ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Virtus Investment Partners's annualizedNet Income for the quarter that ended in Mar. 2026 was €24.7 Mil.
Virtus Investment Partners's average Total Assets over the quarter that ended in Mar. 2026 was €3,805.4 Mil. Therefore, Virtus Investment Partners's annualized ROA % for the quarter that ended in Mar. 2026 was 0.65%.
The historical rank and industry rank for Virtus Investment Partners's ROA % or its related term are showing as below:
FRA:VIP'
s ROA % Range Over the Past 10 Years
Min: 2.17 Med: 3.16 Max: 5.76
Current: 2.9
During the past 13 years, Virtus Investment Partners's highest ROA % was 5.76%. The lowest was 2.17%. And the median was 3.16%.
FRA:VIP's ROA % is ranked worse than 55.98% of 1638
companies
in the Asset Management industry
Industry Median: 3.95
vs FRA:VIP: 2.90
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue 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.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
* 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.
For the Asset Management subindustry, Virtus Investment Partners's ROA %, along with its competitors' market caps and ROA % 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 ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Virtus Investment Partners's ROA % distribution charts can be found below:
* The bar in red indicates where Virtus Investment Partners's ROA % falls into.
* 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.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Virtus Investment Partners (FRA:VIP) has a ROA % of 0.65% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Virtus Investment Partners and its competitors. This is 79% below median its historical median of 3.16. Over the past decade, Virtus Investment Partners' ROA % has ranged from 2.17 to 5.76. According to the industry distribution chart, Virtus Investment Partners ranks #917 out of 1638 companies in the Asset Management industry, placing it in the top 56%.
Is Virtus Investment Partners' ROA % too high?
Virtus Investment Partners' current ROA % of 0.65% is 79% below median its 10-year median of 3.16. Over the past 10 years, this metric has ranged from a low of 2.17 to a high of 5.76. The Asset Management industry median ROA % is 3.95. Virtus Investment Partners' value of 0.65% is 83.5% below this industry median. Based on the distribution chart, Virtus Investment Partners ranks #917 out of 1638 companies in the Asset Management industry, which is below the industry midpoint. Overall, Virtus Investment Partners has a GF Score™ of 71/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Virtus Investment Partners' ROA % compare to BTZ and FRBP?
According to the Asset Management industry distribution chart, Virtus Investment Partners ranks #917 out of 1638 companies for ROA %. This places Virtus Investment Partners in the lower half of its industry. The industry median ROA % is 3.95. Virtus Investment Partners' value of 0.65% is 83.5% below this benchmark. Historically, Virtus Investment Partners' own ROA % has ranged from 2.17 to 5.76 over the past decade. While the company's 10-year median is 3.16 vs. the industry median of 3.95, Virtus Investment Partners 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 ROA % for an Asset Management company?
The median ROA % among Asset Management companies is 3.95, based on 1,638 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Virtus Investment Partners's current ROA % of 0.65% is 83.5% 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 ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Virtus Investment Partners and its competitors. For the Asset Management industry, the median ROA % is 3.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Virtus Investment Partners's current ROA % is 0.65%, which is 79% below median its own 10-year median of 3.16. 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 (FRA:VIP) is currently considered Modestly Undervalued. The stock's GF Value™ is €171.89, compared to a current price of €123.00 — trading 28.4% below its estimated fair value. The current ROA % is 0.65%, which is 79% below median its 10-year median of 3.16 and 83.5% below the Asset Management industry median of 3.95. Virtus Investment Partners' overall GF Score™ is 71/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Virtus Investment Partners (FRA:VIP), the current ROA % is 0.65% as of Mar. 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 (FRA:VIP) Overvalued in 2026?
Based on GuruFocus' analysis, Virtus Investment Partners stock appears to be undervalued.
The current stock price of €123.00 is trading 28.4% below its estimated GF Value™ of €171.89.
GuruFocus considers Virtus Investment Partners to be Modestly Undervalued.
Key valuation signals for FRA:VIP:
ROA %: 0.65% (79% below median its 10-year median of 3.16)
GF Value™: €171.89 vs. price of €123.00 (28.4% below fair value)
Industry Position: 83.5% below the Asset Management median (#917 of 1638)
No single metric tells the full story. See the FRA:VIP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
71GF Score
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