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Virtus Investment Partners (VRTS) Competitors

Virtus Investment Partners logo
$154.04 -0.42 (-0.27%)
As of 04/30/2025 03:50 PM Eastern

VRTS vs. GBDC, CNS, PSEC, OCSL, CSWC, SLRC, FDUS, TCPC, GLAD, and GAIN

Should you be buying Virtus Investment Partners stock or one of its competitors? The main competitors of Virtus Investment Partners include Golub Capital BDC (GBDC), Cohen & Steers (CNS), Prospect Capital (PSEC), Oaktree Specialty Lending (OCSL), Capital Southwest (CSWC), SLR Investment (SLRC), Fidus Investment (FDUS), BlackRock TCP Capital (TCPC), Gladstone Capital (GLAD), and Gladstone Investment (GAIN). These companies are all part of the "asset management & custody banks" industry.

Virtus Investment Partners vs.

Golub Capital BDC (NASDAQ:GBDC) and Virtus Investment Partners (NASDAQ:VRTS) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, media sentiment, dividends, valuation, earnings, profitability, community ranking and analyst recommendations.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Golub Capital BDC$309.01M12.30$273.79M$1.3810.38
Virtus Investment Partners$902.82M1.18$121.75M$16.859.14

Virtus Investment Partners received 27 more outperform votes than Golub Capital BDC when rated by MarketBeat users. However, 55.17% of users gave Golub Capital BDC an outperform vote while only 52.88% of users gave Virtus Investment Partners an outperform vote.

CompanyUnderperformOutperform
Golub Capital BDCOutperform Votes
304
55.17%
Underperform Votes
247
44.83%
Virtus Investment PartnersOutperform Votes
331
52.88%
Underperform Votes
295
47.12%

In the previous week, Virtus Investment Partners had 5 more articles in the media than Golub Capital BDC. MarketBeat recorded 13 mentions for Virtus Investment Partners and 8 mentions for Golub Capital BDC. Golub Capital BDC's average media sentiment score of 0.98 beat Virtus Investment Partners' score of 0.58 indicating that Golub Capital BDC is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Golub Capital BDC
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Virtus Investment Partners
3 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Golub Capital BDC has a net margin of 39.63% compared to Virtus Investment Partners' net margin of 13.42%. Virtus Investment Partners' return on equity of 21.56% beat Golub Capital BDC's return on equity.

Company Net Margins Return on Equity Return on Assets
Golub Capital BDC39.63% 11.18% 5.11%
Virtus Investment Partners 13.42%21.56%5.27%

42.4% of Golub Capital BDC shares are owned by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are owned by institutional investors. 3.6% of Golub Capital BDC shares are owned by insiders. Comparatively, 6.1% of Virtus Investment Partners shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Golub Capital BDC pays an annual dividend of $1.56 per share and has a dividend yield of 10.9%. Virtus Investment Partners pays an annual dividend of $9.00 per share and has a dividend yield of 5.8%. Golub Capital BDC pays out 113.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Virtus Investment Partners pays out 53.4% of its earnings in the form of a dividend.

Golub Capital BDC has a beta of 0.33, suggesting that its stock price is 67% less volatile than the S&P 500. Comparatively, Virtus Investment Partners has a beta of 1.36, suggesting that its stock price is 36% more volatile than the S&P 500.

Golub Capital BDC presently has a consensus target price of $15.50, suggesting a potential upside of 8.24%. Virtus Investment Partners has a consensus target price of $179.25, suggesting a potential upside of 16.37%. Given Virtus Investment Partners' higher probable upside, analysts clearly believe Virtus Investment Partners is more favorable than Golub Capital BDC.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Golub Capital BDC
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.50
Virtus Investment Partners
2 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.75

Summary

Virtus Investment Partners beats Golub Capital BDC on 11 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 {thisCompany.Symbol} 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$1.07B$10.59B$11.10B$7.82B
Dividend Yield5.74%24.59%5.79%4.22%
P/E Ratio9.1136.3121.9918.48
Price / Sales1.187.7126.08103.91
Price / Cash5.0217.7117.6034.62
Price / Book1.273.652.654.25
Net Income$121.75M$411.75M$1.03B$248.23M
7 Day Performance0.09%3.73%1.35%3.29%
1 Month Performance-11.07%0.03%-0.66%2.42%
1 Year Performance-29.76%4.35%536.11%5.54%

Virtus Investment Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VRTS
Virtus Investment Partners
3.2123 of 5 stars
$154.04
-0.3%
$179.25
+16.4%
-29.8%$1.07B$902.82M9.11770Earnings Report
Analyst Downgrade
GBDC
Golub Capital BDC
1.9547 of 5 stars
$13.85
-2.0%
$15.83
+14.3%
-17.6%$3.68B$309.01M10.04N/AUpcoming Earnings
Analyst Forecast
News Coverage
CNS
Cohen & Steers
3.6545 of 5 stars
$71.24
-4.1%
$90.00
+26.3%
+10.6%$3.63B$553.52M23.99390
PSEC
Prospect Capital
1.262 of 5 stars
$3.49
-2.0%
$4.50
+28.9%
-31.5%$1.56B$101.04M-17.452,019Upcoming Earnings
Ex-Dividend
Analyst Forecast
Positive News
OCSL
Oaktree Specialty Lending
2.0348 of 5 stars
$14.08
-1.9%
$16.42
+16.6%
-24.8%$1.16B$48.88M21.02N/AAnalyst Forecast
News Coverage
Positive News
CSWC
Capital Southwest
3.0576 of 5 stars
$19.36
-1.6%
$22.50
+16.2%
-21.1%$979.27M$98.09M13.7320Dividend Announcement
News Coverage
Positive News
SLRC
SLR Investment
1.702 of 5 stars
$15.11
-2.5%
$15.85
+4.9%
+1.2%$824.40M$104.99M8.54N/AUpcoming Earnings
Analyst Forecast
Short Interest ↓
News Coverage
FDUS
Fidus Investment
1.3817 of 5 stars
$18.15
-2.2%
$20.00
+10.2%
-7.2%$630.39M$91.39M6.48N/AUpcoming Earnings
TCPC
BlackRock TCP Capital
2.3156 of 5 stars
$6.68
-1.6%
$8.33
+24.8%
-32.1%$568.31M$-45,395,366.00-13.3619,800Upcoming Earnings
Analyst Forecast
News Coverage
Positive News
GLAD
Gladstone Capital
2.0358 of 5 stars
$23.95
-3.2%
$23.00
-4.0%
+16.5%$534.80M$105.41M5.8670Upcoming Earnings
News Coverage
GAIN
Gladstone Investment
0.8337 of 5 stars
$13.55
-1.9%
$13.75
+1.5%
-3.8%$499.14M$66.70M7.0670Positive News

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This page (NASDAQ:VRTS) was last updated on 5/1/2025 by MarketBeat.com Staff
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