Virtus Investment Partners (FRA:VIP) 3-Year ROIIC % : -3.34% (As of Dec. 2025)


FRA:VIP Virtus Investment Partners Inc FRA:VIP
71 GF Score
Price €123.00
GF Value €171.89
Valuation Modestly Undervalued
! 10 Warning Signs
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What is Virtus Investment Partners 3-Year ROIIC %?

Virtus Investment Partners FRA:VIP +1.65% 71 3-Year ROIIC % is -3.34 as of Dec. 2025. 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. Among 653 Asset Management companies, Virtus Investment Partners ranks worse than 66% on this metric.

3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year. Virtus Investment Partners's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was -3.34%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Virtus Investment Partners's 3-Year ROIIC % or its related term are showing as below:

FRA:VIP's 3-Year ROIIC % is ranked worse than
66% of 653 companies
in the Asset Management industry
Industry Median: 2.25 vs FRA:VIP: -3.34

Virtus Investment Partners  (FRA:VIP) 3-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Virtus Investment Partners 3-Year ROIIC % Related Terms


Virtus Investment Partners 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Virtus Investment Partners's 3-Year ROIIC % 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 3-Year ROIIC % Chart

Virtus Investment Partners Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 67.30 9.00 3.25 -47.59 -3.34

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
3-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 -3.34 0.00

FRA:VIP vs BTZ, FRBP, TYG: 3-Year ROIIC % Comparison

For the Asset Management subindustry, Virtus Investment Partners's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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 3-Year ROIIC % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Virtus Investment Partners's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Virtus Investment Partners's 3-Year ROIIC % falls into.


FRA:VIP
71GF Score
Virtus Investment Partners Inc FRA:VIP
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Virtus Investment Partners 3-Year ROIIC % Calculation

Virtus Investment Partners's 3-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 103.6679548 (Dec. 2025) - 128.6646078 (Dec. 2022) )/( 3168.58 (Dec. 2025) - 3081.67 (Dec. 2022) )
=-24.996653/86.91
=-28.76%***

* 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.

** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of -3.34 mean?
Virtus Investment Partners (FRA:VIP) has a 3-Year ROIIC % of -3.34 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Virtus Investment Partners and its competitors. According to the industry distribution chart, Virtus Investment Partners ranks #431 out of 653 companies in the Asset Management industry, placing it in the top 66%.
Is Virtus Investment Partners' 3-Year ROIIC % too high?
Virtus Investment Partners' current 3-Year ROIIC % is -3.34. Based on the distribution chart, Virtus Investment Partners ranks #431 out of 653 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' 3-Year ROIIC % compare to BTZ and FRBP?
According to the Asset Management industry distribution chart, Virtus Investment Partners ranks #431 out of 653 companies for 3-Year ROIIC %. This places Virtus Investment Partners in the lower half of its industry. The industry median 3-Year ROIIC % is 2.25. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 2.25, based on 653 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Virtus Investment Partners and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.25 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Virtus Investment Partners's current 3-Year ROIIC % is -3.34. 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 3-Year ROIIC % is -3.34. 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 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Virtus Investment Partners (FRA:VIP), the current 3-Year ROIIC % is -3.34 as of Dec. 2025. 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:

  • 3-Year ROIIC %: -3.34
  • GF Value™: €171.89 vs. price of €123.00 (28.4% below fair value)
  • GF Score™: 71/100 with 10 warning signs

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

Other Exchanges VRTS:USA
Address One Financial Plaza, Hartford, CT, USA, 06103
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

Get the complete analysis for FRA:VIP

3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€123.00
Price
€171.89
GF Value