Virtus Investment Partners, Inc. Logo

Virtus Investment Partners, Inc.

VRTS

(3.0)
Stock Price

221,00 USD

3.83% ROA

13.66% ROE

13.27x PER

Market Cap.

1.440.068.114,00 USD

257.63% DER

3.74% Yield

13.46% NPM

Virtus Investment Partners, Inc. Stock Analysis

Virtus Investment Partners, Inc. Fundamental Analysis

Fundamental analysis in stock investing is like studying the foundation of a house before buying it. It involves looking at a company's financial health, like its earnings, assets, and debts, to determine if it's a good investment based on its fundamental strength and potential for growth.

Virtus Investment Partners, Inc. Fundamental Stock Analysis
# Analysis Rating
1 ROA

This stock has a great ability to make a lot of money from the things it owns, which makes it a really good investment for smart investors.

2 DER

The stock has a low debt to equity ratio (0%), which means it has a small amount of debt compared to the ownership it holds

3 Dividend Growth

The company's dividend growth has consistently increased every year in the last five years, indicating a strong track record of positive returns for investors.

4 Dividend

Shareholders can rely on the company's remarkable dividend history, consistently paying dividends for the past five years, demonstrating a steadfast dedication to rewarding investors.

5 ROE

The stock's ROE falls within an average range (14.92%), demonstrating satisfactory profitability and efficiency in utilizing shareholders' equity.

6 PBV

The stock's PBV ratio (1.68x) reflects a fair valuation, making it an attractive option for investors seeking balanced opportunities.

7 Graham Number

Based on the Graham number, this company's stock price appears to be lower than its intrinsic value, signaling a potentially favorable investment choice.

8 Buffet Intrinsic Value

The company's stock shows potential as it is undervalued (1.515) according to Warren Buffett's formula, indicating that its intrinsic value exceeds the market price.

9 Revenue Growth

Company has experienced no growth in revenue over the past three years, suggesting limited profitability and making it a less desirable investment opportunity.

10 Net Profit Growth

The net profit of this company has shown no signs of growth over the last five years, suggesting limited profitability and making it a less attractive investment opportunity.

11 Assets Growth

Company's revenue has remained stagnant over the past three years, indicating a lack of growth and making it a less favorable option.

Virtus Investment Partners, Inc. Technical Analysis

Technical analysis in stock investing is like reading the patterns on a weather map to predict future weather conditions. It involves studying past stock price movements and trading volumes to make predictions about where a stock's price might go next, without necessarily looking at the company's financial health.

Virtus Investment Partners, Inc. Technical Stock Analysis
# Analysis Recommendation
1 Awesome Oscillator Buy
2 MACD Buy
3 RSI Hold
4 Stoch RSI Sell

Virtus Investment Partners, Inc. Price Chart

Financial Statements

Financial statements are like report cards for companies. They show how much money a company makes (income statement), what it owns and owes (balance sheet), and where it spends its money (cash flow statement), helping stock investors understand if a company is healthy and worth investing in.

Income Statements

An income statement for a company is like a scoreboard for its profits and losses. It shows how much money the company made (revenue) and how much it spent to make that money (expenses), helping stock investors see if a company is making a profit or not.

Revenue in stock investing is the total amount of money a company earns from its sales, and it's a key factor that investors consider to assess a company's financial performance and growth potential.

Virtus Investment Partners, Inc. Revenue
Year Revenue Growth
1995 112.206.000
1996 152.504.000 26.42%
1997 164.600.000 7.35%
1998 221.547.000 25.7%
1999 282.170.000 21.48%
2006 218.600.000 -29.08%
2007 226.217.000 3.37%
2008 178.274.000 -26.89%
2009 117.152.000 -52.17%
2010 144.556.000 18.96%
2011 204.652.000 29.36%
2012 278.520.000 26.52%
2013 387.707.000 28.16%
2014 448.629.000 13.58%
2015 380.178.000 -18%
2016 321.741.000 -18.16%
2017 424.393.000 24.19%
2018 551.350.000 23.03%
2019 562.259.000 1.94%
2020 603.226.000 6.79%
2021 974.671.000 38.11%
2022 881.719.000 -10.54%
2023 873.084.000 -0.99%
2023 841.485.000 -3.76%
2024 893.480.000 5.82%

Research and Development Expenses are the costs a company incurs to create and improve its products or services, which can be important for investors to evaluate a company's innovation and potential for future growth.

