Virtus Investment Partners, Inc.

NYSE:VRTS Stock Report

Market Cap: US$1.6b

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 ($220.65) is trading below our estimate of fair value ($256.48)

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?

Key metric: As VRTS is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for VRTS. This is calculated by dividing VRTS's market cap by their current earnings.
What is VRTS's PE Ratio?
PE Ratio13x
EarningsUS$119.29m
Market CapUS$1.56b

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 Average21.5x
DBRG DigitalBridge Group
11x-20.0%US$2.0b
WT WisdomTree
31.4x41.8%US$1.5b
CET Central Securities
4.4xn/aUS$1.3b
GCMG GCM Grosvenor
39x26.9%US$2.3b
VRTS Virtus Investment Partners
13xn/aUS$1.6b

Price-To-Earnings vs Peers: VRTS is good value based on its Price-To-Earnings Ratio (13x) compared to the peer average (21.5x).

Price to Earnings Ratio vs Industry

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

20 CompaniesPrice / EarningsEstimated GrowthMarket Cap
ADX Adams Diversified Equity Fund
3.6xn/aUS$2.29b
CET Central Securities
4.4xn/aUS$1.30b
GAM General American Investors Company
4.2xn/aUS$1.20b
MUDS Mudrick Capital Acquisition Corporation II
3.4xn/aUS$401.64m
VRTS 13.0xIndustry Avg. 23.4xNo. of Companies71PE020406080100+
20 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: VRTS is good value based on its Price-To-Earnings Ratio (13x) compared to the US Capital Markets industry average (23.8x).

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 Ratio13x
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$220.65
US$245.50
+11.3%
7.0%US$274.00US$228.00n/a4
Dec ’25US$246.97
US$234.50
-5.0%
10.0%US$274.00US$212.00n/a4
Nov ’25US$217.06
US$233.25
+7.5%
8.3%US$264.00US$212.00n/a4
Oct ’25US$205.13
US$230.50
+12.4%
10.7%US$264.00US$206.00n/a4
Sep ’25US$211.66
US$230.50
+8.9%
10.7%US$264.00US$206.00n/a4
Aug ’25US$214.81
US$238.67
+11.1%
9.7%US$264.00US$208.00n/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$173.00US$205.132
Sep ’24US$210.58
US$216.50
+2.8%
20.1%US$260.00US$173.00US$211.662
Aug ’24US$205.30
US$216.50
+5.5%
20.1%US$260.00US$173.00US$214.812
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

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 05:38
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Virtus Investment Partners, Inc. is covered by 13 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeremy CampbellBarclays
Benjamin BudishBarclays
Michael CarrierBofA Global Research