NAS:VRTS (USA) Also trade in: Germany

Virtus Investment Partners Inc

$ 104.16 -2.04 (-1.92%)
Volume: 36,962 Avg Vol (1m): 75,040
Market Cap $: 727.81 Mil Enterprise Value $: 2.55 Bil
P/E (TTM): 12.15 P/B: 1.67
Earnings Power Value -142.65
Net Current Asset Value -238.59
Tangible Book -11.89
Projected FCF -67.38
Median P/S Value 152.3
Graham Number 0
Peter Lynch Value 121.81
DCF (FCF Based) 0
DCF (Earnings Based) 0
1Y (-%)

Financial Strength : 4/10

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.
Current vs industry vs history
Cash-to-Debt 0.13
Cash-To-Debt ranked higher than
54.74% of 1171 companies
in the Asset Management industry.
Industry Max: 74441.86, Med: 480, Min: 0.01
VRTS: 0.13
Ranked among companies with meaningful Cash-To-Debt only.
Cash-To-Debt range over the past 10 years
Min: 0.13, Med: 1.67, Max: 10000
Current: 0.13
0.13
10000
Equity-to-Asset 0.22
Equity-to-Asset ranked lower than
85.73% of 1023 companies
in the Asset Management industry.
Industry Max: 1.07, Med: 0.76, Min: -3.65
VRTS: 0.22
Ranked among companies with meaningful Equity-to-Asset only.
Equity-to-Asset range over the past 10 years
Min: 0.21, Med: 0.41, Max: 0.87
Current: 0.22
0.21
0.87
Debt-to-Equity 3.09
Debt-to-Equity ranked lower than
93.68% of 570 companies
in the Asset Management industry.
Industry Max: 26.83, Med: 0.33, Min: 0.01
VRTS: 3.09
Ranked among companies with meaningful Debt-to-Equity only.
Debt-to-Equity range over the past 10 years
Min: 0.02, Med: 0.67, Max: 3.1
Current: 3.09
0.02
3.1
Debt-to-EBITDA 8.42
Debt-to-EBITDA ranked lower than
77.91% of 498 companies
in the Asset Management industry.
Industry Max: 3750, Med: 2.9, Min: 0.01
VRTS: 8.42
Ranked among companies with meaningful Debt-to-EBITDA only.
Debt-to-EBITDA range over the past 10 years
Min: 0.21, Med: 3.06, Max: 11.68
Current: 8.42
0.21
11.68
Interest Coverage 1.24
Interest Coverage ranked lower than
92.96% of 938 companies
in the Asset Management industry.
Industry Max: 80954, Med: 9999, Min: 0.07
VRTS: 1.24
Ranked among companies with meaningful Interest Coverage only.
Interest Coverage range over the past 10 years
Min: 1.24, Med: 20.35, Max: 243.97
Current: 1.24
1.24
243.97
Piotroski F-Score 4
0
1
2
3
4
5
6
7
8
9
Altman Z-Score 0.46
DISTRESS
GREY
SAFE
WACC vs ROIC %
ROIC 3.57%
WACC 5.86%

