ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Victory Capital Holdings, Inc. ?
1
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%
2
With a growth in Net Profit of 24.31%, the company declared Outstanding results in Jun 26
- The company has declared positive results for the last 10 consecutive quarters
- INTEREST COVERAGE RATIO(Q) Highest at 1,617.41
- OPERATING CASH FLOW(Y) Highest at USD 567.36 MM
- DIVIDEND PER SHARE(HY) Highest at USD 6.99
3
With ROE of 14.84%, it has a fair valuation with a 1.83 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 59.58%, its profits have risen by 23.9% ; the PEG ratio of the company is 0.5
4
Consistent Returns over the last 3 years
- Along with generating 59.58% returns in the last 1 year, the stock has outperformed S&P 500 in each of the last 3 annual periods
Real-Time Research ReportHow 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.
59.58%
3.64
32.43%
S&P 500
15.76%
1.20
13.17%
Quality
Management Risk
Growth
Capital StructureQuality 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)
0
Sales to Capital Employed (avg)
0
Tax Ratio
22.71%
Dividend Payout Ratio
47.60%
Pledged Shares
0
Institutional Holding
89.12%
ROCE (avg)
43.96%
ROE (avg)
27.50%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
12
Industry P/E
Price to Book Value
1.83
EV to EBIT
7.82
EV to EBITDA
6.39
EV to Capital Employed
1.89
EV to Sales
3.23
PEG Ratio
0.51
Dividend Yield
2.88%
ROCE (Latest)
24.13%
ROE (Latest)
14.84%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
Mildly Bullish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend26What is working for the Company
INTEREST COVERAGE RATIO(Q)
Highest at 1,617.41
OPERATING CASH FLOW(Y)
Highest at USD 567.36 MM
DIVIDEND PER SHARE(HY)
Highest at USD 6.99
NET SALES(Q)
Highest at USD 443.7 MM
PRE-TAX PROFIT(Q)
Highest at USD 197.99 MM
NET PROFIT(Q)
Highest at USD 147.4 MM
RAW MATERIAL COST(Y)
Fallen by -4.59% (YoY
EPS(Q)
Highest at USD 1.68
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Victory Capital Holdings, Inc.
Interest Coverage Ratio
Highest at 1,617.41 and Grown
In each period in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Net Sales
Highest at USD 443.7 MM and Grown
In each period in the last five periodsMOJO Watch
Near term sales trend is very positive
Net Sales (USD MM)
Pre-Tax Profit
Highest at USD 197.99 MM and Grown
In each period in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 147.4 MM and Grown
In each period in the last five periodsMOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Dividend per share
Highest at USD 6.99 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Operating Cash Flow
Highest at USD 567.36 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Net Sales
At USD 443.7 MM has Grown at 19.72%
over average net sales of the previous four periods of USD 370.61 MMMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
EPS
Highest at USD 1.68
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Raw Material Cost
Fallen by -4.59% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
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