Business Description
ISIN : US92828Q1094
Share Class Description:
VRTS: Ordinary SharesTotal Employee Number:
801Financial Strength
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.06 | |||||
Equity-to-Asset | 0.21 | |||||
Debt-to-Equity | 2.99 | |||||
Debt-to-EBITDA | 7.15 | |||||
Interest Coverage | 0.79 | |||||
Piotroski F-Score | 3/9 | |||||
Altman Z-Score | 0.78 | |||||
Beneish M-Score | -2.33 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 1.7 | |||||
3-Year EBITDA Growth Rate | 11.5 | |||||
3-Year EPS without NRI Growth Rate | 1.8 | |||||
3-Year Book Growth Rate | 7 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 2.86 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | -1.16 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 33.98 | |||||
9-Day RSI | 36.88 | |||||
14-Day RSI | 42.26 | |||||
3-1 Month Momentum % | 11.78 | |||||
6-1 Month Momentum % | 18.34 | |||||
12-1 Month Momentum % | -15.45 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 2.43 | |||||
Quick Ratio | 2.43 | |||||
Cash Ratio | 1.1 | |||||
Days Sales Outstanding | 46.65 | |||||
Days Payable | 47.31 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 6.02 | |||||
Dividend Payout Ratio | 0.39 | |||||
3-Year Dividend Growth Rate | 14.2 | |||||
Forward Dividend Yield % | 6.15 | |||||
5-Year Yield-on-Cost % | 19.04 | |||||
3-Year Average Share Buyback Ratio | 2.3 | |||||
Shareholder Yield % | -30.74 |
Profitability Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 51.04 | |||||
Operating Margin % | 15.96 | |||||
Net Margin % | 14.62 | |||||
EBITDA Margin % | 48.2 | |||||
FCF Margin % | -6.33 | |||||
OCF Margin % | -5.59 | |||||
ROE % | 12.99 | |||||
ROA % | 2.85 | |||||
ROIC % | 2.55 | |||||
3-Year ROIIC % | -3.34 | |||||
ROC (Joel Greenblatt) % | 286.97 | |||||
ROCE % | 8.05 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 4 | |||||
Tariff Resilience Score | 9 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 9.08 | |||||
Forward PE Ratio | 6.42 | |||||
PE Ratio without NRI | 6.61 | |||||
Shiller PE Ratio | 9.63 | |||||
Price-to-Owner-Earnings | 5.45 | |||||
PEG Ratio | 0.78 | |||||
PS Ratio | 1.33 | |||||
PB Ratio | 1.13 | |||||
EV-to-EBIT | 11.49 | |||||
EV-to-EBITDA | 9.45 | |||||
EV-to-Revenue | 4.55 | |||||
EV-to-Forward-Revenue | 4.56 | |||||
EV-to-FCF | -71.89 | |||||
Price-to-GF-Value | 0.86 | |||||
Price-to-Projected-FCF | 0.43 | |||||
Price-to-DCF (Earnings Based) | 0.27 | |||||
Price-to-Median-PS-Value | 0.73 | |||||
Earnings Yield (Greenblatt) % | 8.7 | |||||
FCF Yield % | -4.87 | |||||
Forward Rate of Return (Yacktman) % | 17.58 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Annualized Return % Â
Total Annual Return % Â
Virtus Investment Partners Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 819.575 | ||
| EPS (TTM) ($) | 17.55 | ||
| Beta | 1.1944 | ||
| 3-Year Sharpe Ratio | -0.26 | ||
| 3-Year Sortino Ratio | -0.37 | ||
| Volatility % | 28.2 | ||
| 14-Day RSI | 42.26 | ||
| 14-Day ATR ($) | 4.506653 | ||
| 20-Day SMA ($) | 165.6825 | ||
| 12-1 Month Momentum % | -15.45 | ||
| 52-Week Range ($) | 121.605 - 203.61 | ||
| Shares Outstanding (Mil) | 6.68 |
Piotroski F-Score Details
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 3 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Virtus Investment Partners Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Virtus Investment Partners Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Annual report for 2026 | 2027-02-26 | In 173 days | ||
| Fourth quarter earnings conference call for 2026 | 2027-02-05 10:00 | In 153 days | ||
| Fourth quarter earnings results for 2026 | 2027-02-05 | In 152 days | ||
| USD 2.450000 Cash Dividend | 2026-10-30 | In 54 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-23 10:00 | In 48 days | ||
| Third quarter earnings results for 2026 | 2026-10-23 | In 47 days | ||
| USD 2.400000 Cash Dividend | 2026-07-31 | 163.50 (-0.16%) | ||
| Second quarter earnings conference call for 2026 | 2026-07-30 10:00 | 167.79 (-0.77%) | ||
| Second quarter earnings results for 2026 | 2026-07-30 | 167.79 (-0.77%) | ||
| General meeting for 2026 | 2026-05-20 09:00 | 132.60 (-4.26%) |
Virtus Investment Partners Inc Frequently Asked Questions
Guru Commentaries on NYSE:VRTS
We believe Virtus Investment Partners offers a compelling investment from current levels. Virtus boasts a high-quality business model underpinned by recurring revenue streams and elevated free cash flow. The firm's strategic focus on asset management ensures steady income through management fees, which are largely predictable and stable. Furthermore, high free cash flow enables Virtus to reinvest in its business, pursue acquisitions, and return capital to shareholders, enhancing overall value. VRTS has an attractive valuation, trading for 6.5x price-to-earnings and a low 3.0x EV/EBITDA. The firm's prudent approach to debt management further strengthens its investment appeal, providing flexibility for M&A or share repurchase opportunities.
Virtus Investment Partners is listed as one of the top long positions in the portfolio, representing 5.34% of NAV. However, there is no explicit argument made regarding its future performance or valuation in the provided passages.