Profitability & Growth : 7/10

GuruFocus Profitability Rank ranks how profitable a company is and how likely the company's business will stay that way.
Current vs industry vs history
Operating Margin % 20.35
Operating Margin ranked higher than
52.91% of 826 companies
in the Asset Management industry.
Industry Max: 7355.88, Med: 17.78, Min: -617150
VRTS: 20.35
Ranked among companies with meaningful Operating Margin only.
Operating Margin range over the past 10 years
Min: -4.71, Med: 18.79, Max: 29.21
Current: 20.35
-4.71
29.21
Net Margin % 13.35
Net Margin ranked lower than
56.41% of 1046 companies
in the Asset Management industry.
Industry Max: 140936.36, Med: 20.33, Min: -1076050
VRTS: 13.35
Ranked among companies with meaningful Net Margin only.
Net Margin range over the past 10 years
Min: -5.53, Med: 13.57, Max: 71.06
Current: 13.35
-5.53
71.06
ROE % 10.45
ROE ranked higher than
73.14% of 1154 companies
in the Asset Management industry.
Industry Max: 220.53, Med: 4.2, Min: -9822.09
VRTS: 10.45
Ranked among companies with meaningful ROE only.
ROE range over the past 10 years
Min: -30.87, Med: 12.52, Max: 96.51
Current: 10.45
-30.87
96.51
ROA % 2.67
ROA ranked higher than
55.48% of 1186 companies
in the Asset Management industry.
Industry Max: 326.09, Med: 1.87, Min: -2894.93
VRTS: 2.67
Ranked among companies with meaningful ROA only.
ROA range over the past 10 years
Min: -4.43, Med: 6.29, Max: 66.82
Current: 2.67
-4.43
66.82
ROC (Joel Greenblatt) % 1157.19
ROC (Joel Greenblatt) ranked higher than
90.49% of 799 companies
in the Asset Management industry.
Industry Max: 99999999.99, Med: 29.92, Min: -99999999.99
VRTS: 1157.19
Ranked among companies with meaningful ROC (Joel Greenblatt) only.
ROC (Joel Greenblatt) range over the past 10 years
Min: -64.78, Med: 981.36, Max: 1899.13
Current: 1157.19
-64.78
1899.13
3-Year Total Revenue Growth Rate 13.10
3-Year Revenue Growth Rate ranked higher than
55.99% of 843 companies
in the Asset Management industry.
Industry Max: 3123.9, Med: 3.7, Min: -375.9
VRTS: 15
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
3-Year Revenue Growth Rate range over the past 10 years
Min: -16.9, Med: 16.2, Max: 134.9
Current: 15
-16.9
134.9
3-Year Total EBITDA Growth Rate 44.20
3-Year EBITDA Growth Rate ranked higher than
55.03% of 596 companies
in the Asset Management industry.
Industry Max: 1406.7, Med: 5.8, Min: -698.2
VRTS: 46.6
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
3-Year EBITDA Growth Rate range over the past 10 years
Min: 0, Med: 12.7, Max: 127.2
Current: 46.6
0
127.2
3-Year EPS w/o NRI Growth Rate 31.20
3-Year EPS w/o NRI Growth Rate ranked lower than
82.16% of 723 companies
in the Asset Management industry.
Industry Max: 1406.7, Med: 6.6, Min: -431.3
VRTS: 31.2
Ranked among companies with meaningful 3-Year EPS w/o NRI Growth Rate only.
3-Year EPS w/o NRI Growth Rate range over the past 10 years
Min: 0, Med: -20.75, Max: 122.5
Current: 31.2
0
122.5

» VRTS's 30-Y Financials

Financials (Next Earnings Date: 2019-07-26)

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Business Description

Industry Asset Management » Asset Management    NAICS : 523920    SIC : 6282
Compare NAS:TCPC TSE:8616 TSX:UNC NAS:SLRC NAS:ECPG LSE:JUST NAS:CGBD TSX:FAH.U TSX:CYB HKSE:01140 BAH:INVCORP TSX:FSZ ASX:BKI OSTO:RATO B JSE:KST XSGO:CALICHERAA LSE:GROW XSWX:LEON XSGO:BANVIDA HKSE:00086
Traded in other countries VIP.Germany
Address One Financial Plaza, Hartford, CT, USA, 06103
Virtus Investment Partners Inc provides investment management and related services to individuals and institutions. Its retail products include open-end mutual funds, closed-end funds, exchange traded funds, and variable insurance funds.

