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JHG vs VRTS
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
JHG vs VRTS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $7.72B | $960M |
| Revenue (TTM) | $3.10B | $831M |
| Net Income (TTM) | $798M | $138M |
| Gross Margin | 71.8% | 74.9% |
| Operating Margin | 31.5% | 17.4% |
| Forward P/E | 12.0x | 5.6x |
| Total Debt | $396M | $2.84B |
| Cash & Equiv. | $1.25B | $477M |
JHG vs VRTS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Janus Henderson Gro… (JHG) | 100 | 239.8 | +139.8% |
| Virtus Investment P… (VRTS) | 100 | 154.2 | +54.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: JHG vs VRTS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
JHG carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.92
- Rev growth 25.2%, EPS growth 104.3%
- 197.0% 10Y total return vs VRTS's 159.1%
VRTS is the clearest fit if your priority is value and dividends.
- Lower P/E (5.6x vs 12.0x)
- 6.5% yield; 7-year raise streak; the other pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 25.2% NII/revenue growth vs VRTS's -8.0% | |
| Value | Lower P/E (5.6x vs 12.0x) | |
| Quality / Margins | Efficiency ratio 0.4% vs VRTS's 0.6% (lower = leaner) | |
| Stability / Safety | Beta 0.92 vs VRTS's 1.14, lower leverage | |
| Dividends | 6.5% yield; 7-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +51.0% vs VRTS's -4.2% | |
| Efficiency (ROA) | Efficiency ratio 0.4% vs VRTS's 0.6% |
JHG vs VRTS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
JHG 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)
JHG leads this category, winning 3 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
JHG is the larger business by revenue, generating $3.1B annually — 3.7x VRTS's $831M. JHG is the more profitable business, keeping 25.8% of every revenue dollar as net income compared to VRTS's 16.7%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $3.1B | $831M |
| EBITDAEarnings before interest/tax | $1.0B | $205M |
| Net IncomeAfter-tax profit | $798M | $138M |
| Free Cash FlowCash after capex | $390M | -$67M |
| Gross MarginGross profit ÷ Revenue | +71.8% | +74.9% |
| Operating MarginEBIT ÷ Revenue | +31.5% | +17.4% |
| Net MarginNet income ÷ Revenue | +25.8% | +16.7% |
| FCF MarginFCF ÷ Revenue | — | -8.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +2.4% | +10.9% |
Valuation Metrics
VRTS leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 7.2x trailing earnings, VRTS trades at a 27% valuation discount to JHG's 9.9x P/E. Adjusting for growth (PEG ratio), JHG offers better value at 0.20x vs VRTS's 0.49x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $7.7B | $960M |
| Enterprise ValueMkt cap + debt − cash | $6.9B | $3.3B |
| Trailing P/EPrice ÷ TTM EPS | 9.89x | 7.18x |
| Forward P/EPrice ÷ next-FY EPS est. | 12.03x | 5.61x |
| PEG RatioP/E ÷ EPS growth rate | 0.20x | 0.49x |
| EV / EBITDAEnterprise value multiple | 6.78x | 16.25x |
| Price / SalesMarket cap ÷ Revenue | 2.49x | 1.16x |
| Price / BookPrice ÷ Book value/share | 1.29x | 0.96x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
JHG leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
VRTS delivers a 13.5% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $13 for JHG. JHG carries lower financial leverage with a 0.06x debt-to-equity ratio, signaling a more conservative balance sheet compared to VRTS's 2.74x. On the Piotroski fundamental quality scale (0–9), JHG scores 8/9 vs VRTS's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +13.0% | +13.5% |
| ROA (TTM)Return on assets | +9.6% | +3.6% |
| ROICReturn on invested capital | +12.1% | +3.0% |
| ROCEReturn on capital employed | +13.5% | +3.7% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 5 |
| Debt / EquityFinancial leverage | 0.06x | 2.74x |
| Net DebtTotal debt minus cash | -$858M | $2.4B |
| Cash & Equiv.Liquid assets | $1.3B | $477M |
| Total DebtShort + long-term debt | $396M | $2.8B |
| Interest CoverageEBIT ÷ Interest expense | 34.34x | 2.15x |
Total Returns (Dividends Reinvested)
JHG leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in JHG five years ago would be worth $15,958 today (with dividends reinvested), compared to $6,525 for VRTS. Over the past 12 months, JHG leads with a +51.0% total return vs VRTS's -4.2%. The 3-year compound annual growth rate (CAGR) favors JHG at 28.0% vs VRTS's 0.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +8.2% | -8.8% |
| 1-Year ReturnPast 12 months | +51.0% | -4.2% |
| 3-Year ReturnCumulative with dividends | +109.7% | +1.1% |
| 5-Year ReturnCumulative with dividends | +59.6% | -34.8% |
| 10-Year ReturnCumulative with dividends | +197.0% | +159.1% |
| CAGR (3Y)Annualised 3-year return | +28.0% | +0.4% |
Risk & Volatility
JHG leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
