Virtus Investment Partners VRTS Ratios & Valuation
| FY'25 | FY'24 | FY'23 | FY'22 | ||
|---|---|---|---|---|---|
| Profitability | |||||
| Operating margin | 19.8%-0.3pp | 20.1%+2.2pp | 17.9%-4.4pp | 22.3%-11.0pp | |
| Net margin | 15.9%-0.9pp | 16.8%+0.1pp | 16.7%+4.7pp | 12%-9.2pp | |
| EBITDA margin | 27.2%-0.5pp | 27.7%+1.5pp | 26.2%-3.8pp | 30%-8.4pp | |
| Free cash flow margin | -8.7%-8.3pp | -0.4%-27.4pp | 27%— | —— | |
| Returns | |||||
| Return on equity | 14.8%-2.5pp | 17.3%+0.5pp | 16.8%+3.9pp | 13%-14.1pp | |
| Return on assets | 3.3%-0.7pp | 4%+0.3pp | 3.7%+1.0pp | 2.7%-2.9pp | |
| Return on invested capital | 14.1%-2.1pp | 16.2%-0.1pp | 16.2%-6.8pp | 23%-18.9pp | |
| Efficiency | |||||
| Asset turnover | 0.2×0.0× | 0.2×0.0× | 0.2×0.0× | 0.2×0.0× | |
| Leverage | |||||
| Debt-to-equity | 0.5×+0.2× | 0.3×0.0× | 0.4×0.0× | 0.4×0.0× | |
| Debt-to-assets | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | |
| Net debt / EBITDA | 0×+0.4× | -0.4×-0.3× | -0×+0.9× | -1×-0.2× | |
| Interest coverage | 4.5×-0.9× | 5.4×+0.6× | 4.8×-5.9× | 10.8×-4.2× | |
| Per Share | |||||
| Book value per share | $134.80+8.3% | $124.48+6.3% | $117.14+8.7% | $107.76+4.1% | |
| Valuation | |||||
| Market capitalization | $926.21M-25.0% | $1.55B-10.8% | $1.74B+24.8% | $1.39B-38.0% | |
| Enterprise value | $1.19B-9.9% | $1.45B-16.0% | $1.73B+52.3% | $1.13B-42.4% | |
| Price / earnings | 8.1×-0.5× | 10.2×-2.1× | 12.3×-0.8× | 13×+2.3× | |
| Price / sales | 1.1×-0.3× | 1.7×-0.3× | 2.1×+0.5× | 1.6×-0.7× | |
| Price / book | 1×-0.4× | 1.7×-0.3× | 2×+0.3× | 1.7×-1.0× | |
| EV / EBITDA | 5.5×+0.4× | 5.8×-2.0× | 7.8×+3.5× | 4.3×-1.0× | |
| EV / sales | 1.4×0.0× | 1.6×-0.4× | 2×+0.8× | 1.3×-0.7× | |
| Free cash flow yield | -3.7%-5.9pp | -0.2%-13.4pp | 13.2%— | —— | |
| Earnings yield | 12.6%+0.8pp | 9.8%+1.7pp | 8.2%+0.5pp | 7.7%-1.6pp | |
| Dividend yield | 7.2%+2.2pp | 3.8%+0.8pp | 3%-0.4pp | 3.4%+2.0pp |
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.
