The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
Virtus Artificial Intelligence & Technology Opportunities Fund Pretax Margin % Related Terms
Virtus Artificial Intelligence & Technology Opportunities Fund Pretax Margin % 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.
* 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 Pretax 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 Pretax Margin % of 99.63% as of Jan. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Virtus Artificial Intelligence & Technology Opportunities Fund and its competitors. This is near median its historical median of 99.55. Over the past decade, Virtus Artificial Intelligence & Technology Opportunities Fund's Pretax Margin % has ranged from 96.64 to 100.76. According to the industry distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #311 out of 1576 companies in the Asset Management industry, placing it in the top 19.7%.
Is Virtus Artificial Intelligence & Technology Opportunities Fund's Pretax Margin % too high?
Virtus Artificial Intelligence & Technology Opportunities Fund's current Pretax Margin % of 99.63% is near median its 10-year median of 99.55. Over the past 10 years, this metric has ranged from a low of 96.64 to a high of 100.76. The Asset Management industry median Pretax Margin % is 89.48. Virtus Artificial Intelligence & Technology Opportunities Fund's value of 99.63% is 11.3% above this industry median. Based on the distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #311 out of 1576 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. 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 Pretax Margin % compare to NRK and BCX?
According to the Asset Management industry distribution chart, Virtus Artificial Intelligence & Technology Opportunities Fund ranks #311 out of 1576 companies for Pretax Margin %. This places Virtus Artificial Intelligence & Technology Opportunities Fund in the top 20% of its industry — outperforming the majority of peers. The industry median Pretax Margin % is 89.48. Virtus Artificial Intelligence & Technology Opportunities Fund's value of 99.63% is 11.3% above this benchmark. Historically, Virtus Artificial Intelligence & Technology Opportunities Fund's own Pretax Margin % has ranged from 96.64 to 100.76 over the past decade. While the company's 10-year median is 99.55 vs. the industry median of 89.48, 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.48, based on 1,576 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax 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 Pretax Margin % of 99.63% is 11.3% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Virtus Artificial Intelligence & Technology Opportunities Fund and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.48 — 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 Pretax Margin % is 99.63%, which is near median its own 10-year median of 99.55. 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 Pretax Margin % is 99.63%, which is near median its 10-year median of 99.55 and 11.3% above the Asset Management industry median of 89.48. 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 Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), the current Pretax Margin % is 99.63% 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:
Pretax Margin %: 99.63% (near median its 10-year median of 99.55)
GF Value™: $31.97 vs. price of $27.89 (12.8% below fair value)
Industry Position: 11.3% above the Asset Management median (#311 of 1576)
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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