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Virtus Investment Partners, Inc.

Datakwaliteit: 100%
VRTS
NASDAQ Financial Services Asset Management
€ 130,03
▲ € 3,48 (2,75%)
Marktkapitalisatie: 878,28M
Dagbereik
€ 128,14 € 131,42
52-Weeksbereik
€ 124,70 € 215,06
Volume
83.476
50D / 200D Gem.
€ 148,27 / € 173,29
Vorige Slotkoers
€ 126,55

Koershistorie

Financiële Trends

Sectorvergelijking

vs Financial Services sector mediaan (854 peers)

Metriek Aandeel Sector Mediaan
P/E 6,4 10,3
P/B 0,9 1,1
ROE % 15,1 11,7
Net Margin % 16,7 16,8
Rev Growth 5Y % -3,9 11,7
D/E 0,5 0,5

Koersdoel Analisten

Hold
€ 167,67 +28.9%
Low: € 142,00 High: € 206,00
Forward K/W
5,2
Forward WPA
€ 25,07
WPA Groei (sch.)
+0,0%
Omzet Sch.
770 M

Winstschattingen

Periode WPA Sch. Omzet Sch. Analisten
FY2027 € 26,73
€ 26,20 – € 27,76
790 M 3
FY2026 € 25,07
€ 24,51 – € 25,36
770 M 3

Belangrijkste Punten

Revenue declined -3,92% annually over 5 years
ROE of 15,11% — decent returns on equity
Net margin of 16,66% shows strong profitability
Negative free cash flow of -74,09M
P/E of 6,35 — trading at a low valuation
PEG of 0,45 suggests growth is underpriced

Groei

Revenue Growth (5Y)
-3,92%
Revenue (1Y)-8,00%
Earnings (1Y)13,68%
FCF Growth (3Y)N/A

Kwaliteit

Return on Equity
15,11%
ROIC7,67%
Net Margin16,66%
Op. Margin17,44%

Veiligheid

Debt / Equity
0,52
Current Ratio29,07
Interest Coverage0,89

Waardering

P/E Ratio
6,35
P/B Ratio0,94
EV/EBITDA6,10
Dividend Yield0,06%

All Fundamental Metrics

Growth
Revenue Growth (1Y) -8,00% Revenue Growth (3Y) -0,65%
Earnings Growth (1Y) 13,68% Earnings Growth (3Y) 2,93%
Revenue Growth (5Y) -3,92% Earnings Growth (5Y) -9,70%
Profitability
Revenue (TTM) 830,59M Net Income (TTM) 138,40M
ROE 15,11% ROA 3,23%
Gross Margin 74,89% Operating Margin 17,44%
Net Margin 16,66% Free Cash Flow (TTM) -74,09M
ROIC 7,67% FCF Growth (3Y) N/A
Safety
Debt / Equity 0,52 Current Ratio 29,07
Interest Coverage 0,89 Dividend Yield 0,06%
Valuation
P/E Ratio 6,35 P/B Ratio 0,94
P/S Ratio 1,06 PEG Ratio 0,45
EV/EBITDA 6,10 Dividend Yield 0,06%
Market Cap 878,28M Enterprise Value 884,29M

Income Statement

Annual, most recent first

Income statement data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 830,59M 902,82M 841,49M 881,72M 974,67M
Net Income 138,40M 121,75M 130,62M 117,54M 208,13M
EPS (Diluted) 19,97 16,89 17,71 15,50 26,01
Gross Profit 622,00M 470,23M 436,74M 510,46M 616,44M
Operating Income 144,88M 182,49M 151,48M 197,46M 325,49M

Balance Sheet

Annual, most recent first

Balance sheet data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 4,29B 3,99B 3,68B 3,95B 3,93B
Total Liabilities 3,31B 2,99B 2,71B 3,02B 2,96B
Shareholders' Equity 934,04M 897,49M 863,93M 817,02M 828,30M
Total Debt 483,18M 2,47B 2,25B 2,34B 2,30B
Cash & Equivalents 477,17M 399,58M 340,33M 588,54M 585,54M
Current Assets 489,22M 517,52M 450,09M 688,45M 710,02M
Current Liabilities 16,83M 207,53M 146,57M 279,91M 248,39M

Strategiescores

This stock passed the criteria for 1 strategy

Score = fit strength (0–100)
Rank = position among all matches
#173 of 658
47

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