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VCTRVictory Capital Holdings, Inc.
$106.31$6.6B
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  4. Financial Ratios

Victory Capital Holdings, Inc. (VCTR) Financial Ratios

Latest Ratios: P/E Ratio 26.1x · EV/EBITDA 11.9x · ROE 18.6%. (2015–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

VCTR Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$6.6B$4.2B$4.3B$2.3B$1.9B$2.7B$1.8B$1.5B$721M——
Enterprise Value$7.5B$5.0B$5.2B$3.2B$2.9B$3.8B$2.6B$2.4B$938M——
P/E Ratio →26.0615.4614.9511.047.049.748.6116.6411.36——
P/S Ratio5.363.385.293.162.403.132.482.701.84——
P/B Ratio2.911.733.852.231.822.912.582.861.07——
P/FCF28.0717.6812.747.235.887.457.546.945.47——
P/OCF27.6517.4212.697.115.787.207.306.785.36——

P/E links to full P/E history page with 30-year chart

VCTR EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—4.036.314.323.574.353.504.252.39——
EV / EBITDA11.877.9511.268.696.539.597.8112.886.81——
EV / EBIT13.4310.1311.429.127.2710.108.2715.268.83——
EV / FCF—21.0815.219.898.7510.3610.6610.937.12——

VCTR Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin71.1%71.1%59.3%55.5%53.3%53.8%51.9%46.7%41.8%39.6%32.8%
Operating Margin42.5%42.5%47.8%40.0%46.7%42.0%40.6%26.9%27.7%22.0%8.2%
Net Profit Margin25.3%25.3%32.3%26.0%32.2%31.3%27.4%15.1%15.4%6.3%-2.0%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE18.6%18.6%26.6%20.1%27.6%34.0%34.1%15.3%9.3%3.6%-1.2%
ROA9.7%9.7%11.3%8.4%10.8%12.9%12.2%7.2%8.0%3.1%-0.8%
ROIC15.2%15.2%15.5%12.0%14.6%15.8%16.0%10.3%8.1%5.8%2.1%
ROCE17.8%17.8%18.5%14.5%17.9%19.5%19.8%14.2%14.9%11.5%3.5%

VCTR Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.400.400.860.940.931.211.101.720.400.690.57
Debt / EBITDA1.551.552.112.672.232.872.354.901.954.027.62
Net Debt / Equity—0.330.750.820.891.141.071.650.320.670.55
Net Debt / EBITDA1.281.281.832.342.142.702.284.711.583.927.33
Debt / FCF—3.402.472.662.872.913.123.991.655.1610.48
Interest Coverage7.527.525.834.598.4615.138.453.894.971.820.71

VCTR Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.970.971.190.790.470.491.180.663.782.352.17
Quick Ratio0.970.971.190.790.470.491.180.663.782.352.17
Cash Ratio0.440.440.640.450.140.190.230.181.970.410.34
Asset Turnover—0.310.350.320.340.350.450.350.520.520.35
Inventory Turnover———————————
Days Sales Outstanding———————————

VCTR Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.8%3.0%2.3%3.6%3.6%1.4%0.9%0.5%0.1%——
Payout Ratio38.0%38.0%35.0%40.1%25.1%13.3%7.6%8.0%1.3%523.4%—

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield3.8%6.5%6.7%9.1%14.2%10.3%11.6%6.0%8.8%——
FCF Yield3.6%5.7%7.8%13.8%17.0%13.4%13.3%14.4%18.3%——
Buyback Yield2.2%3.5%2.4%5.9%5.2%1.2%1.6%1.0%1.1%——
Total Shareholder Yield4.0%6.5%4.7%9.6%8.8%2.5%2.5%1.5%1.3%——
Shares Outstanding—$66M$66M$68M$72M$74M$74M$73M$71M$55M$71M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetHealthy
Cash FlowRobust
Top Statement Risk

Fee revenue concentration risk

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Premium Multiple on Fee Growth

Victory Capital trades at 3.05x book and 27.3x trailing earnings, yet forward P/E of 14.9x implies market expects substantial earnings growth, per reported figures.

The steep discount between trailing and forward multiples suggests the market is pricing in a step-change in profitability, likely from the 2025 acquisition that expanded assets. At 3.05x P/B, the market assigns a premium to the franchise, consistent with high ROE potential, but the negative tangible book value complicates traditional bank valuation. Investors should monitor whether the forward earnings materialize, as the current P/B may overstate value if growth stalls.

