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Virtus Investment Partners Inc VRTS

Morningstar Rating
$223.43 −4.59 (2.01%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

VRTS is trading at a 12% discount.
Price
$228.56
Fair Value
$381.45
Uncertainty
High
1-Star Price
$397.31
5-Star Price
$556.54
Economic Moat
Bxvp
Capital Allocation
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News

Trading Information

Previous Close Price
$228.02
Day Range
$219.51226.31
52-Week Range
$165.00258.32
Bid/Ask
$222.81 / $223.95
Market Cap
$1.59 Bil
Volume/Avg
42,449 / 57,012

Key Statistics

Price/Earnings (Normalized)
10.37
Price/Sales
1.93
Dividend Yield (Trailing)
3.08%
Dividend Yield (Forward)
3.29%
Total Yield
5.89%

Company Profile

Virtus Investment Partners Inc provides investment management and related services to individuals and institutions. Its retail products include open-end mutual funds, closed-end funds, exchange-traded funds, and variable insurance funds. Geographically, the activities are carried out through the region of the U.S. and the group generates revenue through investment management fees, distribution and service fees and administration and shareholder service fees.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Value
Total Number of Employees
824

Comparables

Valuation

Metric
VRTS
GCMG
FHI
Price/Earnings (Normalized)
10.3710.019.32
Price/Book Value
1.862.41
Price/Sales
1.933.871.67
Price/Cash Flow
7.4717.007.91
Price/Earnings
VRTS
GCMG
FHI

Financial Strength

Metric
VRTS
GCMG
FHI
Quick Ratio
3.071.753.20
Current Ratio
3.071.753.39
Interest Coverage
0.870.0934.72
Quick Ratio
VRTS
GCMG
FHI

Profitability

Metric
VRTS
GCMG
FHI
Return on Assets (Normalized)
4.00%21.31%15.04%
Return on Equity (Normalized)
17.73%27.66%
Return on Invested Capital (Normalized)
3.93%39.34%19.65%
Return on Assets
VRTS
GCMG
FHI
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Capital Allocation
Economic Moat
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