Profitability
Weight: 25%
B
70
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 3.3%
- Operating Margin Trend -3.41 pp/yr
VRTS
Virtus Investment Partners, Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A+
99
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 68.4%
- 5yr Share-Count CAGR -3.5%
Growth Quality
Weight: 10%
B-
68
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 33.7%
- 5yr EPS CAGR -6.4%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A+
94
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 1.13x
Balance Sheet
Weight: 30%
B+
79
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 21.8%
- Interest Coverage (EBIT/Int) 2.15x
Stability
Weight: 10%
D
35
- EPS Volatility (σ/μ) 0.55
- Piotroski F-Score 4
- Negative-Revenue Years (5) 3/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.Not enough curated-guru data to call a flow.
- Wood sold -100%