Ratios

Current vs industry vs history
PE Ratio (TTM) 12.15
PE Ratio ranked higher than
57.41% of 810 companies
in the Asset Management industry.
Industry Max: 10330.11, Med: 12.95, Min: 0
VRTS: 12.15
Ranked among companies with meaningful PE Ratio only.
PE Ratio range over the past 10 years
Min: 4.05, Med: 20.87, Max: 110.58
Current: 12.15
4.05
110.58
Forward PE Ratio 8.38
Forward P/E ranked higher than
69.93% of 153 companies
in the Asset Management industry.
Industry Max: 256.41, Med: 11.07, Min: 3.82
VRTS: 8.38
Ranked among companies with meaningful Forward P/E only.
N/A
PE Ratio without NRI 12.15
PE without NRI ranked higher than
57.94% of 787 companies
in the Asset Management industry.
Industry Max: 10330.11, Med: 13.2, Min: 0.01
VRTS: 12.15
Ranked among companies with meaningful PE without NRI only.
PE without NRI range over the past 10 years
Min: 4.05, Med: 20.87, Max: 110.58
Current: 12.15
4.05
110.58
Price-to-Owner-Earnings 8.54
Price-to-Owner-Earnings ranked higher than
72.73% of 352 companies
in the Asset Management industry.
Industry Max: 1493.89, Med: 11.34, Min: 0.09
VRTS: 8.54
Ranked among companies with meaningful Price-to-Owner-Earnings only.
Price-to-Owner-Earnings range over the past 10 years
Min: 3.08, Med: 13.42, Max: 33.89
Current: 8.54
3.08
33.89
PB Ratio 1.67
PB Ratio ranked lower than
65.62% of 1181 companies
in the Asset Management industry.
Industry Max: 1020, Med: 0.99, Min: 0.01
VRTS: 1.67
Ranked among companies with meaningful PB Ratio only.
PB Ratio range over the past 10 years
Min: 0.9, Med: 2.65, Max: 9.34
Current: 1.67
0.9
9.34
PS Ratio 1.58
PS Ratio ranked higher than
76.84% of 967 companies
in the Asset Management industry.
Industry Max: 9000, Med: 4.18, Min: 0.01
VRTS: 1.58
Ranked among companies with meaningful PS Ratio only.
PS Ratio range over the past 10 years
Min: 0.18, Med: 2.33, Max: 6.59
Current: 1.58
0.18
6.59
EV-to-EBIT 12.95
EV-to-EBIT ranked lower than
57.61% of 618 companies
in the Asset Management industry.
Industry Max: 209280.07, Med: 11.02, Min: 0.03
VRTS: 12.95
Ranked among companies with meaningful EV-to-EBIT only.
EV-to-EBIT range over the past 10 years
Min: -22.3, Med: 13.15, Max: 70.9
Current: 12.95
-22.3
70.9
EV-to-EBITDA 10.97
EV-to-EBITDA ranked lower than
54.35% of 644 companies
in the Asset Management industry.
Industry Max: 209280.07, Med: 10.43, Min: 0.03
VRTS: 10.97
Ranked among companies with meaningful EV-to-EBITDA only.
EV-to-EBITDA range over the past 10 years
Min: -0.6, Med: 11.5, Max: 27.7
Current: 10.97
-0.6
27.7
EV-to-Revenue 4.55
EV-to-Revenue ranked higher than
51.91% of 915 companies
in the Asset Management industry.
Industry Max: 73227.5, Med: 4.87, Min: 0.02
VRTS: 4.55
Ranked among companies with meaningful EV-to-Revenue only.
EV-to-Revenue range over the past 10 years
Min: 0.1, Med: 2.4, Max: 6.4
Current: 4.55
0.1
6.4
PEG Ratio 1.07
PEG Ratio ranked lower than
62.57% of 171 companies
in the Asset Management industry.
Industry Max: 1251.96, Med: 0.96, Min: 0.02
VRTS: 1.07
Ranked among companies with meaningful PEG Ratio only.
PEG Ratio range over the past 10 years
Min: 0.16, Med: 0.86, Max: 202.31
Current: 1.07
0.16
202.31
Shiller PE Ratio 14.68
Shiller PE Ratio ranked lower than
85.48% of 310 companies
in the Asset Management industry.
Industry Max: 11314.29, Med: 15.31, Min: 0.2
VRTS: 14.68
Ranked among companies with meaningful Shiller PE Ratio only.
Shiller PE Ratio range over the past 10 years
Min: 11.02, Med: 15.69, Max: 41.82
Current: 14.68
11.02
41.82
Current Ratio 0.88
Current Ratio ranked lower than
61.53% of 902 companies
in the Asset Management industry.
Industry Max: 250558.44, Med: 3.87, Min: 0.01
VRTS: 0.88
Ranked among companies with meaningful Current Ratio only.
Current Ratio range over the past 10 years
Min: 0.83, Med: 2.22, Max: 9.37
Current: 0.88
0.83
9.37
Quick Ratio 0.88
Quick Ratio ranked lower than
60.20% of 902 companies
in the Asset Management industry.
Industry Max: 250558.44, Med: 3.62, Min: 0.01
VRTS: 0.88
Ranked among companies with meaningful Quick Ratio only.
Quick Ratio range over the past 10 years
Min: 0.83, Med: 2.22, Max: 9.37
Current: 0.88
0.83
9.37
Days Sales Outstanding 48.86
Days Sales Outstanding ranked lower than
55.83% of 575 companies
in the Asset Management industry.
Industry Max: 951.81, Med: 43.7, Min: 0.01
VRTS: 48.86
Ranked among companies with meaningful Days Sales Outstanding only.
Days Sales Outstanding range over the past 10 years
Min: 37.03, Med: 47.68, Max: 60.44
Current: 48.86
37.03
60.44
Days Payable 30.80
Days Payable ranked lower than
59.09% of 484 companies
in the Asset Management industry.
Industry Max: 6975.03, Med: 57.32, Min: 0.08
VRTS: 30.8
Ranked among companies with meaningful Days Payable only.
Days Payable range over the past 10 years
Min: 15.68, Med: 38.94, Max: 47.56
Current: 30.8
15.68
47.56

