Virtus Investment Partners, Inc. (VRTS)

VRTS Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	May 20, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	1,219	1,548	1,737	1,384	2,254	1,652
Market Cap Growth	-31.67%	-10.88%	25.46%	-38.59%	36.46%	97.33%
Enterprise Value	1,303	1,637	1,801	1,467	2,069	1,728
Last Close Price	177.16	215.05	227.72	173.96	261.58	188.22
PE Ratio	10.49	12.72	13.30	11.78	10.83	20.66
Forward PE	7.27	7.44	9.90	8.81	7.38	9.42
PS Ratio	1.38	1.71	2.06	1.56	2.30	2.74
PB Ratio	1.37	1.53	1.79	1.48	2.31	1.98
P/TBV Ratio	9.28	12.67	50.05	53.95	-	11.76
P/FCF Ratio	47.12	-	7.61	10.98	3.42	-
P/OCF Ratio	37.49	882.13	7.32	10.44	3.39	-
PEG Ratio	-	11.28	11.28	11.28	11.28	0.35
EV/Sales Ratio	1.44	1.81	2.13	1.66	2.11	2.86
EV/EBITDA Ratio	5.24	6.62	8.30	5.28	5.32	9.43
EV/EBIT Ratio	7.17	9.18	12.27	7.00	6.12	11.97
EV/FCF Ratio	50.41	-	7.89	11.63	3.14	-
Debt / Equity Ratio	0.30	0.30	0.34	0.27	0.27	0.24
Debt / EBITDA Ratio	1.15	1.15	1.43	0.92	0.69	1.10
Debt / FCF Ratio	11.75	-	1.45	2.02	0.40	-
Asset Turnover	0.25	0.24	0.22	0.23	0.27	0.18
Quick Ratio	2.21	1.80	1.75	2.98	2.82	2.63
Current Ratio	2.22	1.81	1.75	2.98	2.83	2.67
Return on Equity (ROE)	14.21%	15.38%	14.82%	11.15%	29.01%	15.12%
Return on Assets (ROA)	3.14%	2.91%	2.40%	3.32%	5.71%	2.70%
Return on Capital (ROIC)	8.64%	8.52%	7.35%	10.76%	18.53%	8.73%
Return on Capital Employed (ROCE)	5.10%	4.80%	4.30%	5.60%	9.20%	4.40%
Earnings Yield	9.89%	7.86%	7.52%	8.49%	9.23%	4.84%
FCF Yield	2.12%	-0.25%	13.15%	9.11%	29.27%	-13.75%
Dividend Yield	5.10%	3.86%	3.12%	3.62%	1.77%	1.58%
Payout Ratio	53.43%	47.74%	39.85%	40.20%	15.09%	31.12%
Buyback Yield / Dilution	2.56%	2.24%	2.73%	5.26%	-0.34%	2.12%
Total Shareholder Return	7.64%	6.10%	5.85%	8.88%	1.44%	3.71%

Updated Apr 25, 2025. Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q