Virtus Investment Partners, Stock Return On Equity

VRTS Stock

USD 239.40 4.92 2.10%

Virtus Investment Partners, fundamentals help investors to digest information that contributes to Virtus Investment's financial success or failures. It also enables traders to predict the movement of Virtus Stock. The fundamental analysis module provides a way to measure Virtus Investment's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Virtus Investment stock.

		Last Reported	Projected for Next Year
	Return On Equity	0.15	0.16

Return On Equity is likely to gain to 0.16 in 2024.

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Virtus Investment Partners, Company Return On Equity Analysis

Virtus Investment's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Return On Equity

Net Income

Total Equity

More About Return On Equity | All Equity Analysis

Current Virtus Investment Return On Equity

0.16

Most of Virtus Investment's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Virtus Investment Partners, is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Virtus Return On Equity Driver Correlations

Understanding the fundamental principles of building solid financial models for Virtus Investment is extremely important. It helps to project a fair market value of Virtus Stock properly, considering its historical fundamentals such as Return On Equity. Since Virtus Investment's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Virtus Investment's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Virtus Investment's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Net Receivables	Good Will	Short Term Investments	Total Liab	Total Current Assets	Intangible Assets	Common Stock	Retained Earnings	Short Term Debt	Accounts Payable	Long Term Debt	Property Plant Equipment	Current Deferred Revenue	Treasury Stock	Total Permanent Equity	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.82	0.98	0.87	0.91	-0.32	1.0	0.57	0.97	-0.13	0.78	0.7	0.62	0.98	0.66	-0.51	-0.94	0.71	-0.65	0.96	0.86	0.96	0.32	-0.18	0.26	-0.8
Total Stockholder Equity	0.82		0.75	0.92	0.77	0.05	0.79	0.85	0.76	-0.28	0.56	0.49	0.87	0.76	0.45	-0.29	-0.79	0.84	-0.29	0.86	0.9	0.83	0.2	-0.1	0.28	-0.63
Net Debt	0.98	0.75		0.81	0.92	-0.41	0.99	0.44	0.95	-0.09	0.75	0.69	0.51	0.99	0.59	-0.43	-0.94	0.67	-0.74	0.97	0.79	0.98	0.37	-0.09	0.17	-0.73
Net Receivables	0.87	0.92	0.81		0.87	-0.26	0.85	0.75	0.86	-0.14	0.67	0.48	0.82	0.83	0.47	-0.27	-0.81	0.78	-0.46	0.9	0.83	0.88	0.17	-0.23	0.43	-0.76
Good Will	0.91	0.77	0.92	0.87		-0.46	0.92	0.44	0.91	0.15	0.83	0.58	0.5	0.93	0.57	-0.26	-0.82	0.64	-0.72	0.94	0.75	0.93	0.2	-0.07	0.2	-0.72
Short Term Investments	-0.32	0.05	-0.41	-0.26	-0.46		-0.38	0.29	-0.39	-0.31	-0.31	-0.17	0.19	-0.42	-0.04	-0.08	0.21	-0.11	0.63	-0.35	0.06	-0.41	-0.11	0.05	-0.12	0.32
Total Liab	1.0	0.79	0.99	0.85	0.92	-0.38		0.51	0.97	-0.1	0.78	0.69	0.57	0.99	0.64	-0.47	-0.94	0.69	-0.7	0.97	0.83	0.97	0.34	-0.17	0.24	-0.78
Total Current Assets	0.57	0.85	0.44	0.75	0.44	0.29	0.51		0.51	-0.35	0.36	0.21	0.87	0.46	0.29	-0.17	-0.57	0.63	0.1	0.53	0.68	0.51	-0.04	-0.43	0.44	-0.53
Intangible Assets	0.97	0.76	0.95	0.86	0.91	-0.39	0.97	0.51		-0.06	0.8	0.65	0.59	0.95	0.68	-0.51	-0.88	0.65	-0.73	0.92	0.8	0.92	0.36	-0.29	0.27	-0.78
Common Stock	-0.13	-0.28	-0.09	-0.14	0.15	-0.31	-0.1	-0.35	-0.06		0.42	-0.07	-0.38	-0.03	-0.03	0.39	0.21	-0.34	-0.08	-0.14	-0.24	-0.12	-0.07	-0.02	0.04	0.02
Retained Earnings	0.78	0.56	0.75	0.67	0.83	-0.31	0.78	0.36	0.8	0.42		0.63	0.37	0.79	0.74	-0.39	-0.71	0.37	-0.52	0.71	0.68	0.7	0.1	-0.23	0.39	-0.8
Short Term Debt	0.7	0.49	0.69	0.48	0.58	-0.17	0.69	0.21	0.65	-0.07	0.63		0.25	0.71	0.8	-0.65	-0.61	0.44	-0.44	0.65	0.71	0.64	0.44	0.09	0.4	-0.74
Accounts Payable	0.62	0.87	0.51	0.82	0.5	0.19	0.57	0.87	0.59	-0.38	0.37	0.25		0.52	0.29	-0.28	-0.66	0.79	-0.08	0.63	0.78	0.59	0.17	-0.28	0.37	-0.5
Long Term Debt	0.98	0.76	0.99	0.83	0.93	-0.42	0.99	0.46	0.95	-0.03	0.79	0.71	0.52		0.61	-0.43	-0.92	0.67	-0.7	0.96	0.81	0.98	0.36	-0.11	0.23	-0.77
Property Plant Equipment	0.66	0.45	0.59	0.47	0.57	-0.04	0.64	0.29	0.68	-0.03	0.74	0.8	0.29	0.61		-0.78	-0.57	0.33	-0.48	0.55	0.67	0.52	0.1	-0.16	0.31	-0.72
Current Deferred Revenue	-0.51	-0.29	-0.43	-0.27	-0.26	-0.08	-0.47	-0.17	-0.51	0.39	-0.39	-0.65	-0.28	-0.43	-0.78		0.45	-0.28	0.27	-0.37	-0.6	-0.34	-0.16	-0.04	-0.14	0.54
Treasury Stock	-0.94	-0.79	-0.94	-0.81	-0.82	0.21	-0.94	-0.57	-0.88	0.21	-0.71	-0.61	-0.66	-0.92	-0.57	0.45		-0.69	0.6	-0.92	-0.84	-0.92	-0.28	0.16	-0.23	0.71
Total Permanent Equity	0.71	0.84	0.67	0.78	0.64	-0.11	0.69	0.63	0.65	-0.34	0.37	0.44	0.79	0.67	0.33	-0.28	-0.69		-0.37	0.78	0.77	0.77	0.32	0.03	0.08	-0.44
Net Tangible Assets	-0.65	-0.29	-0.74	-0.46	-0.72	0.63	-0.7	0.1	-0.73	-0.08	-0.52	-0.44	-0.08	-0.7	-0.48	0.27	0.6	-0.37		-0.67	-0.34	-0.69	-0.42	0.07	0.15	0.34
Long Term Debt Total	0.96	0.86	0.97	0.9	0.94	-0.35	0.97	0.53	0.92	-0.14	0.71	0.65	0.63	0.96	0.55	-0.37	-0.92	0.78	-0.67		0.86	0.99	0.33	-0.02	0.19	-0.72
Capital Surpluse	0.86	0.9	0.79	0.83	0.75	0.06	0.83	0.68	0.8	-0.24	0.68	0.71	0.78	0.81	0.67	-0.6	-0.84	0.77	-0.34	0.86		0.81	0.27	0.04	0.3	-0.73
Long Term Investments	0.96	0.83	0.98	0.88	0.93	-0.41	0.97	0.51	0.92	-0.12	0.7	0.64	0.59	0.98	0.52	-0.34	-0.92	0.77	-0.69	0.99	0.81		0.34	-0.06	0.2	-0.72
Short Long Term Debt	0.32	0.2	0.37	0.17	0.2	-0.11	0.34	-0.04	0.36	-0.07	0.1	0.44	0.17	0.36	0.1	-0.16	-0.28	0.32	-0.42	0.33	0.27	0.34		-0.01	-0.01	-0.02
Net Invested Capital	-0.18	-0.1	-0.09	-0.23	-0.07	0.05	-0.17	-0.43	-0.29	-0.02	-0.23	0.09	-0.28	-0.11	-0.16	-0.04	0.16	0.03	0.07	-0.02	0.04	-0.06	-0.01		-0.46	0.27
Net Working Capital	0.26	0.28	0.17	0.43	0.2	-0.12	0.24	0.44	0.27	0.04	0.39	0.4	0.37	0.23	0.31	-0.14	-0.23	0.08	0.15	0.19	0.3	0.2	-0.01	-0.46		-0.71
Capital Stock	-0.8	-0.63	-0.73	-0.76	-0.72	0.32	-0.78	-0.53	-0.78	0.02	-0.8	-0.74	-0.5	-0.77	-0.72	0.54	0.71	-0.44	0.34	-0.72	-0.73	-0.72	-0.02	0.27	-0.71

