VRTS
Virtus Investment Partners·NYSE
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6.69 / 10
Outperform
VRTS demonstrates strong fundamentals, highlighted by high earnings growth (basic EPS up 20.6%, diluted EPS up 21.1%) and robust asset efficiency (ROTA 2.76%, annualized ROTA 3.68%). However, operating revenue is down YoY (-4.25%), and the total profit/EBIT ratio is elevated (128.4%), indicating some operational leverage concerns. Overall, the fundamental standing is rated solid (6.7/10).
Analysis Checks(8/10)
Gross profit margin (%)
Value100.00
Score3/3
Weight15.81%
1M Return4.30%
Value100.00
Score3/3
Weight15.81%
1M Return4.30%
Net income-Revenue
Value0.01
Score2/3
Weight6.00%
1M Return1.88%
Value0.01
Score2/3
Weight6.00%
1M Return1.88%
Rate of return on total assets (%)
Value2.76
Score3/3
Weight17.98%
1M Return4.47%
Value2.76
Score3/3
Weight17.98%
1M Return4.47%
Annualized return on total assets (%)
Value3.68
Score3/3
Weight17.98%
1M Return4.47%
Value3.68
Score3/3
Weight17.98%
1M Return4.47%
Operating revenue (YoY growth rate %)
Value-4.25
Score1/3
Weight4.44%
1M Return1.29%
Value-4.25
Score1/3
Weight4.44%
1M Return1.29%
Current liabilities / Total liabilities (%)
Value8.73
Score2/3
Weight5.59%
1M Return1.58%
Value8.73
Score2/3
Weight5.59%
1M Return1.58%
Basic earnings per share (YoY growth rate %)
Value20.64
Score2/3
Weight5.48%
1M Return1.64%
Value20.64
Score2/3
Weight5.48%
1M Return1.64%
Total profit / EBIT (%)
Value128.43
Score1/3
Weight-4.88%
1M Return-1.53%
Value128.43
Score1/3
Weight-4.88%
1M Return-1.53%
Diluted earnings per share (YoY growth rate %)
Value21.10
Score2/3
Weight9.80%
1M Return2.90%
Value21.10
Score2/3
Weight9.80%
1M Return2.90%
Asset-MV
Value-0.51
Score3/3
Weight21.80%
1M Return5.52%
Value-0.51
Score3/3
Weight21.80%
1M Return5.52%
Gross profit margin (%)
Value100.00
Score3/3
Weight15.81%
1M Return4.30%
Value100.00
Score3/3
Weight15.81%
1M Return4.30%
Current liabilities / Total liabilities (%)
Value8.73
Score2/3
Weight5.59%
1M Return1.58%
Value8.73
Score2/3
Weight5.59%
1M Return1.58%
Net income-Revenue
Value0.01
Score2/3
Weight6.00%
1M Return1.88%
Value0.01
Score2/3
Weight6.00%
1M Return1.88%
Basic earnings per share (YoY growth rate %)
Value20.64
Score2/3
Weight5.48%
1M Return1.64%
Value20.64
Score2/3
Weight5.48%
1M Return1.64%
Rate of return on total assets (%)
Value2.76
Score3/3
Weight17.98%
1M Return4.47%
Value2.76
Score3/3
Weight17.98%
1M Return4.47%
Total profit / EBIT (%)
Value128.43
Score1/3
Weight-4.88%
1M Return-1.53%
Value128.43
Score1/3
Weight-4.88%
1M Return-1.53%
Annualized return on total assets (%)
Value3.68
Score3/3
Weight17.98%
1M Return4.47%
Value3.68
Score3/3
Weight17.98%
1M Return4.47%
Diluted earnings per share (YoY growth rate %)
Value21.10
Score2/3
Weight9.80%
1M Return2.90%
Value21.10
Score2/3
Weight9.80%
1M Return2.90%
Operating revenue (YoY growth rate %)
Value-4.25
Score1/3
Weight4.44%
1M Return1.29%
Value-4.25
Score1/3
Weight4.44%
1M Return1.29%
Asset-MV
Value-0.51
Score3/3
Weight21.80%
1M Return5.52%
Value-0.51
Score3/3
Weight21.80%
1M Return5.52%
Is VRTS undervalued or overvalued?
- VRTS scores 6.69/10 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.
