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Stock Comparison

AAMI vs VRTS

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
AAMI
Acadian Asset Management

Asset Management

Financial ServicesNYSE • US
Market Cap$2.81B
5Y Perf.+530.3%
VRTS
Virtus Investment Partners, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$972M
5Y Perf.+24.8%

AAMI vs VRTS — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
AAMI logoAAMI
VRTS logoVRTS
IndustryAsset ManagementAsset Management
Market Cap$2.81B$972M
Revenue (TTM)$594M$831M
Net Income (TTM)$80M$138M
Gross Margin92.9%74.9%
Operating Margin27.4%17.4%
Forward P/E16.4x6.0x
Total Debt$323M$2.84B
Cash & Equiv.$101M$477M

AAMI vs VRTSLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

AAMI
VRTS
StockJun 20Jun 26Return
Acadian Asset Manag… (AAMI)100630.3+530.3%
Virtus Investment P… (VRTS)100124.8+24.8%

Price return only. Dividends and distributions are not included.

Quick Verdict: AAMI vs VRTS

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: VRTS leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Acadian Asset Management is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
🥇VRTS emerged as the overall leader. Track its performance:
AAMI
Acadian Asset Management
The Banking Pick

AAMI is the clearest fit if your priority is growth exposure and long-term compounding.

  • Rev growth 17.5%, EPS growth -0.5%
  • 471.7% 10Y total return vs VRTS's 156.5%
  • 17.5% NII/revenue growth vs VRTS's -8.0%
Best for: growth exposure and long-term compounding
VRTS
Virtus Investment Partners, Inc.
The Banking Pick

VRTS carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.

  • Dividend streak 8 yrs, beta 1.12, yield 6.4%
  • Lower volatility, beta 1.12, current ratio 3.80x
  • Beta 1.12, yield 6.4%, current ratio 3.80x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
CategoryWinnerWhy
GrowthAAMI logoAAMI17.5% NII/revenue growth vs VRTS's -8.0%
ValueVRTS logoVRTSLower P/E (6.0x vs 16.4x)
Quality / MarginsVRTS logoVRTSEfficiency ratio 0.6% vs AAMI's 0.7% (lower = leaner)
Stability / SafetyVRTS logoVRTSBeta 1.12 vs AAMI's 1.52, lower leverage
DividendsVRTS logoVRTS6.4% yield, 8-year raise streak, vs AAMI's 0.1%
Momentum (1Y)AAMI logoAAMI+148.2% vs VRTS's -12.9%
Efficiency (ROA)VRTS logoVRTSEfficiency ratio 0.6% vs AAMI's 0.7%

AAMI vs VRTS — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

AAMIAcadian Asset Management

Segment breakdown not available.

VRTSVirtus Investment Partners, Inc.
FY 2025
Investment Management Fees
50.0%$725M
Open End Funds
19.8%$287M
Retail Separate Accounts
14.5%$210M
Institutional Accounts
11.6%$168M
Closed End Funds
4.2%$61M

AAMI vs VRTS — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLAAMILAGGINGVRTS

Income & Cash Flow (Last 12 Months)

AAMI leads this category, winning 3 of 5 comparable metrics.

VRTS and AAMI operate at a comparable scale, with $831M and $594M in trailing revenue. Profitability is closely matched — net margins range from 16.7% (VRTS) to 13.5% (AAMI).

MetricAAMI logoAAMIAcadian Asset Man…VRTS logoVRTSVirtus Investment…
RevenueTrailing 12 months$594M$831M
EBITDAEarnings before interest/tax$179M$205M
Net IncomeAfter-tax profit$80M$138M
Free Cash FlowCash after capex-$14M-$67M
Gross MarginGross profit ÷ Revenue+92.9%+74.9%
Operating MarginEBIT ÷ Revenue+27.4%+17.4%
Net MarginNet income ÷ Revenue+13.5%+16.7%
FCF MarginFCF ÷ Revenue-2.3%-8.1%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-14.2%+10.9%
AAMI leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

VRTS leads this category, winning 5 of 5 comparable metrics.

