TROW
T. Rowe Price Group, Inc.
Asset Management
Market Cap$23.09B
5Y Perf.-12.2%
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Stock Comparison
TROW vs VRTS
Revenue, margins, valuation, and 5-year total return — side by side.
VRTS
Virtus Investment Partners, Inc.
Asset Management
Market Cap$960M
5Y Perf.+54.2%
TROW vs VRTS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | TROW | VRTS |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $23.09B | $960M |
| Revenue (TTM) | $7.31B | $831M |
| Net Income (TTM) | $2.09B | $138M |
| Gross Margin | 62.7% | 74.9% |
| Operating Margin | 29.9% | 17.4% |
| Forward P/E | 11.5x | 5.6x |
| Total Debt | $860M | $2.84B |
| Cash & Equiv. | $3.38B | $477M |
TROW vs VRTS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
TROW
VRTS
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| T. Rowe Price Group… (TROW) | 100 | 87.8 | -12.2% |
| Virtus Investment P… (VRTS) | 100 | 154.2 | +54.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TROW vs VRTS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: TROW leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Virtus Investment Partners, Inc. is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
TROW
T. Rowe Price Group, Inc.
The Banking Pick
TROW carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth 3.1%, EPS growth 1.1%
- Lower volatility, beta 1.18, Low D/E 7.1%, current ratio 73.08x
- NIM 3.4% vs VRTS's 0.9%
Best for: growth exposure and sleep-well-at-night
VRTS
Virtus Investment Partners, Inc.
The Banking Pick
VRTS is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 7 yrs, beta 1.14, yield 6.5%
- 159.1% 10Y total return vs TROW's 96.8%
- Beta 1.14, yield 6.5%, current ratio 3.80x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | TROW | 3.1% NII/revenue growth vs VRTS's -8.0% |
| Value | VRTS | Lower P/E (5.6x vs 11.5x) |
| Quality / Margins | TROW | Efficiency ratio 0.3% vs VRTS's 0.6% (lower = leaner) |
| Stability / Safety | VRTS | Beta 1.14 vs TROW's 1.18 |
| Dividends | VRTS | 6.5% yield, 7-year raise streak, vs TROW's 4.8% |
| Momentum (1Y) | TROW | +23.4% vs VRTS's -4.2% |
| Efficiency (ROA) | TROW | Efficiency ratio 0.3% vs VRTS's 0.6% |
TROW vs VRTS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
TROW vs VRTS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLTROWLAGGINGVRTS
VRTSVirtus Investment Par…
2leads
TROWT. Rowe Price Group, …
3leads
6 Total Categories
CATEGORYLEADERvs VRTSMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
TROW3/5
Valuation MetricsMultiples, price ratios, and targets
VRTS4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
TROW7/8
Total Returns1Y, 3Y, 5Y total returns with dividends
TROW5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
VRTS2/2
Income & Cash Flow (Last 12 Months)
TROW leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
TROW is the larger business by revenue, generating $7.3B annually — 8.8x VRTS's $831M. TROW is the more profitable business, keeping 28.5% of every revenue dollar as net income compared to VRTS's 16.7%.
| Metric | TROWT. Rowe Price Gro… | VRTSVirtus Investment… |
|---|---|---|
| RevenueTrailing 12 months | $7.3B | $831M |
| EBITDAEarnings before interest/tax | $2.7B | $205M |
| Net IncomeAfter-tax profit | $2.1B | $138M |
| Free Cash FlowCash after capex | $2.3B | -$67M |
| Gross MarginGross profit ÷ Revenue | +62.7% | +74.9% |
| Operating MarginEBIT ÷ Revenue | +29.9% | +17.4% |
| Net MarginNet income ÷ Revenue | +28.5% | +16.7% |
| FCF MarginFCF ÷ Revenue | +20.2% | -8.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +3.7% | +10.9% |
TROW leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
VRTS leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 7.2x trailing earnings, VRTS trades at a 37% valuation discount to TROW's 11.5x P/E. On an enterprise value basis, TROW's 7.9x EV/EBITDA is more attractive than VRTS's 16.3x.
| Metric | TROWT. Rowe Price Gro… | VRTSVirtus Investment… |
|---|---|---|
| Market CapShares × price | $23.1B | $960M |
| Enterprise ValueMkt cap + debt − cash | $20.6B | $3.3B |
| Trailing P/EPrice ÷ TTM EPS | 11.47x | 7.18x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.49x | 5.61x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.49x |
| EV / EBITDAEnterprise value multiple | 7.85x | 16.25x |
| Price / SalesMarket cap ÷ Revenue | 3.16x | 1.16x |
| Price / BookPrice ÷ Book value/share | 1.97x | 0.96x |
| Price / FCFMarket cap ÷ FCF | 15.61x | — |
VRTS leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
TROW leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
TROW delivers a 17.6% return on equity — every $100 of shareholder capital generates $18 in annual profit, vs $14 for VRTS. TROW carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to VRTS's 2.74x. On the Piotroski fundamental quality scale (0–9), VRTS scores 5/9 vs TROW's 4/9, reflecting solid financial health.
