VRTS vs. FDUS, DHIL, CNS, AMG, IVZ, GCMG, CIXXF, HPH, PJT, and BBDC
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), Invesco (IVZ), GCM Grosvenor (GCMG), CI Financial (CIXXF), Highest Performances (HPH), PJT Partners (PJT), and Barings BDC (BBDC). These companies are all part of the "investment advice" industry.
Fidus Investment (NASDAQ:FDUS) and Virtus Investment Partners (NASDAQ:VRTS) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, dividends, earnings, media sentiment, risk, institutional ownership, profitability, community ranking and analyst recommendations.
Fidus Investment currently has a consensus price target of $22.00, indicating a potential upside of 7.11%. Virtus Investment Partners has a consensus price target of $246.33, indicating a potential upside of 11.72%. Given Fidus Investment's higher possible upside, analysts clearly believe Virtus Investment Partners is more favorable than Fidus Investment.
Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.4%. Virtus Investment Partners pays an annual dividend of $7.60 per share and has a dividend yield of 3.4%. Fidus Investment pays out 59.7% 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.
In the previous week, Virtus Investment Partners had 11 more articles in the media than Fidus Investment. MarketBeat recorded 15 mentions for Virtus Investment Partners and 4 mentions for Fidus Investment. Virtus Investment Partners' average media sentiment score of 0.75 beat Fidus Investment's score of 0.27 indicating that Fidus Investment is being referred to more favorably in the media.
Fidus Investment has a net margin of 59.28% compared to Fidus Investment's net margin of 14.02%. Fidus Investment's return on equity of 19.68% beat Virtus Investment Partners' return on equity.
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 endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
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.
Fidus Investment has a beta of 1.39, meaning that its share price is 39% more volatile than the S&P 500. Comparatively, Virtus Investment Partners has a beta of 1.52, meaning that its share price is 52% more volatile than the S&P 500.
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.
Summary
Virtus Investment Partners beats Fidus Investment on 13 of the 19 factors compared between the two stocks.
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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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