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Virtus Investment Partners (VRTS) Competitors

Virtus Investment Partners logo
$208.65 -2.04 (-0.97%)
As of 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

VRTS vs. AMG, MAIN, CNS, GBDC, PSEC, OCSL, CSWC, SLRC, TCPC, and FDUS

Should you be buying Virtus Investment Partners stock or one of its competitors? The main competitors of Virtus Investment Partners include Affiliated Managers Group (AMG), Main Street Capital (MAIN), Cohen & Steers (CNS), Golub Capital BDC (GBDC), Prospect Capital (PSEC), Oaktree Specialty Lending (OCSL), Capital Southwest (CSWC), SLR Investment (SLRC), BlackRock TCP Capital (TCPC), and Fidus Investment (FDUS). These companies are all part of the "asset management & custody banks" industry.

Virtus Investment Partners vs.

Affiliated Managers Group (NYSE:AMG) and Virtus Investment Partners (NASDAQ:VRTS) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, earnings, profitability, analyst recommendations, risk, media sentiment, institutional ownership, community ranking and valuation.

Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Virtus Investment Partners pays an annual dividend of $9.00 per share and has a dividend yield of 4.3%. Affiliated Managers Group pays out 0.3% of its earnings in the form of a dividend. Virtus Investment Partners pays out 54.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Affiliated Managers Group has a beta of 1.15, meaning that its share price is 15% more volatile than the S&P 500. Comparatively, Virtus Investment Partners has a beta of 1.48, meaning that its share price is 48% more volatile than the S&P 500.

Affiliated Managers Group presently has a consensus price target of $195.40, indicating a potential upside of 4.61%. Virtus Investment Partners has a consensus price target of $238.50, indicating a potential upside of 14.30%. Given Virtus Investment Partners' higher probable upside, analysts clearly believe Virtus Investment Partners is more favorable than Affiliated Managers Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Affiliated Managers Group
0 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.40
Virtus Investment Partners
2 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.75

95.3% of Affiliated Managers Group shares are owned by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are owned by institutional investors. 1.9% of Affiliated Managers Group shares are owned by insiders. Comparatively, 6.1% of Virtus Investment Partners shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Affiliated Managers Group has a net margin of 27.02% compared to Virtus Investment Partners' net margin of 13.43%. Virtus Investment Partners' return on equity of 20.64% beat Affiliated Managers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Affiliated Managers Group27.02% 16.76% 8.25%
Virtus Investment Partners 13.43%20.64%5.00%

Affiliated Managers Group received 315 more outperform votes than Virtus Investment Partners when rated by MarketBeat users. Likewise, 71.13% of users gave Affiliated Managers Group an outperform vote while only 53.16% of users gave Virtus Investment Partners an outperform vote.

CompanyUnderperformOutperform
Affiliated Managers GroupOutperform Votes
643
71.13%
Underperform Votes
261
28.87%
Virtus Investment PartnersOutperform Votes
328
53.16%
Underperform Votes
289
46.84%

In the previous week, Virtus Investment Partners had 3 more articles in the media than Affiliated Managers Group. MarketBeat recorded 10 mentions for Virtus Investment Partners and 7 mentions for Affiliated Managers Group. Affiliated Managers Group's average media sentiment score of 0.58 beat Virtus Investment Partners' score of -0.52 indicating that Affiliated Managers Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Affiliated Managers Group
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Virtus Investment Partners
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
7 Negative mention(s)
0 Very Negative mention(s)
Negative

Affiliated Managers Group has higher revenue and earnings than Virtus Investment Partners. Affiliated Managers Group is trading at a lower price-to-earnings ratio than Virtus Investment Partners, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Affiliated Managers Group$2.06B2.74$672.90M$15.3312.18
Virtus Investment Partners$845.27M1.73$130.62M$16.4512.68

Summary

Affiliated Managers Group beats Virtus Investment Partners on 12 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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VRTS vs. The Competition

MetricVirtus Investment PartnersInvestment advice IndustryFinance SectorNASDAQ Exchange
Market Cap$1.46B$12.77B$11.68B$9.24B
Dividend Yield4.28%24.42%5.78%3.99%
P/E Ratio12.6833.6524.9417.52
Price / Sales1.735.2127.8279.25
Price / Cash6.4619.1618.0336.96
Price / Book1.734.162.644.72
Net Income$130.62M$306.53M$1.07B$224.61M
7 Day Performance-0.22%2.20%0.87%1.55%
1 Month Performance-5.59%1.51%1.05%5.12%
1 Year Performance-14.79%19.44%14.01%21.25%

Virtus Investment Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VRTS
Virtus Investment Partners
2.8361 of 5 stars
$208.65
-1.0%
$238.50
+14.3%
-12.2%$1.46B$845.27M12.68770Analyst Forecast
News Coverage
AMG
Affiliated Managers Group
4.0187 of 5 stars
$187.21
+0.8%
$195.40
+4.4%
+23.3%$5.66B$2.06B12.214,000
MAIN
Main Street Capital
1.3777 of 5 stars
$60.03
-0.7%
$48.80
-18.7%
+37.8%$5.29B$500.39M10.8890
CNS
Cohen & Steers
3.8578 of 5 stars
$88.09
+0.0%
$106.50
+20.9%
+32.3%$4.45B$489.64M32.87390Earnings Report
News Coverage
GBDC
Golub Capital BDC
1.9096 of 5 stars
$15.40
+0.5%
$16.40
+6.5%
+0.6%$4.07B$724.68M10.92N/APositive News
PSEC
Prospect Capital
1.0317 of 5 stars
$4.33
+0.2%
$4.50
+3.9%
-27.7%$1.89B$861.66M-16.652,019News Coverage
Positive News
OCSL
Oaktree Specialty Lending
2.8604 of 5 stars
$15.68
flat
$16.75
+6.8%
-26.4%$1.29B$381.67M21.78N/APositive News
CSWC
Capital Southwest
2.8204 of 5 stars
$22.49
-0.1%
$25.67
+14.1%
-9.1%$1.07B$178.13M13.7120
SLRC
SLR Investment
1.3329 of 5 stars
$16.75
+0.6%
$15.25
-9.0%
+11.3%$913.88M$229.31M9.46N/APositive News
TCPC
BlackRock TCP Capital
1.6143 of 5 stars
$8.95
+1.0%
$9.00
+0.6%
-22.6%$766.03M$209.33M-17.9019,800
FDUS
Fidus Investment
3.0865 of 5 stars
$21.70
+0.4%
N/A+11.8%$736.06M$130.11M7.75N/ANews Coverage

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This page (NASDAQ:VRTS) was last updated on 1/22/2025 by MarketBeat.com Staff
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