Virtus Investment Partners, Inc. (VRTS) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

Victory Capital Holdings, Inc.

TPG, Inc.

Hercules Capital, Inc.

Oaktree Specialty Lending Corp.

Virtus Investment Partners, Inc.

Artisan Partners Asset Management, Inc.

Goldman Sachs BDC, Inc.

Golub Capital BDC, Inc.

Sixth Street Specialty Lending, Inc.

Prospect Capital Corp.

StepStone Group, Inc.

Why is Virtus Investment Partners, Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 17.02%

Poor long term growth as Net Sales has grown by an annual rate of 9.96%

Flat results in Jun 25

CASH AND EQV(HY) Lowest at USD 462.92 MM
DEBT-EQUITY RATIO (HY) Highest at 9.3 %

With ROE of 13.07%, it has a fair valuation with a 2.14 Price to Book Value

The stock is trading at a fair value compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of -24.89%, its profits have fallen by -1.9% ; the PEG ratio of the company is 16.4

Below par performance in long term as well as near term

Along with generating -24.89% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Virtus Investment Partners, 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 Virtus Investment Partners, Inc. for you?

Medium Risk, Low Return

Absolute

Risk Adjusted

Volatility

Virtus Investment Partners, Inc.

-22.41%

-0.69

33.91%

S&P 500

13.99%

0.81

19.85%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

9.96%

EBIT Growth (5y)

11.30%

EBIT to Interest (avg)

3.26

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

29.24%

Dividend Payout Ratio

49.15%

Pledged Shares

Institutional Holding

87.12%

ROCE (avg)

72.60%

ROE (avg)

17.02%

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

2.14

EV to EBIT

10.75

EV to EBITDA

7.67

EV to Capital Employed

2.52

EV to Sales

1.93

PEG Ratio

16.39

Dividend Yield

1.57%

ROCE (Latest)

23.40%

ROE (Latest)

13.07%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bullish

Bearish

RSI

No Signal

Bollinger Bands

Bearish

Moving Averages

Bearish (Daily)

KST

Mildly Bullish

Bearish

Dow Theory

Mildly Bearish

OBV

Mildly Bearish

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

9What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 250.92 MM

DIVIDEND PER SHARE(HY)

Highest at USD 8.2

RAW MATERIAL COST(Y)

Fallen by -2.48% (YoY

NET PROFIT(Q)

Highest at USD 40.04 MM

EPS(Q)

Highest at USD 6.12

-2What is not working for the Company

CASH AND EQV(HY)

Lowest at USD 462.92 MM

DEBT-EQUITY RATIO (HY)

Highest at 9.3 %

Here's what is working for Virtus Investment Partners, Inc.

Dividend per share

Highest at USD 8.2 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Operating Cash Flow

Highest at USD 250.92 MM

in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Net Profit

Highest at USD 40.04 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (USD MM)

EPS

Highest at USD 6.12

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (USD)

Raw Material Cost

Fallen by -2.48% (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

Here's what is not working for Virtus Investment Partners, Inc.

Cash and Eqv

Lowest at USD 462.92 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Debt-Equity Ratio

Highest at 9.3 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio