Virtus Investment Partners, Inc. (VRTS) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Virtus Investment Partners, Inc. stock (VRTS) is currently trading at $132.50. Virtus Investment Partners, Inc. PE ratio is 6.34. Virtus Investment Partners, Inc. PS ratio (Price-to-Sales) is 1.00. Analyst consensus price target for VRTS is $162.25. WallStSmart rates VRTS as Moderate Buy.
- VRTS PE ratio analysis and historical PE chart
- VRTS PS ratio (Price-to-Sales) history and trend
- VRTS intrinsic value — DCF, Graham Number, EPV models
- VRTS stock price prediction 2025 2026 2027 2028 2029 2030
- VRTS fair value vs current price
- VRTS insider transactions and insider buying
- Is VRTS undervalued or overvalued?
- Virtus Investment Partners, Inc. financial analysis — revenue, earnings, cash flow
- VRTS Piotroski F-Score and Altman Z-Score
- VRTS analyst price target and Smart Rating
Virtus Investment Partners, Inc.
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VRTS Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Virtus Investment Partners, Inc. (VRTS)
VRTS trades at a significant discount to its Graham intrinsic value of $477.68, offering a 71% margin of safety — a level value investors typically seek before buying.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Virtus Investment Partners, Inc. (VRTS) · 10 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in peg ratio, price/sales, price/book. Concerns around revenue growth. Overall metrics suggest strong investment potential with favorable risk/reward.
Virtus Investment Partners, Inc. (VRTS) Key Strengths (5)
Growing significantly faster than its price suggests
Trading below book value, meaning the market prices it less than net assets
89.65% of shares held by major funds and institutions
Paying $1.00 for every $1 of annual revenue
Strong profitability: $16 kept per $100 revenue
Supporting Valuation Data
Virtus Investment Partners, Inc. (VRTS) Areas to Watch (5)
Revenue declining -10.90%, a shrinking business
Small-cap company with higher risk but more growth potential
Moderate profitability with room for improvement
Decent operational efficiency, solid but not exceptional
Solid earnings growth at 10.70%
Virtus Investment Partners, Inc. (VRTS) Detailed Analysis Report
Overall Assessment
This company scores 69/100 in our Smart Analysis, earning a B- grade. Out of 10 metrics analyzed, 5 register as strengths (avg 9.2/10) while 5 fall into concern territory (avg 4.4/10). All four categories (Growth, Profitability, Valuation, and Quality) show healthy scores, indicating broadly sound fundamentals.
The Bull Case
The strongest argument centers on PEG Ratio, Price/Book, Institutional Own.. Valuation metrics including PEG Ratio (0.56), Price/Sales (1.00), Price/Book (0.91) suggest the stock is attractively priced. Profitability is solid with Profit Margin at 16.20%.
The Bear Case
The primary concerns are Revenue Growth, Market Cap, Return on Equity. Growth concerns include Revenue Growth at -10.90%, EPS Growth at 10.70%, which may limit upside. Profitability pressure is visible in Return on Equity at 13.30%, Operating Margin at 19.50%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Revenue Growth improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 13.30% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at -10.90% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a moderate-to-high risk investment. Strengths and concerns are roughly balanced. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Mixed fundamentals with both positives (PEG Ratio, Price/Book) and negatives (Revenue Growth, Market Cap). A cautious approach is warranted. Monitor for improvement in weak areas before increasing conviction.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
VRTS Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
VRTS's Price-to-Sales ratio of 1.00x trades at a deep discount to its historical average of 2.04x (8th percentile). The current valuation is 82% below its historical high of 5.62x set in May 2013, and 427% above its historical low of 0.19x in Feb 2009. Over the past 12 months, the PS ratio has compressed from ~1.3x as trailing revenue scaled faster than the stock price.
WallStSmart Analysis Synopsis
Data-driven financial summary for Virtus Investment Partners, Inc. (VRTS) · FINANCIAL SERVICES › ASSET MANAGEMENT
The Big Picture
Virtus Investment Partners, Inc. faces headwinds with declining revenue, though profitability provides a cushion. Revenue reached 853M with 11% decline year-over-year. Profit margins of 16.2% are healthy, with room for further expansion as the business scales.
Key Findings
ROE of 1330.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
Revenue contracted 11% YoY. Worth determining whether this is cyclical or structural.
Free cash flow is -253M, meaning the company is burning cash. This may be acceptable for high-growth companies investing heavily.
What to Watch Next
Dividend sustainability with a current yield of 7.2%. Watch payout ratio and free cash flow coverage.
Sector dynamics: monitor ASSET MANAGEMENT industry trends, competitive moves, and regulatory changes that could impact Virtus Investment Partners, Inc..
Bottom Line
Virtus Investment Partners, Inc. faces challenges with declining revenue. While profitability provides a buffer, the long-term trajectory needs to improve. Watch for management's strategic response and whether the company can stabilize or pivot to new growth drivers.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(18 last 3 months)
Data sourced from SEC Form 4 filings
Last updated: 8:21:43 AM
About Virtus Investment Partners, Inc.(VRTS)
NYSE
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
Virtus Investment Partners, Inc. is a publicly owned investment manager. The company is headquartered in Hartford, Connecticut.