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Intrinsic value of Virtus Investment Partners, Inc. (VRTS)

Previous Close$205.11
Intrinsic Value
Upside potential
Previous Close
$205.11
* Our model cannot be used “out of the box” for the valuation of this stock. You can still do your own valuation by changing the valuation input parameters.

VALUATION INPUT DATA (original, your and others' valuations)

ParameterOrig.Your
Date of valuation (DoV)  
Intrinsic value (IV) at DoV, $/sh  
IV at current val. algorithm, $/sh799.76 

The original valuation is based on fiscal year data as of 2021-12-31 and quarterly data as of 2022-03-31.

Registered users can save their valuation input data

  1. Annual
  2. Quarterly YoY
  3. Quarterly QoQ

Annual revenue growth rates, % (past and forecasted)

NOTE: The bar chart shows historic and forecasted yearly revenue growth rates. Its purpose is to help you in determining what initial revenue rate you want to base your stock valuation on. Please make sure that you are confident in the value you select - for most stocks it is by far the most important parameter in valuation.

Company description

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.

show cash flow forecast

FINANCIAL STATEMENTS FORECAST and PRESENT VALUE CALCULATION

Fiscal year2021(a)2022202320242025202620272028202920302031203220332034203520362037203820392040204120422043204420452046

INCOME STATEMENT

Revenue growth rate, %61.1NaN
Revenue, $981NaN
Variable operating expenses, $mNaN
Fixed operating expenses, $mNaN
Total operating expenses, $m656NaN
Operating income, $m325NaN
EBITDA, $m380NaN
Interest expense (income), $mNaN
Earnings before tax, $m299NaN
Tax expense, $m91NaN
Net income, $m208NaN

BALANCE SHEET

Cash and short-term investments, $m586NaN
Total assets, $m3969NaN
Adjusted assets (=assets-cash), $m3383NaN
Average production assets, $m746NaN
Working capital, $m2442NaN
Total debt, $m312NaN
Total liabilities, $m3141NaN
Total equity, $m828NaN
Debt-to-equity ratio0.377NaN
Adjusted equity ratio0.074NaN

CASH FLOW

Net income, $m208NaN
Depreciation, amort., depletion, $m55NaN
Funds from operations, $mNaN
Change in working capital, $mNaN
Cash from operations, $m380NaN
Maintenance CAPEX, $mNaN
New CAPEX, $mNaN
Total CAPEX, $m-6NaN
Free cash flow, $m386NaN
Issuance/(repurchase) of shares, $mNaN
Retained Cash Flow, $mNaN
Pot'l extraordinary dividend, $m2442
Cash available for distribution, $mNaN
Discount rate, %NaN
PV of cash for distribution, $mNaN
Current shareholders' claim on cash, %NaN
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