Virtus Investment Partners, Inc.

NYSE:VRTS Stock Report

Market Cap: US$1.7b

Virtus Investment Partners Valuation

Is VRTS undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of VRTS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: VRTS ($244.86) is trading below our estimate of fair value ($286.25)

Significantly Below Fair Value: VRTS is trading below fair value, but not by a significant amount.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for VRTS?

Other financial metrics that can be useful for relative valuation.

VRTS key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue2.2x
Enterprise Value/EBITDA8.7x
PEG Ration/a

Price to Earnings Ratio vs Peers

How does VRTS's PE Ratio compare to its peers?

The above table shows the PE ratio for VRTS vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average29.8x
WT WisdomTree
15.8x6.3%US$1.6b
GCMG GCM Grosvenor
29.6x15.8%US$2.0b
ADX Adams Diversified Equity Fund
5xn/aUS$2.8b
SCRM Screaming Eagle Acquisition
68.9xn/aUS$954.4m
VRTS Virtus Investment Partners
14.3xn/aUS$1.7b

Price-To-Earnings vs Peers: VRTS is good value based on its Price-To-Earnings Ratio (14.3x) compared to the peer average (29.8x).


Price to Earnings Ratio vs Industry

How does VRTS's PE Ratio compare vs other companies in the US Capital Markets Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a13.1%
n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a13.1%
n/an/an/a
No more companies

Price-To-Earnings vs Industry: VRTS is good value based on its Price-To-Earnings Ratio (14.3x) compared to the US Capital Markets industry average (20.5x).


Price to Earnings Ratio vs Fair Ratio

What is VRTS's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

VRTS PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio14.3x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate VRTS's Price-To-Earnings Fair Ratio for valuation analysis.


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst VRTS forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$244.86
US$243.67
-0.5%
6.9%US$264.00US$223.00n/a3
Jul ’25US$222.92
US$246.67
+10.7%
7.3%US$267.00US$223.00n/a3
Jun ’25US$228.59
US$246.67
+7.9%
7.3%US$267.00US$223.00n/a3
May ’25US$219.90
US$246.00
+11.9%
7.1%US$265.00US$223.00n/a3
Apr ’25US$241.96
US$257.00
+6.2%
12.8%US$285.00US$211.00n/a3
Mar ’25US$236.16
US$253.33
+7.3%
12.3%US$285.00US$211.00n/a3
Feb ’25US$239.21
US$248.67
+4.0%
14.5%US$283.00US$199.00n/a3
Jan ’25US$241.76
US$217.00
-10.2%
21.7%US$264.00US$170.00n/a2
Oct ’24US$201.99
US$216.50
+7.2%
20.1%US$260.00US$173.00n/a2
Sep ’24US$210.58
US$216.50
+2.8%
20.1%US$260.00US$173.00n/a2
Aug ’24US$205.30
US$216.50
+5.5%
20.1%US$260.00US$173.00n/a2
Jul ’24US$197.47
US$205.00
+3.8%
26.8%US$260.00US$150.00US$222.922
Jun ’24US$194.71
US$205.00
+5.3%
26.8%US$260.00US$150.00US$228.592
May ’24US$176.09
US$205.00
+16.4%
26.8%US$260.00US$150.00US$219.902
Apr ’24US$190.39
US$205.00
+7.7%
26.8%US$260.00US$150.00US$241.962
Mar ’24US$206.66
US$199.00
-3.7%
24.6%US$248.00US$150.00US$236.162
Feb ’24US$221.77
US$199.00
-10.3%
24.6%US$248.00US$150.00US$239.212
Jan ’24US$191.44
US$191.00
-0.2%
29.8%US$248.00US$134.00US$241.762
Dec ’23US$199.02
US$191.00
-4.0%
29.8%US$248.00US$134.00US$201.232
Nov ’23US$173.02
US$191.00
+10.4%
29.8%US$248.00US$134.00US$186.932
Oct ’23US$159.52
US$212.00
+32.9%
26.4%US$268.00US$156.00US$201.992
Sep ’23US$190.08
US$213.00
+12.1%
25.8%US$268.00US$158.00US$210.582
Aug ’23US$204.58
US$213.00
+4.1%
25.8%US$268.00US$158.00US$205.302
Jul ’23US$173.75
US$222.00
+27.8%
30.2%US$289.00US$155.00US$197.472

Analyst Forecast: Target price is lower than the current share price.


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