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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 $145.07, about 238.3% undervalued vs fair value, -5.5% 1Y return, ranked 351/1037 in sector.
$145.07
0.14%
As of April 28, 2026
Previous close • Vol 90d: 35.1%
52-Week Range
Market Cap
$971.30M
Enterprise Value
$3.03B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Good
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Good
Valuation
Fair
Completeness: 82%
Confidence: 88%
Updated: Mar 8
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
$371
$491
$671
Current: $145.07 +238% vs base

Engine Room Money Flow™

Small Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$902.8M
7.3%%
Operating Income (FRE Proxy)
$178.4M
21.5%%
EBITDA
$460.2M
5.7%%
Net Income
$121.7M
-6.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
19.8%
Fair

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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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.
6
Active Leaks
2/6
Improving
0
High Impact
5
Critical
Locked Leak
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Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

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

Overall Moat Strength
52
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Fee Revenue Quality

Developing
41
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Trade-Off Ledger™

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

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing VRTS's balance between Growth (30.9%), Profitability (26.4%), and Safety (42.7%). Growth 31% Safety 43% Profitability 26%

Click axes to expand details. Marker shows current allocation.

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Growth

47th percentile vs peers
48
Key Signals
Rev Growth YoY 7.3% 56p EPS Growth YoY -4.7% 49p Revenue CAGR 3Y -2.5% 36p EPS CAGR 3Y -13.4% 38p
Strengths
  • D/E Ratio in top 20% of peers (2.76, 95th percentile)
  • Debt/Assets in top 20% of peers (61.9%, 95th percentile)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

40th percentile vs peers
41
Key Signals
Strengths
Risks
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Safety

65th percentile vs peers
66
Key Signals
Strengths
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Two Futures

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

Loading valuation model...
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
$490.79
- - -
+238.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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