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v0.1
VRTS$143.93+0.00%
Fair $143.93+0.0%

VRTS

Virtus Investment Partners, Inc.

Financial Services / Asset ManagementNYSE

$143.93

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $143.93Fund rank 30/100 · Data gapFallback financials|
SA 29/D
F-Score: 2/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 66.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

29/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · VRTSLocal privado en este navegador · Virtus Investment Partners, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$964M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

14.6%

↑

Gross Margin

N/A

•

Debt/Equity

0.42

↑
No hay histórico de precio usable para pintar el gráfico TradingView.

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+13.2%

FCF CAGR

—

FCF margin

-8.7%

FCF / Net income

-0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $852.9M · net income $136.0M · FCF $-74.1M

2009-FY → 2025-FY

Gross margin

—— pts

Operating margin

19.8%+25.4% pts

Net margin

15.9%+21.5% pts

FCF margin

-8.7%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$852.9M$852.9M$906.9M$845.3M$886.4M$979.2M$603.9M$563.2M$552.2M$425.6M$322.6M$382.0M$450.6M$389.2M$280.1M$204.7M$144.6M$117.2M
Net Income$136.0M$136.0M$152.5M$141.5M$106.6M$208.1M$80.0M$95.6M$75.5M$37.0M$48.5M$35.1M$97.0M$77.1M$37.8M$145.4M$9.6M$-6.5M
EBITDA$232.3M$232.3M$251.5M$221.5M$266.0M$376.3M$182.0M$164.4M$146.5M$76.4M$56.6M$87.3M$137.5M$120.5M$66.6M$19.8M$11.3M$-4.7M
EPS19.9719.9716.8917.7115.5026.0110.0211.748.863.966.203.9210.518.924.6616.340.81-1.76
Operating Margin19.8%19.8%20.1%17.9%22.3%33.2%23.7%22.1%20.5%13.6%15.8%21.0%29.0%29.2%21.6%6.8%6.4%-5.7%
Net Margin15.9%15.9%16.8%16.7%12.0%21.3%13.2%17.0%13.7%8.7%15.0%9.2%21.5%19.8%13.5%71.1%6.7%-5.5%
Balance Sheet
Debt/Equity0.420.420.260.290.310.320.28———————0.060.080.31—
Cash Flow
Free Cash Flow$-74.1M$-74.1M$-3.8M$228.3M$126.1M$659.9M$-227.1M$-44.3M$-74.3M$-184.4M$18.9M$-214.1M$-61.3M$26.8M$36.0M$22.9M——
Returns
ROE14.6%14.6%17.0%16.4%13.1%25.1%11.2%14.2%12.0%6.3%15.1%6.9%17.2%15.6%15.5%79.4%20.0%-21.8%
Growth & Yield
Revenue Growth-6.0%-6.0%7.3%-4.6%-9.5%62.2%7.2%2.0%29.8%31.9%-15.6%-15.2%15.8%39.0%36.9%41.6%23.4%—
EPS Growth18.2%18.2%-4.6%14.3%-40.4%159.6%-14.7%32.5%123.7%-36.1%58.2%-62.7%17.8%91.4%-71.5%1917.3%146.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-13.8%

fácil

EPS terminal req.

$12.77

Spread vs growth

32.1%

5Y implied EPS CAGR

-5.0%

fácil

EPS terminal req.

$15.45

Spread vs growth

23.2%

10Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$24.89

Spread vs growth

16.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · available periodreconcilia total n/d
Return attribution requires positive start and end prices.

Unavailable: positive start/end prices are required.