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Virtus Investment Partners (VRTS) Competitors

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$166.38 +1.22 (+0.74%)
As of 03:41 PM Eastern
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VRTS vs. CG, SEIC, TROW, APAM, and BEN

Should you buy Virtus Investment Partners stock or one of its competitors? MarketBeat compares Virtus Investment Partners with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Virtus Investment Partners include Carlyle Group (CG), SEI Investments (SEIC), T. Rowe Price Group (TROW), Artisan Partners Asset Management (APAM), and Franklin Resources (BEN). These companies are all part of the "finance" sector.

How does Virtus Investment Partners compare to Carlyle Group?

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

Virtus Investment Partners has a net margin of 13.42% compared to Carlyle Group's net margin of 10.08%. Carlyle Group's return on equity of 22.52% 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 10.08%22.52%5.62%

In the previous week, Carlyle Group had 27 more articles in the media than Virtus Investment Partners. MarketBeat recorded 35 mentions for Carlyle Group and 8 mentions for Virtus Investment Partners. Virtus Investment Partners' average media sentiment score of 1.18 beat Carlyle Group's score of 0.99 indicating that Virtus Investment Partners is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Virtus Investment Partners
7 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Carlyle Group
18 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Virtus Investment Partners has a beta of 1.37, suggesting that its share price is 37% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.83, suggesting that its share price is 83% more volatile than the broader market.

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$819.58M1.36$121.75M$17.559.48
Carlyle Group$2.90B5.95$808.70M$0.9649.91

Virtus Investment Partners currently has a consensus price target of $145.50, suggesting a potential downside of 12.55%. Carlyle Group has a consensus price target of $59.79, suggesting a potential upside of 24.77%. Given Carlyle Group's stronger consensus rating and higher possible upside, analysts clearly believe Carlyle Group is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.38

80.5% of Virtus Investment Partners shares are held by institutional investors. Comparatively, 55.9% of Carlyle Group shares are held by institutional investors. 6.4% of Virtus Investment Partners shares are held by insiders. Comparatively, 25.4% of Carlyle Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 5.8%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 2.9%. Virtus Investment Partners pays out 54.7% of its earnings in the form of a dividend. Carlyle Group pays out 145.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Group has raised its dividend for 4 consecutive years. Virtus Investment Partners is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

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

How does Virtus Investment Partners compare to SEI Investments?

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

Virtus Investment Partners has a beta of 1.37, suggesting that its share price is 37% more volatile than the broader market. Comparatively, SEI Investments has a beta of 0.96, suggesting that its share price is 4% less volatile than the broader market.

SEI Investments has a net margin of 28.85% compared to Virtus Investment Partners' net margin of 13.42%. SEI Investments' return on equity of 29.16% beat Virtus Investment Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Virtus Investment Partners13.42% 21.56% 5.27%
SEI Investments 28.85%29.16%22.68%

In the previous week, SEI Investments had 6 more articles in the media than Virtus Investment Partners. MarketBeat recorded 14 mentions for SEI Investments and 8 mentions for Virtus Investment Partners. Virtus Investment Partners' average media sentiment score of 1.18 beat SEI Investments' score of 0.64 indicating that Virtus Investment Partners is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Virtus Investment Partners
7 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SEI Investments
8 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

80.5% of Virtus Investment Partners shares are owned by institutional investors. Comparatively, 70.6% of SEI Investments shares are owned by institutional investors. 6.4% of Virtus Investment Partners shares are owned by company insiders. Comparatively, 4.8% of SEI Investments shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Investment Partners$819.58M1.36$121.75M$17.559.48
SEI Investments$2.30B5.49$715.30M$5.6718.52

Virtus Investment Partners presently has a consensus target price of $145.50, suggesting a potential downside of 12.55%. SEI Investments has a consensus target price of $122.60, suggesting a potential upside of 16.76%. Given SEI Investments' stronger consensus rating and higher possible upside, analysts plainly believe SEI Investments is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80
SEI Investments
0 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
3.14

Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 5.8%. SEI Investments pays an annual dividend of $1.04 per share and has a dividend yield of 1.0%. Virtus Investment Partners pays out 54.7% of its earnings in the form of a dividend. SEI Investments pays out 18.3% 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. SEI Investments has increased its dividend for 34 consecutive years.

Summary

SEI Investments beats Virtus Investment Partners on 14 of the 20 factors compared between the two stocks.

