Financial Services
Live Price
Offline$141.60
-0.88% today
1Y Change
-17.52%
Window
Jun 23, 2025 → Jun 12, 2026
Coverage: 245 bars · Jun 23, 2025 → Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Virtus Investment Partners, Inc. (VRTS) is a Financial Services stock with a market cap of $930.00M and listed on NASDAQ. The stock last traded around $141.60 and down 17.5% across the available one-year price window (Jun 23, 2025 → Jun 12, 2026). Baseline metrics include revenue growth of -8.0%, EPS growth of +17.9%, a dividend yield of 6.8%. What stands out right now is revenue -8.0%, EPS +17.9%, free cash flow -1837.5% with operating margin 14.2% and ROIC 2.0%. The dividend matters to the case here, with a current yield around 6.8%. Valuation is more restrained than many high-expectation growth names at P/E 8.0 and price/sales 1.2. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines VRTS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
VRTS
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
VRTS Max Drawdown
-41.39%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for VRTS and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$974.7M
+10.5% YoY
FY Net Income
$208.1M
+77.1% YoY
Free Cash Flow
$659.9M
+423.4% YoY
Revenue Growth
-8.0%
EPS Growth
+17.9%
Gross Margin
80.8%
Net Margin
14.6%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 831M | 903M | 841M | 882M | 975M |
| Gross Profit | 622M | 470M | 437M | 510M | 616M |
| Operating Income | 145M | 182M | 151M | 197M | 325M |
| EBITDA | 409M | 460M | 434M | 326M | 474M |
| Net Income | 138M | 122M | 131M | 118M | 208M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 477M | 400M | 340M | 589M | 586M |
| Total Assets | 4.3B | 4.0B | 3.7B | 4.0B | 3.9B |
| Total Liabilities | 3.3B | 3.0B | 2.7B | 3.0B | 3.0B |
| Shareholder Equity | 934M | 897M | 864M | 817M | 828M |
| Total Debt | 2.8B | 2.5B | 2.3B | 2.3B | 2.3B |
| Net Debt | 2.4B | 2.1B | 1.9B | 1.7B | 1.7B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
666M
+401.8% YoY
Capital Expenditures
6M
+11.3% YoY
Free Cash Flow
660M
+423.4% YoY
Key ratios
Gross Margin
80.8%
Operating Margin
14.2%
Net Margin
14.6%
ROE
12.8%
Debt / Equity
3.04x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.