Is Victory Capital Stock a Good Investment?
Victory Capital Investment Advice | VCTR |
- Examine Victory Capital's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Victory Capital's leadership team and their track record. Good management can help Victory Capital navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Victory Capital's business and its evolving consumer preferences.
- Compare Victory Capital's performance and market position to its competitors. Analyze how Victory Capital is positioned in terms of product offerings, innovation, and market share.
- Check if Victory Capital pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Victory Capital's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Victory Capital Holdings stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Victory Capital Holdings is a good investment.
Sell | Buy |
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 |
Examine Victory Capital Stock
Researching Victory Capital's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 13.0% of the company outstanding shares are owned by insiders. The book value of Victory Capital was at this time reported as 18.09. The company has Price/Earnings To Growth (PEG) ratio of 0.52. Victory Capital Holdings last dividend was issued on the 9th of December 2024.
To determine if Victory Capital is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Victory Capital's research are outlined below:
| 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 Quarterly Good Will |
|
Victory Capital uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Victory Capital Holdings. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Victory Capital's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 8th of February 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 8th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Victory Capital's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Victory Capital's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2018-02-08 | 2017-12-31 | 0.35 | 0.39 | 0.04 | 11 | ||
2024-02-08 | 2023-12-31 | 1.13 | 1.01 | -0.12 | 10 | ||
2023-02-09 | 2022-12-31 | 1.04 | 0.92 | -0.12 | 11 | ||
2022-11-03 | 2022-09-30 | 1.07 | 1.19 | 0.12 | 11 |
Know Victory Capital's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Victory Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Victory Capital Holdings backward and forwards among themselves. Victory Capital's institutional investor refers to the entity that pools money to purchase Victory Capital's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 4.45 B.Market Cap |
|
Victory Capital's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.76 | 0.50 | |
| Return On Capital Employed | 0.14 | 0.10 | |
| Return On Assets | 0.08 | 0.05 | |
| Return On Equity | 0.20 | 0.13 |
Determining Victory Capital's profitability involves analyzing its financial statements and using various financial metrics to determine if Victory Capital is a good buy. For example, gross profit margin measures Victory Capital's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Victory Capital's profitability and make more informed investment decisions.
Evaluate Victory Capital's management efficiency
Victory Capital Holdings has return on total asset (ROA) of 0.0976 % which means that it generated a profit of $0.0976 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2374 %, meaning that it created $0.2374 on every $100 dollars invested by stockholders. Victory Capital's management efficiency ratios could be used to measure how well Victory Capital manages its routine affairs as well as how well it operates its assets and liabilities. As of 11/25/2024, Return On Tangible Assets is likely to drop to 0.50. In addition to that, Return On Capital Employed is likely to drop to 0.10. At this time, Victory Capital's Non Currrent Assets Other are relatively stable compared to the past year. As of 11/25/2024, Other Current Assets is likely to grow to about 6.1 M, though Net Tangible Assets are likely to grow to (1.1 B).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 15.91 | 16.70 | |
| Tangible Book Value Per Share | (18.29) | (19.20) | |
| Enterprise Value Over EBITDA | 7.90 | 10.93 | |
| Price Book Value Ratio | 2.17 | 2.61 | |
| Enterprise Value Multiple | 7.90 | 10.93 | |
| Price Fair Value | 2.17 | 2.61 | |
| Enterprise Value | 998.7 M | 894.1 M |
Understanding the operational decisions made by Victory Capital management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Dividend Yield 0.0257 | Forward Dividend Yield 0.0257 | Forward Dividend Rate 1.76 | Beta 0.911 |
Basic technical analysis of Victory Stock
As of the 25th of November, Victory Capital has the Risk Adjusted Performance of 0.1521, semi deviation of 1.9, and Coefficient Of Variation of 526.97. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Victory Capital Holdings, as well as the relationship between them. Please validate Victory Capital Holdings semi deviation, jensen alpha, as well as the relationship between the Jensen Alpha and semi variance to decide if Victory Capital is priced more or less accurately, providing market reflects its prevalent price of 68.36 per share. Given that Victory Capital Holdings has jensen alpha of 0.1758, we advise you to double-check Victory Capital Holdings's current market performance to make sure the company can sustain itself at a future point.Victory Capital's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Victory Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Victory Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Victory Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Victory Capital's Outstanding Corporate Bonds
Victory Capital issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Victory Capital Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Victory bonds can be classified according to their maturity, which is the date when Victory Capital Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| US92641PAA49 Corp BondUS92641PAA49 | View | |
| US926400AA00 Corp BondUS926400AA00 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View |
Understand Victory Capital's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Victory Capital's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1521 | |||
| Market Risk Adjusted Performance | 0.2186 | |||
| Mean Deviation | 1.65 | |||
| Semi Deviation | 1.9 | |||
| Downside Deviation | 2.26 | |||
| Coefficient Of Variation | 526.97 | |||
| Standard Deviation | 2.25 | |||
| Variance | 5.08 | |||
| Information Ratio | 0.1317 | |||
| Jensen Alpha | 0.1758 | |||
| Total Risk Alpha | 0.0627 | |||
| Sortino Ratio | 0.1312 | |||
| Treynor Ratio | 0.2086 | |||
| Maximum Drawdown | 14.16 | |||
| Value At Risk | (3.17) | |||
| Potential Upside | 3.47 | |||
| Downside Variance | 5.11 | |||
| Semi Variance | 3.6 | |||
| Expected Short fall | (1.83) | |||
| Skewness | (0.35) | |||
| Kurtosis | 2.42 |
| Risk Adjusted Performance | 0.1521 | |||
| Market Risk Adjusted Performance | 0.2186 | |||
| Mean Deviation | 1.65 | |||
| Semi Deviation | 1.9 | |||
| Downside Deviation | 2.26 | |||
| Coefficient Of Variation | 526.97 | |||
| Standard Deviation | 2.25 | |||
| Variance | 5.08 | |||
| Information Ratio | 0.1317 | |||
| Jensen Alpha | 0.1758 | |||
| Total Risk Alpha | 0.0627 | |||
| Sortino Ratio | 0.1312 | |||
| Treynor Ratio | 0.2086 | |||
| Maximum Drawdown | 14.16 | |||
| Value At Risk | (3.17) | |||
| Potential Upside | 3.47 | |||
| Downside Variance | 5.11 | |||
| Semi Variance | 3.6 | |||
| Expected Short fall | (1.83) | |||
| Skewness | (0.35) | |||
| Kurtosis | 2.42 |
Consider Victory Capital's intraday indicators
Victory Capital intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Victory Capital stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Victory Capital Corporate Filings
F4 | 14th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 8th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 4th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Victory Stock media impact
Far too much social signal, news, headlines, and media speculation about Victory Capital that are available to investors today. That information is available publicly through Victory media outlets and privately through word of mouth or via Victory internal channels. However, regardless of the origin, that massive amount of Victory data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Victory Capital news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Victory Capital relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Victory Capital's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Victory Capital alpha.
Victory Capital Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Victory Capital can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
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.