At 7.3x trailing earnings, VRTS trades at a 80% valuation discount to AAMI's 35.5x P/E. On an enterprise value basis, VRTS's 16.3x EV/EBITDA is more attractive than AAMI's 16.9x.

MetricAAMI logoAAMIAcadian Asset Man…VRTS logoVRTSVirtus Investment…
Market CapShares × price$2.8B$972M
Enterprise ValueMkt cap + debt − cash$3.0B$3.3B
Trailing P/EPrice ÷ TTM EPS35.54x7.27x
Forward P/EPrice ÷ next-FY EPS est.16.38x5.95x
PEG RatioP/E ÷ EPS growth rate0.49x
EV / EBITDAEnterprise value multiple16.88x16.31x
Price / SalesMarket cap ÷ Revenue4.72x1.17x
Price / BookPrice ÷ Book value/share33.85x0.97x
Price / FCFMarket cap ÷ FCF15.53x
VRTS leads this category, winning 5 of 5 comparable metrics.

Profitability & Efficiency

AAMI leads this category, winning 8 of 9 comparable metrics.

AAMI delivers a 85.4% return on equity — every $100 of shareholder capital generates $85 in annual profit, vs $14 for VRTS. VRTS carries lower financial leverage with a 2.74x debt-to-equity ratio, signaling a more conservative balance sheet compared to AAMI's 3.84x. On the Piotroski fundamental quality scale (0–9), AAMI scores 8/9 vs VRTS's 5/9, reflecting strong financial health.

MetricAAMI logoAAMIAcadian Asset Man…VRTS logoVRTSVirtus Investment…
ROE (TTM)Return on equity+85.4%+13.5%
ROA (TTM)Return on assets+11.5%+3.6%
ROICReturn on invested capital+29.2%+3.0%
ROCEReturn on capital employed+31.9%+3.7%
Piotroski ScoreFundamental quality 0–985
Debt / EquityFinancial leverage3.84x2.74x
Net DebtTotal debt minus cash$222M$2.4B
Cash & Equiv.Liquid assets$101M$477M
Total DebtShort + long-term debt$323M$2.8B
Interest CoverageEBIT ÷ Interest expense7.60x2.15x
AAMI leads this category, winning 8 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

AAMI leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in AAMI five years ago would be worth $35,390 today (with dividends reinvested), compared to $6,288 for VRTS. Over the past 12 months, AAMI leads with a +148.2% total return vs VRTS's -12.9%. The 3-year compound annual growth rate (CAGR) favors AAMI at 52.2% vs VRTS's -7.1% — a key indicator of consistent wealth creation.

MetricAAMI logoAAMIAcadian Asset Man…VRTS logoVRTSVirtus Investment…
YTD ReturnYear-to-date+66.2%-7.7%
1-Year ReturnPast 12 months+148.2%-12.9%
3-Year ReturnCumulative with dividends+252.6%-19.8%
5-Year ReturnCumulative with dividends+253.9%-37.1%
10-Year ReturnCumulative with dividends+471.7%+156.5%
CAGR (3Y)Annualised 3-year return+52.2%-7.1%
AAMI leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — AAMI and VRTS each lead in 1 of 2 comparable metrics.

VRTS is the less volatile stock with a 1.12 beta — it tends to amplify market swings less than AAMI's 1.52 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AAMI currently trades 99.2% from its 52-week high vs VRTS's 67.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricAAMI logoAAMIAcadian Asset Man…VRTS logoVRTSVirtus Investment…
Beta (5Y)Sensitivity to S&P 5001.52x1.12x
52-Week HighHighest price in past year$79.15$215.06
52-Week LowLowest price in past year$30.98$121.61
% of 52W HighCurrent price vs 52-week peak+99.2%+67.5%
RSI (14)Momentum oscillator 0–10064.449.8
Avg Volume (50D)Average daily shares traded327K98K
Evenly matched — AAMI and VRTS each lead in 1 of 2 comparable metrics.

Analyst Outlook

VRTS leads this category, winning 2 of 2 comparable metrics.

Wall Street rates AAMI as "Hold" and VRTS as "Hold". Consensus price targets imply -6.5% upside for VRTS (target: $136) vs -12.6% for AAMI (target: $69). VRTS is the only dividend payer here at 6.42% yield — a key consideration for income-focused portfolios.

