Last 47 quarters of trend data · Financial Services · Asset Management
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 6.61 | 5.38 | 31.99 | 7.89 | 10.22 | 7.43 | 10.64 | 11.83 | 9.17 | 23.24 | 15.12 | 14.36 | 12.05 | 12.04 | 9.14 | 13.75 | 9.41 | 18.67 | 14.22 | 11.81 | 10.54 |
| — | -27.7% | +200.7% | -33.3% | +11.4% | -68.0% | -29.6% | -17.6% | -23.9% | +93.0% | +65.5% | +4.4% | +28.1% | -35.5% | -35.7% | +16.5% | -10.8% | +111.3% | +9.6% | +17.5% | +12.8% | |
| P/S Ratio | 1.32 | 1.10 | 1.57 | 1.96 | 1.85 | 1.85 | 1.71 | 2.11 | 2.06 | 2.33 | 2.58 | 2.69 | 2.14 | 2.18 | 2.25 | 2.23 | 1.61 | 1.57 | 1.99 | 2.41 | 2.63 |
| — | -40.7% | -8.2% | -7.2% | -10.4% | -20.4% | -33.4% | -21.3% | -3.7% | +6.8% | +14.5% | +20.5% | +33.4% | +38.6% | +13.3% | -7.5% | -39.0% | -36.1% | -16.5% | -15.0% | +27.5% | |
| P/B Ratio | 0.88 | 0.85 | 0.82 | 1.08 | 1.28 | 1.24 | 1.20 | 1.56 | 1.52 | 1.63 | 1.82 | 1.82 | 1.55 | 1.51 | 1.48 | 1.52 | 1.28 | 1.40 | 1.95 | 2.41 | 2.60 |
| — | -31.9% | -31.4% | -30.9% | -15.9% | -23.9% | -34.2% | -14.2% | -1.9% | +8.3% | +22.9% | +19.9% | +20.9% | +7.9% | -24.1% | -37.2% | -50.8% | -42.1% | -12.3% | +16.0% | +84.6% | |
| P/FCF | — | 4.34 | 6.82 | — | 3.05 | 4.28 | — | — | 5.47 | 5.96 | — | 89.67 | 3.01 | 2.53 | — | — | 2.56 | 2.77 | — | 2.44 | 3.37 |
| — | +1.6% | — | — | -44.2% | -28.2% | — | — | +81.7% | +135.3% | — | — | +17.4% | -8.5% | — | — | -23.8% | -56.6% | — | -13.6% | -16.1% | |
| EV / EBITDA | 15.87 | 42.42 | 41.06 | 31.45 | 13.28 | 13.83 | 15.85 | 13.64 | 11.77 | 14.08 | 18.50 | 16.33 | 13.17 | 14.48 | 18.36 | 16.76 | 12.16 | 10.64 | 11.62 | 10.26 | 10.05 |
| — | +206.7% | +159.1% | +130.5% | +12.8% | -1.7% | -14.4% | -16.5% | -10.6% | -2.7% | +0.8% | -2.5% | +8.3% | +36.1% | +58.0% | +63.4% | +21.0% | +1.1% | -12.3% | -35.7% | -36.5% | |
| EV / EBIT | 22.42 | — | 16.73 | 9.28 | 10.11 | 9.05 | 10.50 | 8.71 | 7.75 | 10.32 | 10.11 | 9.12 | 8.71 | 9.61 | 9.89 | 10.29 | 11.74 | 16.17 | 13.49 | 9.26 | 9.28 |
| — | — | +59.3% | +6.5% | +30.5% | -12.3% | +3.9% | -4.5% | -11.1% | +7.4% | +2.2% | -11.4% | -25.8% | -40.6% | -26.7% | +11.1% | +26.6% | +79.9% | +16.7% | -8.6% | -16.6% |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 74.9% | 67.6% | 70.9% | 151.5% | 54.1% | 53.2% | 49.7% | 54.3% | 53.3% | 52.7% | 47.9% | 53.3% | 53.5% | 50.7% | 49.9% | 55.5% | 57.8% | 60.1% | 57.8% | 65.4% | 65.2% |
| — | +27.0% | +42.6% | +178.9% | +1.5% | +1.0% | +3.7% | +1.9% | -0.3% | +3.9% | -4.1% | -4.0% | -7.5% | -15.7% | -13.6% | -15.1% | -11.3% | -5.9% | +0.4% | +14.6% | +15.6% | |
| Operating Margin | 17.4% | 22.5% | 2.8% | 8.5% | 21.9% | 21.6% | 16.9% | 21.8% | 24.5% | 19.8% | 14.6% | 18.2% | 20.6% | 18.4% | 14.5% | 15.8% | 21.0% | 25.3% | 26.1% | 31.6% | 37.2% |
| — | +4.0% | -83.3% | -61.2% | -10.6% | +9.0% | +15.5% | +19.8% | +18.9% | +7.6% | +0.7% | +15.1% | -2.2% | -27.3% | -44.4% | -49.9% | -43.4% | -29.0% | -9.2% | +6.3% | +40.2% | |
| Net Margin | 16.7% | 26.7% | 3.8% | 18.7% | 14.8% | 20.2% | 13.2% | 14.3% | 18.1% | 7.9% | 13.5% | 14.4% | 14.2% | 14.2% | 19.6% | 17.9% | 15.1% | 7.8% | 13.2% | 18.8% | 23.4% |
| — | +31.9% | -71.0% | +30.9% | -18.2% | +156.5% | -2.2% | -0.6% | +28.1% | -44.7% | -31.1% | -19.7% | -6.5% | +83.5% | +49.0% | -4.7% | -35.3% | -70.1% | -22.2% | -25.5% | +22.1% |