Virtus Investment Partners, Inc. Research and Development Expenses
Year Research and Development Expenses Growth
1995 0
1996 0 0%
1997 0 0%
1998 0 0%
1999 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%
2023 0 0%
2024 0 0%

General and Administrative Expenses are the costs a company incurs to run its day-to-day operations, such as office rent, salaries, and utilities, which investors consider to understand a company's overall efficiency and management effectiveness.

Virtus Investment Partners, Inc. General and Administrative Expenses
Year General and Administrative Expenses Growth
1995 35.406.000
1996 58.805.000 39.79%
1997 71.630.000 17.9%
1998 90.407.000 20.77%
1999 114.035.000 20.72%
2006 139.000.000 17.96%
2007 144.567.000 3.85%
2008 124.436.000 -16.18%
2009 87.052.000 -42.94%
2010 15.324.000 -468.08%
2011 152.719.000 89.97%
2012 105.571.000 -44.66%
2013 131.768.000 19.88%
2014 139.809.000 5.75%
2015 137.095.000 -1.98%
2016 135.641.000 -1.07%
2017 191.394.000 29.13%
2018 238.501.000 19.75%
2019 240.521.000 0.84%
2020 267.299.000 10.02%
2021 358.230.000 25.38%
2022 85.862.000 -317.22%
2023 76.276.000 -12.57%
2023 73.857.000 -3.28%
2024 73.232.000 -0.85%

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure that helps stock investors analyze a company's profitability by looking at its earnings without considering certain expenses. This helps to get a clearer picture of the company's financial performance and its ability to generate cash flow.

Virtus Investment Partners, Inc. EBITDA
Year EBITDA Growth
1995 41.203.000
1996 59.220.000 30.42%
1997 59.647.000 0.72%
1998 79.394.000 24.87%
1999 105.303.000 24.6%
2006 -70.860.000 248.61%
2007 36.276.000 295.34%
2008 6.194.000 -485.66%
2009 4.094.000 -51.29%
2010 18.494.000 77.86%
2011 22.097.000 16.31%
2012 69.222.000 68.08%
2013 123.863.000 44.11%
2014 147.420.000 15.98%
2015 102.452.000 -43.89%
2016 83.871.000 -22.15%
2017 137.403.000 38.96%
2018 249.569.000 44.94%
2019 283.859.000 12.08%
2020 291.997.000 2.79%
2021 481.943.000 39.41%
2022 383.542.000 -25.66%
2023 461.132.000 16.83%
2023 424.960.000 -8.51%
2024 462.356.000 8.09%

Gross profit is the money a company makes from selling its products or services after subtracting the cost of producing or providing them, and it is an important measure for investors to understand a company's profitability.

Virtus Investment Partners, Inc. Gross Profit
Year Gross Profit Growth
1995 112.206.000
1996 152.504.000 26.42%
1997 164.600.000 7.35%
1998 221.547.000 25.7%
1999 282.170.000 21.48%
2006 218.600.000 -29.08%
2007 226.217.000 3.37%
2008 107.819.000 -109.81%
2009 83.451.000 -29.2%
2010 46.117.000 -80.95%
2011 51.933.000 11.2%
2012 172.949.000 69.97%
2013 255.939.000 32.43%
2014 308.820.000 17.12%
2015 243.083.000 -27.04%
2016 186.100.000 -30.62%
2017 232.999.000 20.13%
2018 312.849.000 25.52%
2019 321.738.000 2.76%
2020 335.927.000 4.22%
2021 616.441.000 45.51%
2022 510.460.000 -20.76%
2023 466.736.000 -9.37%
2023 436.743.000 -6.87%
2024 470.812.000 7.24%

Net income in stock investing is like the money a company actually gets to keep as profit after paying all its bills, and it's an important measure to understand how well a company is doing financially.

