Virtus Investment Partners (VRTS) Competitors

$233.34
-2.07 (-0.88%)
(As of 05/17/2024 ET)

VRTS vs. FDUS, DHIL, CNS, AMG, CIXXF, GCMG, HPH, BBDC, NOAH, and BRDG

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), CI Financial (CIXXF), GCM Grosvenor (GCMG), Highest Performances (HPH), Barings BDC (BBDC), Noah (NOAH), and Bridge Investment Group (BRDG). 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 stock? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, community ranking, institutional ownership, media sentiment, risk, valuation, earnings and dividends.

Virtus Investment Partners pays an annual dividend of $7.60 per share and has a dividend yield of 3.3%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.7%. 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 held by institutional investors. Comparatively, 28.1% of Fidus Investment shares are held by institutional investors. 6.1% of Virtus Investment Partners shares are held by insiders. Comparatively, 1.4% of Fidus Investment shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

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.

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 price target of $246.33, indicating a potential upside of 5.57%. Fidus Investment has a consensus price target of $22.00, indicating a potential upside of 11.17%. Given Fidus Investment's higher probable upside, analysts clearly 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

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 19.61% beat Fidus Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Virtus Investment Partners14.02% 19.61% 4.65%
Fidus Investment 60.25%12.69%6.76%

In the previous week, Virtus Investment Partners had 3 more articles in the media than Fidus Investment. MarketBeat recorded 5 mentions for Virtus Investment Partners and 2 mentions for Fidus Investment. Fidus Investment's average media sentiment score of 1.44 beat Virtus Investment Partners' score of 0.68 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)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fidus Investment
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$845.27M1.97$130.62M$16.6014.06
Fidus Investment$130.11M4.80$77.13M$2.916.80

Summary

Virtus Investment Partners beats Fidus Investment on 12 of the 19 factors compared between the two stocks.

Get Virtus Investment Partners News Delivered to You Automatically

Sign up to receive the latest news and ratings for VRTS and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

VRTS vs. The Competition

MetricVirtus Investment PartnersInvestment advice IndustryFinance SectorNASDAQ Exchange
Market Cap$1.66B$9.74B$10.20B$7.98B
Dividend Yield3.26%24.11%5.85%3.91%
P/E Ratio14.0645.0437.0218.77
Price / Sales1.977.33142.4185.85
Price / Cash7.1816.2716.0631.98
Price / Book1.903.543.164.64
Net Income$130.62M$306.25M$1.01B$217.28M
7 Day Performance1.15%1.42%1.73%2.90%
1 Month Performance3.75%3.76%4.64%6.66%
1 Year Performance27.14%24.60%19.76%9.89%

Virtus Investment Partners Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
2.8533 of 5 stars
$19.89
-0.7%
$22.00
+10.6%
+5.1%$627.53M$130.11M6.84N/AShort Interest ↓
Positive News
DHIL
Diamond Hill Investment Group
2.5074 of 5 stars
$157.23
+1.3%
N/A-2.4%$435.53M$136.72M10.65129Insider Selling
Short Interest ↑
News Coverage
CNS
Cohen & Steers
2.4635 of 5 stars
$71.84
+2.0%
$67.00
-6.7%
+29.4%$3.63B$489.64M27.95405Positive News
AMG
Affiliated Managers Group
4.1725 of 5 stars
$159.02
+1.5%
$173.80
+9.3%
+11.5%$5.16B$2.06B8.824,000
CIXXF
CI Financial
0 of 5 stars
$10.88
flat
N/A+13.9%$1.70B$2.03B-12.362,390Analyst Revision
News Coverage
Gap Up
GCMG
GCM Grosvenor
1.385 of 5 stars
$9.85
+3.4%
$10.75
+9.1%
+39.9%$1.84B$445M-30.78538High Trading Volume
HPH
Highest Performances
0 of 5 stars
$8.90
-0.4%
N/AN/A$2.20B$15.78M0.00288News Coverage
BBDC
Barings BDC
2.5685 of 5 stars
$9.84
+0.4%
$9.13
-7.2%
+26.2%$1.04B$143.94M8.00N/A
NOAH
Noah
4.0693 of 5 stars
$14.13
-3.0%
$18.00
+27.4%
-4.1%$932.86M$291.18M6.932,583News Coverage
BRDG
Bridge Investment Group
4.4026 of 5 stars
$7.42
+3.2%
$10.67
+43.8%
-12.2%$898.34M$390.65M-30.922,300Short Interest ↓
Positive News

Related Companies and Tools

This page (NASDAQ:VRTS) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners