Bringing the fundamentals into focus…
Back to Virtus Investment Partners, Inc.
How Virtus Investment Partners, Inc. stacks up
VRTS · against 354 other Financial Services companies
Profitability
48/ 100
Below the middle of the pack.
Ranked #184 of 355 · scores higher than 48% of peers
Bars: peers in each 10-point band of the profitability score36 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 · 353 reported | 9.5% | 6.3% | 64% | 33% | |
| Operating marginHigher is better · 209 reported | 15.7% | 23.5% | 35% | 33% | |
| Return on assetsHigher is better · 382 reported | 2.6% | 2.6% | 50% | 33% | |
| Return on equityHigher is better · 374 reported | 10.7% | 9.5% | 53% | Context only | |
| Gross marginHigher is better · 433 reported | 41.1% | 80.0% | 25% | Context only |
Ranking by profitability score
Top 5 and the companies ranked around VRTS| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 342M EUR (≈$376M) | 100 | 77 | |
| 1 | 1.05T INR (≈$12.6B) | 100 | 65 | |
| 3 | 1.49T INR (≈$17.9B) | 99 | 71 | |
| 3 | 566M AUD (≈$374M) | 99 | 84 | |
| 3 | 566.9B USD | 99 | 48 | |
| 180 | 22M AUD (≈$14M) | 49 | 56 | |
| 180 | 1.7B USD | 49 | 49 | |
| 184 | 706M USD | 48 | 52 | |
| 184 | 771M AUD (≈$509M) | 48 | 66 | |
| 184 | 798M USD | 48 | 47 | |
| 187 | 588.9B JPY (≈$4.0B) | 47 | 58 | |
| 187 | 994M USD | 47 | 51 | |
| 187 | 1.0B USD | 47 | 48 | |
| 187 | Unavailable | 47 | 43 |
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