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

Comparison

Company

Score

Quality

Valuation

Financial

Technical

TPG, Inc.

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Oaktree Specialty Lending Corp.

Virtus Investment Partners, Inc.

Golub Capital BDC, Inc.

Goldman Sachs BDC, Inc.

Sixth Street Specialty Lending, Inc.

StepStone Group, Inc.

Prospect Capital Corp.

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 6.40%

The company has declared negative results in Mar'2025 after 2 consecutive positive quarters

OPERATING CASH FLOW(Y) Lowest at USD 140.59 MM
CASH AND EQV(HY) Lowest at USD 462.24 MM
DEBTORS TURNOVER RATIO(HY) Lowest at 0 times

With ROE of 14.68%, it has a very attractive valuation with a 1.48 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 -26.30%, its profits have risen by 15.5% ; the PEG ratio of the company is 0.5

High Institutional Holdings at 93.36%

These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
Their stake has increased by 6.24% over the previous quarter.

Below par performance in long term as well as near term

Along with generating -26.30% 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.

-24.77%

-1.12

36.08%

S&P 500

16.08%

0.62

19.30%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

6.40%

EBIT Growth (5y)

5.84%

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

46.57%

Pledged Shares

Institutional Holding

93.36%

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

1.48

EV to EBIT

6.87

EV to EBITDA

4.86

EV to Capital Employed

1.82

EV to Sales

1.20

PEG Ratio

0.50

Dividend Yield

1.22%

ROCE (Latest)

26.46%

ROE (Latest)

14.68%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Dow Theory

Mildly Bullish

No Trend

OBV

Mildly Bearish

No Trend

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

3What is working for the Company

DIVIDEND PER SHARE(HY)

Highest at USD 0

RAW MATERIAL COST(Y)

Fallen by 1.02% (YoY

-7What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 140.59 MM

CASH AND EQV(HY)

Lowest at USD 462.24 MM

DEBTORS TURNOVER RATIO(HY)

Lowest at 0 times

INTEREST(Q)

Highest at USD 46.59 MM

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

Dividend per share

Highest at USD 0 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Raw Material Cost

Fallen by 1.02% (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.

Interest

At USD 46.59 MM has Grown at 20.67%

period on period (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (USD MM)

Operating Cash Flow

Lowest at USD 140.59 MM

in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Interest

Highest at USD 46.59 MM

in the last five periods and Increased by 20.67% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (USD MM)

Cash and Eqv

Lowest at USD 462.24 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Debtors Turnover Ratio

Lowest at 0 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio