MAX
Company Analysis Virtus Investment Partners, Inc.
1. Summary
Advantages
- Price (126.11 $) is less than fair price (166.51 $)
- Dividends (5.43%) are higher than the sector average (2.47%).
- Current debt level 11.26% is below 100% and has decreased over 5 years from 68.88%.
Disadvantages
- The stock's return over the last year (-27.24%) is lower than the sector average (0.49%).
- The company's current efficiency (ROE=14.82%) is lower than the sector average (ROE=17.22%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Virtus Investment Partners, Inc. | Financials | Index | |
|---|---|---|---|
| 7 days | -4.6% | -37.4% | -2.4% |
| 90 days | -24.3% | -44.7% | -7.8% |
| 1 year | -27.2% | 0.5% | 17.4% |
VRTS vs Sector: Virtus Investment Partners, Inc. has significantly underperformed the "Financials" sector by -27.73% over the past year.
VRTS vs Market: Virtus Investment Partners, Inc. has significantly underperformed the market by -44.63% over the past year.
Stable price: VRTS is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: VRTS with weekly volatility of -0.52% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Below fair price: The current price (126.11 $) is lower than the fair price (166.51 $).
Price significantly below the fair price: The current price (126.11 $) is 32% lower than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (6.31) is higher than that of the sector as a whole (-240.64).
P/E vs Market: The company's P/E (6.31) is higher than that of the market as a whole (-63.23).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (0.94) is lower than that of the sector as a whole (74.25).
P/BV vs Market: The company's P/BV (0.94) is lower than that of the market as a whole (72.64).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (1.05) is lower than that of the sector as a whole (268.84).
P/S vs Market: The company's P/S indicator (1.05) is lower than that of the market as a whole (120.26).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (2.8) is higher than that of the sector as a whole (-178.2).
EV/Ebitda vs Market: The company's EV/Ebitda (2.8) is higher than that of the market as a whole (-81.37).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -6.7% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-6.7%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-46.1%).
6.4. ROE
ROE vs Sector: The company's ROE (14.82%) is lower than that of the sector as a whole (17.22%).
ROE vs Market: The company's ROE (14.82%) is lower than that of the market as a whole (23.6%).
6.6. ROA
ROA vs Sector: The company's ROA (3.23%) is lower than that of the sector as a whole (4.38%).
ROA vs Market: The company's ROA (3.23%) is lower than that of the market as a whole (3.23%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (11.93%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (8.79%).
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8. Dividends
8.1. Dividend yield vs Market
High yield: The dividend yield of the company 5.43% is higher than the average for the sector '2.47%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 5.43% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 5.43% has been growing over the last 5 years. Growth over 7 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (46.68%) are at a comfortable level.
Based on sources: porti.ru