Virtus Investment Partners, Inc. Net Profit
Year Net Profit Growth
1995 15.690.000
1996 26.719.000 41.28%
1997 24.147.000 -10.65%
1998 34.640.000 30.29%
1999 26.711.000 -29.68%
2006 -47.600.000 156.12%
2007 -14.150.000 -236.4%
2008 -529.088.000 97.33%
2009 -6.484.000 -8059.9%
2010 9.642.000 167.25%
2011 145.420.000 93.37%
2012 37.672.000 -286.02%
2013 75.190.000 49.9%
2014 97.700.000 23.04%
2015 35.106.000 -178.3%
2016 48.502.000 27.62%
2017 37.012.000 -31.04%
2018 75.529.000 51%
2019 95.649.000 21.04%
2020 119.963.000 20.27%
2021 208.131.000 42.36%
2022 117.541.000 -77.07%
2023 123.624.000 4.92%
2023 130.621.000 5.36%
2024 70.456.000 -85.39%

EPS, or earnings per share, is a measure that shows how much profit a company has earned for each outstanding share of its stock, and it is important for stock investors as it helps understand the profitability of a company and compare it with other companies in the market.

Virtus Investment Partners, Inc. Earning per Share (EPS)
Year Earning per Share (EPS) Growth
1995 1
1996 1 0%
1997 0 0%
1998 1 0%
1999 1 0%
2006 -8 100%
2007 -2 -300%
2008 -92 97.8%
2009 -1 -9000%
2010 1 0%
2011 18 100%
2012 5 -325%
2013 9 55.56%
2014 11 10%
2015 4 -233.33%
2016 6 50%
2017 4 -50%
2018 9 50%
2019 14 38.46%
2020 16 13.33%
2021 27 44.44%
2022 16 -80%
2023 17 11.76%
2023 18 5.56%
2024 10 -100%

Cashflow Statements

Cashflow statements show the movement of money in and out of a company, helping stock investors understand how much money a company makes and spends. By examining cashflow statements, investors can assess if a company is generating enough cash to pay its bills, invest in growth, and provide returns to stockholders.

Free cash flow is the leftover cash that a company generates after covering its operating expenses and capital expenditures, which is important for stock investors as it shows how much money a company has available to invest in growth, pay dividends, or reduce debt.

Virtus Investment Partners, Inc. Free Cashflow
Year Free Cashflow Growth
1995 19.869.000
1996 24.593.000 19.21%
1997 23.401.000 -5.09%
1998 50.260.000 53.44%
1999 50.081.000 -0.36%
2006 14.360.000 -248.75%
2007 12.526.000 -14.64%
2008 1.551.000 -707.61%
2009 -12.474.000 112.43%
2010 21.414.000 158.25%
2011 22.907.000 6.52%
2012 36.036.000 36.43%
2013 26.828.000 -34.32%
2014 -61.303.000 143.76%
2015 -214.113.000 71.37%
2016 28.499.000 851.3%
2017 -184.203.000 115.47%
2018 -74.272.000 -148.01%
2019 -44.278.000 -67.74%
2020 -227.146.000 80.51%
2021 659.891.000 134.42%
2022 126.088.000 -423.36%
2023 15.594.000 -708.57%
2023 228.336.000 93.17%
2024 68.627.000 -232.72%

Operating cash flow represents the cash generated or consumed by a company's day-to-day operations, excluding external investing or financing activities, and is crucial for stock investors as it shows how much cash a company is generating from its core business operations.

Virtus Investment Partners, Inc. Operating Cashflow
Year Operating Cashflow Growth
1995 21.201.000
1996 27.597.000 23.18%
1997 25.697.000 -7.39%
1998 52.442.000 51%
1999 55.517.000 5.54%
2006 15.910.000 -248.94%
2007 12.986.000 -22.52%
2008 6.351.000 -104.47%
2009 -11.650.000 154.52%
2010 21.737.000 153.6%
2011 23.650.000 8.09%
2012 39.818.000 40.6%
2013 28.837.000 -38.08%
2014 -58.871.000 148.98%
2015 -209.430.000 71.89%
2016 30.522.000 786.16%
2017 -182.692.000 116.71%
2018 -62.555.000 -192.05%
2019 -36.723.000 -70.34%
2020 -226.103.000 83.76%
2021 665.729.000 133.96%
2022 132.670.000 -401.79%
2023 15.594.000 -750.78%
2023 237.157.000 93.42%
2024 69.955.000 -239.01%

Capex, short for capital expenditures, refers to the money a company spends on acquiring or upgrading tangible assets like buildings, equipment, or technology, which is important for stock investors as it indicates how much a company is investing in its infrastructure to support future growth and profitability.