MetricAAMI logoAAMIAcadian Asset Man…VRTS logoVRTSVirtus Investment…
Analyst RatingConsensus buy/hold/sellHoldHold
Price TargetConsensus 12-month target$68.67$135.67
# AnalystsCovering analysts311
Dividend YieldAnnual dividend ÷ price+0.1%+6.4%
Dividend StreakConsecutive years of raises08
Dividend / ShareAnnual DPS$0.04$9.32
Buyback YieldShare repurchases ÷ mkt cap+1.7%+6.2%
VRTS leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

AAMI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VRTS leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.

Best OverallAcadian Asset Management (AAMI)Leads 3 of 6 categories
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AAMI vs VRTS: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is AAMI or VRTS a better buy right now?

For growth investors, Acadian Asset Management (AAMI) is the stronger pick with 17.

5% revenue growth year-over-year, versus -8. 0% for Virtus Investment Partners, Inc. (VRTS). Virtus Investment Partners, Inc. (VRTS) offers the better valuation at 7. 3x trailing P/E (6. 0x forward), making it the more compelling value choice. Analysts rate Acadian Asset Management (AAMI) a "Hold" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — AAMI or VRTS?

On trailing P/E, Virtus Investment Partners, Inc.

(VRTS) is the cheapest at 7. 3x versus Acadian Asset Management at 35. 5x. On forward P/E, Virtus Investment Partners, Inc. is actually cheaper at 6. 0x.

03

Which is the better long-term investment — AAMI or VRTS?

Over the past 5 years, Acadian Asset Management (AAMI) delivered a total return of +253.

9%, compared to -37. 1% for Virtus Investment Partners, Inc. (VRTS). Over 10 years, the gap is even starker: AAMI returned +471. 7% versus VRTS's +156. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — AAMI or VRTS?

By beta (market sensitivity over 5 years), Virtus Investment Partners, Inc.

(VRTS) is the lower-risk stock at 1. 12β versus Acadian Asset Management's 1. 52β — meaning AAMI is approximately 35% more volatile than VRTS relative to the S&P 500. On balance sheet safety, Virtus Investment Partners, Inc. (VRTS) carries a lower debt/equity ratio of 3% versus 4% for Acadian Asset Management — giving it more financial flexibility in a downturn.

05

Which is growing faster — AAMI or VRTS?

By revenue growth (latest reported year), Acadian Asset Management (AAMI) is pulling ahead at 17.

5% versus -8. 0% for Virtus Investment Partners, Inc. (VRTS). On earnings-per-share growth, the picture is similar: Virtus Investment Partners, Inc. grew EPS 18. 2% year-over-year, compared to -0. 5% for Acadian Asset Management. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — AAMI or VRTS?

Virtus Investment Partners, Inc.

(VRTS) is the more profitable company, earning 16. 7% net margin versus 13. 5% for Acadian Asset Management — meaning it keeps 16. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AAMI leads at 27. 4% versus 17. 4% for VRTS. At the gross margin level — before operating expenses — AAMI leads at 92. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is AAMI or VRTS more undervalued right now?

On forward earnings alone, Virtus Investment Partners, Inc.

(VRTS) trades at 6. 0x forward P/E versus 16. 4x for Acadian Asset Management — 10. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VRTS: -6. 5% to $135. 67.

08

Which pays a better dividend — AAMI or VRTS?

In this comparison, VRTS (6.

4% yield) pays a dividend. AAMI does not pay a meaningful dividend and should not be held primarily for income.

09

Is AAMI or VRTS better for a retirement portfolio?

For long-horizon retirement investors, Virtus Investment Partners, Inc.

(VRTS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12), 6. 4% yield, +156. 5% 10Y return). Acadian Asset Management (AAMI) carries a higher beta of 1. 52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (VRTS: +156. 5%, AAMI: +471. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between AAMI and VRTS?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: AAMI is a small-cap high-growth stock; VRTS is a small-cap deep-value stock. VRTS pays a dividend while AAMI does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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