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

Victory Capital Holdings, Inc.

Artisan Partners Asset Management, Inc.

TPG, Inc.

Hercules Capital, Inc.

Oaktree Specialty Lending Corp.

StepStone Group, Inc.

Virtus Investment Partners, Inc.

Prospect Capital Corp.

Goldman Sachs BDC, Inc.

Golub Capital BDC, Inc.

Sixth Street Specialty Lending, Inc.

Why is Virtus Investment Partners, Inc. ?

Poor long term growth as Net Sales has grown by an annual rate of 6.40%

Negative results in Mar 26

ROCE(HY) Lowest at 12.91%
INTEREST COVERAGE RATIO(Q) Lowest at 54.03
DEBT-EQUITY RATIO (HY) Highest at 280.4 %

Consistent Underperformance against the benchmark over the last 3 years

Along with generating -18.39% 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 Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

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

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Virtus Investment Partners, Inc. for you?

High Risk, Low Return

Absolute

Risk Adjusted

Volatility

Virtus Investment Partners, Inc.

-18.39%

-0.99

34.72%

S&P 500

25.41%

1.92

13.25%

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

46.56%

Pledged Shares

Institutional Holding

96.69%

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

1.52

EV to EBIT

6.51

EV to EBITDA

4.61

EV to Capital Employed

2.07

EV to Sales

1.14

PEG Ratio

0.52

Dividend Yield

1.18%

ROCE (Latest)

31.78%

ROE (Latest)

14.68%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bullish

Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Moving Averages

Mildly Bearish (Daily)

KST

Bearish

Dow Theory

Mildly Bullish

Mildly Bearish

OBV

Mildly Bullish

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

4What is working for the Company

DIVIDEND PER SHARE(HY)

Highest at USD 7.56

DIVIDEND PAYOUT RATIO(Y)

Highest at 229.25%

RAW MATERIAL COST(Y)

Fallen by 0.51% (YoY

-20What is not working for the Company

ROCE(HY)

Lowest at 12.91%

INTEREST COVERAGE RATIO(Q)

Lowest at 54.03

DEBT-EQUITY RATIO (HY)

Highest at 280.4 %

DEBTORS TURNOVER RATIO(HY)

Lowest at 7.56 times

NET SALES(Q)

Lowest at USD 200.38 MM

PRE-TAX PROFIT(Q)

Lowest at USD 16.58 MM

NET PROFIT(Q)

Lowest at USD 8.64 MM

EPS(Q)

Lowest at USD 1.05

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

Dividend per share

Highest at USD 7.56 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Dividend Payout Ratio

Highest at 229.25%

in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

Raw Material Cost

Fallen by 0.51% (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

Depreciation

Highest at USD 16.84 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (USD MM)

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

Pre-Tax Profit

At USD 16.58 MM has Fallen at -64.29%

over average net sales of the previous four periods of USD 46.43 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (USD MM)

Net Profit

At USD 8.64 MM has Fallen at -74.79%

over average net sales of the previous four periods of USD 34.28 MM

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (USD MM)

Interest Coverage Ratio

Lowest at 54.03

in the last five periods

MOJO Watch

The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Net Sales

Lowest at USD 200.38 MM

in the last five periods

MOJO Watch

Near term sales trend is negative

Net Sales (USD MM)

Pre-Tax Profit

Lowest at USD 16.58 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (USD MM)

Net Profit

Lowest at USD 8.64 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is negative

Net Profit (USD MM)

EPS

Lowest at USD 1.05

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (USD)

Debt-Equity Ratio

Highest at 280.4 %

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

Debtors Turnover Ratio

Lowest at 7.56 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio

Non Operating Income

Highest at USD 3.92 MM

in the last five periods

MOJO Watch

Increased income from non business activities may not be sustainable

Non Operating income