Virtus Investment Partners (NASDAQ: VRTS) is one of 56 public companies in the “Investment Management” industry, but how does it contrast to its rivals? We will compare Virtus Investment Partners to related companies based on the strength of its dividends, valuation, earnings, profitability, risk, institutional ownership and analyst recommendations.

Valuation and Earnings

This table compares Virtus Investment Partners and its rivals revenue, earnings per share (EPS) and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
Virtus Investment Partners $336.08 million $73.41 million 21.26
Virtus Investment Partners Competitors $858.39 million $242.16 million -7.93

Virtus Investment Partners’ rivals have higher revenue and earnings than Virtus Investment Partners. Virtus Investment Partners is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.

Profitability

This table compares Virtus Investment Partners and its rivals’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Virtus Investment Partners 12.13% 11.35% 3.84%
Virtus Investment Partners Competitors 29.67% 112.34% 29.59%

Analyst Recommendations

This is a summary of current recommendations and price targets for Virtus Investment Partners and its rivals, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtus Investment Partners 1 4 0 0 1.80
Virtus Investment Partners Competitors 661 2029 1954 37 2.29

Virtus Investment Partners currently has a consensus target price of $119.40, suggesting a potential upside of 9.24%. As a group, “Investment Management” companies have a potential downside of 1.52%. Given Virtus Investment Partners’ higher possible upside, equities research analysts plainly believe Virtus Investment Partners is more favorable than its rivals.

Volatility and Risk

Virtus Investment Partners has a beta of 1.74, suggesting that its stock price is 74% more volatile than the S&P 500. Comparatively, Virtus Investment Partners’ rivals have a beta of 1.41, suggesting that their average stock price is 41% more volatile than the S&P 500.

Institutional and Insider Ownership

95.9% of Virtus Investment Partners shares are held by institutional investors. Comparatively, 52.0% of shares of all “Investment Management” companies are held by institutional investors. 4.0% of Virtus Investment Partners shares are held by insiders. Comparatively, 26.7% of shares of all “Investment Management” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Dividends

Virtus Investment Partners pays an annual dividend of $1.80 per share and has a dividend yield of 1.6%. Virtus Investment Partners pays out 35.0% of its earnings in the form of a dividend. As a group, “Investment Management” companies pay a dividend yield of 3.7% and pay out 66.2% of their earnings in the form of a dividend.

Summary

Virtus Investment Partners rivals beat Virtus Investment Partners on 10 of the 15 factors compared.

About Virtus Investment Partners

Virtus Investment Partners, Inc. (Virtus) is a provider of investment management and related services to individuals and institutions. The Company provides its products in various forms and through multiple distribution channels. Its retail products include open-end mutual funds, closed-end funds, exchange traded funds, variable insurance funds, undertakings for collective investments in transferable securities (UCITS) and separately managed accounts. Its open-end mutual funds are distributed through intermediaries. Its closed-end funds trade on the New York Stock Exchange. Its variable insurance funds are available as investment options in variable annuities and life insurance products distributed by life insurance companies. Separately managed accounts consists of intermediary programs, sponsored and distributed by unaffiliated brokerage firms, and private client accounts, which are offered to the high net-worth clients of its affiliated managers.

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