How does Virtus Investment Partners compare to T. Rowe Price Group?

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

T. Rowe Price Group pays an annual dividend of $5.20 per share and has a dividend yield of 4.6%. Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 5.8%. T. Rowe Price Group pays out 52.2% of its earnings in the form of a dividend. Virtus Investment Partners pays out 54.7% 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. T. Rowe Price Group has increased its dividend for 39 consecutive years.

T. Rowe Price Group has a beta of 1.47, indicating that its share price is 47% more volatile than the broader market. Comparatively, Virtus Investment Partners has a beta of 1.37, indicating that its share price is 37% more volatile than the broader market.

T. Rowe Price Group has a net margin of 29.26% compared to Virtus Investment Partners' net margin of 13.42%. Virtus Investment Partners' return on equity of 21.56% beat T. Rowe Price Group's return on equity.

Company Net Margins Return on Equity Return on Assets
T. Rowe Price Group29.26% 20.91% 15.68%
Virtus Investment Partners 13.42%21.56%5.27%

In the previous week, T. Rowe Price Group had 6 more articles in the media than Virtus Investment Partners. MarketBeat recorded 14 mentions for T. Rowe Price Group and 8 mentions for Virtus Investment Partners. Virtus Investment Partners' average media sentiment score of 1.18 beat T. Rowe Price Group's score of 0.62 indicating that Virtus Investment Partners is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
T. Rowe Price Group
6 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Virtus Investment Partners
7 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
T. Rowe Price Group$7.31B3.32$2.09B$9.9711.43
Virtus Investment Partners$819.58M1.36$121.75M$17.559.48

T. Rowe Price Group presently has a consensus price target of $105.67, suggesting a potential downside of 7.27%. Virtus Investment Partners has a consensus price target of $145.50, suggesting a potential downside of 12.55%. Given T. Rowe Price Group's stronger consensus rating and higher probable upside, equities research analysts clearly believe T. Rowe Price Group is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
T. Rowe Price Group
4 Sell rating(s)
9 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
1.86
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

73.4% of T. Rowe Price Group shares are held by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are held by institutional investors. 1.6% of T. Rowe Price Group shares are held by insiders. Comparatively, 6.4% of Virtus Investment Partners shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

T. Rowe Price Group beats Virtus Investment Partners on 13 of the 20 factors compared between the two stocks.

How does Virtus Investment Partners compare to Artisan Partners Asset Management?

Artisan Partners Asset Management (NYSE:APAM) and Virtus Investment Partners (NASDAQ:VRTS) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, risk, institutional ownership, valuation, analyst recommendations, dividends and media sentiment.

In the previous week, Virtus Investment Partners had 5 more articles in the media than Artisan Partners Asset Management. MarketBeat recorded 8 mentions for Virtus Investment Partners and 3 mentions for Artisan Partners Asset Management. Artisan Partners Asset Management's average media sentiment score of 1.86 beat Virtus Investment Partners' score of 1.18 indicating that Artisan Partners Asset Management is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Artisan Partners Asset Management
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Virtus Investment Partners
7 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Artisan Partners Asset Management presently has a consensus target price of $38.00, suggesting a potential downside of 9.66%. Virtus Investment Partners has a consensus target price of $145.50, suggesting a potential downside of 12.55%. Given Artisan Partners Asset Management's stronger consensus rating and higher probable upside, equities research analysts clearly believe Artisan Partners Asset Management is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Artisan Partners Asset Management
2 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.83
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

Artisan Partners Asset Management pays an annual dividend of $3.20 per share and has a dividend yield of 7.6%. Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 5.8%. Artisan Partners Asset Management pays out 77.7% 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 54.7% of its earnings in the form of a dividend.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Artisan Partners Asset Management$1.25B2.73$290.32M$4.1210.21
Virtus Investment Partners$819.58M1.36$121.75M$17.559.48

Artisan Partners Asset Management has a beta of 1.67, meaning that its stock price is 67% more volatile than the broader market. Comparatively, Virtus Investment Partners has a beta of 1.37, meaning that its stock price is 37% more volatile than the broader market.

86.4% of Artisan Partners Asset Management shares are held by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are held by institutional investors. 11.3% of Artisan Partners Asset Management shares are held by insiders. Comparatively, 6.4% of Virtus Investment Partners shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Artisan Partners Asset Management has a net margin of 24.08% compared to Virtus Investment Partners' net margin of 13.42%. Artisan Partners Asset Management's return on equity of 73.11% beat Virtus Investment Partners' return on equity.

