Victory Capital Holdings, Inc. (VCTR) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Victory Capital Holdings, Inc.

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Why is Victory Capital Holdings, Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 27.50%

Healthy long term growth as Operating profit has grown by an annual rate of 10.18%

With a growth in Net Profit of 16.85%, the company declared Very Positive results in Dec 25

The company has declared positive results for the last 5 consecutive quarters
INTEREST COVERAGE RATIO(Q) Highest at 1,199.72
DEBT-EQUITY RATIO (HY) Lowest at 33.25 %
DIVIDEND PER SHARE(HY) Highest at USD 9.37

With ROE of 14.84%, it has a fair valuation with a 1.89 Price to Book Value

The stock is trading at a discount compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 15.79%, its profits have risen by 23.9% ; the PEG ratio of the company is 0.5

High Institutional Holdings at 90.68%

These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
Their stake has increased by 5.54% over the previous quarter.

Consistent Returns over the last 3 years

Along with generating 15.79% returns in the last 1 year, the stock has outperformed S&P 500 in each of the last 3 annual periods

Real-Time Research Report

Verdict Report

How much should you buy?

Overall Portfolio exposure to Victory Capital Holdings, Inc. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Victory Capital Holdings, Inc. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

Victory Capital Holdings, Inc.

15.79%

1.12

35.55%

S&P 500

14.9%

0.77

19.29%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

8.78%

EBIT Growth (5y)

10.18%

EBIT to Interest (avg)

9.33

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

22.71%

Dividend Payout Ratio

47.55%

Pledged Shares

Institutional Holding

90.68%

ROCE (avg)

43.96%

ROE (avg)

27.50%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.89

EV to EBIT

8.10

EV to EBITDA

6.67

EV to Capital Employed

1.95

EV to Sales

3.34

PEG Ratio

0.53

Dividend Yield

2.78%

ROCE (Latest)

24.13%

ROE (Latest)

14.84%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

RSI

No Signal

Bollinger Bands

Bullish

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Bullish

Mildly Bearish

Dow Theory

Mildly Bearish

Bullish

OBV

Mildly Bearish

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

23What is working for the Company

INTEREST COVERAGE RATIO(Q)

Highest at 1,199.72

DEBT-EQUITY RATIO (HY)

Lowest at 33.25 %

DIVIDEND PER SHARE(HY)

Highest at USD 9.37

NET SALES(Q)

Highest at USD 374.12 MM

NET PROFIT(Q)

Highest at USD 119.13 MM

EPS(Q)

Highest at USD 1.32

-3What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 240.78 MM

RAW MATERIAL COST(Y)

Grown by 6.38% (YoY

Here's what is working for Victory Capital Holdings, Inc.

Interest Coverage Ratio

Highest at 1,199.72 and Grown

In each period in the last five periods

MOJO Watch

The company's ability to manage interest payments is improving

Operating Profit to Interest

Debt-Equity Ratio

Lowest at 33.25 % and Grown

In each half year in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Dividend per share

Highest at USD 9.37 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Net Sales

Highest at USD 374.12 MM

in the last five periods

MOJO Watch

Near term sales trend is positive

Net Sales (USD MM)

Net Sales

At USD 374.12 MM has Grown at 26.7%

over average net sales of the previous four periods of USD 295.29 MM

MOJO Watch

Near term sales trend is positive

Net Sales (USD MM)

Net Profit

Highest at USD 119.13 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (USD MM)

EPS

Highest at USD 1.32

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (USD)

Here's what is not working for Victory Capital Holdings, Inc.

Operating Cash Flow

Lowest at USD 240.78 MM

in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Raw Material Cost

Grown by 6.38% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin

Raw Material Cost as a percentage of Sales