VRTS - NASDAQ

Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc.

VRTSยทNASDAQ

$140.93

-4.3%
Financial ServicesAsset Management

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

StatementsValue Model

At a Glance

Live Snapshot
Market Cap$941.71M
EPS20.2700
P/E Ratio6.95
Earnings Date07/24/2026
Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc. Fair Value Envelope

VRTS ยท NASDAQ

Our analysis suggests that VRTS has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $140.93, this represents a potential HIDDEN relative to our calculated worth for Virtus Investment Partners, Inc..

HIDDEN
Intrinsic Value
Current Price: $140.93

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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$
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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value-$59.1M
+ Cash & Equivalents$477.2M
Firm Value$418.1M
- Debt$2.8B
Equity Value-$2.4B
/ Shares Outstanding6,754,395B
DCF Value-$359
OVERVALUED BY 355%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
-$33.6M
-$16.8M
-$8.4M
-$4.2M
-$2.1M
-$1.0M
-$525.0K
-$262.5K
-$131.2K
-$65.6K
Maintenance CapEx
-$689.0K
-$344.5K
-$172.3K
-$86.1K
-$43.1K
-$21.5K
-$10.8K
-$5.4K
-$2.7K
-$1.3K
Owner Earnings
-$34.3M
-$17.1M
-$8.6M
-$4.3M
-$2.1M
-$1.1M
-$535.8K
-$267.9K
-$133.9K
-$67.0K
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
-$31.7M
-$14.7M
-$6.8M
-$3.2M
-$1.5M
-$675.2K
-$312.6K
-$144.7K
-$67.0K
-$31.0K
Terminal Value represents 0.0% of Enterprise Value
Negative Owner Earnings
This company generates negative free cash flow. Consider adjusting maintenance CapEx percentage or check the financial data.

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