Virtus Investment Partners (VRTS) Competitors

$226.60
+3.32 (+1.49%)
(As of 05/3/2024 ET)

VRTS vs. FDUS, DHIL, CNS, AMG, GCMG, CIXXF, BBDC, HPH, PJT, and BSIG

Should you be buying Virtus Investment Partners stock or one of its competitors? The main competitors of Virtus Investment Partners include Fidus Investment (FDUS), Diamond Hill Investment Group (DHIL), Cohen & Steers (CNS), Affiliated Managers Group (AMG), GCM Grosvenor (GCMG), CI Financial (CIXXF), Barings BDC (BBDC), Highest Performances (HPH), PJT Partners (PJT), and BrightSphere Investment Group (BSIG). These companies are all part of the "investment advice" industry.

Virtus Investment Partners vs.

Virtus Investment Partners (NASDAQ:VRTS) and Fidus Investment (NASDAQ:FDUS) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, institutional ownership, valuation, risk, community ranking, media sentiment and profitability.

Virtus Investment Partners received 36 more outperform votes than Fidus Investment when rated by MarketBeat users. However, 61.11% of users gave Fidus Investment an outperform vote while only 53.49% of users gave Virtus Investment Partners an outperform vote.

CompanyUnderperformOutperform
Virtus Investment PartnersOutperform Votes
322
53.49%
Underperform Votes
280
46.51%
Fidus InvestmentOutperform Votes
286
61.11%
Underperform Votes
182
38.89%

Virtus Investment Partners currently has a consensus target price of $246.33, indicating a potential upside of 8.71%. Fidus Investment has a consensus target price of $22.00, indicating a potential upside of 10.11%. Given Fidus Investment's higher possible upside, analysts plainly believe Fidus Investment is more favorable than Virtus Investment Partners.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtus Investment Partners
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Fidus Investment
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Virtus Investment Partners has a beta of 1.5, indicating that its share price is 50% more volatile than the S&P 500. Comparatively, Fidus Investment has a beta of 1.36, indicating that its share price is 36% more volatile than the S&P 500.

In the previous week, Fidus Investment had 4 more articles in the media than Virtus Investment Partners. MarketBeat recorded 11 mentions for Fidus Investment and 7 mentions for Virtus Investment Partners. Fidus Investment's average media sentiment score of 0.28 beat Virtus Investment Partners' score of 0.08 indicating that Fidus Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Virtus Investment Partners
1 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Fidus Investment
3 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Virtus Investment Partners pays an annual dividend of $7.60 per share and has a dividend yield of 3.4%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.6%. Virtus Investment Partners pays out 45.8% of its earnings in the form of a dividend. Fidus Investment pays out 59.1% 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.

80.5% of Virtus Investment Partners shares are owned by institutional investors. Comparatively, 28.1% of Fidus Investment shares are owned by institutional investors. 6.1% of Virtus Investment Partners shares are owned by insiders. Comparatively, 1.4% of Fidus Investment shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Fidus Investment has a net margin of 60.25% compared to Virtus Investment Partners' net margin of 14.02%. Virtus Investment Partners' return on equity of 19.68% beat Fidus Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Virtus Investment Partners14.02% 19.68% 4.60%
Fidus Investment 60.25%13.09%6.86%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtus Investment Partners$845.27M1.92$130.62M$16.6013.65
Fidus Investment$130.11M4.83$77.13M$2.916.87

Summary

Virtus Investment Partners beats Fidus Investment on 11 of the 19 factors compared between the two stocks.

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 PartnersInvestment advice IndustryFinance SectorNASDAQ Exchange
Market Cap$1.63B$9.06B$9.37B$7.70B
Dividend Yield3.40%24.23%5.87%3.96%
P/E Ratio13.6524.8450.0318.88
Price / Sales1.926.983,399.1793.69
Price / Cash6.8715.8327.5435.73
Price / Book1.883.393.194.36
Net Income$130.62M$306.09M$1.00B$214.85M
7 Day Performance-0.43%-1.02%0.86%2.26%
1 Month Performance-5.65%-2.14%-0.14%-2.17%
1 Year Performance35.46%27.78%13.74%11.29%

Virtus Investment Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
2.4731 of 5 stars
$20.36
-0.1%
$22.00
+8.1%
+10.4%$639.92M$130.11M7.07N/ADividend Cut
News Coverage
DHIL
Diamond Hill Investment Group
3.379 of 5 stars
$149.22
-0.7%
N/A-3.7%$423.79M$136.72M10.41129Upcoming Earnings
CNS
Cohen & Steers
2.3166 of 5 stars
$68.78
-2.1%
$67.00
-2.6%
+30.1%$3.41B$489.64M26.76405Dividend Announcement
Short Interest ↑
Gap Up
AMG
Affiliated Managers Group
4.1445 of 5 stars
$156.17
-1.7%
$171.20
+9.6%
+16.4%$5.07B$2.06B9.004,000Upcoming Earnings
GCMG
GCM Grosvenor
1.4632 of 5 stars
$9.44
flat
$10.40
+10.2%
+28.2%$1.77B$445M-32.55538Upcoming Earnings
News Coverage
CIXXF
CI Financial
0 of 5 stars
$12.17
+1.1%
N/A+37.0%$1.90B$2.03B-608.202,390News Coverage
BBDC
Barings BDC
1.9017 of 5 stars
$9.28
-0.6%
$9.13
-1.7%
+29.7%$984.33M$289.20M7.80N/AUpcoming Earnings
HPH
Highest Performances
0 of 5 stars
$8.82
+0.2%
N/AN/A$2.18B$15.78M0.00288Gap Down
PJT
PJT Partners
2.2681 of 5 stars
$94.49
-0.8%
$93.25
-1.3%
+61.6%$2.26B$1.15B30.681,012Earnings Report
Dividend Announcement
Analyst Revision
News Coverage
Gap Up
BSIG
BrightSphere Investment Group
3.7738 of 5 stars
$22.25
-1.4%
$23.00
+3.4%
+2.0%$842.39M$426.60M14.35387Dividend Announcement
Analyst Upgrade
News Coverage

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This page (NASDAQ:VRTS) was last updated on 5/5/2024 by MarketBeat.com Staff

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