Virtus Investment Partners (VRTS) Fundamental Analysis: Revenue, Earnings & Valuation

6.49 / 10

Outperform

Virtus Investment Partners (VRTS) shows encouraging fundamentals with solid earnings growth, as indicated by high year-over-year growth rates in both basic and diluted EPS. Key metrics like Asset-MV and Revenue-MV are favorable, contributing to a positive financial stance. However, the Current liabilities / Total liabilities ratio is low, hinting at potential liquidity pressures. Overall, the fundamentals are supportive but not without weaknesses, leading to an Outperform rating with a focus on continued monitoring of balance sheet health.

Analysis Checks(9/10)

Revenue-MV

Value0.20

Score3/3

Weight27.00%

1M Return8.79%

Current liabilities / Total liabilities (%)

Value8.73

Score1/3

Weight3.76%

1M Return1.49%

Net income-Revenue

Value0.00

Score2/3

Weight4.25%

1M Return1.97%

Basic earnings per share (YoY growth rate %)

Value20.64

Score2/3

Weight3.47%

1M Return1.47%

Rate of return on total assets (%)

Value2.76

Score3/3

Weight12.22%

1M Return4.42%

Fixed assets turnover ratio

Value7.19

Score2/3

Weight3.06%

1M Return1.25%

Annualized return on total assets (%)

Value3.68

Score3/3

Weight12.22%

1M Return4.42%

Diluted earnings per share (YoY growth rate %)

Value21.10

Score2/3

Weight7.20%

1M Return2.98%

Asset-MV

Value-0.50

Score3/3

Weight22.42%

1M Return7.53%

Current assets / Total assets (%)

Value77.04

Score2/3

Weight4.40%

1M Return2.54%

Is VRTS fundamentally strong?

VRTS scores 6.49/10 on fundamentals and holds a Discounted valuation at present. Backed by its 10.13% ROE, 16.12% net margin, 6.96 P/E ratio, 0.93 P/B ratio, and 17.97% earnings growth, these metrics solidify its Outperform investment rating.