.9

3.95
110.58
P/B 2.10
VRTS's P/B is ranked lower than
52% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 1.03 vs. VRTS: 2.10 )
VRTS' s 10-Year P/B Range
Min: 0.9   Max: 9.34
Current: 2.1

0.9
9.34
P/S 2.80
VRTS's P/S is ranked higher than
88% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 9.52 vs. VRTS: 2.80 )
VRTS' s 10-Year P/S Range
Min: 0.18   Max: 6.59
Current: 2.8

0.18
6.59
EV-to-EBIT 5.60
VRTS's EV-to-EBIT is ranked higher than
92% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 25.02 vs. VRTS: 5.60 )
VRTS' s 10-Year EV-to-EBIT Range
Min: -95.2   Max: 53.3
Current: 5.6

-95.2
53.3
Shiller P/E 219.00
VRTS's Shiller P/E is ranked higher than
71% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. VRTS: 219.00 )
VRTS' s 10-Year Shiller P/E Range
Min: 222.34   Max: 304.18
Current: 219

222.34
304.18
Current Ratio 6.76
VRTS's Current Ratio is ranked higher than
76% of the 1085 Companies
in the Global Asset Management industry.

( Industry Median: 2.70 vs. VRTS: 6.76 )
VRTS' s 10-Year Current Ratio Range
Min: 1.53   Max: 9.6
Current: 6.76

1.53
9.6
Quick Ratio 6.76
VRTS's Quick Ratio is ranked higher than
77% of the 1085 Companies
in the Global Asset Management industry.

( Industry Median: 2.59 vs. VRTS: 6.76 )
VRTS' s 10-Year Quick Ratio Range
Min: 1.53   Max: 9.6
Current: 6.76

1.53
9.6
Days Sales Outstanding 42.97
VRTS's Days Sales Outstanding is ranked higher than
74% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 105.19 vs. VRTS: 42.97 )
VRTS' s 10-Year Days Sales Outstanding Range
Min: 7.52   Max: 60.44
Current: 42.97

7.52
60.44

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.00
VRTS's Dividend Yield is ranked lower than
87% of the 1280 Companies
in the Global Asset Management industry.

( Industry Median: 3.48 vs. VRTS: 1.00 )
VRTS' s 10-Year Dividend Yield Range
Min: 0.24   Max: 0.33
Current: 1

0.24
0.33
Dividend Payout 0.04
VRTS's Dividend Payout is ranked higher than
99% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 3.00 vs. VRTS: 0.04 )
VRTS' s 10-Year Dividend Payout Range
Min: 0.11   Max: 0.11
Current: 0.04

Yield on cost (5-Year) 1.00
VRTS's Yield on cost (5-Year) is ranked lower than
87% of the 1292 Companies
in the Global Asset Management industry.

( Industry Median: 4.20 vs. VRTS: 1.00 )
VRTS' s 10-Year Yield on cost (5-Year) Range
Min: 0.24   Max: 0.33
Current: 1

0.24
0.33
Share Buyback Rate -9.40
VRTS's Share Buyback Rate is ranked lower than
51% of the 1036 Companies
in the Global Asset Management industry.

( Industry Median: -0.70 vs. VRTS: -9.40 )
VRTS' s 10-Year Share Buyback Rate Range
Min: 52.7   Max: -11.6
Current: -9.4

Valuation & Return

vs
industry
vs
history
Price/Net Cash 3.51
VRTS's Price/Net Cash is ranked higher than
93% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. VRTS: 3.51 )
VRTS' s 10-Year Price/Net Cash Range
Min: 4.62   Max: 168.75
Current: 3.51

4.62
168.75
Price/Net Current Asset Value 3.15
VRTS's Price/Net Current Asset Value is ranked higher than
93% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. VRTS: 3.15 )
VRTS' s 10-Year Price/Net Current Asset Value Range
Min: 4.14   Max: 35.01
Current: 3.15

