Bringing the fundamentals into focus…
Back to Virtus Investment Partners, Inc.
How Virtus Investment Partners, Inc. stacks up
VRTS · against 78 other Financial Services companies of similar size
Valuation
84/ 100
Near the top of its peers.
Ranked #16 of 79 · scores higher than 79% of peers
Bars: peers in each 10-point band of the valuation score13 peers with a valuation score of 80–89, including VRTS · Click a bar to see the companies
Why valuation scores 84?
Weighted metrics compared with all Financial Services companies.Mainly thanks to its EBITDA yield and earnings yield, which are stronger than most Financial Services peers.
- Negative (a loss or cash outflow), so it counts as zero whatever the share price. Free cash flow yield: -6.5% vs peer median 6.1%
- higher earnings for the price paid: stronger than 86% of peers. Earnings yield: 14.5% vs peer median 5.7%
- more operating profit (EBITDA) for the company's total value: stronger than 88% of peers. EBITDA yield: 21.6% vs peer median 6.9%
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 |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 141 reported | 14.6% | 7.9% | 79% | 30% | |
| EBITDA yieldHigher is better · 51 reported | 16.5% | 8.1% | 90% | 50% | |
| Free cash flow yieldHigher is better · 52 reported | -6.5% | 12.5% | 18% | 20% | |
| Book yieldHigher is better · 132 reported | 114.0% | 112.6% | 53% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around VRTS| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 498M USD | 100 | 90 | |
| 1 | 641M USD | 100 | 74 | |
| 3 | 827M USD | 99 | 62 | |
| 3 | 659M USD | 99 | 72 | |
| 5 | 1.1B CAD (≈$782M) | 98 | 59 | |
| 12 | 662M USD | 87 | 37 | |
| 14 | 707M USD | 86 | 48 | |
| 15 | 910M USD | 85 | 60 | |
| 16 | 1.2B CAD (≈$850M) | 84 | 69 | |
| 16 | 798M USD | 84 | 47 | |
| 18 | 644M USD | 83 | 61 | |
| 19 | 1.4B USD | 82 | 58 | |
| 19 | 37.5B THB (≈$1.0B) | 82 | 58 | |
| 21 | 1.4B EUR (≈$1.5B) | 81 | 48 |
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