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Company Analysis

Virtus Investment Partners, Inc VRTS

A comprehensive view of key metrics, scores, and financial health for Virtus Investment Partners, Inc

Overview of Virtus Investment Partners, Inc.

VRTS NYQ
Financial Services Asset Management Small Cap
Virtus Investment Partners, Inc. (VRTS), is a Small Cap company, in the Asset Management industry, last closed at $126.11, about 10.0% undervalued vs fair value, -28.5% 1Y return, ranked 350/1004 in sector.
$126.11
-1.24%
As of March 13, 2026
Previous close • Vol 90d: 34.2%
Market Cap
$897.70M
Enterprise Value
$2.95B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://corporate.virtus.com
HQ Hartford, CT
Employees 801
Fiscal year Dec 31

Next Events

Earnings May 1 Estimated
Dividend May 13 Ex-div: Apr 30

Fair Value Snapshot

Bear Base Bull
$77
$139
$260
Current: $126.11 +10% vs base

Engine Room Money Flow™

Small Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$217.2M
3.4%%
Interest Expense
$183.3M
Net Interest Income
$33.9M
8%%
Total Revenue
$902.8M
7.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
13.6%
Good

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$103.0M
84.6% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
0/2
Improving
0
High Impact
1
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Virtus Investment Partners, Inc's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
42
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
41
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing VRTS's balance between Growth (32.9%), Profitability (28.7%), and Safety (38.4%). Growth 33% Safety 38% Profitability 29%

Click axes to expand details. Marker shows current allocation.

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Growth

42th percentile vs peers
43
Key Signals
Rev Growth YoY 7.3% 56p EPS Growth YoY -4.7% 48p Revenue CAGR 3Y -2.5% 37p EPS CAGR 3Y -13.4% 38p TSR -48.2% 12p
Strengths
  • D/E Ratio in top 20% of peers (2.76, 95th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

37th percentile vs peers
37
Key Signals
Strengths
Risks
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Safety

50th percentile vs peers
50
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Virtus Investment Partners, Inc.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$138.70
- - -
+10.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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