Virtus Investment Partners VRTS Ratios & Valuation
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Operating margin | 17.7%-2.1pp | 19.8%-0.7pp | 20.4%-0.7pp | 21.1%+0.4pp | 20.7%+0.6pp | |
| Net margin | 13.7%-2.3pp | 15.9%-0.2pp | 16.1%-1.8pp | 17.9%+2.1pp | 15.8%-1.0pp | |
| EBITDA margin | 25.5%-1.7pp | 27.2%-0.5pp | 27.8%-0.6pp | 28.4%+0.3pp | 28.1%+0.4pp | |
| Free cash flow margin | -4%+4.6pp | -8.7%-16.6pp | 7.9%+4.4pp | 3.5%+0.7pp | 2.9%+3.3pp | |
| Returns | ||||||
| Return on equity | 12.6%-2.3pp | 14.8%-0.8pp | 15.7%-2.4pp | 18.1%+1.9pp | 16.2%-1.2pp | |
| Return on assets | 2.8%-0.5pp | 3.3%-0.5pp | 3.8%-0.6pp | 4.3%+0.4pp | 3.9%0.0pp | |
| Return on invested capital | 9.8%-4.3pp | 14.1%-0.5pp | 14.6%-1.1pp | 15.7%+1.4pp | 14.3%-1.9pp | |
| Efficiency | ||||||
| Asset turnover | 0.2×0.0× | 0.2×0.0× | 0.2×0.0× | 0.2×0.0× | 0.2×0.0× | |
| Leverage | ||||||
| Debt-to-equity | 0.6×+0.1× | 0.5×0.0× | 0.5×+0.2× | 0.4×0.0× | 0.3×0.0× | |
| Debt-to-assets | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | |
| Net debt / EBITDA | 1.2×+1.2× | 0×-0.1× | 0.1×-0.2× | 0.3×0.0× | 0.3×+0.7× | |
| Interest coverage | 4×-0.5× | 4.5×-0.1× | 4.6×-0.2× | 4.8×-0.3× | 5.1×-0.3× | |
| Per Share | ||||||
| Book value per share | $134.790.0% | $134.80+0.8% | $133.79+3.3% | $129.50+2.5% | $126.36+1.5% | |
| Valuation | ||||||
| Market capitalization | $926.21M-25.0% | $1.1B-14.1% | $1.28B+3.1% | $1.24B+3.6% | $1.2B-22.4% | |
| Enterprise value | $1.19B-9.9% | $1.11B-15.2% | $1.3B-1.7% | $1.33B+3.3% | $1.29B-11.4% | |
| Price / earnings | 8.1×-0.5× | 8.1×-1.0× | 9.1×+1.3× | 7.8×-0.6× | 8.4×-1.7× | |
| Price / sales | 1.1×-0.3× | 1.3×-0.2× | 1.5×+0.1× | 1.4×+0.1× | 1.3×-0.4× | |
| Price / book | 1×-0.4× | 1.2×-0.2× | 1.4×0.0× | 1.4×0.0× | 1.3×-0.4× | |
| EV / EBITDA | 5.5×+0.4× | 4.8×-0.6× | 5.4×+0.1× | 5.3×+0.2× | 5.1×-0.7× | |
| EV / sales | 1.4×0.0× | 1.3×-0.2× | 1.5×0.0× | 1.5×+0.1× | 1.4×-0.2× | |
| Free cash flow yield | -3.7%-5.9pp | -6.7%-12.1pp | 5.4%+2.9pp | 2.5%+0.4pp | 2.2%+2.4pp | |
| Earnings yield | 12.6%+0.8pp | 12.3%+1.3pp | 11%-1.8pp | 12.8%+0.9pp | 11.9%+2.0pp | |
| Dividend yield | 7.2%+2.2pp | 5.9%+0.9pp | 5%0.0pp | 5%0.0pp | 5%+1.3pp |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- Where do Virtus Investment Partners's ratios come from?
- Every ratio is computed from Virtus Investment Partners's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.
