Virtus Investment (Germany) Performance
| VIP Stock | EUR 220.00 2.00 0.90% |
On a scale of 0 to 100, Virtus Investment holds a performance score of 8. The entity has a beta of 0.29, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Virtus Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Investment is expected to be smaller as well. Please check Virtus Investment's semi variance, daily balance of power, and the relationship between the potential upside and skewness , to make a quick decision on whether Virtus Investment's existing price patterns will revert.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Investment Partners are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Virtus Investment reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 586.1 M |
Virtus |
Virtus Investment Relative Risk vs. Return Landscape
If you would invest 19,089 in Virtus Investment Partners on August 24, 2024 and sell it today you would earn a total of 2,911 from holding Virtus Investment Partners or generate 15.25% return on investment over 90 days. Virtus Investment Partners is currently producing 0.2442% returns and takes up 2.1474% volatility of returns over 90 trading days. Put another way, 19% of traded stocks are less volatile than Virtus, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Virtus Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Virtus Investment Partners, and traders can use it to determine the average amount a Virtus Investment's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1137
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VIP | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.15 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Virtus Investment is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Virtus Investment by adding it to a well-diversified portfolio.
Virtus Investment Fundamentals Growth
Virtus Stock prices reflect investors' perceptions of the future prospects and financial health of Virtus Investment, and Virtus Investment fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Virtus Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0332 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.24 % | |||
| Current Valuation | 2.97 B | |||
| Shares Outstanding | 7.18 M | |||
| Price To Earning | 9.29 X | |||
| Price To Book | 1.78 X | |||
| Price To Sales | 1.37 X | |||
| Revenue | 881.72 M | |||
| EBITDA | 321.51 M | |||
| Cash And Equivalents | 197.7 M | |||
| Cash Per Share | 28.29 X | |||
| Total Debt | 2.34 B | |||
| Debt To Equity | 48.90 % | |||
| Book Value Per Share | 113.77 X | |||
| Cash Flow From Operations | 132.67 M | |||
| Earnings Per Share | 14.60 X | |||
| Total Asset | 3.95 B | |||
About Virtus Investment Performance
By analyzing Virtus Investment's fundamental ratios, stakeholders can gain valuable insights into Virtus Investment's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Virtus Investment has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Virtus Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Virtus Investment Partners, Inc. is a publicly owned investment manager. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut. VIRTUS INV operates under Asset Management classification in Germany and is traded on Frankfurt Stock Exchange. It employs 577 people.Things to note about Virtus Investment performance evaluation
Checking the ongoing alerts about Virtus Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Virtus Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 87.0% of the company outstanding shares are owned by institutional investors |
- Analyzing Virtus Investment's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Virtus Investment's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Investment's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Virtus Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Virtus Investment's stock. These opinions can provide insight into Virtus Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary 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.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |