Victory Capital Holdings Stock Buy Hold or Sell Recommendation
| VCTR Stock | USD 68.36 0.14 0.20% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Victory Capital Holdings is 'Strong Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Victory Capital Holdings given historical horizon and risk tolerance towards Victory Capital. When Macroaxis issues a 'buy' or 'sell' recommendation for Victory Capital Holdings, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Victory Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Victory and provide practical buy, sell, or hold advice based on investors' constraints. Victory Capital Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
Victory |
Execute Victory Capital Buy or Sell Advice
The Victory recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Victory Capital Holdings. Macroaxis does not own or have any residual interests in Victory Capital Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Victory Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Victory Capital Trading Alerts and Improvement Suggestions
| Victory Capital Holdings currently holds 1 B in liabilities with Debt to Equity (D/E) ratio of 1.0, which is about average as compared to similar companies. Victory Capital Holdings has a current ratio of 0.46, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Victory Capital's use of debt, we should always consider it together with its cash and equity. | |
| About 74.0% of Victory Capital outstanding shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Victory Capital Holdings Inc Trading 3.32 percent Higher on Nov 21 |
Victory Capital Returns Distribution Density
The distribution of Victory Capital's historical returns is an attempt to chart the uncertainty of Victory Capital's future price movements. The chart of the probability distribution of Victory Capital daily returns describes the distribution of returns around its average expected value. We use Victory Capital Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Victory Capital returns is essential to provide solid investment advice for Victory Capital.
| Mean Return | 0.43 | Value At Risk | -3.17 | Potential Upside | 3.47 | Standard Deviation | 2.25 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Victory Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Victory Stock Institutional Investors
The Victory Capital's institutional investors refer to entities that pool money to purchase Victory Capital's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Granahan Investment Management Inc.. | 2024-09-30 | 1.1 M | State Street Corp | 2024-06-30 | 1.1 M | Geode Capital Management, Llc | 2024-09-30 | 1 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 891.3 K | Timessquare Capital Management, Llc | 2024-09-30 | 809.9 K | Swedbank Ab | 2024-09-30 | 750 K | Impax Asset Management Group Plc | 2024-06-30 | 675 K | Bank Of New York Mellon Corp | 2024-06-30 | 589.9 K | Nuveen Asset Management, Llc | 2024-06-30 | 473.1 K | Crestview Partners Ii Gp, Lp | 2024-09-30 | 11.6 M | Vanguard Group Inc | 2024-09-30 | 3.9 M |
Victory Capital Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 6.2M | 64.8M | (54.9M) | (19.4M) | (17.5M) | (16.6M) | |
| Investments | (3.8M) | (12.3M) | 39K | (6.3M) | (4.9M) | (5.2M) | |
| Change In Cash | (14.4M) | (14.4M) | 46.8M | (31.4M) | 85.4M | 89.6M | |
| Net Borrowings | 640.6M | (162.4M) | 493.7M | (149.1M) | (171.4M) | (162.8M) | |
| Free Cash Flow | 222.1M | 242.6M | 363.5M | 330.0M | 325.1M | 218.0M | |
| Depreciation | 23.9M | 16.4M | 18.8M | 43.2M | 41.6M | 31.1M | |
| Other Non Cash Items | 29.1M | 17.4M | 18.6M | (41.0M) | (13.6M) | (12.9M) | |
| Dividends Paid | 7.4M | 16.2M | 37.2M | 69.2M | 85.4M | 50.4M | |
| Capital Expenditures | 5.2M | 8.1M | 12.7M | 5.2M | 5.2M | 5.8M | |
| Net Income | 92.5M | 212.5M | 278.4M | 275.5M | 213.2M | 141.7M | |
| End Period Cash Flow | 37.1M | 22.7M | 69.5M | 38.2M | 123.5M | 129.7M | |
| Change To Netincome | 24.2M | 47.4M | 34.0M | (251K) | (288.7K) | (274.2K) | |
| Change Receivables | 322K | (3.1M) | (1.6M) | 4.8M | 4.3M | 3.7M |
Victory Capital Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Victory Capital or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Victory Capital's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Victory stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | 2.00 | |
σ | Overall volatility | 2.24 | |
Ir | Information ratio | 0.13 |
Victory Capital Volatility Alert
Victory Capital Holdings currently demonstrates below-average downside deviation. It has Information Ratio of 0.13 and Jensen Alpha of 0.18. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Victory Capital's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Victory Capital's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Victory Capital Fundamentals Vs Peers
Comparing Victory Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Victory Capital's direct or indirect competition across all of the common fundamentals between Victory Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Victory Capital or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Victory Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Victory Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Victory Capital to competition |
| Fundamentals | Victory Capital | Peer Average |
| Return On Equity | 0.24 | -0.31 |
| Return On Asset | 0.0976 | -0.14 |
| Profit Margin | 0.31 % | (1.27) % |
| Operating Margin | 0.48 % | (5.51) % |
| Current Valuation | 5.24 B | 16.62 B |
| Shares Outstanding | 65.03 M | 571.82 M |
| Shares Owned By Insiders | 12.63 % | 10.09 % |
| Shares Owned By Institutions | 73.75 % | 39.21 % |
| Number Of Shares Shorted | 2.63 M | 4.71 M |
| Price To Earning | 10.07 X | 28.72 X |
| Price To Book | 3.78 X | 9.51 X |
| Price To Sales | 5.13 X | 11.42 X |
| Revenue | 821.03 M | 9.43 B |
| Gross Profit | 465.96 M | 27.38 B |
| EBITDA | 399.69 M | 3.9 B |
| Net Income | 213.16 M | 570.98 M |
| Cash And Equivalents | 78.83 M | 2.7 B |
| Cash Per Share | 1.15 X | 5.01 X |
| Total Debt | 1 B | 5.32 B |
| Debt To Equity | 1.00 % | 48.70 % |
| Current Ratio | 0.47 X | 2.16 X |
| Book Value Per Share | 18.09 X | 1.93 K |
| Cash Flow From Operations | 330.29 M | 971.22 M |
| Short Ratio | 11.15 X | 4.00 X |
| Earnings Per Share | 4.03 X | 3.12 X |
| Price To Earnings To Growth | 0.52 X | 4.89 X |
| Target Price | 67.11 | |
| Number Of Employees | 481 | 18.84 K |
| Beta | 0.91 | -0.15 |
| Market Capitalization | 4.45 B | 19.03 B |
| Total Asset | 2.54 B | 29.47 B |
| Retained Earnings | 736.85 M | 9.33 B |
| Working Capital | (56.77 M) | 1.48 B |
Note: Acquisition by Crestview Partners Ii Gp, L.p. of 8 shares of Victory Capital at 57.3 subject to Rule 16b-3 [view details]
Victory Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Victory . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Victory Capital Buy or Sell Advice
When is the right time to buy or sell Victory Capital Holdings? Buying financial instruments such as Victory Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional Tools for Victory Stock Analysis
When running Victory Capital's price analysis, check to measure Victory Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Victory Capital is operating at the current time. Most of Victory Capital's value examination focuses on studying past and present price action to predict the probability of Victory Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Victory Capital's price. Additionally, you may evaluate how the addition of Victory Capital to your portfolios can decrease your overall portfolio volatility.