Company Net Margins Return on Equity Return on Assets
Artisan Partners Asset Management24.08% 73.11% 21.93%
Virtus Investment Partners 13.42%21.56%5.27%

Summary

Artisan Partners Asset Management beats Virtus Investment Partners on 14 of the 17 factors compared between the two stocks.

How does Virtus Investment Partners compare to Franklin Resources?

Virtus Investment Partners (NASDAQ:VRTS) and Franklin Resources (NYSE:BEN) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their profitability, valuation, analyst recommendations, risk, media sentiment, earnings, dividends and institutional ownership.

In the previous week, Franklin Resources had 3 more articles in the media than Virtus Investment Partners. MarketBeat recorded 11 mentions for Franklin Resources and 8 mentions for Virtus Investment Partners. Virtus Investment Partners' average media sentiment score of 1.18 beat Franklin Resources' score of 0.68 indicating that Virtus Investment Partners is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Virtus Investment Partners
7 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Franklin Resources
4 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Virtus Investment Partners has a net margin of 13.42% compared to Franklin Resources' net margin of 8.72%. Virtus Investment Partners' return on equity of 21.56% beat Franklin Resources' return on equity.

Company Net Margins Return on Equity Return on Assets
Virtus Investment Partners13.42% 21.56% 5.27%
Franklin Resources 8.72%11.55%4.46%

Virtus Investment Partners has a beta of 1.37, indicating that its share price is 37% more volatile than the broader market. Comparatively, Franklin Resources has a beta of 1.55, indicating that its share price is 55% more volatile than the broader market.

80.5% of Virtus Investment Partners shares are held by institutional investors. Comparatively, 47.6% of Franklin Resources shares are held by institutional investors. 6.4% of Virtus Investment Partners shares are held by company insiders. Comparatively, 23.4% of Franklin Resources shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Investment Partners$819.58M1.36$121.75M$17.559.48
Franklin Resources$8.77B1.95$524.90M$1.4722.88

Virtus Investment Partners presently has a consensus target price of $145.50, suggesting a potential downside of 12.55%. Franklin Resources has a consensus target price of $32.44, suggesting a potential downside of 3.54%. Given Franklin Resources' stronger consensus rating and higher probable upside, analysts plainly believe Franklin Resources is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80
Franklin Resources
2 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.36

Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 5.8%. Franklin Resources pays an annual dividend of $1.32 per share and has a dividend yield of 3.9%. Virtus Investment Partners pays out 54.7% of its earnings in the form of a dividend. Franklin Resources pays out 89.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Franklin Resources has raised its dividend for 45 consecutive years. Virtus Investment Partners is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Franklin Resources beats Virtus Investment Partners 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 PartnersCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$1.11B$5.59B$14.03B$12.94B
Dividend Yield5.87%7.40%5.89%10.20%
P/E Ratio9.8737.8729.0124.78
Price / Sales1.361,200.69503.50108.19
Price / Cash5.0248.3030.2237.44
Price / Book1.383.733.716.43
Net Income$121.75M$417.15M$1.31B$347.27M
7 Day Performance-2.16%0.78%0.27%2.54%
1 Month Performance3.77%0.23%0.73%-1.00%
1 Year Performance-12.78%6.45%12.54%23.33%

Virtus Investment Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VRTS
Virtus Investment Partners
3.5321 of 5 stars
$166.38
+0.7%
$145.50
-12.5%
-13.4%$1.11B$819.58M9.87770
CG
Carlyle Group
4.3358 of 5 stars
$45.37
+1.5%
$60.07
+32.4%
-23.2%$16.09B$4.78B31.072,500
SEIC
SEI Investments
4.9233 of 5 stars
$103.04
+0.2%
$122.60
+19.0%
+19.7%$12.35B$2.30B18.175,029
TROW
T. Rowe Price Group
2.7906 of 5 stars
$119.28
+0.3%
$105.08
-11.9%
+8.5%$25.47B$7.41B12.787,773
APAM
Artisan Partners Asset Management
2.298 of 5 stars
$39.74
-1.5%
$38.00
-4.4%
-7.4%$3.25B$1.20B9.64500

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This page (NASDAQ:VRTS) was last updated on 8/10/2026 by MarketBeat.com Staff.
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