Virtus Investment Partners, Stock Z Score

VRTS Stock

USD 223.50 3.12 1.42%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Virtus Investment Piotroski F Score and Virtus Investment Valuation analysis.

At this time, Virtus Investment's Additional Paid In Capital is comparatively stable compared to the past year. Change In Working Capital is likely to gain to about 13 M in 2024, whereas Net Invested Capital is likely to drop slightly above 1.7 B in 2024. At this time, Virtus Investment's Total Other Income Expense Net is comparatively stable compared to the past year. Net Income is likely to gain to about 137.2 M in 2024, whereas EBIT is likely to drop slightly above 111.6 M in 2024.

Virtus Investment Partners, Company Z Score Analysis

Virtus Investment's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Virtus Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Virtus Investment is extremely important. It helps to project a fair market value of Virtus Stock properly, considering its historical fundamentals such as Z Score. Since Virtus Investment's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Virtus Investment's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Virtus Investment's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Net Receivables	Good Will	Short Term Investments	Total Liab	Total Current Assets	Intangible Assets	Common Stock	Retained Earnings	Short Term Debt	Accounts Payable	Long Term Debt	Property Plant Equipment	Current Deferred Revenue	Treasury Stock	Total Permanent Equity	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.82	0.98	0.87	0.91	-0.32	1.0	0.57	0.97	-0.13	0.78	0.7	0.62	0.98	0.66	-0.51	-0.94	0.71	-0.65	0.96	0.86	0.96	0.32	-0.18	0.26	-0.8
Total Stockholder Equity	0.82		0.75	0.92	0.77	0.05	0.79	0.85	0.76	-0.28	0.56	0.49	0.87	0.76	0.45	-0.29	-0.79	0.84	-0.29	0.86	0.9	0.83	0.2	-0.1	0.28	-0.63
Net Debt	0.98	0.75		0.81	0.92	-0.41	0.99	0.44	0.95	-0.09	0.75	0.69	0.51	0.99	0.59	-0.43	-0.94	0.67	-0.74	0.97	0.79	0.98	0.37	-0.09	0.17	-0.73
Net Receivables	0.87	0.92	0.81		0.87	-0.26	0.85	0.75	0.86	-0.14	0.67	0.48	0.82	0.83	0.47	-0.27	-0.81	0.78	-0.46	0.9	0.83	0.88	0.17	-0.23	0.43	-0.76
Good Will	0.91	0.77	0.92	0.87		-0.46	0.92	0.44	0.91	0.15	0.83	0.58	0.5	0.93	0.57	-0.26	-0.82	0.64	-0.72	0.94	0.75	0.93	0.2	-0.07	0.2	-0.72
Short Term Investments	-0.32	0.05	-0.41	-0.26	-0.46		-0.38	0.29	-0.39	-0.31	-0.31	-0.17	0.19	-0.42	-0.04	-0.08	0.21	-0.11	0.63	-0.35	0.06	-0.41	-0.11	0.05	-0.12	0.32
Total Liab	1.0	0.79	0.99	0.85	0.92	-0.38		0.51	0.97	-0.1	0.78	0.69	0.57	0.99	0.64	-0.47	-0.94	0.69	-0.7	0.97	0.83	0.97	0.34	-0.17	0.24	-0.78
Total Current Assets	0.57	0.85	0.44	0.75	0.44	0.29	0.51		0.51	-0.35	0.36	0.21	0.87	0.46	0.29	-0.17	-0.57	0.63	0.1	0.53	0.68	0.51	-0.04	-0.43	0.44	-0.53
