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Virtus Investment Partners, Inc.
NYSE · CIK 883237
Last close133.81
Daily change+1.03 (0.78%)
10 Years gain+87.14%
Dividends TTM9.6 (+6.67%)
Dividend yield7.23%
Fundamental Analysis
VRTS · STANDARD
SIC 6282 · Investment Advice · Fiscal year end 1231
Fundamental
31.2Momentum
37.1Acceleration
32.2Confidence
90.0Annual Revenue17
Quarterly Revenue69
Annual CFO17
Balance SheetAvailable
RankingEligible
Score Breakdown
Growth0.0 / 25
Quality8.6 / 25
Capital Efficiency4.0 / 20
Balance Sheet7.4 / 15
Shareholder Economics9.7 / 10
Forward Indicators0.0 / 5
Signals
Share count reductionDiluted share count declined 4.1708%.
Warnings
Operating margin compression · MEDIUMOperating margin compressed by 2.5746 percentage points.
ROIC declining · MEDIUMROIC declined by 5.0488 percentage points.
Key Metrics
Revenue Growth TTM-7.13%OK
Revenue CAGR 3Y-1.28%OK
Gross Margin100%OK
Operating Margin16.31%OK
FCF Marginn/aMISSING
FCF Growthn/aINSUFFICIENT_HISTORY
ROIC10.25%OK
Incremental Operating Margin 3Yn/aNOT_MEANINGFUL
Net Debt / CFOn/aNOT_MEANINGFUL
Diluted Share Growth 1Y-4.17%OK
SBC / Revenuen/aMISSING
SBC / FCFn/aNOT_MEANINGFUL
Financial History
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025 FY Dec 31, 2025 | $852.87M | $852.87M | $168.68M | -$67.20M | -$74.09M | 100% | 19.78% | -8.69% | 15.55% | 6.93M |
| 2025 FY Dec 31, 2024 | $906.95M | $906.95M | $182.49M | $1.76M | -$3.82M | 100% | 20.12% | -0.42% | 17.78% | 7.21M |
| 2025 FY Dec 31, 2023 | $845.27M | $845.27M | $151.48M | $237.16M | $228.34M | 100% | 17.92% | 27.01% | 18.25% | 7.38M |
| 2024 FY Dec 31, 2022 | $886.38M | $886.38M | $197.46M | $132.67M | $126.09M | 100% | 22.28% | 14.23% | 25.92% | 7.58M |
| 2023 FY Dec 31, 2021 | $979.23M | $979.23M | $325.49M | $665.73M | $659.89M | 100% | 33.24% | 67.39% | 44.75% | 8M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $827.81M | sum latest 4 fiscal quarters Revenue | OK | 0000883237-26-000048, 0000883237-25-000127 |
| Revenue Growth TTM | -7.13% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0000883237-26-000048, 0000883237-25-000127 |
| Revenue CAGR 3Y | -1.28% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0000883237-26-000009 |
| Revenue CAGR 5Y | 7.15% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0000883237-26-000009 |
| Gross Profit CAGR 3Y | -1.28% | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | OK | 0000883237-26-000009 |
| Operating Income Growth | -19.79% | OperatingIncome_current / OperatingIncome_prior_year - 1 | OK | 0000883237-26-000048, 0000883237-25-000127 |
| FCF Growth | n/a | FCF_current / FCF_prior_year - 1 | INSUFFICIENT_HISTORY | derived |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Margin | 100% | Gross Profit / Revenue | OK | 0000883237-26-000048, 0000883237-25-000127 |
| Operating Margin | 16.31% | Operating Income / Revenue | OK | 0000883237-26-000048, 0000883237-25-000127 |
| ROIC | 10.25% | NOPAT / Average Invested Capital | OK | 0000883237-26-000048, 0000883237-25-000127 |
| Net Debt / CFO | n/a | Net Debt / CFO | NOT_MEANINGFUL | 0000883237-26-000048 |
| Cash / Debt | 0.69x | (Cash + Short-term Investments) / Total Debt | OK | 0000883237-26-000048 |
| Revenue per Diluted Share | $122.13 | Revenue / Diluted Shares | OK | 0000883237-26-000048, 0000883237-25-000127 |
| SBC / FCF | n/a | SBC / FCF | NOT_MEANINGFUL | derived |