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Virtus Investment Partners VRTS
$ 158.19 0.91%
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Quarterly report 2026-Q2
added 08-07-2026

Virtus Investment Partners Financial Ratios 2025-2008 | VRTS

Brief overview of Virtus Investment Partners's multiples and efficiency

This overview follows the five latest available observations from 2021 through 2025.

The valuation comparison uses P/E 8.46x (median 10.7x), P/B 1.11x (median 1.63x), P/CF 929.78x (median 11.51x). Valuation is roughly 26.5% below five-year reference levels. The discount may reflect opportunity or higher perceived risk.

The inverse P/E implies an earnings yield of 11.8%. This is not a dividend yield, but current earnings relative to market price.

Capital efficiency is characterized by ROE 14.6%, ROA 3.2%, ROCE 18.1%. Capital returns look adequate and support overall financial resilience.

PEG is 0.56x. Price is low relative to embedded growth, though the ratio depends heavily on forecast quality.

Banks and insurers require sector-specific reading: the value and return on capital matter more than standard industrial multiples.

Conclusion

Virtus Investment Partners's fundamental efficiency looks stronger than its current valuation relative to history. Future reports should confirm the conclusion.

Annual Financial Ratios Virtus Investment Partners

2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008

P/E

8.5 10.7 11.8 14.3 8.7 13.6 9.2 8.3 24.3 17.3 22.1 12.6 20.0 29.8 3.4 14.2 -14.3 -

P/S

1.3 1.8 2.0 1.7 2.3 2.7 1.6 1.1 2.1 2.6 2.0 2.7 3.9 4.0 2.4 0.9 0.8 -

EPS

20.3 17.2 18.0 15.9 27.1 10.5 12.5 9.4 4.1 6.3 4.0 10.8 9.2 4.9 18.0 0.9 -1.8 -

EV (Enterprise Value)

3.93 B 4.22 B 4.03 B 3.95 B 4.65 B 3.92 B 3.08 B 2.66 B 2.65 B 1.26 B 1.03 B 1.17 B 1.39 B 1.15 B 553 M 158 M 64.1 M -51.1 M

EBITDA per Share

34 35.5 30.6 36 49 23.9 23.3 19.9 12 7.93 9.9 15.1 14.7 8.8 3.51 1.88 -0.81 -

EV/EBITDA

16.9 16.8 18.2 14.9 12.4 19.5 16.5 16.3 28.1 18.4 9.5 7.5 10.2 15.8 21.6 14.0 -13.6 -

PEG

0.56 0.65 0.71 0.44 0.18 0.58 0.27 0.06 -0.69 0.29 -0.35 0.74 0.23 -0.41 0.0 - - -

P/B

1.1 1.6 1.7 1.6 2.3 1.9 1.3 1.0 1.5 2.6 1.5 2.2 3.1 4.6 2.7 1.6 - -

P/CF

-17.1 929.8 7.0 11.5 3.4 -7.2 -19.9 -8.5 -4.9 29.5 -3.6 -20.1 56.1 31.1 21.6 6.2 -8.0 -

ROE %

14.56 16.99 16.38 13.05 31.42 16.64 13.94 11.73 6.12 15.08 6.89 17.34 15.26 15.41 79.40 19.98 -21.81 -

ROA %

3.17 3.82 3.85 2.70 6.68 3.46 2.98 2.63 1.43 5.88 4.08 13.98 11.66 11.32 50.78 6.48 - -

ROCE %

18.06 20.33 17.53 24.17 38.90 19.86 4.84 4.83 2.81 7.86 10.73 22.00 20.54 22.95 6.64 19.21 -22.28 -

Current Ratio

1.3 1.3 1.4 1.3 1.3 1.3 0.7 0.6 2.0 2.2 4.3 4.9 5.1 2.6 2.0 2.3 - -

DSO

47.1 45.5 45.0 45.9 38.8 47.9 48.1 46.4 56.5 40.7 37.2 40.5 47.2 48.9 48.3 26.7 - -

DPO

47.4 44.5 40.2 40.2 37.6 33.2 35.4 42.7 56.5 67.7 61.3 82.6 82.9 48.4 12.0 11.8 - -

Operating Cycle

47.1 45.5 45.0 45.9 38.8 47.9 48.1 46.4 56.5 40.7 37.2 40.5 47.2 48.9 48.3 26.7 - -

