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A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.
Virtus Artificial Intelligence & Technology Opportunities Fund Debt-to-Equity Related Terms
Virtus Artificial Intelligence & Technology Opportunities Fund Debt-to-Equity Historical Data
* 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.
Virtus Artificial Intelligence & Technology Opportunities Fund Debt-to-Equity Chart
Virtus Artificial Intelligence & Technology Opportunities Fund Annual Data
* 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.
Virtus Artificial Intelligence & Technology Opportunities Fund Debt-to-Equity vs Asset Management Industry
* 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.
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has a Debt-to-Equity of 0.15 as of Jan. 2026. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Virtus Artificial Intelligence & Technology Opportunities Fund and its competitors. This is near median its historical median of 0.16. Over the past decade, Virtus Artificial Intelligence & Technology Opportunities Fund's Debt-to-Equity has ranged from 0.03 to 0.19. According to the industry distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #386 out of 962 companies in the Asset Management industry, placing it in the top 40.1%.
Is Virtus Artificial Intelligence & Technology Opportunities Fund's Debt-to-Equity too high?
Virtus Artificial Intelligence & Technology Opportunities Fund's current Debt-to-Equity of 0.15 is near median its 10-year median of 0.16. Over the past 10 years, this metric has ranged from a low of 0.03 to a high of 0.19. The Asset Management industry median Debt-to-Equity is 0.21. Virtus Artificial Intelligence & Technology Opportunities Fund's value of 0.15 is 28.6% below this industry median. Based on the distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #386 out of 962 companies in the Asset Management industry, which is above the industry midpoint. Overall, Virtus Artificial Intelligence & Technology Opportunities Fund has a GF Score™ of 55/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Virtus Artificial Intelligence & Technology Opportunities Fund's Debt-to-Equity compare to BTZ and BMEZ?
According to the Asset Management industry distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #386 out of 962 companies for Debt-to-Equity. This puts Virtus Artificial Intelligence & Technology Opportunities Fund in the upper half of its industry. The industry median Debt-to-Equity is 0.21. Virtus Artificial Intelligence & Technology Opportunities Fund's value of 0.15 is 28.6% below this benchmark. Historically, Virtus Artificial Intelligence & Technology Opportunities Fund's own Debt-to-Equity has ranged from 0.03 to 0.19 over the past decade. While the company's 10-year median is 0.16 vs. the industry median of 0.21, Virtus Artificial Intelligence & Technology Opportunities Fund has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Debt-to-Equity for an Asset Management company?
The median Debt-to-Equity among Asset Management companies is 0.21, based on 962 companies in the industry. Companies in the top quartile (top 25%) have a Debt-to-Equity significantly above this median, while those in the bottom quartile fall well below. However, Debt-to-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Virtus Artificial Intelligence & Technology Opportunities Fund's current Debt-to-Equity of 0.15 is 28.6% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Debt-to-Equity mean?
A high Debt-to-Equity can signal that a stock is expensive relative to its fundamentals. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Virtus Artificial Intelligence & Technology Opportunities Fund and its competitors. For the Asset Management industry, the median Debt-to-Equity is 0.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Virtus Artificial Intelligence & Technology Opportunities Fund's current Debt-to-Equity is 0.15, which is near median its own 10-year median of 0.16. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus Artificial Intelligence & Technology Opportunities Fund stock overvalued right now?
Based on GuruFocus' analysis, Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is currently considered Modestly Undervalued. The stock's GF Value™ is $31.97, compared to a current price of $26.10 — trading 18.4% below its estimated fair value. The current Debt-to-Equity is 0.15, which is near median its 10-year median of 0.16 and 28.6% below the Asset Management industry median of 0.21. Virtus Artificial Intelligence & Technology Opportunities Fund's overall GF Score™ is 55/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Debt-to-Equity calculated?
Debt-to-Equity is calculated from a company's financial statements. For Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), the current Debt-to-Equity is 0.15 as of Jan. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Overvalued in 2026?
Based on GuruFocus' analysis, Virtus Artificial Intelligence & Technology Opportunities Fund stock appears to be undervalued.
The current stock price of $26.10 is trading 18.4% below its estimated GF Value™ of $31.97.
GuruFocus considers Virtus Artificial Intelligence & Technology Opportunities Fund to be Modestly Undervalued.
Key valuation signals for AIO:
Debt-to-Equity: 0.15 (near median its 10-year median of 0.16)
GF Value™: $31.97 vs. price of $26.10 (18.4% below fair value)
Industry Position: 28.6% below the Asset Management median (#386 of 962)
No single metric tells the full story. See the AIO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Virtus Artificial Intelligence & Technology Opportunities Fund Business Description
Virtus Artificial Intelligence & Technology Opportunities Fund is a diversified, limited-term, closed-end management investment company. Its investment objective is to provide total return through a combination of current income, current gains, and long-term capital appreciation.
55GF Score
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