Intangible Assets	0.97	0.76	0.95	0.86	0.91	-0.39	0.97	0.51		-0.06	0.8	0.65	0.59	0.95	0.68	-0.51	-0.88	0.65	-0.73	0.92	0.8	0.92	0.36	-0.29	0.27	-0.78
Common Stock	-0.13	-0.28	-0.09	-0.14	0.15	-0.31	-0.1	-0.35	-0.06		0.42	-0.07	-0.38	-0.03	-0.03	0.39	0.21	-0.34	-0.08	-0.14	-0.24	-0.12	-0.07	-0.02	0.04	0.02
Retained Earnings	0.78	0.56	0.75	0.67	0.83	-0.31	0.78	0.36	0.8	0.42		0.63	0.37	0.79	0.74	-0.39	-0.71	0.37	-0.52	0.71	0.68	0.7	0.1	-0.23	0.39	-0.8
Short Term Debt	0.7	0.49	0.69	0.48	0.58	-0.17	0.69	0.21	0.65	-0.07	0.63		0.25	0.71	0.8	-0.65	-0.61	0.44	-0.44	0.65	0.71	0.64	0.44	0.09	0.4	-0.74
Accounts Payable	0.62	0.87	0.51	0.82	0.5	0.19	0.57	0.87	0.59	-0.38	0.37	0.25		0.52	0.29	-0.28	-0.66	0.79	-0.08	0.63	0.78	0.59	0.17	-0.28	0.37	-0.5
Long Term Debt	0.98	0.76	0.99	0.83	0.93	-0.42	0.99	0.46	0.95	-0.03	0.79	0.71	0.52		0.61	-0.43	-0.92	0.67	-0.7	0.96	0.81	0.98	0.36	-0.11	0.23	-0.77
Property Plant Equipment	0.66	0.45	0.59	0.47	0.57	-0.04	0.64	0.29	0.68	-0.03	0.74	0.8	0.29	0.61		-0.78	-0.57	0.33	-0.48	0.55	0.67	0.52	0.1	-0.16	0.31	-0.72
Current Deferred Revenue	-0.51	-0.29	-0.43	-0.27	-0.26	-0.08	-0.47	-0.17	-0.51	0.39	-0.39	-0.65	-0.28	-0.43	-0.78		0.45	-0.28	0.27	-0.37	-0.6	-0.34	-0.16	-0.04	-0.14	0.54
Treasury Stock	-0.94	-0.79	-0.94	-0.81	-0.82	0.21	-0.94	-0.57	-0.88	0.21	-0.71	-0.61	-0.66	-0.92	-0.57	0.45		-0.69	0.6	-0.92	-0.84	-0.92	-0.28	0.16	-0.23	0.71
Total Permanent Equity	0.71	0.84	0.67	0.78	0.64	-0.11	0.69	0.63	0.65	-0.34	0.37	0.44	0.79	0.67	0.33	-0.28	-0.69		-0.37	0.78	0.77	0.77	0.32	0.03	0.08	-0.44
Net Tangible Assets	-0.65	-0.29	-0.74	-0.46	-0.72	0.63	-0.7	0.1	-0.73	-0.08	-0.52	-0.44	-0.08	-0.7	-0.48	0.27	0.6	-0.37		-0.67	-0.34	-0.69	-0.42	0.07	0.15	0.34
Long Term Debt Total	0.96	0.86	0.97	0.9	0.94	-0.35	0.97	0.53	0.92	-0.14	0.71	0.65	0.63	0.96	0.55	-0.37	-0.92	0.78	-0.67		0.86	0.99	0.33	-0.02	0.19	-0.72
Capital Surpluse	0.86	0.9	0.79	0.83	0.75	0.06	0.83	0.68	0.8	-0.24	0.68	0.71	0.78	0.81	0.67	-0.6	-0.84	0.77	-0.34	0.86		0.81	0.27	0.04	0.3	-0.73
Long Term Investments	0.96	0.83	0.98	0.88	0.93	-0.41	0.97	0.51	0.92	-0.12	0.7	0.64	0.59	0.98	0.52	-0.34	-0.92	0.77	-0.69	0.99	0.81		0.34	-0.06	0.2	-0.72
Short Long Term Debt	0.32	0.2	0.37	0.17	0.2	-0.11	0.34	-0.04	0.36	-0.07	0.1	0.44	0.17	0.36	0.1	-0.16	-0.28	0.32	-0.42	0.33	0.27	0.34		-0.01	-0.01	-0.02
Net Invested Capital	-0.18	-0.1	-0.09	-0.23	-0.07	0.05	-0.17	-0.43	-0.29	-0.02	-0.23	0.09	-0.28	-0.11	-0.16	-0.04	0.16	0.03	0.07	-0.02	0.04	-0.06	-0.01		-0.46	0.27
Net Working Capital	0.26	0.28	0.17	0.43	0.2	-0.12	0.24	0.44	0.27	0.04	0.39	0.4	0.37	0.23	0.31	-0.14	-0.23	0.08	0.15	0.19	0.3	0.2	-0.01	-0.46		-0.71
Capital Stock	-0.8	-0.63	-0.73	-0.76	-0.72	0.32	-0.78	-0.53	-0.78	0.02	-0.8	-0.74	-0.5	-0.77	-0.72	0.54	0.71	-0.44	0.34	-0.72	-0.73	-0.72	-0.02	0.27	-0.71