Virtus Investment Partners, Inc. Capital Expenditure
Year Capital Expenditure Growth
1995 1.332.000
1996 3.004.000 55.66%
1997 2.296.000 -30.84%
1998 2.182.000 -5.22%
1999 5.436.000 59.86%
2006 1.550.000 -250.71%
2007 460.000 -236.96%
2008 4.800.000 90.42%
2009 824.000 -482.52%
2010 323.000 -155.11%
2011 743.000 56.53%
2012 3.782.000 80.35%
2013 2.009.000 -88.25%
2014 2.432.000 17.39%
2015 4.683.000 48.07%
2016 2.023.000 -131.49%
2017 1.511.000 -33.88%
2018 11.717.000 87.1%
2019 7.555.000 -55.09%
2020 1.043.000 -624.35%
2021 5.838.000 82.13%
2022 6.582.000 11.3%
2023 0 0%
2023 8.821.000 100%
2024 1.328.000 -564.23%

Balance Sheet

Balance sheets provide a snapshot of a company's financial health and its assets (such as cash, inventory, and property) and liabilities (like debts and obligations) at a specific point in time. For stock investors, balance sheets help assess the company's overall worth and evaluate its ability to meet financial obligations and support future growth.

Equity refers to the ownership interest or stake that shareholders have in a company, representing their claim on its assets and earnings after all debts and liabilities are paid.

Virtus Investment Partners, Inc. Equity
Year Equity Growth
1995 181.490.000
1996 203.269.000 10.71%
1997 219.675.000 7.47%
1998 234.124.000 6.17%
1999 255.256.000 8.28%
2007 624.927.000 59.15%
2008 36.632.000 -1605.96%
2009 29.730.000 -23.22%
2010 48.270.000 38.41%
2011 183.155.000 73.65%
2012 247.634.000 26.04%
2013 535.054.000 53.72%
2014 586.423.000 8.76%
2015 583.321.000 -0.53%
2016 358.939.000 -62.51%
2017 609.402.000 41.1%
2018 701.348.000 13.11%
2019 750.102.000 6.5%
2020 836.453.000 10.32%
2021 954.800.000 12.39%
2022 912.500.000 -4.64%
2023 973.158.000 6.23%
2023 932.700.000 -4.34%
2024 1.001.568.000 6.88%

Assets represent the valuable resources that a company owns, such as cash, inventory, property, and equipment, and understanding a company's assets helps investors assess its value and potential for generating future profits.

Virtus Investment Partners, Inc. Assets
Year Assets Growth
1995 356.619.000
1996 365.684.000 2.48%
1997 604.949.000 39.55%
1998 563.718.000 -7.31%
1999 681.686.000 17.31%
2007 752.163.000 9.37%
2008 159.009.000 -373.03%
2009 134.023.000 -18.64%
2010 148.911.000 10%
2011 286.379.000 48%
2012 332.749.000 13.94%
2013 644.954.000 48.41%
2014 698.773.000 7.7%
2015 859.729.000 18.72%
2016 824.388.000 -4.29%
2017 2.590.799.000 68.18%
2018 2.870.535.000 9.75%
2019 3.204.634.000 10.43%
2020 3.466.943.000 7.57%
2021 3.934.181.000 11.88%
2022 3.952.934.000 0.47%
2023 3.678.629.000 -7.46%
2023 162.500 -2263671.69%
2024 3.647.696.000 100%

Liabilities refer to the financial obligations or debts that a company owes to creditors or external parties, and understanding a company's liabilities is important for investors as it helps assess the company's financial risk and ability to meet its obligations.

Virtus Investment Partners, Inc. Liabilities
Year Liabilities Growth
1995 175.129.000
1996 162.415.000 -7.83%
1997 385.274.000 57.84%
1998 329.594.000 -16.89%
1999 426.430.000 22.71%
2007 127.236.000 -235.15%
2008 122.377.000 -3.97%
2009 104.293.000 -17.34%
2010 100.641.000 -3.63%
2011 103.224.000 2.5%
2012 85.115.000 -21.28%
2013 109.900.000 22.55%
2014 112.350.000 2.18%
2015 276.408.000 59.35%
2016 465.449.000 40.61%
2017 1.981.397.000 76.51%
2018 2.169.187.000 8.66%
2019 2.454.532.000 11.63%
2020 2.630.490.000 6.69%
2021 2.958.589.000 11.09%
2022 3.016.280.000 1.91%
2023 2.705.471.000 -11.49%
2023 0 0%
2024 2.646.128.000 100%

Virtus Investment Partners, Inc. Financial Ratio (TTM)