Dividend & Buy Back

Current vs industry vs history
Dividend Yield % 2.01
Trailing Dividend Yield ranked lower than
82.04% of 1130 companies
in the Asset Management industry.
Industry Max: 1040.72, Med: 4.62, Min: 0.01
VRTS: 2.01
Ranked among companies with meaningful Trailing Dividend Yield only.
Trailing Dividend Yield range over the past 10 years
Min: 0.24, Med: 1.58, Max: 2.69
Current: 2.01
0.24
2.69
Dividend Payout Ratio 0.23
Dividend Payout Ratio ranked higher than
83.58% of 597 companies
in the Asset Management industry.
Industry Max: 642.11, Med: 0.62, Min: 0.01
VRTS: 0.23
Ranked among companies with meaningful Dividend Payout Ratio only.
Dividend Payout Ratio range over the past 10 years
Min: 0.09, Med: 0.29, Max: 0.46
Current: 0.23
0.09
0.46
3-Year Dividend Growth Rate (Per Share) 1.80
3-Year Dividend Growth Rate ranked higher than
84.03% of 407 companies
in the Asset Management industry.
Industry Max: 587.2, Med: 3.6, Min: -100
VRTS: 1.8
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
3-Year Dividend Growth Rate range over the past 10 years
Min: 0, Med: 0, Max: 26
Current: 1.8
0
26
Forward Dividend Yield % 2.07
Forward Dividend Yield ranked lower than
82.90% of 1041 companies
in the Asset Management industry.
Industry Max: 908.54, Med: 4.97, Min: 0.01
VRTS: 2.07
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield-on-Cost (5-Year) % 2.01
Yield-on-Cost (5y) ranked lower than
83.75% of 1108 companies
in the Asset Management industry.
Industry Max: 1040.72, Med: 5.2, Min: 0.01
VRTS: 2.01
Ranked among companies with meaningful Yield-on-Cost (5y) only.
Yield-on-Cost (5y) range over the past 10 years
Min: 0.24, Med: 1.58, Max: 2.69
Current: 2.01
0.24
2.69
3-Year Share Buyback Rate 5.90
3-Year Share Buyback Rate ranked higher than
90.49% of 673 companies
in the Asset Management industry.
Industry Max: 100, Med: -1.2, Min: -534.1
VRTS: 5.9
Ranked among companies with meaningful 3-Year Share Buyback Rate only.
3-Year Share Buyback Rate range over the past 10 years
Min: -13.4, Med: -1.25, Max: 49.2
Current: 5.9
-13.4
49.2

Valuation & Return

Current vs industry vs history
Price-to-Median-PS-Value 0.68
Price-to-Median-PS-Value ranked higher than
74.97% of 763 companies
in the Asset Management industry.
Industry Max: 220, Med: 0.93, Min: 0.01
VRTS: 0.68
Ranked among companies with meaningful Price-to-Median-PS-Value only.
Price-to-Median-PS-Value range over the past 10 years
Min: 0.1, Med: 1.03, Max: 2.13
Current: 0.68
0.1
2.13
Price-to-Peter-Lynch-Fair-Value 0.86
Price-to-Peter-Lynch-Fair-Value ranked lower than
73.68% of 95 companies
in the Asset Management industry.
Industry Max: 1602.95, Med: 0.93, Min: 0.01
VRTS: 0.86
Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
Price-to-Peter-Lynch-Fair-Value range over the past 10 years
Min: 0.51, Med: 0.85, Max: 1.89
Current: 0.86
0.51
1.89
Earnings Yield (Joel Greenblatt) % 7.67
Earnings Yield (Greenblatt) ranked higher than
65.10% of 1023 companies
in the Asset Management industry.
Industry Max: 3562.78, Med: 3.2, Min: -5000
VRTS: 7.67
Ranked among companies with meaningful Earnings Yield (Greenblatt) only.
Earnings Yield (Greenblatt) range over the past 10 years
Min: -3495.4, Med: 6.7, Max: 23.4
Current: 7.67
-3495.4
23.4
Forward Rate of Return (Yacktman) % 2.98
Forward Rate of Return ranked lower than
72.11% of 337 companies
in the Asset Management industry.
Industry Max: 890.86, Med: 8.21, Min: -128.96
VRTS: 2.98
Ranked among companies with meaningful Forward Rate of Return only.
Forward Rate of Return range over the past 10 years
Min: -8.9, Med: 1.3, Max: 21.5
Current: 2.98
-8.9
21.5

More Statistics

Revenue (TTM) (Mil) $ 553.93
EPS (TTM) $ 8.56
Beta 1.91
Volatility % 46.6
52-Week Range $ 70 - 138.03
Shares Outstanding (Mil) 6.99

Analyst Estimate

Piotroski F-Score Details

Piotroski F-Score 4
Positive ROA Y
Positive CFROA N
Higher ROA yoy N
CFROA > ROA N
Lower Leverage yoy Y
Higher Current Ratio yoy N
Less Shares Outstanding yoy Y
Higher Gross Margin yoy Y
Higher Asset Turnover yoy N