4.14
35.01
Price/Tangible Book 2.35
VRTS's Price/Tangible Book is ranked higher than
51% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 1.08 vs. VRTS: 2.35 )
VRTS' s 10-Year Price/Tangible Book Range
Min: 3.09   Max: 7.58
Current: 2.35

3.09
7.58
Price/DCF (Projected) 2.77
VRTS's Price/DCF (Projected) is ranked higher than
73% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. VRTS: 2.77 )
VRTS' s 10-Year Price/DCF (Projected) Range
Min: 0.84   Max: 5.09
Current: 2.77

0.84
5.09
Price/Median PS Value 1.11
VRTS's Price/Median PS Value is ranked higher than
72% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 1.33 vs. VRTS: 1.11 )
VRTS' s 10-Year Price/Median PS Value Range
Min: 0.1   Max: 1.99
Current: 1.11

0.1
1.99
Price/Peter Lynch Fair Value 0.48
VRTS's Price/Peter Lynch Fair Value is ranked higher than
97% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. VRTS: 0.48 )
VRTS' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.63   Max: 0.63
Current: 0.48

Price/Graham Number 1.09
VRTS's Price/Graham Number is ranked higher than
70% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 1.65 vs. VRTS: 1.09 )
VRTS' s 10-Year Price/Graham Number Range
Min: 0.73   Max: 3.25
Current: 1.09

0.73
3.25
Earnings Yield (Greenblatt) 17.80
VRTS's Earnings Yield (Greenblatt) is ranked higher than
92% of the 1601 Companies
in the Global Asset Management industry.

( Industry Median: 5.00 vs. VRTS: 17.80 )
VRTS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.9   Max: 16.4
Current: 17.8

1.9
16.4
Forward Rate of Return (Yacktman) 81.50
VRTS's Forward Rate of Return (Yacktman) is ranked higher than
98% of the 639 Companies
in the Global Asset Management industry.

( Industry Median: 6.48 vs. VRTS: 81.50 )
VRTS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0.5   Max: 81.5
Current: 81.5

0.5
81.5

Business Description

Industry: Asset Management » Asset Management
Compare: » details
Traded in other countries:VIP.Germany,
Virtus Investment Partners, Inc., is a Delaware Corporation. The Company commenced its operations on November 1, 1995 through a reverse merger with Duff & Phelps Corporation. It's a provider of investment management products and services to individuals and institutions. It operates a multi-manager investment management business, comprised of affiliated managers, each having its own distinct investment style, autonomous investment process and brand. It provides its products in a number of forms and through multiple distribution channels. The Company's retail products include open-end mutual funds, closed-end funds and separately managed accounts. Its fund family of open-end funds is distributed mainly through intermediaries. The Company's closed-end funds trade on the New York Stock Exchange. Retail separately managed accounts are comprised of intermediary programs, sponsored and distributed by unaffiliated brokerage firms, and private client accounts, which are offerings to the high net-worth clients of its affiliated managers. It also manages institutional accounts for corporations, multi-employer retirement funds and foundations, endowments and special purpose funds. The Company's earnings are mainly driven by asset-based investment management fees charged on these various products. These fees are based on a percentage of assets under management and are calculated using daily or weekly average assets or assets at the end of the preceding quarter. The Company's assets under management are comprised of mutual fund assets (open- and closed-end), separately managed accounts (intermediary sponsored and private client) and institutional accounts (traditional institutional mandates and structured products). The Company faces competition from a variety of financial institutions, including other investment management companies, as well as from proprietary products offered by its distribution partners such as banks, broker-dealers and financial planning firms. It is subject to extensive regulation, mainly at the federal level, in conjunction with its investment management business.
» More Articles for VRTS

Headlines

Articles On GuruFocus.com
SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Shareholders of Virtus Investment Partners Inc. of Mar 02 2015 
Look at All these Spinoffs Beating the Market Jul 06 2011 
VIRTUS INVESTMENT PARTNERS, INC. (VRTS) CFO Michael A Angerthal buys 2,000 Shares Feb 04 2011 
Virtus Investment Partners Reports 37% Improvement In Operating Income for Second Quarter Aug 13 2009 

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