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Virtus Investment Partners (VRTS) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Virtus Investment Partners
NYSE•Financial Services•Asset Management
$151.82-0.85(-0.01%)Pre-market
Market Cap
$919.66M
P/E
7.9x
P/S
1.1x
P/B
1.0x

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1995 and is based in Hartford, Connecticut.

C

How this company scores

AverageMetricSide Score: 49/100

Strongest: Profitability (17/25); weakest: Growth (5/25).

Profitability17/25
Growth5/25
Balance Sheet & Red Flags14/25
Cash & Earnings Quality13/25
Strengths
Strong marginsLow leverageCash-backed earningsImproving margins

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 7.9x5y range 7.6x – 13.5x
P/E 7.9x · near its 20-quarter median

Currently near its 20-quarter median.

P/S · 1.1x5y range 1.0x – 2.7x
P/S 1.1x · below its 20-quarter median

Currently below its 20-quarter median.

P/B · 1.0x5y range 0.9x – 3.0x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

High Risk

Margin Pressure

Red Flag

Operating margins dropped 26.2% over recent quarters — a sharp decline suggesting serious cost or pricing challenges.

Earnings Quality

Watch

FCF/Net Income has dropped below 0.7x in 3 quarters — monitor for earnings quality deterioration.

Price & Volume
Market Cap $919.66M

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue
$825.30M
6Q
Q. Revenue
$201.36M
4%
TTM EBITDA
$233.52M
5Q
TTM Op. Income
$129.65M
4Q
Q. Op. Income
$27.32M
40%
TTM Net Income
$115.95M
27%
Q. Net Income
$44.61M
4%
EPS
$6.79
10%
Shares Out.
$6.67M
7Q
$825.30M in TTM revenue declined 7.2% YoY, reaching $201.36M last quarter. TTM EBITDA of $233.52M and TTM operating income of $129.65M show growth is flowing through to the bottom line. TTM net income of $115.95M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has fallen for 6 consecutive quarters — a weakening trend.

Margins

Gross, EBITDA, operating, and net margin trends

EBITDA Margin
24.8%
15%
Op. Margin
13.6%
37%
Net Margin
22.2%
9%
Op. margin of 13.6% is down 7.9% YoY — costs are rising relative to revenue. Net margin at 22.2% Over the past year, operating margin is down 37% — an improving trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio
7.9x
2%
P/S Ratio
1.1x
20%
P/B Ratio
1.0x
30%
At 7.9x P/E, the stock trades below typical market levels. P/S of 1.1x and P/B of 1.0x provide additional context. Use the growth and margin sections to judge whether the multiple is justified. Over the past year, P/E is up 2% — a weakening trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets
$4.54B
23%
Cash
$286.94M
18%
Long-Term Debt
$418.63M
81%
Book Value
$945.28M
5%
D/E Ratio
0.4
72%
Debt/EBITDA
8.4
121%
With $4.54B in assets and $418.63M in long-term debt, D/E is 0.4and book value is $945.28M — a conservative capital structure with a cushion to weather downturns. Over the past year, debt/equity is up 72% — an improving trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow
$57.42M
2Q
TTM Free Cash Flow
$-51.90M
265%
FCF Margin
-6.3%
278%
FCF / Net Income
-0.4
327%
TTM FCF of $-51.90M on $57.42M in operating cash flow. The FCF / Net Income ratio of -0.4x means the business consumes cash — it is not yet self-funding. Over the past year, free cash flow is down 265% — a weakening trend.

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P/B 1.0x
· below its 20-quarter median

Currently below its 20-quarter median.

Leverage Risk

Watch

Debt-to-equity has risen 71.6% recently — increasing financial risk even if the current ratio is manageable.

Revenue Decline

Red Flag

Revenue declined in 6 of the last 7 quarters — persistent contraction signals a fundamental problem.

Cash Burn

Watch

FCF turned negative in 3 of the last 8 quarters — occasional cash consumption.