SharesGrow 7-Criteria Score
All 7 criteria scored · valuation-related highlighted on this page
Virtus Investment Partners, Inc. (VRTS) trades at a trailing P/E of 6.5, forward P/E of 5.8. Trailing earnings yield is 15.36%, forward earnings yield 17.30%. PEG 0.36 (Peter Lynch undervalued ≤1.0). Graham Number is $266.24.
Criteria proven by this page:
- VALUE (73/100, Pass) — P/E is below market average (6.5); PEG ≤ 1.0 — Peter Lynch undervalued (0.36); analyst target implies upside (+18.4%); earnings yield beats bond yields (15.36%).
- Forward P/E 5.8 (down from trailing 6.5) — analysts expect earnings to grow, which would improve the valuation.
- PEG Ratio 0.36 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
- Trailing Earnings Yield 15.36% — exceeds typical bond yields (~4.3%), making equity attractive vs fixed income. Forward yield improves to 17.30% as earnings recover.
- Analyst consensus target $167.67 (+18.4% upside) — significant upside potential according to Wall Street analysts.
Overall SharesGrow Score: 61/100 with 3/7 criteria passed.
SharesGrow 7-Criteria Score
✓
VALUE
73/100
Price-to-Earnings & upside
Proven by this page
✗
HEALTH
33/100
Debt-to-Equity & liquidity
→ Health
Valuation Snapshot — VRTS
Valuation Multiples
P/E (TTM)6.5
Forward P/E5.8
PEG Ratio0.36
Forward PEG0.25
P/B Ratio0.96
P/S Ratio1.09
EV/EBITDA8.0
Per Share Data
EPS (TTM)$20.50
Forward EPS (Est.)$24.51
Book Value / Share$153.70
Revenue / Share$123.01
FCF / Share$-9.95
Yields & Fair Value
Earnings Yield15.36%
Forward Earnings Yield17.30%
Dividend Yield6.97%
Graham Number$266.24
SharesGrow IV$440.66 (+211.1%)
Analyst Target$167.67 (+18.4%)
Historical Valuation
| Year |
P/E (TTM) |
PEG Ratio |
P/B Ratio |
P/S Ratio |
Dividend Yield |
| 2016 |
18.6 |
0.32 |
2.81 |
2.81 |
1.53% |
| 2017 |
21.8 |
-0.61 |
1.37 |
1.90 |
2.33% |
| 2018 |
9.0 |
0.08 |
1.08 |
1.23 |
3.30% |
| 2019 |
10.4 |
0.19 |
1.47 |
1.76 |
2.55% |
| 2020 |
20.7 |
-0.87 |
2.33 |
2.74 |
1.50% |
| 2021 |
11.0 |
0.07 |
2.75 |
2.34 |
1.38% |
| 2022 |
12.0 |
-0.29 |
1.73 |
1.60 |
3.34% |
| 2023 |
13.1 |
0.98 |
1.98 |
2.03 |
3.05% |
| 2024 |
12.8 |
-2.79 |
1.74 |
1.73 |
3.72% |
| 2025 |
8.1 |
0.45 |
1.19 |
1.34 |
5.80% |
P/E Ratio & Earnings Yield
Earnings Per Share (EPS) History
| Year |
EPS (Diluted) |
Revenue |
Net Income |
Net Margin |
| 2016 |
$6.20 |
$321.74M |
$48.5M |
15.1% |
| 2017 |
$3.96 |
$424.39M |
$37.01M |
8.7% |
| 2018 |
$8.86 |
$551.35M |
$75.53M |
13.7% |
| 2019 |
$11.74 |
$562.26M |
$95.65M |
17% |
| 2020 |
$10.02 |
$603.23M |
$79.96M |
13.3% |
| 2021 |
$26.01 |
$974.67M |
$208.13M |
21.4% |
| 2022 |
$15.50 |
$881.72M |
$117.54M |
13.3% |
| 2023 |
$17.71 |
$841.49M |
$130.62M |
15.5% |
| 2024 |
$16.89 |
$902.82M |
$121.75M |
13.5% |
| 2025 |
$19.97 |
$830.59M |
$138.4M |
16.7% |
Analyst Estimates
| Year |
EPS (Avg) |
EPS Range |
Revenue (Avg) |
Revenue Range |
Analysts |
| 2026 |
$25.07 |
$24.51 – $25.36 |
$768.17M |
$749.6M – $786.74M |
3 |
| 2027 |
$26.73 |
$26.20 – $27.76 |
$786.42M |
$749.37M – $823.48M |
3 |
| 2028 |
$0.00 |
$0.00 – $0.00 |
$703.16M |
$671.56M – $734.76M |
1 |
