Virtus Investment PartnersFRA:VIP +1.65%71 ROE % is 3.10% as of Mar. 2026, which is 78% below its 10-year median of 14.06. GuruFocus rates FRA:VIP with a GF Score™ of 71/100 and a GF Value™ of €178.83 (Modestly Undervalued). The stock has 10 warning signs investors should review. Among 1,615 Asset Management companies, Virtus Investment Partners ranks better than 70.77% on this metric.
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
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. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
* 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 ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Virtus Investment Partners's ROE % distribution charts can be found below:
* The bar in red indicates where Virtus Investment Partners's ROE % 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 ROE %, the net income of the last fiscal year and the average total shareholder equity 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.
ROE % is displayed in the 30-year financial page.
Virtus Investment Partners (FRA:VIP) has a ROE % of 3.10% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Virtus Investment Partners and its competitors. This is 78% below median its historical median of 14.06. Over the past decade, Virtus Investment Partners' ROE % has ranged from 8.13 to 27.04. According to the industry distribution chart, Virtus Investment Partners ranks #472 out of 1615 companies in the Asset Management industry, placing it in the top 29.2%.
Is Virtus Investment Partners' ROE % too high?
Virtus Investment Partners' current ROE % of 3.10% is 78% below median its 10-year median of 14.06. Over the past 10 years, this metric has ranged from a low of 8.13 to a high of 27.04. The Asset Management industry median ROE % is 6.35. Virtus Investment Partners' value of 3.10% is 51.2% below this industry median. Based on the distribution chart, Virtus Investment Partners ranks #472 out of 1615 companies in the Asset Management industry, which is above 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' ROE % compare to BTZ and FRBP?
According to the Asset Management industry distribution chart, Virtus Investment Partners ranks #472 out of 1615 companies for ROE %. This puts Virtus Investment Partners in the upper half of its industry. The industry median ROE % is 6.35. Virtus Investment Partners' value of 3.10% is 51.2% below this benchmark. Historically, Virtus Investment Partners' own ROE % has ranged from 8.13 to 27.04 over the past decade. While the company's 10-year median is 14.06 vs. the industry median of 6.35, 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.35, based on 1,615 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Virtus Investment Partners's current ROE % of 3.10% is 51.2% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Virtus Investment Partners and its competitors. For the Asset Management industry, the median ROE % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Virtus Investment Partners's current ROE % is 3.10%, which is 78% below median its own 10-year median of 14.06. 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 €178.83, compared to a current price of €123.00 — trading 31.2% below its estimated fair value. The current ROE % is 3.10%, which is 78% below median its 10-year median of 14.06 and 51.2% below the Asset Management industry median of 6.35. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Virtus Investment Partners (FRA:VIP), the current ROE % is 3.10% 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 31.2% below its estimated GF Value™ of €178.83.
GuruFocus considers Virtus Investment Partners to be Modestly Undervalued.
Key valuation signals for FRA:VIP:
ROE %: 3.10% (78% below median its 10-year median of 14.06)
GF Value™: €178.83 vs. price of €123.00 (31.2% below fair value)
Industry Position: 51.2% below the Asset Management median (#472 of 1615)
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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