Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
VRTS
BuyUnloved QualityVirtus Investment Partners, Inc. · Financial Services · United States · $1.1B · Avg Vol: $20M/d
COMPANY DESCRIPTION
Virtus Investment Partners, Inc. operates as a multi-boutique asset manager, offering a diverse array of investment strategies and products to institutional and individual clients through its network of affiliated specialist investment managers. The company's competitive advantage lies in its unique structure, providing access to distinct investment expertise and fostering innovation while leveraging a robust distribution platform.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 881.7M | 841.5M | 902.8M | 847.9M | -1.3% | 825.3M | 814.1M | 819.3M | -1.7% |
| EPS | 15.90 | 18.02 | 17.19 | 20.27 | 8.4% | 17.54 | 18.77 | 19.78 | -1.2% |
| Shares | 7.2M | 7.1M | 7.0M | 6.7M | -6.8% | 6.7M | — | — | — |
| Debt | 2.3B | 2.3B | 2.5B | 2.8B | 6.7% | 512.7M | — | — | — |
| Equity | 817.0M | 863.9M | 897.5M | 934.0M | 4.6% | — | — | — | — |
| Op CF | 132.7M | 237.2M | 1.8M | -67.2M | -88.5% | -45.8M | — | — | — |
| Inv CF | -27.5M | -129.7M | -17.0M | -47.3M | — | — | — | — | — |
| Fin CF | -102.1M | -356.1M | 74.9M | 191.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of VRTS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| VRTS | Virtus Investment Partners, Inc.(you) | $1.1B | 72 | Buy |
| GSBD | Goldman Sachs BDC, Inc. | $1.1B | 74 | Buy |
| HTD | John Hancock Tax-Advantaged Dividend Income Fund | $897M | 75 | Buy |
| CII | BlackRock Enhanced Large Cap Core Fund, Inc. | $1.0B | 67 | Buy |
| TFG.L | Tetragon Financial Group Limited | $1.1B | 65 | Buy |
| CGBD | Carlyle Secured Lending, Inc. | $811M | 71 | Buy |
| GGN | GAMCO Global Gold, Natural Resources & Income Trust | $767M | 73 | Buy |
| ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | $1.1B | 64 | Hold |
| JFR | Nuveen Floating Rate Income Fund | $1.2B | 64 | Hold |
| PEO | Adams Natural Resources Fund, Inc. | $793M | 69 | Buy |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%