Virtus Investment Partners VRTS Ratios & Valuation
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Operating margin | 17.7%-3.0pp | 19.8%-0.3pp | 20.4%+1.2pp | 21.1%+2.9pp | 20.7%+2.8pp | |
| Net margin | 13.7%-2.1pp | 15.9%-0.9pp | 16.1%-0.9pp | 17.9%+2.0pp | 15.8%-0.8pp | |
| Returns | ||||||
| Return on equity | 12.6%-3.6pp | 14.8%-2.5pp | 15.7%-1.6pp | 18.1%+1.7pp | 16.2%-0.8pp | |
| Return on invested capital | 9.8%-4.5pp | 14.1%-2.1pp | 14.6%-2.1pp | 15.7%+0.1pp | 14.3%-1.0pp | |
| 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×+0.2× | 0.5×+0.2× | 0.5×+0.3× | 0.4×+0.1× | 0.3×0.0× | |
| Net debt / EBITDA | 1.2×+0.9× | 0×+0.4× | 0.1×+0.4× | 0.3×+0.8× | 0.3×+0.3× | |
| Per Share | ||||||
| Book value per share | $134.79+6.7% | $134.80+8.3% | $133.79+8.0% | $129.50+8.0% | $126.36+5.6% | |
| Valuation | ||||||
| Market capitalization | $926.21M-25.0% | $1.1B-28.8% | $1.28B-14.1% | $1.24B-22.6% | $1.2B-32.0% | |
| Price / earnings | 8.1×-0.5× | 8.1×-2.1× | 9.1×-0.8× | 7.8×-3.6× | 8.4×-3.8× | |
| Price / sales | 1.1×-0.3× | 1.3×-0.4× | 1.5×-0.2× | 1.4×-0.4× | 1.3×-0.7× | |
| Price / book | 1×-0.4× | 1.2×-0.5× | 1.4×-0.3× | 1.4×-0.5× | 1.3×-0.7× | |
| EV / EBITDA | 5.5×+0.4× | 4.8×-1.0× | 5.4×-0.5× | 5.3×-1.2× | 5.1×-2.7× | |
| Dividend yield | 7.2%+2.2pp | 5.9%+2.1pp | 5%+1.3pp | 5%+1.6pp | 5%+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.
