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← CockpitCompetitor Analysis › VRTS Virtus Investment Partners, Inc.Open in the cockpit ↗

Virtus Investment Partners, Inc.VRTSCompetitor analysis, valuation and peers

United States · USD·Financials›Investment Managers
Momentum weak 28
Mkt cap
$843M
US dollars, full cap
Free float
94%
of shares outstanding
$/day
$19.4M
20-day average traded
Fwd P/E
6.0×
forward earnings
ROIC−WACC
n/a
WACC 9.5%
Hurdle
n/a
no reverse DCF
Next earnings
3 days
9 Nov 2026
Close · USD$127.35
1D+2.0%
1W+7.7%
1M-3.2%
3M-23.2%
6M-11.5%
YTD-21.9%
1Y-21.5%
ATR %3.9%
Beta0.93
52w lowhigh27.5% off high

What Virtus Investment Partners does

Employees: 801

Virtus Investment Partners at a glance

Size Virtus Investment Partners (VRTS) is a United States Financials company (Investment Managers) with a market value of $843M, the 2360th largest of 3,117 United States companies the cockpit tracks. Shares closed at $127.35 on 6 Nov 2026.

Performance Over six months the shares fell 11.5%, against -2.2% for the median peer and -1.1% for the United States market (cap-weighted) — 7th lowest of 21 in its peer set.

Growth Revenue fell 5.2% over the last twelve months (peer median +3.7%); the operating margin is 14.9% (peer median 32.0%).

Valuation It trades at 6.0× forward earnings against a peer median of 9.0× (2nd cheapest of 16).

Short interest Short interest is 7.4% of the free float (15 Oct 2026).

Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026Peer median 97VRTS 89
Six months, rebased to 100: Virtus Investment Partners against the median of its 20 peers (local-currency closes).

Virtus Investment Partners financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$833M$831M$896M$849M$835M
Revenue growth—-7%+6%+2%—
Gross profit$680M$682M$735M$686M$656M
EBITDA$192M$205M$233M$218M$223M
Net income$120M$138M$122M$131M$118M
Free cash flow$224M$242M$242M$230M$254M
Capital expenditure$6.05M$6.89M$5.58M$8.82M$6.58M
Total debt$513M$483M$302M$332M$332M

Quarterly statements and history in the cockpit →

Virtus Investment Partners competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%-10%0%+10%+20%-10%0%+10%+20%CNICODIHANNGIABXKBDCPOLRCVGGDGAD-UNMUXPOLNMLCFMXPS8595ORESLFGRPCAGF-B0165VRTS6-month return →1-month return →
Up and to the right = strong over both horizons. Virtus Investment Partners is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%10×20×CNICODINGIABXKBDCPOLRGDGAD-UNMUXXPS8595LFGAGF-BVRTSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Virtus Investment Partners is the large dot.

Virtus Investment Partners competitors and peer comparison

How Virtus Investment Partners compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Virtus Investment Partners against its 20 peers (data as of 6 Nov 2026)
MeasureVRTSPeer medianRank in peer set
1-month return-3.2%+4.7%6th lowest of 21
6-month return-11.5%-2.2%7th lowest of 21
Distance from 52-week high-27.5%-20.0%8th lowest of 21
Revenue growth (TTM)-5.2%+3.7%5th lowest of 21
Operating margin14.9%32.0%5th lowest of 21
Forward P/E6.0×9.0×2nd cheapest of 16

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Virtus Investment Partners VRTSUnited States$843M-12%-5%15%6.0×n/an/a
Centuria Capital CNI.AXAustralia$848M-25%+3%56%9.4×n/an/a
Compass Diversified CODIUnited States$851M-9%+8%5%18.5×n/an/a
Hansa Investment HAN.LUnited Kingdom$830M+12%+27%418%n/an/an/a
Navigator Global Investments NGI.AXAustralia$858M-21%+2%11%7.8×n/an/a
Abacus Global Management ABXUnited States$859M-3%+64%33%7.8×n/an/a
Kayne Anderson BDC KBDCUnited States$820M-17%-3%70%7.9×n/an/a
Polar Capital POLR.LUnited Kingdom$872M-8%+19%29%7.1×n/an/a
Clairvest CVG.TOCanada$808M+15%-94%1,366%n/an/an/a
Generation Development GDG.AXAustralia$897M-23%+66%104%27.4×n/an/a
Alaris Equity Partners Income Trust Trust Units Reg S 3c7 AD-UN.TOCanada$780M-5%+4%62%10.9×n/an/a
Mutares SE & Co. KGaA MUX.DEGermany$769M+2%+17%-10%2.3×n/an/a
Pollen Street POLN.LUnited Kingdom$741M+11%-5%68%11.4×n/an/a
CFM Indosuez Wealth MLCFM.PAFrance$964M+30%-19%30%n/an/an/a
XPS Pensions XPS.LUnited Kingdom$966M+19%+13%16%14.8×n/an/a
JAFCO 8595.TJapan$713M-1%-38%27%18.1×n/an/a
Investment AB Oresund ORES.STSweden$712M+8%-8%741%n/an/an/a
Liberty Financial LFG.AXAustralia$705M+3%-3%70%6.4×n/an/a
Ridgepost Capital RPCUnited States$1.07B+11%+8%27%9.0×n/an/a
AGF Management AGF-B.TOCanada$662M-13%+12%31%6.9×n/an/a
China Everbright 0165.HKHong Kong$1.08B-25%+3%-69%n/an/an/a

Questions

Which companies are Virtus Investment Partners's closest peers?
The cockpit's peer set: Centuria Capital (CNI.AX), Compass Diversified (CODI), Hansa Investment (HAN.L), Navigator Global Investments (NGI.AX), Abacus Global Management (ABX), Kayne Anderson BDC (KBDC), Polar Capital (POLR.L), Clairvest (CVG.TO).
Is Virtus Investment Partners expensive compared with its peers?
On forward p/e it trades at 6.0× against a peer median of 9.0×, 2nd cheapest of 16 in its peer set.
How has Virtus Investment Partners stock performed?
Over six months to 6 Nov 2026 the shares returned -11.5% against -2.2% for the median peer; over one year -21.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.