| Metric | TROWT. Rowe Price Gro… | VRTSVirtus Investment… |
|---|---|---|
| ROE (TTM)Return on equity | +17.6% | +13.5% |
| ROA (TTM)Return on assets | +14.4% | +3.6% |
| ROICReturn on invested capital | +13.3% | +3.0% |
| ROCEReturn on capital employed | +15.9% | +3.7% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.07x | 2.74x |
| Net DebtTotal debt minus cash | -$2.5B | $2.4B |
| Cash & Equiv.Liquid assets | $3.4B | $477M |
| Total DebtShort + long-term debt | $860M | $2.8B |
| Interest CoverageEBIT ÷ Interest expense | — | 2.15x |
TROW leads this category, winning 7 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
TROW leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TROW five years ago would be worth $7,079 today (with dividends reinvested), compared to $6,525 for VRTS. Over the past 12 months, TROW leads with a +23.4% total return vs VRTS's -4.2%. The 3-year compound annual growth rate (CAGR) favors TROW at 4.4% vs VRTS's 0.4% — a key indicator of consistent wealth creation.
| Metric | TROWT. Rowe Price Gro… | VRTSVirtus Investment… |
|---|---|---|
| YTD ReturnYear-to-date | +2.7% | -8.8% |
| 1-Year ReturnPast 12 months | +23.4% | -4.2% |
| 3-Year ReturnCumulative with dividends | +13.9% | +1.1% |
| 5-Year ReturnCumulative with dividends | -29.2% | -34.8% |
| 10-Year ReturnCumulative with dividends | +96.8% | +159.1% |
| CAGR (3Y)Annualised 3-year return | +4.4% | +0.4% |
TROW leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — TROW and VRTS each lead in 1 of 2 comparable metrics.
Risk & Volatility
VRTS is the less volatile stock with a 1.14 beta — it tends to amplify market swings less than TROW's 1.18 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TROW currently trades 89.8% from its 52-week high vs VRTS's 66.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | TROWT. Rowe Price Gro… | VRTSVirtus Investment… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.18x | 1.14x |
| 52-Week HighHighest price in past year | $118.22 | $215.06 |
| 52-Week LowLowest price in past year | $85.51 | $121.61 |
| % of 52W HighCurrent price vs 52-week peak | +89.8% | +66.7% |
| RSI (14)Momentum oscillator 0–100 | 74.8 | 55.1 |
| Avg Volume (50D)Average daily shares traded | 2.3M | 100K |
Evenly matched — TROW and VRTS each lead in 1 of 2 comparable metrics.
Analyst Outlook
VRTS leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates TROW as "Hold" and VRTS as "Hold". Consensus price targets imply 13.7% upside for VRTS (target: $163) vs -4.6% for TROW (target: $101). For income investors, VRTS offers the higher dividend yield at 6.50% vs TROW's 4.81%.
| Metric | TROWT. Rowe Price Gro… | VRTSVirtus Investment… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $101.20 | $163.00 |
| # AnalystsCovering analysts | 38 | 11 |
| Dividend YieldAnnual dividend ÷ price | +4.8% | +6.5% |
| Dividend StreakConsecutive years of raises | 3 | 7 |
| Dividend / ShareAnnual DPS | $5.11 | $9.32 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.7% | +6.2% |
VRTS leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
TROW leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VRTS leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.
Best OverallT. Rowe Price Group, Inc. (TROW)Leads 3 of 6 categories
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TROW vs VRTS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is TROW or VRTS a better buy right now?
For growth investors, T.
Rowe Price Group, Inc. (TROW) is the stronger pick with 3. 1% 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 T. Rowe Price Group, Inc. (TROW) a "Hold" — based on 38 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 — TROW or VRTS?
On trailing P/E, Virtus Investment Partners, Inc.
(VRTS) is the cheapest at 7. 2x versus T. Rowe Price Group, Inc. at 11. 5x. On forward P/E, Virtus Investment Partners, Inc. is actually cheaper at 5. 6x.
03Which is the better long-term investment — TROW or VRTS?
Over the past 5 years, T.
Rowe Price Group, Inc. (TROW) delivered a total return of -29. 2%, compared to -34. 8% for Virtus Investment Partners, Inc. (VRTS). Over 10 years, the gap is even starker: VRTS returned +159. 1% versus TROW's +96. 8%. 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 — TROW or VRTS?
By beta (market sensitivity over 5 years), Virtus Investment Partners, Inc.
(VRTS) is the lower-risk stock at 1. 14β versus T. Rowe Price Group, Inc. 's 1. 18β — meaning TROW is approximately 4% more volatile than VRTS relative to the S&P 500. On balance sheet safety, T. Rowe Price Group, Inc. (TROW) carries a lower debt/equity ratio of 7% versus 3% for Virtus Investment Partners, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — TROW or VRTS?
By revenue growth (latest reported year), T.
Rowe Price Group, Inc. (TROW) is pulling ahead at 3. 1% 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 1. 1% for T. Rowe Price Group, 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 — TROW or VRTS?
T.
Rowe Price Group, Inc. (TROW) is the more profitable company, earning 28. 5% net margin versus 16. 7% for Virtus Investment Partners, Inc. — meaning it keeps 28. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TROW leads at 29. 9% 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 TROW or VRTS more undervalued right now?
On forward earnings alone, Virtus Investment Partners, Inc.
(VRTS) trades at 5. 6x forward P/E versus 11. 5x for T. Rowe Price Group, Inc. — 5. 9x 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 — TROW or VRTS?
All stocks in this comparison pay dividends.
Virtus Investment Partners, Inc. (VRTS) offers the highest yield at 6. 5%, versus 4. 8% for T. Rowe Price Group, Inc. (TROW).
09Is TROW 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%, TROW: +96. 8%), 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 TROW 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.
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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Revenue Growth>
%
(TROW: 3.1% · VRTS: -8.0%)Net Margin>
%
(TROW: 28.5% · VRTS: 16.7%)P/E Ratio<
x
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