VRTS (Virtus Investment Partners) Moat Score: 4/10 (As of Jun. 25, 2026)


VRTS Virtus Investment Partners Inc VRTS
75 GF Score
Price $138.61
GF Value $201.52
Valuation Possible Value Trap
! 10 Warning Signs
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What is Virtus Investment Partners Moat Score?

Virtus Investment Partners VRTS -2.33% 75 Moat Score is 4 as of Jun. 25, 2026. GuruFocus rates VRTS with a GF Score™ of 75/100 and a GF Value™ of $201.52 (Possible Value Trap). The stock has 10 warning signs investors should review. Among 1,702 Asset Management companies, Virtus Investment Partners ranks better than 95.53% on this metric.

Virtus Investment Partners has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

Virtus Investment Partners has Narrow Moat: Virtus Investment Partners has a discernible but modest moat, primarily due to its brand strength and customer loyalty in asset management. However, the industry is highly competitive, and switching costs are moderate, limiting its moat strength.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Virtus Investment Partners might have Narrow Moat - Discernible but modest moat.

Virtus Investment Partners  (NYSE:VRTS) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Virtus Investment Partners Moat Score Related Terms

VRTS vs BTZ, FRBP, TYG: Moat Score Comparison

For the Asset Management subindustry, Virtus Investment Partners's Moat Score, along with its competitors' market caps and Moat Score 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.

Virtus Investment Partners Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Virtus Investment Partners's Moat Score distribution charts can be found below:

* The bar in red indicates where Virtus Investment Partners's Moat Score falls into.


VRTS
75GF Score
Virtus Investment Partners Inc VRTS
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 4 mean?
Virtus Investment Partners (VRTS) has a Moat Score of 4 as of Jun. 25, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Virtus Investment Partners ranks #76 out of 1702 companies in the Asset Management industry, placing it in the top 4.5%.
Is Virtus Investment Partners' Moat Score too high?
Virtus Investment Partners' current Moat Score is 4. Based on the distribution chart, Virtus Investment Partners ranks #76 out of 1702 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Virtus Investment Partners has a GF Score™ of 75/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Virtus Investment Partners' Moat Score compare to BTZ and FRBP?
According to the Asset Management industry distribution chart, Virtus Investment Partners ranks #76 out of 1702 companies for Moat Score. This places Virtus Investment Partners in the top 5% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Virtus Investment Partners's current Moat Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus Investment Partners stock overvalued right now?
Based on GuruFocus' analysis, Virtus Investment Partners (VRTS) is currently considered Possible Value Trap. The stock's GF Value™ is $201.52, compared to a current price of $138.61 — trading 31.2% below its estimated fair value. The current Moat Score is 4. Virtus Investment Partners' overall GF Score™ is 75/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Virtus Investment Partners (VRTS), the current Moat Score is 4 as of Jun. 25, 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 Investment Partners (VRTS) Overvalued in 2026?

Based on GuruFocus' analysis, Virtus Investment Partners stock appears to be undervalued. The current stock price of $138.61 is trading 31.2% below its estimated GF Value™ of $201.52. GuruFocus considers Virtus Investment Partners to be Possible Value Trap.

Key valuation signals for VRTS:

  • Moat Score: 4
  • GF Value™: $201.52 vs. price of $138.61 (31.2% below fair value)
  • GF Score™: 75/100 with 10 warning signs

No single metric tells the full story. See the VRTS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Virtus Investment Partners Business Description

Other Exchanges VIP:Germany
Address One Financial Plaza, Hartford, CT, USA, 06103
Virtus Investment Partners Inc provides investment management and related services to institutions and individuals. It uses a multi-manager, multi-style approach, offering investment strategies from investment managers, each having its distinct investment style, autonomous investment process, and individual brand, as well as from select unaffiliated managers for certain funds. Through its multi-manager model, the group provides investment managers with distribution, business, and operational support. The Company operates in one business segment, namely as an asset manager providing investment management and related services for individual and institutional clients.
75GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$138.61
Price
$201.52
GF Value