* 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.
* 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 OCF Margin % 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 OCF Margin % of 73.26% as of Jan. 2026. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Virtus Artificial Intelligence & Technology Opportunities Fund and its competitors. This is 26% above median its historical median of 58.06. Over the past decade, Virtus Artificial Intelligence & Technology Opportunities Fund's OCF Margin % has ranged from 37.80 to 101.35. According to the industry distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #372 out of 1461 companies in the Asset Management industry, placing it in the top 25.5%.
Is Virtus Artificial Intelligence & Technology Opportunities Fund's OCF Margin % too high?
Virtus Artificial Intelligence & Technology Opportunities Fund's current OCF Margin % of 73.26% is 26% above median its 10-year median of 58.06. Over the past 10 years, this metric has ranged from a low of 37.80 to a high of 101.35. The Asset Management industry median OCF Margin % is 15.72. Virtus Artificial Intelligence & Technology Opportunities Fund's value of 73.26% is 366% above this industry median. Based on the distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #372 out of 1461 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 OCF Margin % compare to NRK and BCX?
According to the Asset Management industry distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #372 out of 1461 companies for OCF Margin %. This puts Virtus Artificial Intelligence & Technology Opportunities Fund in the upper half of its industry. The industry median OCF Margin % is 15.72. Virtus Artificial Intelligence & Technology Opportunities Fund's value of 73.26% is 366% above this benchmark. Historically, Virtus Artificial Intelligence & Technology Opportunities Fund's own OCF Margin % has ranged from 37.80 to 101.35 over the past decade. While the company's 10-year median is 58.06 vs. the industry median of 15.72, Virtus Artificial Intelligence & Technology Opportunities Fund has consistently been above 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 OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 15.72, based on 1,461 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % 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 OCF Margin % of 73.26% is 366% above 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 OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Virtus Artificial Intelligence & Technology Opportunities Fund and its competitors. For the Asset Management industry, the median OCF Margin % is 15.72 — 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 OCF Margin % is 73.26%, which is 26% above median its own 10-year median of 58.06. 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 $27.89 — trading 12.8% below its estimated fair value. The current OCF Margin % is 73.26%, which is 26% above median its 10-year median of 58.06 and 366% above the Asset Management industry median of 15.72. Virtus Artificial Intelligence & Technology Opportunities Fund's overall GF Score™ is 55/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), the current OCF Margin % is 73.26% 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 $27.89 is trading 12.8% 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:
OCF Margin %: 73.26% (26% above median its 10-year median of 58.06)
GF Value™: $31.97 vs. price of $27.89 (12.8% below fair value)
Industry Position: 366% above the Asset Management median (#372 of 1461)
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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