Valuation Metrics

Revenue per Share
123.09
Net Income per Share
15.32
Price to Earning Ratio
13.27x
Price To Sales Ratio
1.64x
POCF Ratio
8.5
PFCF Ratio
8.95
Price to Book Ratio
1.67
EV to Sales
3.79
EV Over EBITDA
8.85
EV to Operating CashFlow
19.52
EV to FreeCashFlow
20.68
Earnings Yield
0.08
FreeCashFlow Yield
0.11
Market Cap
1,44 Bil.
Enterprise Value
3,33 Bil.
Graham Number
205
Graham NetNet
-311.09

Income Statement Metrics

Net Income per Share
15.32
Income Quality
1.21
ROE
0.13
Return On Assets
0.03
Return On Capital Employed
0.05
Net Income per EBT
0.59
EBT Per Ebit
1.18
Ebit per Revenue
0.19
Effective Tax Rate
0.25

Margins

Sales, General, & Administrative to Revenue
0.08
Research & Developement to Revenue
0
Stock Based Compensation to Revenue
0.03
Gross Profit Margin
0.68
Operating Profit Margin
0.19
Pretax Profit Margin
0.23
Net Profit Margin
0.13

Dividends

Dividend Yield
0.04
Dividend Yield %
3.74
Payout Ratio
0.5
Dividend Per Share
7.6

Operating Metrics

Operating Cashflow per Share
23.92
Free CashFlow per Share
22.59
Capex to Operating CashFlow
0.06
Capex to Revenue
0.01
Capex to Depreciation
0.13
Return on Invested Capital
0.04
Return on Tangible Assets
0.04
Days Sales Outstanding
43.95
Days Payables Outstanding
31.25
Days of Inventory on Hand
0
Receivables Turnover
8.3
Payables Turnover
11.68
Inventory Turnover
0
Capex per Share
1.34

Balance Sheet

Cash per Share
49,07
Book Value per Share
140,53
Tangible Book Value per Share
28.47
Shareholders Equity per Share
121.89
Interest Debt per Share
332.49
Debt to Equity
2.58
Debt to Assets
0.61
Net Debt to EBITDA
5.02
Current Ratio
3.05
Tangible Asset Value
0,20 Bil.
Net Current Asset Value
-2,19 Bil.
Invested Capital
1130786000
Working Capital
0,31 Bil.
Intangibles to Total Assets
0.22
Average Receivables
0,11 Bil.
Average Payables
0,04 Bil.
Average Inventory
0
Debt to Market Cap
1.55

Dividends

Dividends in stock investing are like rewards that companies give to their shareholders. They are a portion of the company's profits distributed to investors, typically in the form of cash payments, as a way for them to share in the company's success.

Virtus Investment Partners, Inc. Dividends
Year Dividends Growth
2014 1
2015 2 100%
2016 2 0%
2017 2 0%
2018 2 0%
2019 2 50%
2020 3 0%
2021 4 33.33%
2022 6 50%
2023 7 0%
2024 8 14.29%

Virtus Investment Partners, Inc. Profile

About Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

CEO
Mr. George Robert Aylward Jr.,
Employee
824
Address
One Financial Plaza
Hartford, 06103

Virtus Investment Partners, Inc. Executives & BODs

Virtus Investment Partners, Inc. Executives & BODs
# Name Age
1 Mr. Joseph E. Maccone
Senior Managing Director & Head of Strategic Distribution
70
2 Mr. George Robert Aylward Jr., CPA
President, Chief Executive Officer & Director
70
3 Mr. Barry Mitchell Mandinach J.D.
Executive Vice President & Head of Distribution
70
4 Mr. Joe Fazzino
Vice President of Corporate Communications
70
5 Mr. Michael Aaron Angerthal CPA
Executive Vice President, Chief Financial Officer & Treasurer
70
6 Mr. William Patrick Bradley III, CPA
Executive Vice President of Fund Services
70
7 Mr. Thomas Franco
Senior Managing Director & Head of Retail Sales
70
8 Mr. Sean Rourke
Vice President of Investor Relations
70
9 Ms. Andra Cynthia Purkalitis J.D.
Executive Vice President, Chief Legal Officer, General Counsel & Corporate Secretary
70
10 Mr. Richard William Smirl J.D.
Executive Vice President & Chief Operating Officer
70

Virtus Investment Partners, Inc. Competitors