Factor Report

Data as of market close on 11/25/2020.

Validea's factor report analyzes any stock using the major investing factors, including value, quality, momentum, and low volatility.
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VIRTUS INVESTMENT PARTNERS INC (VRTS)

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Latest Close: $182.60 Market Cap ($ mil): $1,390 Sector: Financial Industry: Investment Services 52 Week High: $194.89 52 Week Low: $55.37 Relative Strength: 83 Twelve Minus One Return: 47.9% Standard Deviation: 44.9%
PE Ratio: 25.5 Price/Sales: 2.4 Price/Book: 2.1 Price/Cash Flow: 10.9 EV/EBITDA: 20.14 Yield: 1.80% Shareholder Yield: 6.91% F Score: 5 G Score: 5
Return on Equity: 9.3% Return on Assets: 2.7% Return on Tangible Capital: 4.9% Return on Invested Capital: 3.2% WACC: 3.8% Debt/Equity: 3.55 LT EPS Growth: 22.3% LT Sales Growth: 11.7% Beta: 1.54
Virtus Investment Partners, Inc. (Virtus) is a provider of investment management and related services to individuals and institutions. The Company provides its products in various forms and through multiple distribution channels. Its retail products include open-end mutual funds, closed-end funds, exchange traded funds, variable insurance funds, undertakings for collective investments in transferable securities (UCITS) and separately managed accounts. Its open-end mutual funds are distributed through intermediaries. Its closed-end funds trade on the New York Stock Exchange. Its variable insurance funds are available as investment options in variable annuities and life insurance products distributed by life insurance companies. Separately managed accounts consists of intermediary programs, sponsored and distributed by unaffiliated brokerage firms, and private client accounts, which are offered to the high net-worth clients of its affiliated managers.

Factor Profile

VRTS's exposure to the major factors (100 is highest).

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Optimal portfolios presented on Validea.com represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

Both the model portfolio and benchmark returns presented for all equity portfolios on Validea.com are not inclusive of dividends. Returns for our ETF portfolios and trend following system, and the benchmarks they are compared to, are inclusive of dividends. The S&P 500 is presented as a benchmark because it is the most widely followed benchmark of the overall US market and is most often used by investors for return comparison purposes. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. Past performance does not guarantee future results. Results will vary with economic and market conditions.