Victory Capital Holdings Stock Performance
| VCTR Stock | USD 62.18 0.22 0.35% |
The entity has a beta of 1.29, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Victory Capital will likely underperform. At this point, Victory Capital Holdings has a negative expected return of -0.0886%. Please make sure to validate Victory Capital's coefficient of variation, maximum drawdown, as well as the relationship between the Maximum Drawdown and rate of daily change , to decide if Victory Capital Holdings performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Victory Capital Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, Victory Capital is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return 4.23 | Five Day Return 3.59 | Year To Date Return (5.20) | Ten Year Return 437.93 | All Time Return 437.93 |
Forward Dividend Yield 0.0315 | Payout Ratio | Forward Dividend Rate 1.88 | Dividend Date 2025-03-10 | Ex Dividend Date 2025-02-18 |
1 | Victory Capital Holdings Inc Reports 171.9 Billion in Assets Under Management | 01/10/2025 |
2 | Disposition of 68146 shares by David Brown of Victory Capital at 33.66 subject to Rule 16b-3 | 01/22/2025 |
3 | Victory Capital Holdings Inc Trading 6.93 percent Higher on Feb 7 | 02/07/2025 |
4 | Acquisition by Demartini Richard M of 903 shares of Victory Capital at 31.82 subject to Rule 16b-3 | 02/12/2025 |
5 | Disposition of 20723 shares by Policarpo Michael Dennis of Victory Capital at 40.16 subject to Rule 16b-3 | 02/27/2025 |
6 | Victory Capital Holdings Inc Announces Liquidation of Three ETFs | 02/28/2025 |
7 | FY2025 EPS Estimates for Victory Capital Reduced by B. Riley - MarketBeat | 03/04/2025 |
8 | Victory Capital Management Inc. Has 5.44 Million Holdings in Target Co. - MarketBeat | 03/07/2025 |
| Victory Capital dividend paid on 10th of March 2025 | 03/10/2025 |
10 | Victory Capitals February AUM Decreases 0.6 percent Sequentially to 175.5B | 03/14/2025 |
11 | Victory Capital Management Inc. Boosts Stock Position in QCR Holdings, Inc. - MarketBeat | 03/19/2025 |
| Begin Period Cash Flow | 123.5 M |
Victory |
Victory Capital Relative Risk vs. Return Landscape
If you would invest 6,662 in Victory Capital Holdings on December 25, 2024 and sell it today you would lose (444.00) from holding Victory Capital Holdings or give up 6.66% of portfolio value over 90 days. Victory Capital Holdings is currently does not generate positive expected returns and assumes 2.3176% risk (volatility on return distribution) over the 90 days horizon. In different words, 20% of stocks are less volatile than Victory, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Victory Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Victory Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Victory Capital Holdings, and traders can use it to determine the average amount a Victory Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0382
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VCTR |
Estimated Market Risk
| 2.32 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Victory Capital is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Victory Capital by adding Victory Capital to a well-diversified portfolio.
Victory Capital Fundamentals Growth
Victory Stock prices reflect investors' perceptions of the future prospects and financial health of Victory Capital, and Victory Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Victory Stock performance.
| Return On Equity | 0.27 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.32 % | ||||
| Operating Margin | 0.49 % | ||||
| Current Valuation | 4.64 B | ||||
| Shares Outstanding | 63.66 M | ||||
| Price To Earning | 10.07 X | ||||
| Price To Book | 3.39 X | ||||
| Price To Sales | 4.45 X | ||||
| Revenue | 893.48 M | ||||
| Gross Profit | 516.12 M | ||||
| EBITDA | 481.37 M | ||||
| Net Income | 288.86 M | ||||
| Cash And Equivalents | 78.83 M | ||||
| Cash Per Share | 1.15 X | ||||
| Total Debt | 963.86 M | ||||
| Debt To Equity | 1.00 % | ||||
| Current Ratio | 0.47 X | ||||
| Book Value Per Share | 17.62 X | ||||
| Cash Flow From Operations | 339.98 M | ||||
| Earnings Per Share | 4.38 X | ||||
| Market Capitalization | 3.97 B | ||||
| Total Asset | 2.55 B | ||||
| Retained Earnings | 924.6 M | ||||
| Working Capital | 38.19 M | ||||
About Victory Capital Performance
Assessing Victory Capital's fundamental ratios provides investors with valuable insights into Victory Capital's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Victory Capital is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (49.33) | (46.87) | |
| Return On Tangible Assets | 0.95 | 0.53 | |
| Return On Capital Employed | 0.18 | 0.11 | |
| Return On Assets | 0.11 | 0.12 | |
| Return On Equity | 0.26 | 0.14 |
Things to note about Victory Capital Holdings performance evaluation
Checking the ongoing alerts about Victory Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Victory Capital Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Victory Capital generated a negative expected return over the last 90 days | |
| Victory Capital Holdings currently holds 963.86 M in liabilities with Debt to Equity (D/E) ratio of 1.0, which is about average as compared to similar companies. Victory Capital Holdings has a current ratio of 0.46, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Victory Capital's use of debt, we should always consider it together with its cash and equity. | |
| Over 77.0% of Victory Capital outstanding shares are owned by institutional investors | |
| On 10th of March 2025 Victory Capital paid $ 0.47 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Victory Capital Management Inc. Boosts Stock Position in QCR Holdings, Inc. - MarketBeat |
- Analyzing Victory Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Victory Capital's stock is overvalued or undervalued compared to its peers.
- Examining Victory Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Victory Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Victory Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Victory Capital's stock. These opinions can provide insight into Victory Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Victory Stock Analysis
When running Victory Capital's price analysis, check to measure Victory Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Victory Capital is operating at the current time. Most of Victory Capital's value examination focuses on studying past and present price action to predict the probability of Victory Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Victory Capital's price. Additionally, you may evaluate how the addition of Victory Capital to your portfolios can decrease your overall portfolio volatility.