Victory Capital Holdings, Inc. (VCTR)
Valuation Overview•Is Victory Capital Holdings, Inc. Overvalued or Undervalued?
Commands a premium valuation multiple over its peers, likely pricing in superior execution.
Moderate quality score of 72/100, reflecting stable operating margins and manageable leverage.
Wall Street forecasts a balanced outlook with consensus price targets near the current price.
Verdict: Solid fundamental quality, though solvency presents a headwind.
Wall Street sentiment is generally neutral alongside robust expected earnings growth. This is paired with healthy capital returns, driven by a balanced mix of reliable dividends and share buybacks.
VCTR exhibits elite business quality, driven by exceptional capital efficiency and highly lucrative margins. This is paired with a moderately leveraged but stable balance sheet.
The company maintains stable top-line performance paired with stable bottom-line earnings. This growth is supported by elite operational efficiency, sustaining an impressive 43.4% operating margin.
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $388.4M | +46.2% | — | — | +18.4% | |
| EBITDA | $198.9M | — | +12.4% | — | — | |
| Net Income | $112.1M | +14.3% | +6.2% | — | +56.3% | |
| EPS (Diluted) | $1.33 | -6.8% | +2.3% | +7.2% | +54.3% | |
| Free Cash Flow | $120.1M | -30.1% | -10.5% | -0.5% | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 70.9% | 62.0% | 58.6% | 50.6% |
| Operating Margin | 43.4% | 43.4% | 43.8% | 34.4% |
| Net Margin | 25.8% | 27.9% | 29.4% | 20.9% |
| FCF Margin | 28.6% | 31.9% | 35.0% | 31.0% |
| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q2'26Latest | $1.65 | $1.82 | +10.3% | ||
| Q1'26 | $1.66 | $1.78 | +7.2% | ||
| Q4'25 | $1.60 | $1.63 | +1.9% | ||
| Q3'25 | $1.45 | $1.57 | +8.3% | ||
| Q2'25 | $1.38 | $1.36 | -1.4% | ||
| Q1'25 | $1.37 | $1.45 | +5.8% | ||
| Q4'24 | $1.30 | $1.35 | +3.8% | ||
| Q3'24 | $1.26 | $1.16 | -7.9% |
Total return is +42.0% (1Y), outperforming the benchmark by +17.0%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | +37.3% | +28.0% | — |
| 1Y | +42.0% | +17.0% | +3.1% |
| 3YCAGR | +42.0% | +22.4% | +15.9% |
| 5YCAGR | +25.6% | +12.6% | +23.5% |
| 10YCAGR | +23.4% | +9.7% | — |
The S&P 500 is at 31.3x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about Victory Capital Holdings, Inc. (VCTR) valuation, health, and returns.
Victory Capital Holdings, Inc. is estimated to be fair under our discounted cash flow framework. relative multiples indicate the stock is Expensive versus peers compared to industry peers. trading near fair value (DCF: $94.28)
Victory Capital Holdings, Inc. has multiple valuation anchors: DCF Intrinsic Value: $94.28 | Peer Relative Fair Value: $48.31 | Wall Street Analyst Target: $86.50 (implying -0.6% upside). A convergence of these signals offers higher conviction.
Victory Capital Holdings, Inc. displays good financial health with a composite quality score of 72/100, supported by a Piotroski F-Score of 4/9, Return on Invested Capital (ROIC) of 15.2%.
Victory Capital Holdings, Inc. pays a 2.2% dividend yield, covered by a 38% payout ratio with 7 years of growth, supplemented by a 2.6% buyback yield.
Victory Capital Holdings, Inc.'s current growth trajectory is Accelerating. The company achieved +46.2% 1Y revenue growth and -6.8% 1Y EPS growth, compared to its 3Y revenue CAGR of N/A.
Wall Street consensus is Buy based on 13 analysts, beating EPS expectations in 58% of recent quarters with a 4-quarter streak. The consensus price target represents a -0.6% change from current levels.
Investment risks for Victory Capital Holdings, Inc. include: -18.7% 1-year max drawdown. Volatility risk is characterized by a beta of 1.15x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.