Cash Conversion Cycle

-0.3 1.0 4.7 5.8 1.2 14.7 12.8 3.6 -0.0 -27.0 -24.1 -42.1 -35.6 0.5 36.3 14.8 - -

All numbers in USD currency

Quarterly Financial Ratios Virtus Investment Partners

2026-Q2 2026-Q1 2025-Q3 2025-Q2 2025-Q1 2024-Q4 2024-Q3 2024-Q2 2024-Q1 2023-Q4 2023-Q3 2023-Q2 2023-Q1 2022-Q4 2022-Q3 2022-Q2 2022-Q1 2021-Q4 2021-Q3 2021-Q2 2021-Q1 2020-Q4 2020-Q3 2020-Q2 2020-Q1 2019-Q4 2019-Q3 2019-Q2 2019-Q1 2018-Q4 2018-Q3 2018-Q2 2018-Q1 2017-Q4 2017-Q3 2017-Q2 2017-Q1 2016-Q4 2016-Q3 2016-Q2 2016-Q1 2015-Q4 2015-Q3 2015-Q2 2015-Q1 2014-Q4 2014-Q3 2014-Q2 2014-Q1 2013-Q4 2013-Q3 2013-Q2 2013-Q1 2012-Q4 2012-Q3 2012-Q2 2012-Q1 2011-Q4 2011-Q3 2011-Q2 2011-Q1

EPS

6.79 1.07 4.73 6.18 4.12 - 5.8 2.47 4.19 - 4.26 4.14 5.33 - 4.33 2.34 4.38 - 7.64 8.18 4.79 5.67 3.86 1.46 -0.58 3.02 3.17 3.55 2.8 0.01 3.47 2.91 2.95 0.48 2.32 -0.34 1.67 1.94 2.04 0.99 1.48 0.78 -0.07 1.1 2.16 2.09 4.1 2.14 2.41 2.72 2.64 1.97 1.79 1.56 1.48 1.08 0.72 17.6 -0.56 0.33 0.48

EBITDA per Share

10.1 4.95 7.25 6.89 7.58 - 8.14 6.52 7.09 - 6.39 5.55 6.21 - 6.15 7.74 10.8 - 16.7 14.2 9.61 6.72 9.52 6.24 4.78 5.55 9.44 7.14 4.4 4.18 7.96 5.68 4.09 3.91 3.94 1.14 1.68 2.17 2.73 1.44 1.72 1.97 3.23 2.21 2.92 4.08 4.84 2.83 3.76 3.72 4.62 3.51 2.92 2.62 2.32 1.89 1.11 1.32 -0.28 0.63 0.79

ROE %

13.57 11.99 16.82 16.39 15.95 12.81 17.20 15.23 16.35 12.02 15.43 12.83 14.05 9.95 18.78 25.01 30.28 25.53 34.11 29.45 21.40 13.73 9.56 8.96 11.35 15.18 10.94 11.66 11.34 11.82 12.61 11.51 7.80 6.31 9.22 10.88 13.45 15.08 12.52 6.93 6.19 6.21 8.26 15.55 17.30 17.29 18.96 16.72 16.21 15.22 15.19 15.63 16.06 15.41 70.23 63.95 62.27 62.41 -1.52 1.74 2.37

ROA %

3.08 2.85 4.08 3.99 3.90 3.14 4.16 3.62 3.85 2.78 3.55 2.94 3.17 2.23 4.15 5.44 6.45 5.39 7.17 6.11 4.37 2.84 1.99 1.88 2.40 3.20 2.31 2.50 2.46 2.59 2.77 2.56 1.74 1.43 2.72 3.89 4.89 5.88 5.15 2.82 2.89 3.68 5.61 11.34 13.12 13.94 15.08 13.09 12.55 11.63 11.46 11.66 11.88 11.32 45.91 41.44 40.04 39.92 -0.97 1.12 1.51

ROCE %

14.74 15.94 20.45 20.40 19.04 14.95 20.12 18.49 16.81 13.12 18.58 20.56 23.96 20.57 31.93 37.41 38.67 30.71 37.78 32.18 24.99 20.03 18.56 18.09 18.81 18.46 17.50 17.60 17.47 17.95 18.07 15.54 11.74 9.86 9.07 11.36 13.54 15.80 15.06 14.46 14.92 15.77 19.04 21.41 22.22 23.20 23.57 23.07 24.54 23.03 24.52 25.38 25.75 24.72 20.82 12.36 8.42 7.59 -1.20 1.89 2.43

Current Ratio

1.3 1.3 1.4 1.4 1.4 1.3 1.4 1.4 1.4 1.4 1.3 1.4 1.4 1.3 1.4 1.4 1.4 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.3 1.8 1.8 1.8 1.8 3.1 3.1 3.1 3.1 6.2 6.2 6.2 6.2 5.9 5.9 5.9 5.9 3.9 3.9 3.9 3.9 4.2 4.2 4.2 4.2

DSO

46.7 48.2 45.4 48.0 48.2 - 43.8 45.1 46.3 - 44.0 43.2 45.5 - 46.2 47.0 44.8 - 44.7 44.2 42.2 44.9 49.8 58.0 50.1 46.3 46.4 48.1 50.3 46.3 42.0 48.1 48.0 46.8 48.4 63.6 58.1 41.0 39.8 40.9 42.4 41.1 38.3 35.5 38.9 40.5 38.5 40.2 42.2 43.0 45.6 47.6 46.3 40.6 44.5 51.0 47.1 44.0 44.6 50.5 -

DPO

46.5 45.3 46.7 49.4 44.4 - 26.1 32.2 32.9 - 32.4 34.0 33.2 - 40.6 52.7 47.7 - 45.7 52.5 40.0 - 34.3 38.5 33.6 - 34.7 36.6 38.4 - 40.3 46.4 43.2 - 49.9 62.8 63.0 - 69.3 69.5 61.1 - 62.7 62.6 70.0 - 81.9 81.3 80.2 - 28.6 26.2 23.4 - 25.0 27.1 21.9 - 18.0 19.9 -

Operating Cycle

- - 45.4 48.0 48.2 - 43.8 45.1 46.3 - 44.0 43.2 45.5 - 46.2 47.0 44.8 - 44.7 44.2 42.2 44.9 49.8 58.0 50.1 46.3 46.4 48.1 50.3 46.3 42.0 48.1 48.0 46.8 48.4 63.6 58.1 41.0 39.8 40.9 42.4 41.1 38.3 35.5 38.9 40.5 38.5 40.2 42.2 43.0 45.6 47.6 46.3 40.6 44.5 51.0 47.1 44.0 44.6 50.5 -

Cash Conversion Cycle

- - -1.3 -1.4 3.8 - 17.7 13.0 13.4 - 11.6 9.2 12.3 - 5.6 -5.6 -2.9 - -1.0 -8.4 2.2 44.9 15.5 19.6 16.5 46.3 11.6 11.6 11.9 46.3 1.7 1.6 4.7 46.8 -1.4 0.8 -5.0 41.0 -29.6 -28.6 -18.7 41.1 -24.5 -27.1 -31.1 40.5 -43.4 -41.1 -37.9 43.0 17.0 21.4 22.9 40.6 19.5 23.9 25.2 44.0 26.6 30.6 -

All numbers in USD currency

Multiples are an important financial analysis tool for the company Virtus Investment Partners, allowing investors and analysts to quickly assess the company’s value and investment attractiveness based on the ratio of market indicators to the company’s financial performance. Essentially, multiples express how the market values the company relative to its earnings, revenue, equity, or other key metrics.

Advantages of Using Financial Ratios
  • Simplified Data Analysis
    Financial ratios transform large volumes of accounting data into compact and easily interpretable indicators, significantly simplifying the assessment of the company’s condition.
  • Comparability Between Companies
    Multiples standardize financial metrics, enabling objective comparison of companies of different sizes, industries, and market capitalizations.
  • Identification of Trends and Issues
    Regular analysis of ratios helps track the dynamics of financial health, identify strengths and weaknesses of the business, as well as potential risks.
  • Decision Support
    Financial multiples serve as an important tool for investors, creditors, and company management in making investment, credit, and managerial decisions.
  • Accelerated Assessment of Investment Attractiveness
    Ratios allow quick determination of key performance, liquidity, and financial stability indicators, facilitating prompt evaluation of companies’ attractiveness for investments.

Using multiples enables comparison between companies, even if they differ in size or industry, as they standardize financial data into ratios convenient for analysis. This is especially useful for evaluating companies where direct analysis of financial statements may be complex or require in-depth knowledge.

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