Virtus Investment Partners Inc
NASDAQ:VRTS
Intrinsic Value
Virtus Investment Partners, Inc. is an asset management company, which engages in the provision of investment management and related services to individuals and institutions. [ Read More ]
The intrinsic value of one
VRTS
stock under the Base Case scenario is
279.65
USD.
Compared to the current market price of 219.8 USD,
Virtus Investment Partners Inc
is
Undervalued by 21%.
Virtus Investment Partners Inc's market capitalization is 1.6B USD.
VRTS stock price is 219.8 USD.
VRTS stock price (219.8 USD) is 21% less than its Intrinsic Value (279.65 USD).
VRTS stock price (219.8 USD) is 48% less than its Relative Value (424.35 USD). Open Relative Valuation
VRTS has upside potential of 16% compared to the average analyst price target.
Open Wall St Estimates
VRTS's Revenue is forecast to grow at a rate of 1% per year over the next 3 years.
VRTS's Revenue has dropped by 5% over the past 12 months.
VRTS's ROE (Return on Equity) for the past 12 months is positive and is equal to 16%.
VRTS has positive Net Income for the last twelve months.
VRTS's ROIC (Return on Invested Capital) for the past 12 months is very low and is equal to 3%.
VRTS's long-term assets (4B USD) exceed its long-term liabilties (3B USD).
VRTS's short-term assets (481m USD) exceed its short-term liabilties (348m USD).
VRTS has positive three-year average ROIC (Return on Invested Capital): 5%. The company is efficient at using invested capital to generate operating income.
VRTS has positive three-year average ROE (Return on Equity): 17%. The company is efficient at transforming stockholders' equity into net income.
VRTS has positive Operating Income for the last twelve months.
VRTS's D/E (Debt to Equity) is very high and is equal to 2.52.
VRTS has positive Net Debt. This means that the company has more debt (2B USD) than cash and short-term investments (372m USD).
VRTS generates enough operating income (147m USD) to cover interest payments on its debt (22m USD).
VRTS has positive Free Cash Flow for the last twelve months.
VRTS's Altman Z-Score is very low and is equal to 0.73.
Valuation Backtest
Virtus Investment Partners Inc
Run backtest to discover the historical profit from buying and selling
VRTS
stocks based on their intrinsic value.
Analyze the historical link between intrinsic value and market price to make more informed investment decisions.
Fundamental Analysis
Virtus Investment Partners Inc
Balance Sheet Decomposition
Virtus Investment Partners Inc
| Current Assets | 481.4m |
| Cash & Short-Term Investments | 372.3m |
| Receivables | 109.1m |
| Non-Current Assets | 3.2B |
| Long-Term Investments | 101.4m |
| PP&E | 2.2B |
| Intangibles | 829.2m |
| Other Non-Current Assets | 94.5m |
| Current Liabilities | 347.8m |
| Accounts Payable | 38.8m |
| Accrued Liabilities | 200.8m |
| Other Current Liabilities | 108.2m |
| Non-Current Liabilities | 2.5B |
| Long-Term Debt | 2.2B |
| Other Non-Current Liabilities | 291.2m |
Earnings Waterfall
Virtus Investment Partners Inc
|
Revenue
|
845.3m
USD
|
|
Operating Expenses
|
-698.5m
USD
|
|
Operating Income
|
146.8m
USD
|
|
Other Expenses
|
-16.2m
USD
|
|
Net Income
|
130.6m
USD
|
Free Cash Flow Analysis
Virtus Investment Partners Inc
What is Free Cash Flow?
VRTS Profitability Score
Profitability Due Diligence
Virtus Investment Partners Inc's profitability score is 56/100. The higher the profitability score, the more profitable the company is.
Score
Virtus Investment Partners Inc's profitability score is 56/100. The higher the profitability score, the more profitable the company is.
VRTS Solvency Score
Solvency Due Diligence
Virtus Investment Partners Inc's solvency score is 32/100. The higher the solvency score, the more solvent the company is.
Score
Virtus Investment Partners Inc's solvency score is 32/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
VRTS Price Targets Summary
Virtus Investment Partners Inc
According to Wall Street analysts, the average 1-year price target for
VRTS
is 255 USD
with a low forecast of 213.11 USD and a high forecast of 288.75 USD.
Ownership
VRTS Insider Trading
Buy and sell transactions by insiders
| Period | Sold | Bought | Net |
|---|---|---|---|
| 3 Months |
|
|
|
| 6 Months |
|
|
|
| 9 Months |
|
|
|
| 12 Months |
|
|
|
Shareholder Return
VRTS Price
Virtus Investment Partners Inc
| Average Annual Return | 22.35% |
| Standard Deviation of Annual Returns | 46.04% |
| Max Drawdown | -59% |
| Market Capitalization | 1.6B USD |
| Shares Outstanding | 7 090 000 |
| Percentage of Shares Shorted | 1.94% |
Company Profile
Virtus Investment Partners Inc
Country
Industry
Market Cap
Dividend Yield
Description
Virtus Investment Partners, Inc. is an asset management company, which engages in the provision of investment management and related services to individuals and institutions. The company is headquartered in Hartford, Connecticut and currently employs 668 full-time employees. The firm offers investments for individual and institutional investors in different product structures and through multiple distribution channels. The company provides various asset classes (equity, fixed income and alternative), geographies (domestic, international, and emerging), market capitalizations (large, mid, and small), styles (growth, core, and value) and investment approaches (fundamental, quantitative, and thematic). Its retail products include open-end funds and exchange traded funds (ETFs) as well as closed-end funds and retail separate accounts. Its institutional products are offered through separate accounts and pooled to a variety of institutional clients. The company also provides sub advisory services to other investment advisers and serve as the collateral manager for structured products. The company distributes its open-end funds and ETFs through financial intermediaries.
Contact
IPO
Employees
Officers
The intrinsic value of one
VRTS
stock under the Base Case scenario is
279.65
USD.
Compared to the current market price of 219.8 USD,
Virtus Investment Partners Inc
is
Undervalued by 21%.
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