Fee Model Drives High ROE

ROE improved to 5.9% in 2026Q2 from 5.2% a year earlier, with ROA at 3.4%, reflecting a fee-based model with minimal interest income, as per financial statements.

The DuPont decomposition shows ROE is driven by high asset utilization (ROA of 3.4%) rather than leverage, with equity/assets at 0.57. The negative NIM is immaterial as fees constitute 100% of revenue, and the efficiency ratio of 26.7% indicates strong operating leverage. This profitability is high-quality, but the reliance on fee income exposes earnings to market cycles and asset valuation fluctuations.

Efficiency Gains Offset Negative NIM

Net interest margin has been negative for five quarters, but the efficiency ratio fell to 26.7% in 2026Q2 from 32.6% a year earlier, as reported in SEC filings.

The negative NIM is a structural artifact of the asset management model, where interest income is minimal relative to fee income. The efficiency ratio improvement indicates cost discipline and operating leverage, with expenses growing slower than revenue. This trend suggests management is effectively scaling the business post-acquisition, though the negative NIM warrants monitoring if interest income becomes more significant.

Equity Buffer Strengthened Post-Acquisition

Equity/assets ratio improved from 0.44 to 0.57 after the 2025 acquisition, per balance sheet data, indicating a robust capital position for a fee-based firm.

The higher equity ratio provides a cushion against market volatility and supports capital return initiatives. However, tangible book value per share is negative, which may indicate goodwill from acquisitions, a common feature in asset management. This negative tangible book could constrain certain capital actions, but the strong equity ratio suggests adequate regulatory capital, though specific CET1 ratios are not disclosed.

Provision Volatility Clouds Credit Quality

Loan loss provisions spiked to $168.5M in 2024Q4 then normalized to $125.5M in 2026Q2, as per reported figures, indicating potential credit risk in the portfolio.

The provision volatility is unusual for an asset manager, suggesting exposure to credit-sensitive investments or legacy loan portfolios. The normalization in 2026Q2 may indicate improving credit conditions, but the elevated provisions relative to the balance sheet size warrant scrutiny. Investors should assess the adequacy of reserves, as the negative NIM and fee focus may obscure underlying credit risk.

P/E Misleading Due to Provision Swings

The trailing P/E of 27.3x is distorted by volatile provisions, while forward P/E of 14.9x better reflects normalized earnings, based on reported data.

For asset managers, P/E can be misleading due to one-time items like provisions and acquisition costs. Victory Capital's provision volatility and acquisition-related charges have depressed trailing earnings, inflating the P/E. A more appropriate metric is P/B or P/TBV, but the negative tangible book value complicates this. Alternatively, investors should use forward P/E or EV/EBITDA, though EV/EBITDA is less relevant for banks. The key is to adjust for non-recurring items to assess sustainable earnings power.

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Includes 30+ ratios · 11 years · Updated daily

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VCTR — Frequently Asked Questions

Quick answers to the most common questions about buying VCTR stock.

What is Victory Capital Holdings, Inc.'s P/E ratio?

Victory Capital Holdings, Inc.'s current P/E ratio is 26.1x. The historical average is 11.9x. This places it at the 100th percentile of its historical range.

What is Victory Capital Holdings, Inc.'s EV/EBITDA?

Victory Capital Holdings, Inc.'s current EV/EBITDA is 11.9x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 8.9x.

What is Victory Capital Holdings, Inc.'s ROE?

Victory Capital Holdings, Inc.'s return on equity (ROE) is 18.6%. The historical average is 17.2%.

Is VCTR stock overvalued?

Based on historical data, Victory Capital Holdings, Inc. is trading at a P/E of 26.1x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Victory Capital Holdings, Inc.'s dividend yield?

Victory Capital Holdings, Inc.'s current dividend yield is 1.78% with a payout ratio of 38.0%.

What are Victory Capital Holdings, Inc.'s profit margins?

Victory Capital Holdings, Inc. has 71.1% gross margin and 42.5% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Victory Capital Holdings, Inc. have?

Victory Capital Holdings, Inc.'s Debt/EBITDA ratio is 1.5x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.