Virtus Investment Partners, Stock Performance
| VRTS Stock | USD 239.40 4.92 2.10% |
Virtus Investment has a performance score of 7 on a scale of 0 to 100. The entity has a beta of 2.12, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Virtus Investment will likely underperform. Virtus Investment right now has a risk of 2.08%. Please validate Virtus Investment semi variance, as well as the relationship between the rate of daily change and relative strength index , to decide if Virtus Investment will be following its existing price patterns.
Risk-Adjusted Performance
7 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Investment Partners, are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively inconsistent basic indicators, Virtus Investment may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return 1.48 | Five Day Return (2.37) | Year To Date Return 0.99 | Ten Year Return 54.16 | All Time Return 632.64 |
Forward Dividend Yield 0.0387 | Payout Ratio 0.3184 | Forward Dividend Rate 9 | Dividend Date 2024-11-13 | Ex Dividend Date 2024-10-31 |
1 | Duff Phelps Utility and Infrastructure Fund Inc. Discloses Sources of Distribution - Section 19 Notice | 09/09/2024 |
2 | Acquisition by Purkalitis Andra C of 648 shares of Virtus Investment subject to Rule 16b-3 | 09/20/2024 |
3 | Virtus Total Return Fund Inc. Discloses Sources of Distribution Section 19 Notice | 09/24/2024 |
4 | Virtus Investment Partners Is Paying Out A Larger Dividend Than Last Year | 10/11/2024 |
5 | Virtus Investment Partners Inc Shares Up 4.14 percent on Oct 28 | 10/28/2024 |
6 | Virtus Investment Partners, Inc. Q3 2024 Earnings Call Transcript | 10/29/2024 |
7 | Apollos Race Toward Private-Credit ETFs to Face SEC Scrutiny | 11/01/2024 |
8 | Disposition of 400 shares by Fleming Susan S. of Virtus Investment subject to Rule 16b-3 | 11/05/2024 |
9 | Virtus Investment Partners report MM decline in October AUM | 11/12/2024 |
| Virtus Investment dividend paid on 13th of November 2024 | 11/13/2024 |
| Begin Period Cash Flow | 589.2 M |
Virtus |
Virtus Investment Relative Risk vs. Return Landscape
If you would invest 21,458 in Virtus Investment Partners, on August 23, 2024 and sell it today you would earn a total of 2,482 from holding Virtus Investment Partners, or generate 11.57% return on investment over 90 days. Virtus Investment Partners, is currently generating 0.1919% in daily expected returns and assumes 2.0755% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of stocks are less volatile than Virtus, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. 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 = 0.0925
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Estimated Market Risk
| 2.08 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Virtus Investment is performing at about 7% 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 | 0.16 | ||||
| Return On Asset | 0.0282 | ||||
| Profit Margin | 0.13 % | ||||
| Operating Margin | 0.23 % | ||||
| Current Valuation | 3.51 B | ||||
| Shares Outstanding | 7.02 M | ||||
| 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 | ||||
| Earnings Per Share | 16.45 X | ||||
| 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 | ||||
About Virtus Investment Performance
Assessing Virtus Investment's fundamental ratios provides investors with valuable insights into Virtus Investment's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Virtus Investment is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 222.04 | 233.15 | |
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.04 | 0.05 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.15 | 0.16 |
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.| Virtus Investment has a poor financial position based on the latest SEC disclosures | |
| Over 83.0% of the company outstanding shares are owned by institutional investors | |
| On 13th of November 2024 Virtus Investment paid $ 2.25 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: StockNews.com Upgrades Virtus Investment Partners to Buy |
- 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.
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.