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To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Virtus Investment

As per the company's disclosures, Virtus Investment Partners, has a Z Score of 0.0. This is 100.0% lower than that of the Capital Markets sector and 100.0% lower than that of the Financials industry. The z score for all United States stocks is 100.0% higher than that of the company.

Virtus Z Score Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Virtus Investment's direct or indirect competition against its Z Score to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Virtus Investment could also be used in its relative valuation, which is a method of valuing Virtus Investment by comparing valuation metrics of similar companies.

Virtus Investment is currently under evaluation in z score category among its peers.

Virtus Investment ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Virtus Investment's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Virtus Investment's managers, analysts, and investors.

Environmental

Governance

Social

Virtus Investment Institutional Holders

Institutional Holdings refers to the ownership stake in Virtus Investment that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Virtus Investment's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Virtus Investment's value.

		Shares
Basswood Capital Management Llc	2024-09-30	110.4 K
Victory Capital Management Inc.	2024-09-30	98.6 K
Northern Trust Corp	2024-09-30	96.3 K
Bank Of New York Mellon Corp	2024-09-30	91.7 K
Brown Advisory Holdings Inc	2024-09-30	87.7 K
T. Rowe Price Associates, Inc.	2024-09-30	83.2 K
Fisher Asset Management, Llc	2024-09-30	68.4 K
American Century Companies Inc	2024-09-30	61.2 K
Norges Bank	2024-06-30	60.3 K
Blackrock Inc	2024-06-30	1.1 M
Vanguard Group Inc	2024-09-30	900.9 K

Virtus Fundamentals

	Return On Equity	0.16
	Return On Asset	0.0282
	Profit Margin	0.13 %
	Operating Margin	0.23 %
	Current Valuation	3.41 B
	Shares Outstanding	7.02 M
	Shares Owned By Insiders	6.12 %
	Shares Owned By Institutions	83.60 %
	Number Of Shares Shorted	70.39 K
	Price To Earning	13.04 X
	Price To Book	1.74 X
	Price To Sales	1.77 X
	Revenue	845.27 M
	Gross Profit	402.51 M
	EBITDA	151.48 M
	Net Income	141.48 M
	Cash And Equivalents	358.2 M
	Cash Per Share	49.24 X
	Total Debt	2.18 B
	Debt To Equity	0.38 %
	Current Ratio	2.74 X
	Book Value Per Share	126.71 X
	Cash Flow From Operations	237.16 M
	Short Ratio	2.40 X
	Earnings Per Share	16.45 X
	Price To Earnings To Growth	0.62 X
	Target Price	245.5
	Number Of Employees	824
	Beta	1.44
	Market Capitalization	1.57 B
	Total Asset	3.68 B
	Retained Earnings	207.36 M
	Working Capital	303.52 M
	Current Asset	164.83 M
	Current Liabilities	62.41 M
	Annual Yield	0.04 %
	Five Year Return	1.88 %
	Net Asset	3.68 B
	Last Dividend Paid	7.95

About Virtus Investment Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Virtus Investment Partners,'s financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Virtus Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Virtus Investment Partners, based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Virtus Investment Partners, Stock Z Score

Virtus Investment Partners, Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Virtus Z Score Driver Correlations

Virtus Z Score Peer Comparison

Virtus Investment ESG Sustainability

Virtus Investment Institutional Holders

Virtus Fundamentals

About Virtus Investment Fundamental Analysis

Thematic Opportunities

Explore Investment Opportunities

Additional Tools for Virtus Stock Analysis

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