JHG is the less volatile stock with a 0.92 beta — it tends to amplify market swings less than VRTS's 1.14 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JHG currently trades 96.2% from its 52-week high vs VRTS's 66.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.92x | 1.14x |
| 52-Week HighHighest price in past year | $53.76 | $215.06 |
| 52-Week LowLowest price in past year | $34.54 | $121.61 |
| % of 52W HighCurrent price vs 52-week peak | +96.2% | +66.7% |
| RSI (14)Momentum oscillator 0–100 | 56.9 | 55.1 |
| Avg Volume (50D)Average daily shares traded | 3.0M | 100K |
Analyst Outlook
VRTS leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates JHG as "Hold" and VRTS as "Hold". Consensus price targets imply 13.7% upside for VRTS (target: $163) vs -6.2% for JHG (target: $49). VRTS is the only dividend payer here at 6.50% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $48.50 | $163.00 |
| # AnalystsCovering analysts | 14 | 11 |
| Dividend YieldAnnual dividend ÷ price | — | +6.5% |
| Dividend StreakConsecutive years of raises | 0 | 7 |
| Dividend / ShareAnnual DPS | — | $9.32 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +6.2% |
JHG leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VRTS leads in 2 (Valuation Metrics, Analyst Outlook).
JHG vs VRTS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is JHG or VRTS a better buy right now?
For growth investors, Janus Henderson Group plc (JHG) is the stronger pick with 25.
2% 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. 2x trailing P/E (5. 6x forward), making it the more compelling value choice. Analysts rate Janus Henderson Group plc (JHG) a "Hold" — based on 14 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 — JHG or VRTS?
On trailing P/E, Virtus Investment Partners, Inc.
(VRTS) is the cheapest at 7. 2x versus Janus Henderson Group plc at 9. 9x. On forward P/E, Virtus Investment Partners, Inc. is actually cheaper at 5. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Janus Henderson Group plc wins at 0. 24x versus Virtus Investment Partners, Inc. 's 0. 38x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — JHG or VRTS?
Over the past 5 years, Janus Henderson Group plc (JHG) delivered a total return of +59.
6%, compared to -34. 8% for Virtus Investment Partners, Inc. (VRTS). Over 10 years, the gap is even starker: JHG returned +197. 0% versus VRTS's +159. 1%. 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 — JHG or VRTS?
By beta (market sensitivity over 5 years), Janus Henderson Group plc (JHG) is the lower-risk stock at 0.
92β versus Virtus Investment Partners, Inc. 's 1. 14β — meaning VRTS is approximately 24% more volatile than JHG relative to the S&P 500. On balance sheet safety, Janus Henderson Group plc (JHG) carries a lower debt/equity ratio of 6% versus 3% for Virtus Investment Partners, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — JHG or VRTS?
By revenue growth (latest reported year), Janus Henderson Group plc (JHG) is pulling ahead at 25.
2% versus -8. 0% for Virtus Investment Partners, Inc. (VRTS). On earnings-per-share growth, the picture is similar: Janus Henderson Group plc grew EPS 104. 3% year-over-year, compared to 18. 2% for Virtus Investment Partners, 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.
06Which has better profit margins — JHG or VRTS?
Janus Henderson Group plc (JHG) is the more profitable company, earning 25.
8% net margin versus 16. 7% for Virtus Investment Partners, Inc. — meaning it keeps 25. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JHG leads at 31. 5% versus 17. 4% for VRTS. At the gross margin level — before operating expenses — VRTS leads at 74. 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 JHG or VRTS more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Janus Henderson Group plc (JHG) is the more undervalued stock at a PEG of 0. 24x versus Virtus Investment Partners, Inc. 's 0. 38x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Virtus Investment Partners, Inc. (VRTS) trades at 5. 6x forward P/E versus 12. 0x for Janus Henderson Group plc — 6. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VRTS: 13. 7% to $163. 00.
08Which pays a better dividend — JHG or VRTS?
In this comparison, VRTS (6.
5% yield) pays a dividend. JHG does not pay a meaningful dividend and should not be held primarily for income.
09Is JHG 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. 14), 6. 5% yield, +159. 1% 10Y return). Both have compounded well over 10 years (VRTS: +159. 1%, JHG: +197. 0%), 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 JHG 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: JHG is a small-cap high-growth stock; VRTS is a small-cap deep-value stock. VRTS pays a dividend while JHG 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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