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Virtus Investment Partners (VRTS) Competitors

$228.53
-4.11 (-1.77%)
(As of 05/28/2024 ET)

VRTS vs. FDUS, DHIL, CNS, AMG, CIXXF, GCMG, HPH, DBRG, NOAH, and BRDG

Should you be buying Virtus Investment Partners stock or one of its competitors? The main competitors of Virtus Investment Partners include Fidus Investment (FDUS), Diamond Hill Investment Group (DHIL), Cohen & Steers (CNS), Affiliated Managers Group (AMG), CI Financial (CIXXF), GCM Grosvenor (GCMG), Highest Performances (HPH), DigitalBridge Group (DBRG), Noah (NOAH), and Bridge Investment Group (BRDG). These companies are all part of the "investment advice" industry.

Virtus Investment Partners vs.

Fidus Investment (NASDAQ:FDUS) and Virtus Investment Partners (NASDAQ:VRTS) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their institutional ownership, risk, media sentiment, valuation, earnings, community ranking, analyst recommendations, profitability and dividends.

28.1% of Fidus Investment shares are owned by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are owned by institutional investors. 1.1% of Fidus Investment shares are owned by insiders. Comparatively, 6.1% of Virtus Investment Partners shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Fidus Investment has a beta of 1.36, meaning that its share price is 36% more volatile than the S&P 500. Comparatively, Virtus Investment Partners has a beta of 1.5, meaning that its share price is 50% more volatile than the S&P 500.

Virtus Investment Partners received 36 more outperform votes than Fidus Investment when rated by MarketBeat users. However, 61.11% of users gave Fidus Investment an outperform vote while only 53.49% of users gave Virtus Investment Partners an outperform vote.

CompanyUnderperformOutperform
Fidus InvestmentOutperform Votes
286
61.11%
Underperform Votes
182
38.89%
Virtus Investment PartnersOutperform Votes
322
53.49%
Underperform Votes
280
46.51%

In the previous week, Fidus Investment had 2 more articles in the media than Virtus Investment Partners. MarketBeat recorded 5 mentions for Fidus Investment and 3 mentions for Virtus Investment Partners. Virtus Investment Partners' average media sentiment score of 0.91 beat Fidus Investment's score of 0.50 indicating that Fidus Investment is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fidus Investment
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Virtus Investment Partners
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.6%. Virtus Investment Partners pays an annual dividend of $7.60 per share and has a dividend yield of 3.3%. Fidus Investment pays out 59.1% of its earnings in the form of a dividend. Virtus Investment Partners pays out 45.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Fidus Investment has increased its dividend for 3 consecutive years and Virtus Investment Partners has increased its dividend for 6 consecutive years.

Fidus Investment has a net margin of 60.25% compared to Fidus Investment's net margin of 14.02%. Fidus Investment's return on equity of 19.61% beat Virtus Investment Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Fidus Investment60.25% 12.69% 6.76%
Virtus Investment Partners 14.02%19.61%4.65%

Fidus Investment currently has a consensus target price of $22.00, indicating a potential upside of 10.39%. Virtus Investment Partners has a consensus target price of $246.33, indicating a potential upside of 7.79%. Given Virtus Investment Partners' higher possible upside, equities research analysts plainly believe Fidus Investment is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidus Investment
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Virtus Investment Partners
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Virtus Investment Partners has higher revenue and earnings than Fidus Investment. Fidus Investment is trading at a lower price-to-earnings ratio than Virtus Investment Partners, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidus Investment$130.11M4.83$77.13M$2.916.85
Virtus Investment Partners$845.27M1.93$130.62M$16.6013.77

Summary

Virtus Investment Partners beats Fidus Investment on 12 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding VRTS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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VRTS vs. The Competition

MetricVirtus Investment PartnersInvestment advice IndustryFinance SectorNASDAQ Exchange
Market Cap$1.63B$9.57B$9.33B$8.09B
Dividend Yield3.27%23.96%10.58%3.96%
P/E Ratio13.7745.5648.5018.43
Price / Sales1.937.80232.5672.31
Price / Cash7.1516.3316.8928.77
Price / Book1.893.792.474.39
Net Income$130.62M$308.03M$1.01B$213.55M
7 Day Performance-3.67%-0.02%-1.24%-0.80%
1 Month Performance0.42%1.62%1.85%3.42%
1 Year Performance17.59%24.76%25.10%7.53%

Virtus Investment Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
2.3062 of 5 stars
$19.80
flat
$22.00
+11.1%
+6.5%$624.69M$130.11M6.80N/AShort Interest ↑
DHIL
Diamond Hill Investment Group
2.6146 of 5 stars
$156.74
+0.8%
N/A-8.4%$434.17M$136.72M10.62129Short Interest ↑
CNS
Cohen & Steers
2.3473 of 5 stars
$73.50
+0.5%
$67.00
-8.8%
+27.0%$3.71B$489.64M28.60405News Coverage
AMG
Affiliated Managers Group
4.2987 of 5 stars
$159.13
+1.2%
$173.80
+9.2%
+12.4%$5.07B$2.06B8.834,000Short Interest ↓
CIXXF
CI Financial
0 of 5 stars
$10.84
+5.1%
N/A+8.6%$1.69B$2.03B-12.312,390Gap Up
GCMG
GCM Grosvenor
1.1205 of 5 stars
$10.05
+2.1%
$10.88
+8.2%
+42.3%$1.89B$445M-31.41550
HPH
Highest Performances
0 of 5 stars
$9.00
-0.6%
N/AN/A$2.22B$15.78M0.00288Gap Down
DBRG
DigitalBridge Group
4.8235 of 5 stars
$13.20
-2.4%
$21.25
+61.0%
+6.8%$2.29B$877.28M8.52300
NOAH
Noah
4.7441 of 5 stars
$14.91
-2.7%
$18.00
+20.8%
-3.2%$984.03M$291.18M7.312,583Upcoming Earnings
BRDG
Bridge Investment Group
4.2714 of 5 stars
$7.84
+0.4%
$10.67
+36.1%
-22.8%$949.17M$401.99M-32.672,300Short Interest ↓
Positive News

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This page (NASDAQ:VRTS) was last updated on 5/29/2024 by MarketBeat.com Staff

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