Back to Virtus Investment Partners, Inc.

How Virtus Investment Partners, Inc. stacks up

VRTS · against 161 other Financial Services companies listed in US-listed

Profitability

48/ 100

Below the middle of the pack.

Ranked #83 of 162 · scores higher than 48% of peers

Bars: peers in each 10-point band of the profitability score

20 peers with a profitability score of 40–49, including VRTS · Click a bar to see the companies

Why profitability scores 48?

Weighted metrics compared with all Financial Services companies.

A mix: stronger return on invested capital, but weaker operating margin than most Financial Services peers.

a thinner operating margin: weaker than 65% of peers. Operating margin: 15.7% vs peer median 23.5%
Return on assets is close to the peer norm. Return on assets: 2.6% vs peer median 2.6%
a higher return on invested capital: stronger than 64% of peers. Return on invested capital: 9.5% vs peer median 6.3%

Metric by metric

Position: dot = VRTS, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.

Metric	VRTS	Peer median	Better than	Weight
Return on invested capitalHigher is better · 157 reported	9.5%	7.1%	62%	33%
Operating marginHigher is better · 84 reported	15.7%	23.1%	34%	33%
Return on assetsHigher is better · 183 reported	2.6%	2.6%	49%	33%
Return on equityHigher is better · 176 reported	10.7%	10.4%	50%	Context only
Gross marginHigher is better · 200 reported	41.1%	83.0%	26%	Context only

Ranking by profitability score

Top 5 and the companies ranked around VRTS

Rank	Company	Market cap	Profitability	Overall
1	Mastercard IncorporatedMA · US-listed	566.9B USD	99	48
2	Artisan Partners Asset Management Inc.APAM · US-listed	2.7B USD	98	63
2	Raymond James Financial, Inc.RJF · US-listed	31.1B USD	98	65
4	CorVel CorporationCRVL · US-listed	4.2B USD	97	55
4	Sprott Inc.SII · US-listed	2.7B USD	97	58
⋯
79	SLR Investment Corp.SLRC · US-listed	644M USD	51	61
81	Prospect Capital CorporationPSEC · US-listed	827M USD	49	62
81	Sixth Street Specialty Lending, Inc.TSLX · US-listed	1.7B USD	49	49
83	Bain Capital Specialty Finance, Inc.BCSF · US-listed	706M USD	48	52
83	Virtus Investment Partners, Inc.VRTS · US-listed	798M USD	48	47
85	Goldman Sachs BDC, Inc.GSBD · US-listed	994M USD	47	51
85	Ridgepost Capital, IncRPC · US-listed	1.0B USD	47	48
85	SLM CorporationSLMBP · US-listed	Unavailable	47	43
88	Blue Owl Capital CorporationOBDC · US-listed	5.2B USD	46	45

Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score

Bringing the fundamentals into focus…