Virtus Investment Partners (VRTS) Competitors

$222.01
+2.69 (+1.23%)
(As of 05/1/2024 ET)

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.

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 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.

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

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.

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

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.

Company Net Margins Return on Equity Return on Assets
Fidus Investment59.28% 12.79% 6.66%
Virtus Investment Partners 14.02%19.68%4.60%

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.

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

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidus Investment$130.11M4.97$77.13M$2.887.14
Virtus Investment Partners$845.27M1.87$130.62M$16.6013.28

Summary

Virtus Investment Partners beats Fidus Investment on 13 of the 19 factors compared between the two stocks.

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$1.58B$9.12B$8.68B$7.44B
Dividend Yield3.42%24.19%10.67%3.95%
P/E Ratio13.2823.0757.7015.99
Price / Sales1.876.793,674.4785.40
Price / Cash6.8316.0228.0235.50
Price / Book1.823.682.284.25
Net Income$130.62M$313.90M$1.02B$213.95M
7 Day Performance-6.05%-1.68%-0.64%0.09%
1 Month Performance-8.87%-2.80%-2.20%-5.38%
1 Year Performance25.22%20.93%11.70%5.93%

Virtus Investment Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
1.923 of 5 stars
$20.34
+1.1%
$22.00
+8.2%
+8.6%$639.29M$130.11M7.06N/AUpcoming Earnings
News Coverage
DHIL
Diamond Hill Investment Group
3.1784 of 5 stars
$151.37
-0.3%
N/A-8.0%$429.89M$136.72M10.56129Upcoming Earnings
Short Interest ↓
News Coverage
CNS
Cohen & Steers
2.0035 of 5 stars
$71.59
+3.2%
$67.00
-6.4%
+14.5%$3.55B$489.64M27.86405Short Interest ↑
AMG
Affiliated Managers Group
4.1318 of 5 stars
$161.42
-0.1%
$171.20
+6.1%
+8.2%$5.25B$2.06B9.304,000Upcoming Earnings
IVZ
Invesco
4.5618 of 5 stars
$14.59
-6.4%
$17.46
+19.7%
-17.3%$6.55B$5.72B-19.728,500Short Interest ↑
High Trading Volume
GCMG
GCM Grosvenor
0.881 of 5 stars
$9.47
+0.5%
$10.40
+9.8%
+17.0%$1.77B$445M-32.66538Upcoming Earnings
Short Interest ↑
News Coverage
CIXXF
CI Financial
0 of 5 stars
$12.15
+1.1%
N/A+23.4%$1.90B$2.03B-607.272,390Negative News
HPH
Highest Performances
0 of 5 stars
$9.18
flat
N/AN/A$2.27B$114.44M0.00288News Coverage
PJT
PJT Partners
2.2711 of 5 stars
$95.78
+0.4%
$93.25
-2.6%
+37.4%$2.29B$1.15B31.101,012Upcoming Earnings
BBDC
Barings BDC
1.455 of 5 stars
$9.24
-0.9%
$9.13
-1.2%
+21.8%$980.09M$289.20M7.76N/AUpcoming Earnings
News Coverage

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This page (NASDAQ:VRTS) was last updated on 5/1/2024 by MarketBeat.com Staff

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