VIRTUS INVESTMENT PARTNERS, INC. VRTS

Latest FY: 2025 Financial Services Asset Management
Market Price $168.99
Market Cap $1.14B
P/E Ratio 8.46
Quick Peer Compare (Financial Services):
Revenue (FY 2025) ↓-6.0% YoY
$852.87M
3-Yr CAGR: -1.3%
Net Income ↑13.7% YoY
$138.40M
Net Margin: 16.2%
Free Cash Flow ↓-1,837.5% YoY
-$74.09M
FCF Yield: -6.53%
EPS (Diluted) ↑18.2% YoY
$19.97
Basic: $20.27
Return on Equity Efficiency
14.8%
ROA: 42.3%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (VRTS)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Op. Cash Flow Free Cash Flow FCF YoY
FY 2016 $322.6M $50.8M $48.8M $6.20 $30.5M $28.5M
FY 2017 $425.6M +31.9% $58.0M $37.0M -24.1% $3.96 -36.1% $-182.7M $-184.2M -746.3%
FY 2018 $552.2M +29.8% $113.1M $75.5M +104.1% $8.86 +123.7% $-62.6M $-74.3M +59.7%
FY 2019 $563.2M +2.0% $124.7M $95.6M +26.6% $11.74 +32.5% $-36.7M $-44.3M +40.4%
FY 2020 $603.9M +7.2% $143.2M $80.0M -16.4% $10.02 -14.7% $-226.1M $-227.1M -413.0%
FY 2021 $979.2M +62.2% $325.5M $208.1M +160.3% $26.01 +159.6% $665.7M $659.9M +390.5%
FY 2022 $886.4M -9.5% $197.5M $117.5M -43.5% $15.50 -40.4% $132.7M $126.1M -80.9%
FY 2023 $845.3M -4.6% $151.5M $130.6M +11.1% $17.71 +14.3% $237.2M $228.3M +81.1%
FY 2024 $906.9M +7.3% $182.5M $121.7M -6.8% $16.89 -4.6% $1.8M $-3.8M -101.7%
FY 2025 $852.9M -6.0% $168.7M $138.4M +13.7% $19.97 +18.2% $-67.2M $-74.1M -1,837.5%
$

Valuation

Market Price $168.99
Market Cap $1.14B
Enterprise Value $1.32B
P/E Ratio 8.46
P/B Ratio 1.21
FCF Yield -6.53%
Dividend Yield 5.50%
Shares Outstanding 6,682,100
%

Profitability & Margins

Gross Margin 19.78%
Operating Margin 19.78%
Net Margin 16.23%
Return on Equity (ROE) 14.82%
Return on Assets (ROA) 42.27%
Asset Turnover 2.60x
Revenue 3-Yr CAGR -1.28%
🛡️

Financial Health & Liquidity

Current Ratio N/A
Cash Ratio N/A
Debt / Equity 0.417
Debt / Assets 1.191
Cash & Equivalents $201.71M
Total Debt $389.96M
Book Value / Share $139.78
💧

Cash Flow Efficiency

Operating Cash Flow -$67.20M
Capital Expenditures (CapEx) $6.89M
Free Cash Flow -$74.09M
OCF / Revenue -7.88%
FCF / Revenue -8.69%
FCF 3-Yr CAGR N/A
🏷️

Per Share Metrics

EPS (Diluted) $19.97
EPS (Basic) $20.27
Dividends / Share $9.30
Book Value / Share $139.78
EPS YoY Growth 18.24%
🏛️

Balance Sheet (FY 2025)

Total Assets $327.41M
Total Liabilities $3.25B
Stockholders' Equity $934.04M
Current Assets N/A
Current Liabilities N/A