VCTR vs CNNE

For growth investors, Victory Capital Holdings, Inc.

(VCTR) is the stronger pick with 46. 2% revenue growth year-over-year, versus -6. 4% for Cannae Holdings, Inc. (CNNE). Victory Capital Holdings, Inc. (VCTR) offers the better valuation at 20. 2x trailing P/E (12. 0x forward), making it the more compelling value choice. Analysts rate Victory Capital Holdings, Inc. (VCTR) a "Buy" — based on 13 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.

Over the past 5 years, Victory Capital Holdings, Inc.

(VCTR) delivered a total return of +215. 0%, compared to -61. 1% for Cannae Holdings, Inc. (CNNE). Over 10 years, the gap is even starker: VCTR returned +670. 8% versus CNNE's -19. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Cannae Holdings, Inc.

(CNNE) is the lower-risk stock at 0. 98β versus Victory Capital Holdings, Inc. 's 1. 32β — meaning VCTR is approximately 34% more volatile than CNNE relative to the S&P 500. On balance sheet safety, Cannae Holdings, Inc. (CNNE) carries a lower debt/equity ratio of 33% versus 40% for Victory Capital Holdings, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Victory Capital Holdings, Inc.

(VCTR) is pulling ahead at 46. 2% versus -6. 4% for Cannae Holdings, Inc. (CNNE). On earnings-per-share growth, the picture is similar: Victory Capital Holdings, Inc. grew EPS -6. 8% year-over-year, compared to -92. 0% for Cannae Holdings, Inc.. 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.

Victory Capital Holdings, Inc.

(VCTR) is the more profitable company, earning 25. 3% net margin versus -99. 2% for Cannae Holdings, Inc. — meaning it keeps 25. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VCTR leads at 42. 5% versus -28. 2% for CNNE. At the gross margin level — before operating expenses — VCTR leads at 71. 1%, 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.

Analyst consensus price targets imply the most upside for CNNE: 23.

8% to $17. 00.

In this comparison, VCTR (2.

3% yield) pays a dividend. CNNE does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Victory Capital Holdings, Inc.

(VCTR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2. 3% yield, +670. 8% 10Y return). Both have compounded well over 10 years (VCTR: +670. 8%, CNNE: -19. 6%), 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.

These companies operate in different sectors (VCTR (Financial Services) and CNNE (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: VCTR is a small-cap high-growth stock; CNNE is a small-cap quality compounder stock. VCTR pays a dividend while CNNE 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.