Virtus Investment (Germany) Performance
| VIP Stock | EUR 162.00 3.00 1.89% |
The entity has a beta of -0.23, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Virtus Investment are expected to decrease at a much lower rate. During the bear market, Virtus Investment is likely to outperform the market. At this point, Virtus Investment has a negative expected return of -0.44%. Please make sure to validate Virtus Investment's skewness, day median price, relative strength index, as well as the relationship between the daily balance of power and price action indicator , to decide if Virtus Investment 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 Virtus Investment Partners has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fragile performance in the last few months, the Stock's basic indicators remain nearly stable which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
| Begin Period Cash Flow | 586.1 M |
Virtus |
Virtus Investment Relative Risk vs. Return Landscape
If you would invest 21,157 in Virtus Investment Partners on December 26, 2024 and sell it today you would lose (5,257) from holding Virtus Investment Partners or give up 24.85% of portfolio value over 90 days. Virtus Investment Partners is currently producing negative expected returns and takes up 2.2422% volatility of returns over 90 trading days. Put another way, 20% of traded stocks are less volatile than Virtus, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Virtus Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Virtus Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Virtus Investment Partners, and traders can use it to determine the average amount a Virtus Investment'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 = -0.1973
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VIP |
Estimated Market Risk
| 2.24 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.44 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Virtus Investment 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 Virtus Investment by adding Virtus Investment to a well-diversified portfolio.
Virtus Investment Fundamentals Growth
Virtus Stock prices reflect investors' perceptions of the future prospects and financial health of Virtus Investment, and Virtus Investment 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 Virtus Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0332 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.24 % | |||
| Current Valuation | 2.97 B | |||
| Shares Outstanding | 7.18 M | |||
| Price To Earning | 9.29 X | |||
| Price To Book | 1.78 X | |||
| Price To Sales | 1.37 X | |||
| Revenue | 881.72 M | |||
| EBITDA | 321.51 M | |||
| Cash And Equivalents | 197.7 M | |||
| Cash Per Share | 28.29 X | |||
| Total Debt | 2.34 B | |||
| Debt To Equity | 48.90 % | |||
| Book Value Per Share | 113.77 X | |||
| Cash Flow From Operations | 132.67 M | |||
| Earnings Per Share | 14.60 X | |||
| Total Asset | 3.95 B | |||
About Virtus Investment Performance
By analyzing Virtus Investment's fundamental ratios, stakeholders can gain valuable insights into Virtus Investment's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Virtus Investment has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Virtus Investment has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Virtus Investment Partners, Inc. is a publicly owned investment manager. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut. VIRTUS INV operates under Asset Management classification in Germany and is traded on Frankfurt Stock Exchange. It employs 577 people.Things to note about Virtus Investment performance evaluation
Checking the ongoing alerts about Virtus Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Virtus Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Virtus Investment generated a negative expected return over the last 90 days | |
| Over 87.0% of the company outstanding shares are owned by institutional investors |
- Analyzing Virtus Investment'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 Virtus Investment's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Investment'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 Virtus Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Virtus Investment's stock. These opinions can provide insight into Virtus Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Virtus Stock analysis
When running Virtus Investment's price analysis, check to measure Virtus Investment'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 Virtus Investment is operating at the current time. Most of Virtus Investment's value examination focuses on studying past and present price action to predict the probability of Virtus Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Virtus Investment's price. Additionally, you may evaluate how the addition of Virtus Investment to your portfolios can decrease your overall portfolio volatility.
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