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 13.5% | 3.9% | 0.7% | 3.4% | 3.1% | 4.2% | 2.8% | 3.3% | 4.1% | 1.8% | 3.0% | 3.2% | 3.2% | 3.2% | 4.1% | 3.8% | 3.4% | 1.8% | 3.4% | 5.2% | 6.3% |
| — | -5.2% | -76.6% | +3.3% | -24.1% | +135.2% | -7.0% | +4.6% | +28.5% | -44.0% | -25.7% | -16.0% | -6.0% | +71.7% | +20.0% | -26.6% | -45.7% | -74.1% | -21.3% | -3.1% | +63.3% | |
| ROA | 3.3% | 1.0% | 0.2% | 0.9% | 0.8% | 1.1% | 0.7% | 0.9% | 1.1% | 0.5% | 0.8% | 0.8% | 0.8% | 0.8% | 1.0% | 0.9% | 0.9% | 0.5% | 0.9% | 1.3% | 1.6% |
| — | -14.6% | -78.4% | -1.3% | -25.7% | +134.4% | -9.7% | +5.8% | +35.5% | -40.6% | -18.2% | -12.3% | -6.7% | +71.6% | +16.6% | -27.0% | -43.2% | -71.8% | -15.2% | +2.3% | +78.5% | |
| ROIC | 3.0% | 0.7% | 0.1% | 0.3% | 1.0% | 1.0% | 0.8% | 1.1% | 1.3% | 1.0% | 0.8% | 0.9% | 1.1% | 0.9% | 0.7% | 0.7% | 1.1% | 1.3% | 1.5% | 1.9% | 2.1% |
| — | -29.6% | -87.5% | -71.7% | -21.0% | -2.6% | +5.9% | +25.4% | +22.0% | +13.7% | +15.6% | +23.2% | -1.4% | -32.6% | -56.8% | -61.2% | -49.7% | -32.4% | +5.3% | +60.4% | +120.4% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 2.74 | 2.45 | 2.56 | 2.74 | 2.46 | 2.30 | 2.30 | 2.45 | 2.20 | 2.23 | 2.19 | 2.32 | 2.30 | 2.28 | 2.43 | 2.50 | 2.28 | 2.32 | 2.33 | 2.36 | 2.47 |
| — | +6.7% | +11.2% | +11.7% | +11.9% | +2.9% | +4.9% | +5.9% | -4.5% | -2.0% | -9.7% | -7.2% | +1.0% | -1.7% | +4.3% | +5.9% | -7.6% | -7.9% | -17.1% | -17.5% | -19.4% | |
| Debt / EBITDA | 13.89 | 136.43 | 128.98 | 102.62 | 39.77 | 38.50 | 44.41 | 37.00 | 30.42 | 35.76 | 43.10 | 39.98 | 35.37 | 38.62 | 51.37 | 49.44 | 35.38 | 29.63 | 27.53 | 23.18 | 22.32 |
| — | +254.3% | +190.4% | +177.4% | +30.7% | +7.7% | +3.1% | -7.5% | -14.0% | -7.4% | -16.1% | -19.1% | -0.0% | +30.4% | +86.6% | +113.3% | +58.5% | +25.5% | -15.6% | -42.3% | -52.2% | |
| Current Ratio | 3.80 | 2.42 | 1.08 | 3.80 | 3.85 | 2.36 | 1.86 | 2.49 | 3.18 | 3.05 | 2.39 | 3.07 | 2.19 | 1.01 | 1.19 | 2.46 | 3.98 | 3.87 | 2.32 | 2.86 | 4.48 |
| — | +2.7% | -42.0% | +52.5% | +21.2% | -22.9% | -22.1% | -18.8% | +45.3% | +203.2% | +101.9% | +24.9% | -45.1% | -74.0% | -49.0% | -14.0% | -11.1% | +30.1% | +27.2% | -46.0% | +113.5% | |
| Quick Ratio | 3.80 | 2.42 | 1.08 | 3.80 | 3.85 | 2.36 | 1.86 | 2.49 | 3.18 | 3.05 | 2.39 | 3.07 | 2.19 | 1.01 | 1.19 | 2.46 | 3.98 | 3.87 | 2.32 | 2.86 | 4.48 |
| — | +2.7% | -42.0% | +52.5% | +21.2% | -22.9% | -22.1% | -18.8% | +45.3% | +203.2% | +101.9% | +24.9% | -45.1% | -74.0% | -49.0% | -14.0% | -11.1% | +30.1% | +27.2% | -46.0% | +113.5% | |
| Interest Coverage | 2.15 | -0.21 | 1.33 | 2.01 | 2.15 | 2.45 | 2.03 | 2.27 | 2.48 | 1.79 | 2.02 | 2.05 | 2.13 | 1.91 | 2.08 | 2.03 | 2.60 | 2.78 | 4.89 | 5.39 | 7.23 |
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Includes 30+ ratios · 47 years · Updated daily
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Quick answers to the most common questions about buying VRTS stock.
Virtus Investment Partners, Inc.'s current P/E is 6.6x. The average P/E over the last 4 quarters is 13.9x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Virtus Investment Partners, Inc.'s current operating margin is 17.4%. Margins have been expanding over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Virtus Investment Partners, Inc.'s business trajectory between earnings reports.