ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Virtus Investment Partners, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 17.02%
2
Poor long term growth as Net Sales has grown by an annual rate of 9.96%
3
Flat results in Jun 25
- CASH AND EQV(HY) Lowest at USD 462.92 MM
- DEBT-EQUITY RATIO (HY) Highest at 9.3 %
4
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 -34.38%, its profits have fallen by -1.9% ; the PEG ratio of the company is 16.4
5
High Institutional Holdings at 87.79%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
6
Consistent Underperformance against the benchmark over the last 3 years
- Along with generating -34.38% returns in the last 1 year, the stock has also underperformed S&P 500 in each of the last 3 annual periods
Real-Time Research ReportHow 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.
-35.44%
-0.77
33.64%
S&P 500
13.22%
0.61
20.17%
Quality
Management Risk
Growth
Capital StructureQuality 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)
0
Sales to Capital Employed (avg)
0
Tax Ratio
29.24%
Dividend Payout Ratio
49.15%
Pledged Shares
0
Institutional Holding
87.79%
ROCE (avg)
72.60%
ROE (avg)
17.02%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
16
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%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
Bullish
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend9What 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 yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Operating Cash Flow
Highest at USD 250.92 MM
in the last three yearsMOJO 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 periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 6.12
in the last five periodsMOJO 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 periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Debt-Equity Ratio
Highest at 9.3 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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