Virtus Investment Partners, Inc. (VRTS)
Full history for every metric is available with a Kvantra account
No price history available.
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $m | 603 | 975 | 882 | 841 | 903 | 831 | 758 | 730 |
| Operating profit | $m | 145 | 106 | ||||||
| Net profit | $m | 80 | 208 | 118 | 131 | 122 | 138 | 119 | 161 |
| EPS reported | $ | 19.97 | 17.54 | ||||||
| Operating cashflow per share | $ | -9.84 | -6.86 | ||||||
| Capex per share | $ | 1.01 | 0.13 | ||||||
| FCF per share | $ | -10.85 | -6.74 | ||||||
| Free cash flow | $m | -74 | -45 | ||||||
| Net debt | $m | 2,273 | 2,538 | ||||||
| Book value equity | $m | 934 | 945 | ||||||
| Book value per share | $ | 134.8 | 139.2 | ||||||
| Number of shares | m | 6.93 | 6.79 | ||||||
| DPS (TTM paid) | $ | 9.15 | 12.05 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 8.17 | 7.39 | ||||||
| P/B LTM | x | 1.19 | 1.18 | ||||||
| P/S LTM | x | 1.34 | 1.47 | ||||||
| P/FCF LTM | x | -15.04 | -24.76 | ||||||
| EV/EBITDA LTM | x | 8.50 | 14.06 | ||||||
| EV/Sales LTM | x | 4.19 | 1.24 | ||||||
| Earnings Yield LTM | % | +12.24% | +13.53% | ||||||
| FCF Yield | % | -6.65% | -4.04% | ||||||
| Quality | |||||||||
| ROE | % | +14.82% | +12.82% | ||||||
| ROIC | % | +2.54% | +4.60% | ||||||
| Operating margin | % | +17.44% | +13.97% | ||||||
| Gross margin | % | +74.89% | +85.49% | ||||||
| FCF/Sales | % | -8.92% | -5.94% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +18.24% | +3.85% | ||||||
| Sales Growth YoY | % | -8.00% | -16.10% | ||||||
| Net Income Growth YoY | % | +13.68% | -2.17% | ||||||
| FCF Growth | % | - | - | ||||||
| Operating Profit Growth | % | -20.61% | -42.00% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | +5.80% | +5.74% | ||||||
| Dividend Growth | % | +15.09% | +51.57% | ||||||
| Payout Ratio | % | +46.69% | +54.91% | ||||||
| FCF/Debt | x | -0.03 | -0.02 | ||||||
| Net Debt/EBITDA | x | 5.78 | -0.71 | ||||||
| EBIT/Net interest | x | 0.89 | 1.48 | ||||||
| Net debt/market cap | % | +2.47% | 0.00% | ||||||
| Net debt/Equity | x | 2.43 | 2.69 | ||||||
| Gross debt/equity | x | 3.04 | 2.99 | ||||||
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
Virtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. The company develops tailored equity and fixed-income portfolios, alongside offering a diverse range of mutual funds encompassing equity, fixed-income, and balanced strategies, as well as exchange-traded funds. It strategically deploys capital across public equity, fixed-income, and real estate markets. Investment decisions are guided by a multi-manager framework, rigorous quantitative analysis, and proprietary in-house research. The performance of its portfolios is measured against the S&P 500 Index. Established in 1988, Virtus Investment Partners, Inc. maintains its corporate headquarters in Hartford, Connecticut.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Virtus Investment Partners, Inc. (VRTS)
No price history available.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
Virtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. The company develops tailored equity and fixed-income portfolios, alongside offering a diverse range of mutual funds encompassing equity, fixed-income, and balanced strategies, as well as exchange-traded funds. It strategically deploys capital across public equity, fixed-income, and real estate markets. Investment decisions are guided by a multi-manager framework, rigorous quantitative analysis, and proprietary in-house research. The performance of its portfolios is measured against the S&P 500 Index. Established in 1988, Virtus Investment Partners, Inc. maintains its corporate headquarters in Hartford, Connecticut.
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