Bringing the fundamentals into focus…
Back to Virtus Investment Partners, Inc.
How Virtus Investment Partners, Inc. stacks up
VRTS · against 114 other Financial Services companies of similar size
Profitability
48/ 100
Above the middle of the pack.
Ranked #51 of 115 · scores higher than 54% of peers
Bars: peers in each 10-point band of the profitability score17 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 | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 113 reported | 9.5% | 5.1% | 75% | 33% | |
| Operating marginHigher is better · 58 reported | 15.7% | 24.5% | 39% | 33% | |
| Return on assetsHigher is better · 130 reported | 2.6% | 2.6% | 48% | 33% | |
| Return on equityHigher is better · 127 reported | 10.7% | 7.5% | 60% | Context only | |
| Gross marginHigher is better · 146 reported | 41.1% | 96.6% | 21% | Context only |
Ranking by profitability score
Top 5 and the companies ranked around VRTS| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 6.5B MYR (≈$1.4B) | 96 | 57 | |
| 1 | 76.5B JPY (≈$520M) | 96 | 67 | |
| 1 | 21.21T IDR (≈$1.3B) | 96 | 93 | |
| 4 | 20.0B MXN (≈$1.1B) | 93 | 68 | |
| 5 | 8.4B CNY (≈$1.2B) | 92 | 66 | |
| 49 | 1.9B SGD (≈$1.5B) | 49 | 48 | |
| 49 | 827M USD | 49 | 62 | |
| 51 | 706M USD | 48 | 52 | |
| 51 | 771M AUD (≈$509M) | 48 | 66 | |
| 51 | 798M USD | 48 | 47 | |
| 54 | 994M USD | 47 | 51 | |
| 54 | 1.0B USD | 47 | 48 | |
| 56 | 6.4B SEK (≈$637M) | 46 | 30 | |
| 57 | 21.7B THB (≈$607M) | 45 | 52 |
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