VRTS Valuation

Virtus Investment Partners Inc

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189.050

-2.15(-1.124%)1D

Overview
Forecast
Valuation
Earnings

VRTS Relative Valuation

VRTS's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, VRTS is overvalued; if below, it's undervalued.

Historical Valuation

Virtus Investment Partners Inc (VRTS) is now in the Fair zone, suggesting that its current forward PE ratio of 7.39 is considered Fairly compared with the five-year average of 7.96. The fair price of Virtus Investment Partners Inc (VRTS) is between 186.70 to 229.53 according to relative valuation methord.

Relative Value

Fair Zone

186.70-229.53

Current Price：191.20

Fair

7.31

Trailing

Forward

5.45

EV/EBITDA

Virtus Investment Partners Inc. (VRTS) has a current EV/EBITDA of 5.45. The 5-year average EV/EBITDA is 5.32. The thresholds are as follows: Strongly Undervalued below 3.97, Undervalued between 3.97 and 4.64, Fairly Valued between 5.99 and 4.64, Overvalued between 5.99 and 6.66, and Strongly Overvalued above 6.66. The current Forward EV/EBITDA of 5.45 falls within the Historic Trend Line -Fairly Valued range.

5.91

EV/EBIT

Virtus Investment Partners Inc. (VRTS) has a current EV/EBIT of 5.91. The 5-year average EV/EBIT is 5.50. The thresholds are as follows: Strongly Undervalued below 4.00, Undervalued between 4.00 and 4.75, Fairly Valued between 6.25 and 4.75, Overvalued between 6.25 and 7.00, and Strongly Overvalued above 7.00. The current Forward EV/EBIT of 5.91 falls within the Historic Trend Line -Fairly Valued range.

1.63

Virtus Investment Partners Inc. (VRTS) has a current PS of 1.63. The 5-year average PS is 1.97. The thresholds are as follows: Strongly Undervalued below 1.25, Undervalued between 1.25 and 1.61, Fairly Valued between 2.33 and 1.61, Overvalued between 2.33 and 2.69, and Strongly Overvalued above 2.69. The current Forward PS of 1.63 falls within the Historic Trend Line -Fairly Valued range.

0.00

P/OCF

Virtus Investment Partners Inc. (VRTS) has a current P/OCF of 0.00. The 5-year average P/OCF is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward P/OCF of 0.00 falls within the Strongly Undervalued range.

0.00

P/FCF

Virtus Investment Partners Inc. (VRTS) has a current P/FCF of 0.00. The 5-year average P/FCF is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward P/FCF of 0.00 falls within the Strongly Undervalued range.

Virtus Investment Partners Inc (VRTS) has a current Price-to-Book (P/B) ratio of 1.46. Compared to its 3-year average P/B ratio of 1.68 , the current P/B ratio is approximately -13.55% higher. Relative to its 5-year average P/B ratio of 1.96, the current P/B ratio is about -25.80% higher. Virtus Investment Partners Inc (VRTS) has a Forward Free Cash Flow (FCF) yield of approximately 2.42%. Compared to its 3-year average FCF yield of 11.93%, the current FCF yield is approximately -79.69% lower. Relative to its 5-year average FCF yield of 11.48% , the current FCF yield is about -78.89% lower.

1.44

P/B

Median3y

1.68

Median5y

1.96

2.41

FCF Yield

Median3y

11.93

Median5y

11.48

Competitors Valuation Multiple

The average P/S ratio for VRTS's competitors is 2.41, providing a benchmark for relative valuation. Virtus Investment Partners Inc Corp (VRTS) exhibits a P/S ratio of 1.63, which is -32.19% above the industry average. Given its robust revenue growth of -0.29%, this premium appears unsustainable.

P/S

P/E

EV/EBITDA

EV/EBIT

P/S

Revenue Growth

Market Cap

VRTS.O

Virtus Investment Partners Inc

Capital Southwest Corp

Kayne Anderson BDC Inc

Acadian Asset Management Inc

Associated Capital Group Inc

Loss

1102.30%

722.88M

Performance Decomposition

Market capitalization of VRTS decreased by 10.68% over the past 1 year. The primary factor behind the change was an increase in Margin Expansion from 12.40 to 20.42.

The secondary factor is the Revenue Growth, contributed -0.29%to the performance.

Overall, the performance of VRTS in the past 1 year is driven by Margin Expansion. Which is more sustainable.

-0.29%

209.90M → 209.29M

Revenue Growth

64.68%

12.40 → 20.42

Margin Expansion

-75.07%

37.35 → 9.31

P/E Change

-10.68%