Click cells to compare fundamentals

Virtus Return On Equity Historical Pattern

Today, most investors in Virtus Investment Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Virtus Investment's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's return on equity growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Virtus Investment return on equity as a starting point in their analysis.

Virtus Investment Return On Equity

Timeline

For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.

Competition

Predict Virtus Investment

Return On Equity Over Time

Virtus Total Stockholder Equity

Total Stockholder Equity

454.78 Million

At this time, Virtus Investment's Total Stockholder Equity is comparatively stable compared to the past year.

Based on the latest financial disclosure, Virtus Investment Partners, has a Return On Equity of 0.155. This is 89.31% lower than that of the Capital Markets sector and 97.7% lower than that of the Financials industry. The return on equity for all United States stocks is 150.0% lower than that of the firm.

Virtus Return On Equity Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Virtus Investment's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Virtus Investment could also be used in its relative valuation, which is a method of valuing Virtus Investment by comparing valuation metrics of similar companies.

Virtus Investment is currently under evaluation in return on equity category among its peers.

Virtus Investment ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Virtus Investment's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Virtus Investment's managers, analysts, and investors.

Environmental

Governance

Social

Virtus Fundamentals

	Return On Equity	0.16
	Return On Asset	0.0282
	Profit Margin	0.13 %
	Operating Margin	0.23 %
	Current Valuation	3.51 B
	Shares Outstanding	7.02 M
	Shares Owned By Insiders	6.12 %
	Shares Owned By Institutions	83.46 %
	Number Of Shares Shorted	70.39 K
	Price To Earning	13.04 X
	Price To Book	1.85 X
	Price To Sales	1.85 X
	Revenue	845.27 M
	Gross Profit	402.51 M
	EBITDA	151.48 M
	Net Income	141.48 M
	Cash And Equivalents	358.2 M
	Cash Per Share	49.24 X
	Total Debt	2.18 B
	Debt To Equity	0.38 %
	Current Ratio	2.74 X
	Book Value Per Share	126.71 X
	Cash Flow From Operations	237.16 M
	Short Ratio	2.36 X
	Earnings Per Share	16.45 X
	Price To Earnings To Growth	0.62 X
	Target Price	232.0
	Number Of Employees	824
	Beta	1.44
	Market Capitalization	1.65 B
	Total Asset	3.68 B
	Retained Earnings	207.36 M
	Working Capital	303.52 M
	Current Asset	164.83 M
	Current Liabilities	62.41 M
	Annual Yield	0.04 %
	Five Year Return	1.88 %
	Net Asset	3.68 B
	Last Dividend Paid	7.95

About Virtus Investment Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Virtus Investment Partners,'s financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Virtus Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Virtus Investment Partners, based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.

Explore Investing Ideas

Additional Tools for Virtus Stock Analysis

When running Virtus Investment's price analysis, check to measure Virtus Investment'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 Virtus Investment is operating at the current time. Most of Virtus Investment's value examination focuses on studying past and present price action to predict the probability of Virtus Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Virtus Investment's price. Additionally, you may evaluate how the addition of Virtus Investment to your portfolios can decrease your overall portfolio volatility.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC