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	Aug 13, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	1,335	1,548	1,737	1,384	2,254	1,652
Market Cap Growth	-22.12%	-10.88%	25.46%	-38.59%	36.46%	97.33%
Enterprise Value	1,419	1,637	1,801	1,467	2,069	1,728
Last Close Price	197.86	212.62	225.14	172.00	258.62	186.09
PE Ratio	9.64	12.72	13.30	11.78	10.83	20.66
Forward PE	7.56	7.44	9.90	8.81	7.38	9.42
PS Ratio	1.55	1.71	2.06	1.56	2.30	2.74
PB Ratio	1.49	1.53	1.79	1.48	2.31	1.98
P/TBV Ratio	9.09	12.67	50.05	53.95	-	11.76
P/FCF Ratio	42.47	-	7.61	10.98	3.42	-
P/OCF Ratio	34.86	882.13	7.32	10.44	3.39	-
PEG Ratio	-	11.28	11.28	11.28	11.28	0.35
EV/Sales Ratio	1.60	1.81	2.13	1.66	2.11	2.86
EV/EBITDA Ratio	5.75	6.62	8.30	5.28	5.32	9.43
EV/EBIT Ratio	7.78	9.18	12.27	7.00	6.12	11.97
EV/FCF Ratio	45.14	-	7.89	11.63	3.14	-
Debt / Equity Ratio	0.32	0.30	0.34	0.27	0.27	0.24
Debt / EBITDA Ratio	1.25	1.15	1.43	0.92	0.69	1.10
Debt / FCF Ratio	10.39	-	1.45	2.02	0.40	-
Asset Turnover	0.24	0.24	0.22	0.23	0.27	0.18
Quick Ratio	2.07	1.80	1.75	2.98	2.82	2.63
Current Ratio	2.07	1.81	1.75	2.98	2.83	2.67
Return on Equity (ROE)	15.75%	15.38%	14.82%	11.15%	29.01%	15.12%
Return on Assets (ROA)	3.11%	2.91%	2.40%	3.32%	5.71%	2.70%
Return on Capital (ROIC)	8.57%	8.52%	7.35%	10.76%	18.53%	8.73%
Return on Capital Employed (ROCE)	5.20%	4.80%	4.30%	5.60%	9.20%	4.40%
Earnings Yield	10.88%	7.86%	7.52%	8.49%	9.23%	4.84%
FCF Yield	2.35%	-0.25%	13.15%	9.11%	29.27%	-13.75%
Dividend Yield	4.55%	3.90%	3.15%	3.66%	1.79%	1.60%
Payout Ratio	43.84%	47.74%	39.85%	40.20%	15.09%	31.12%
Buyback Yield / Dilution	3.17%	2.24%	2.73%	5.26%	-0.34%	2.12%
Total Shareholder Return	7.72%	6.14%	5.88%	8.92%	1.46%	3.72%

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

SEC Filings: 10-K · 10-Q