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Virtus Investment Partners (VRTS) Competitors

Virtus Investment Partners logo
$191.49 +3.62 (+1.93%)
Closing price 10/3/2025 03:59 PM Eastern
Extended Trading
$192.84 +1.34 (+0.70%)
As of 10/3/2025 04:30 PM Eastern
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VRTS vs. CG, TROW, AMG, APAM, BEN, BLK, CNS, EVR, IVZ, and JHG

Should you be buying Virtus Investment Partners stock or one of its competitors? The main competitors of Virtus Investment Partners include Carlyle Group (CG), T. Rowe Price Group (TROW), Affiliated Managers Group (AMG), Artisan Partners Asset Management (APAM), Franklin Resources (BEN), BlackRock (BLK), Cohen & Steers (CNS), Evercore (EVR), Invesco (IVZ), and Janus Henderson Group (JHG). These companies are all part of the "finance" sector.

Virtus Investment Partners vs. Its Competitors

Virtus Investment Partners (NASDAQ:VRTS) and Carlyle Group (NASDAQ:CG) are both finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their valuation, risk, dividends, institutional ownership, analyst recommendations, profitability, earnings and media sentiment.

80.5% of Virtus Investment Partners shares are held by institutional investors. Comparatively, 55.9% of Carlyle Group shares are held by institutional investors. 6.2% of Virtus Investment Partners shares are held by company insiders. Comparatively, 26.3% of Carlyle Group shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Carlyle Group has a net margin of 20.22% compared to Virtus Investment Partners' net margin of 13.42%. Carlyle Group's return on equity of 23.60% beat Virtus Investment Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Virtus Investment Partners13.42% 21.56% 5.27%
Carlyle Group 20.22%23.60%6.41%

Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 5.0%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 2.2%. Virtus Investment Partners pays out 46.7% of its earnings in the form of a dividend. Carlyle Group pays out 40.9% 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. Carlyle Group has increased its dividend for 4 consecutive years.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Investment Partners$884.72M1.46$121.75M$20.549.32
Carlyle Group$5.43B4.23$1.02B$3.4218.56

Virtus Investment Partners has a beta of 1.43, suggesting that its share price is 43% more volatile than the S&P 500. Comparatively, Carlyle Group has a beta of 2, suggesting that its share price is 100% more volatile than the S&P 500.

Virtus Investment Partners currently has a consensus target price of $188.25, suggesting a potential downside of 1.69%. Carlyle Group has a consensus target price of $60.87, suggesting a potential downside of 4.12%. Given Virtus Investment Partners' higher probable upside, equities research analysts clearly believe Virtus Investment Partners is more favorable than Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtus Investment Partners
2 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.75
Carlyle Group
1 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.35

In the previous week, Carlyle Group had 13 more articles in the media than Virtus Investment Partners. MarketBeat recorded 16 mentions for Carlyle Group and 3 mentions for Virtus Investment Partners. Carlyle Group's average media sentiment score of 0.90 beat Virtus Investment Partners' score of 0.87 indicating that Carlyle Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Virtus Investment Partners
0 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Carlyle Group
8 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Carlyle Group beats Virtus Investment Partners on 15 of the 19 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$1.29B$895.04M$12.65B$10.54B
Dividend Yield4.79%251.73%5.50%4.70%
P/E Ratio11.337.9939.8926.71
Price / Sales1.462.5030.04204.42
Price / Cash5.025.0519.7431.09
Price / Book1.582.182.286.57
Net Income$121.75M$80.06M$1.01B$276.78M
7 Day Performance0.17%1.71%0.30%1.98%
1 Month Performance-1.44%24.58%0.79%9.13%
1 Year Performance-8.11%-3.75%540.93%31.60%

Virtus Investment Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VRTS
Virtus Investment Partners
3.896 of 5 stars
$191.49
+1.9%
$188.25
-1.7%
-8.1%$1.29B$884.72M11.33770
CG
Carlyle Group
4.0256 of 5 stars
$64.89
+1.4%
$59.93
-7.6%
+35.4%$23.15B$5.43B18.972,300Analyst Forecast
TROW
T. Rowe Price Group
4.3521 of 5 stars
$103.52
+0.0%
$101.55
-1.9%
-4.8%$22.73B$7.09B11.578,158Trending News
Analyst Forecast
AMG
Affiliated Managers Group
4.6826 of 5 stars
$238.51
-0.2%
$250.40
+5.0%
+33.9%$6.79B$2.04B17.414,100
APAM
Artisan Partners Asset Management
3.453 of 5 stars
$43.55
-0.8%
$43.50
-0.1%
+2.3%$3.54B$1.11B11.58500Positive News
BEN
Franklin Resources
4.6294 of 5 stars
$23.32
+0.2%
$23.58
+1.1%
+19.6%$12.08B$8.48B45.7310,200Trending News
Analyst Forecast
BLK
BlackRock
4.7896 of 5 stars
$1,173.98
+1.5%
$1,171.93
-0.2%
+22.3%$179.08B$21.57B28.3821,100Trending News
Analyst Forecast
CNS
Cohen & Steers
4.3298 of 5 stars
$66.29
-0.2%
$81.67
+23.2%
-30.4%$3.39B$517.42M21.05390
EVR
Evercore
4.7381 of 5 stars
$340.04
-0.7%
$296.00
-13.0%
+30.8%$13.22B$2.98B30.912,380Positive News
Analyst Downgrade
IVZ
Invesco
4.5149 of 5 stars
$22.99
+1.2%
$19.98
-13.1%
+35.6%$10.13B$6.07B24.728,500Analyst Forecast
JHG
Janus Henderson Group
4.6897 of 5 stars
$44.80
-0.2%
$44.78
0.0%
+16.9%$7.00B$2.47B16.842,300Positive News
Analyst Forecast

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This page (NASDAQ:VRTS) was last updated on 10/6/2025 by MarketBeat.com Staff
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