Virtus Investment Partners (FRA:VIP) ROCE %: 5.14% (As of Mar. 2026)

What is Virtus Investment Partners ROCE %?

Virtus Investment Partners FRA:VIP +1.65% 71 ROCE % is 5.14% as of Mar. 2026. GuruFocus rates FRA:VIP with a GF Score™ of 71/100 and a GF Value™ of €171.89 (Modestly Undervalued). The stock has 10 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Virtus Investment Partners's annualized ROCE % for the quarter that ended in Mar. 2026 was 5.14%.

Virtus Investment Partners (FRA:VIP) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Virtus Investment Partners ROCE % Related Terms

Virtus Investment Partners ROCE % Historical Data

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The historical data trend for Virtus Investment Partners's ROCE % can be seen below:

* 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 Investment Partners ROCE % Chart

Virtus Investment Partners Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

ROCE %

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12.39

7.22

9.99

10.90

8.35

Virtus Investment Partners Quarterly Data
	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24	Jun24	Sep24	Dec24	Mar25	Jun25	Sep25	Dec25	Mar26
ROCE %	Get a 7-Day Free Trial															8.57	10.23	9.02	9.52	5.14

71GF Score

Virtus Investment Partners Inc FRA:VIP

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Virtus Investment Partners ROCE % Calculation

Virtus Investment Partners's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	298.582	/	( ( (3814.742 - 198.186)	+	(3664.685 - 130.437) )	/ 2 )
	=	298.582	/	( (3616.556	+	3534.248)	/ 2 )
	=	298.582	/	3575.402
	=	8.35 %

Virtus Investment Partners's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Mar. 2026 )		(Q: Dec. 2025 )		(Q: Mar. 2026 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Mar. 2026 )		(Q: Dec. 2025 )		(Q: Mar. 2026 )
	=	187.36	/	( ( (3664.685 - 130.437)	+	(3946.202 - 192.704) )	/ 2 )
	=	187.36	/	( ( 3534.248	+	3753.498 )	/ 2 )
	=	187.36	/	3643.873
	=	5.14 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 5.14% mean?

Virtus Investment Partners (FRA:VIP) has a ROCE % of 5.14% as of Mar. 2026.

Is Virtus Investment Partners' ROCE % too high?

Virtus Investment Partners' current ROCE % is 5.14%. The Asset Management industry median ROCE % is 4.46. Virtus Investment Partners' value of 5.14% is 15.2% above this industry median. 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' ROCE % compare to BTZ and FRBP?

Virtus Investment Partners' ROCE % of 5.14% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.46. Virtus Investment Partners' value of 5.14% is 15.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROCE % for an Asset Management company?

The median ROCE % among Asset Management companies is 4.46, based on 707 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Virtus Investment Partners's current ROCE % of 5.14% is 15.2% 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 ROCE % mean?

A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Virtus Investment Partners's current ROCE % is 5.14%. 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 ROCE % is 5.14% and 15.2% above the Asset Management industry median of 4.46. 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 ROCE % calculated?

ROCE % is calculated from a company's financial statements. For Virtus Investment Partners (FRA:VIP), the current ROCE % is 5.14% 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:

ROCE %: 5.14%
GF Value™: €171.89 vs. price of €123.00 (28.4% below fair value)
GF Score™: 71/100 with 10 warning signs
Industry Position: 15.2% above the Asset Management median

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 Business Description

Industry Financial Services Asset Management

Comparable Companies BTZ FRBP TYG PDX OXLC KBDC STK NRK AIO BBN BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP

Other Exchanges VRTS:USA

Address One Financial Plaza, Hartford, CT, USA, 06103

Website https://www.virtus.com

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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€123.00

Price

€171.89

GF Value

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