VRTS PEER ANALYSIS

Virtus Investment Partners, Inc. — metric-by-metric comparison with peers and the industry median

VRTSVirtus Investment Partners, Inc.

🇺🇸 USA · NYSE · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

VRTSIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	VRTS	TRHOL	GDG	WAM	MFG	VERUS	Ind. Median
P/E	9.03●	499.41	—	19.08	12.93	—	19.08
P/B	1.15	223.13	2.29	0.98●	1.90	5.31	2.10
EV/EBITDA	9.79	—	—	—	9.72●	49.91	10.38
P/S	—	—	—	—	—	46.33	27.64

Financial Health
Metric	VRTS	TRHOL	GDG	WAM	MFG	VERUS	Ind. Median
Current Ratio	1.08	0.51	—	7.12	54.63●	3.82	3.81
Debt/Equity	310.3%	3.3%	7.4%	—	0.4%●	14.0%	18.1%
NetDebt/EBITDA	7.04	4.40	—	—	-0.66	-5.71●	0.18

Profitability
Metric	VRTS	TRHOL	GDG	WAM	MFG	VERUS	Ind. Median
Net Margin	14.6%	-39.1%	—	65.7%●	49.3%	-66.7%	16.7%
ROE	12.9%	70.2%●	—	5.1%	14.1%	-8.3%	9.4%
ROA	2.8%	20.3%●	—	4.9%	13.2%	-7.0%	2.8%
EBITDA Margin	—	—	—	—	—	83.3%	127.9%

Growth + Dividend
Metric	VRTS	TRHOL	GDG	WAM	MFG	VERUS	Ind. Median
Rev. Growth	—	—	—	—	—	-45.9%	22.3%
NI Growth	-3.0%	907.0%●	—	-65.6%	-38.8%	—	14.6%
Div. Yield	6.5%	0.0%	0.5%	10.1%●	6.0%	0.0%	1.4%
Payout	55.9%	0.0%	—	0.2%	91.0%	0.0%	11.6%

Valuation
Metric	VRTS	PAX	WT	APAM	GCMG	DBRG	Ind. Median
P/E	9.03	24.34	42.07	8.93●	54.31	19.20	19.08
P/B	1.15●	2.91	5.37	6.59	107.31	1.35	2.10
EV/EBITDA	9.79	12.34	42.22	5.19●	15.50	60.45	10.38
P/S	—	—	—	—	—	—	27.64

Financial Health
Metric	VRTS	PAX	WT	APAM	GCMG	DBRG	Ind. Median
Current Ratio	1.08	1.70	9.07●	0.97	2.28	4.54	3.81
Debt/Equity	310.3%	42.3%	253.2%	79.5%	1,625.9%	15.6%●	18.1%
NetDebt/EBITDA	7.04	1.08	7.79	0.02	1.30	-1.80●	0.18

Profitability
Metric	VRTS	PAX	WT	APAM	GCMG	DBRG	Ind. Median
Net Margin	14.6%	18.0%	-0.3%	23.3%	9.2%	30.5%●	16.7%
ROE	12.9%	12.6%	-0.4%	77.0%●	—	7.3%	9.4%
ROA	2.8%	4.7%	-0.1%	20.4%●	7.9%	4.4%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	VRTS	PAX	WT	APAM	GCMG	DBRG	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	-3.0%	-2.0%	—	9.9%	195.7%●	30.0%	14.6%
Div. Yield	6.5%	5.5%	0.7%	10.0%●	3.7%	0.3%	1.4%
Payout	55.9%	132.3%	-1,013.5%	95.7%	55.2%	44.5%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 7, 26. This content is for informational purposes only and is not investment advice.