Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.
VRTSSector12 quartersMarket cap$810.74M$6.02BEnterprise value$942.43M$8.09BAvg daily $ volume$20.85M$69.62MDaily turnover2.6%0.9%
VRTSSector12 quartersRevenue CAGR 3y0.2%9.3%Revenue CAGR 5y0.9%7.4%Revenue growth YoY-4.3%10.7%Revenue acceleration+4.1 pp−0.5 ppFCF growth YoY-265.1%13.9%FCF conversion-44.8%111.5%Forward growth (HoM est.)-2.1%10.6% VRTSSector12 quartersP/E (trailing)7.0×13.0×P/E (forward, HoM est.)7.1×11.9×P/E vs. sector0.5×1.0×PEG (HoM est.)—1.33EV/Sales1.1×2.7×FCF yield-5.5%7.4%Dividend yield7.8%2.0%Shareholder yield11.6%4.6%
VRTSSector12 quartersQuality checks passed33ROIC8.8%15.0%Gross margin—61.0%Gross margin Δ 3y—+3.8 ppOperating margin15.7%23.7%Operating margin Δ 3y−1.7 pp+2.0 ppShare count Δ 3y-8.7%-1.6%Stock compensation / revenue3.2%2.0%Accruals ratio3.9%-0.5% VRTSSector12 quartersEfficiency ratio—58.5%Net interest income / assets—3.2%Credit cost—0.2%Return on tangible equity—14.6%Equity / assets20.8%13.4%Price / tangible book—1.8× VRTSSector12 quartersDays to next report1513
VRTSSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)-$2.57M-$161.4KInstitutional ownership90.3%85.8%Institutional Δ QoQ+3.2 pp+0.8 ppConviction funds net buying—+0.0 ppActive managers net buying+0.4 pp−0.0 ppActive funds net buying+0.0 pp+0.0 ppDays to cover2.864.49Short % of shares out7.3%4.4%Short interest Δ−0.7 pp+0.1 pp