Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
VCTR
Strong BuyAPPROVEVictory Capital Holdings, Inc. · Financial Services · United States · $7.1B · Avg Vol: $67M/d
Victory Capital operates a multi-boutique asset management platform with high operating margins from its centralised distribution model, a good quality score (Q71) and the strongest momentum in this batch (M87), and consensus has been revised up 1.6%. Nothing adverse is known on accounting, solvency or governance.
COMPANY DESCRIPTION
Victory Capital Holdings, Inc. is a diversified asset management firm operating a multi-boutique model, offering a broad spectrum of investment strategies and solutions to institutional and retail clients. The company's competitive advantage stems from its ability to attract and retain specialized investment talent within its autonomous franchises, supported by centralized operational efficiencies. This structure enables a wide range of differentiated product offerings and diverse distribution channels.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 854.8M | 821.0M | 893.5M | 1.3B | 15.2% | 1.6B | 1.6B | 1.7B | 15.2% |
| EPS | 4.02 | 3.22 | 4.47 | 4.13 | 0.9% | 5.50 | 5.18 | 5.56 | 16.0% |
| Shares | 67.3M | 64.3M | 63.7M | 64.1M | -4.7% | 61.5M | — | — | — |
| Debt | 985.5M | 989.3M | 963.9M | 970.0M | -0.5% | 1.0B | — | — | — |
| Equity | 1.1B | 1.1B | 1.1B | 2.4B | 31.5% | — | — | — | — |
| Op CF | 335.2M | 330.3M | 340.0M | 385.5M | 4.8% | 567.4M | — | — | — |
| Inv CF | -6.3M | -7.8M | -4.0M | 76.6M | — | — | — | — | — |
| Fin CF | -360.2M | -237.1M | -332.8M | -425.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of VCTR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| VCTR | Victory Capital Holdings, Inc.(you) | $7.1B | 90 | Strong Buy |
| FHI | Federated Hermes, Inc. | $4.8B | 89 | Strong Buy |
| AMG | Affiliated Managers Group, Inc. | $9.3B | 85 | Strong Buy |
| APAM | Artisan Partners Asset Management Inc. | $3.1B | 90 | Strong Buy |
| SEIC | SEI Investments Company | $13.3B | 81 | Strong Buy |
| HTGC | Hercules Capital, Inc. | $3.3B | 82 | Strong Buy |
| BEN | Franklin Templeton Inc. | $17.6B | 83 | Strong Buy |
| TROW | T. Rowe Price Group, Inc. | $24.0B | 84 | Strong Buy |
| DNP | DNP Select Income Fund Inc. | $4.1B | 70 | Buy |
| CSWC | Capital Southwest Corporation | $1.6B | 88 | Strong Buy |
Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%