Virtus Investment Partners (NASDAQ: VRTS) is one of 56 publicly-traded companies in the “Investment Management” industry, but how does it compare to its peers? We will compare Virtus Investment Partners to similar businesses based off the strength of its dividends, institutional ownership, valuation, analyst recommendations, profitability, risk and earnings.

Analyst Ratings

This is a summary of recent recommendations and price targets for Virtus Investment Partners and its peers, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtus Investment Partners 1 4 0 0 1.80
Virtus Investment Partners Competitors 661 2022 1951 37 2.29

Virtus Investment Partners currently has a consensus price target of $119.40, suggesting a potential upside of 14.09%. All “Investment Management” companies have a potential upside of 0.42%. Given Virtus Investment Partners’ higher probable upside, equities analysts plainly believe Virtus Investment Partners is more favorable than its peers.

Risk & Volatility

Virtus Investment Partners has a beta of 1.74, meaning that its stock price is 74% more volatile than the S&P 500. Comparatively, Virtus Investment Partners’ peers have a beta of 1.41, meaning that their average stock price is 41% more volatile than the S&P 500.

Insider and Institutional Ownership

95.9% of Virtus Investment Partners shares are owned by institutional investors. Comparatively, 55.0% of shares of all “Investment Management” companies are owned by institutional investors. 4.0% of Virtus Investment Partners shares are owned by insiders. Comparatively, 26.8% of shares of all “Investment Management” companies are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Valuation & Earnings

This table compares Virtus Investment Partners and its peers top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
Virtus Investment Partners $336.08 million $73.41 million 20.36
Virtus Investment Partners Competitors $862.41 million $243.32 million -7.90

Virtus Investment Partners’ peers have higher revenue and earnings than Virtus Investment Partners. Virtus Investment Partners is trading at a higher price-to-earnings ratio than its peers, indicating that it is currently the more expensive than other companies in its industry.

Profitability

This table compares Virtus Investment Partners and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Virtus Investment Partners 12.13% 11.35% 3.84%
Virtus Investment Partners Competitors 29.67% 112.34% 29.59%

Dividends

Virtus Investment Partners pays an annual dividend of $1.80 per share and has a dividend yield of 1.7%. Virtus Investment Partners pays out 35.0% of its earnings in the form of a dividend. As a group, “Investment Management” companies pay a dividend yield of 3.8% and pay out 66.2% of their earnings in the form of a dividend.

Summary

Virtus Investment Partners peers beat Virtus Investment Partners on 10 of the 15 factors compared.

About Virtus Investment Partners

Virtus Investment Partners, Inc. (Virtus) is a provider of investment management and related services to individuals and institutions. The Company provides its products in various forms and through multiple distribution channels. Its retail products include open-end mutual funds, closed-end funds, exchange traded funds, variable insurance funds, undertakings for collective investments in transferable securities (UCITS) and separately managed accounts. Its open-end mutual funds are distributed through intermediaries. Its closed-end funds trade on the New York Stock Exchange. Its variable insurance funds are available as investment options in variable annuities and life insurance products distributed by life insurance companies. Separately managed accounts consists of intermediary programs, sponsored and distributed by unaffiliated brokerage firms, and private client accounts, which are offered to the high net-worth clients of its affiliated managers.

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