Asset Management
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AAMI vs VRTS
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
AAMI vs VRTS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $2.81B | $972M |
| Revenue (TTM) | $594M | $831M |
| Net Income (TTM) | $80M | $138M |
| Gross Margin | 92.9% | 74.9% |
| Operating Margin | 27.4% | 17.4% |
| Forward P/E | 16.4x | 6.0x |
| Total Debt | $323M | $2.84B |
| Cash & Equiv. | $101M | $477M |
AAMI vs VRTS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| Acadian Asset Manag… (AAMI) | 100 | 630.3 | +530.3% |
| Virtus Investment P… (VRTS) | 100 | 124.8 | +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.
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%
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
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 17.5% NII/revenue growth vs VRTS's -8.0% | |
| Value | Lower P/E (6.0x vs 16.4x) | |
| Quality / Margins | Efficiency ratio 0.6% vs AAMI's 0.7% (lower = leaner) | |
| Stability / Safety | Beta 1.12 vs AAMI's 1.52, lower leverage | |
| Dividends | 6.4% yield, 8-year raise streak, vs AAMI's 0.1% | |
| Momentum (1Y) | +148.2% vs VRTS's -12.9% | |
| Efficiency (ROA) | Efficiency 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
Segment breakdown not available.
AAMI vs VRTS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
AAMI leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
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).
| Metric | ||
|---|---|---|
| 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% |
Valuation Metrics
VRTS leads this category, winning 5 of 5 comparable metrics.
Valuation 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.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.8B | $972M |
| Enterprise ValueMkt cap + debt − cash | $3.0B | $3.3B |
| Trailing P/EPrice ÷ TTM EPS | 35.54x | 7.27x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.38x | 5.95x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.49x |
| EV / EBITDAEnterprise value multiple | 16.88x | 16.31x |
| Price / SalesMarket cap ÷ Revenue | 4.72x | 1.17x |
| Price / BookPrice ÷ Book value/share | 33.85x | 0.97x |
| Price / FCFMarket cap ÷ FCF | 15.53x | — |
Profitability & Efficiency
AAMI leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
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.
| Metric | ||
|---|---|---|
| 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 0–9 | 8 | 5 |
| Debt / EquityFinancial leverage | 3.84x | 2.74x |
| 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 expense | 7.60x | 2.15x |
Total Returns (Dividends Reinvested)
AAMI leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
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.
| Metric | ||
|---|---|---|
| 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% |
Risk & Volatility
Evenly matched — AAMI and VRTS each lead in 1 of 2 comparable metrics.
Risk & Volatility
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.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.52x | 1.12x |
| 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 0–100 | 64.4 | 49.8 |
| Avg Volume (50D)Average daily shares traded | 327K | 98K |
Analyst Outlook
VRTS leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
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.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $68.67 | $135.67 |
| # AnalystsCovering analysts | 3 | 11 |
| Dividend YieldAnnual dividend ÷ price | +0.1% | +6.4% |
| Dividend StreakConsecutive years of raises | 0 | 8 |
| Dividend / ShareAnnual DPS | $0.04 | $9.32 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.7% | +6.2% |
AAMI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VRTS leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.
AAMI vs VRTS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Is 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.
08Which 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.
09Is 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.
10What 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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