Affiliated Managers vs Virtus Investment Partners
AMG and VRTS side by side, both in services allied with the exchange of securities. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AMG and VRTS compare
Affiliated Managers is the larger company, worth 13 times as much as Virtus Investment Partners ($9.9B against $783M).
On earnings, Virtus Investment Partners is cheaper: it trades at 6.7× trailing earnings, against 13.5× for Affiliated Managers.
Affiliated Managers grew revenue faster over the last twelve months (11.8% versus −7.2% for Virtus Investment Partners).
Both pay dividends: Affiliated Managers yields 0.01% and Virtus Investment Partners 8.1%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AMG | VRTS |
|---|---|---|
| Size and price | ||
| Market cap | $9.9B | $783M |
| Share price | $381.57 | $118.23 |
| Change, 1 year | 60.4% | −28.3% |
| Change, 5 years | 105% | −64.1% |
| Beta (5Y) | 1.12 | 1.37 |
| Employees | 5,600 | 801 |
| StockData Score | ||
| Total score | 15 | 15 |
| Valuation score | 3 | 6 (better) |
| Growth score | 2 (better) | 0 |
| Performance score | 5 (better) | 1 |
| Health score | 4 | 4 |
| Dividend score | 1 | 4 (better) |
| Valuation | ||
| P/E | 13.5× | 6.7× (better) |
| P/S | 4.3× | 0.9× (better) |
| P/B | 3.2× | 0.8× (better) |
| EV/EBITDA | – | 2.5× |
| P/FCF | 9.3× | – |
| PEG | – | 0.76 |
| FCF yield | 10.8% (better) | −6.6% |
| Fair value | $411.86 | $281.62 |
| Margin of safety | 7.4% | 58.0% (better) |
| Growth | ||
| Revenue growth (TTM) | 11.8% (better) | −7.2% |
| Revenue growth, 5Y average | 0.46% | 7.1% (better) |
| Net income growth (TTM) | 93.6% | – |
| EPS growth (TTM) | 118% (better) | −14.6% |
| EPS growth, 5Y average | 39.3% (better) | 14.8% |
| Profitability | ||
| Operating margin | – | 15.7% |
| Net margin | 37.7% | – |
| FCF margin | 46.9% (better) | −6.3% |
| Return on equity | 27.3% | – |
| Return on invested capital | – | 14.5% |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Altman Z-score | 2.56 (better) | 0.53 |
| Piotroski F-score | 7 | – |
| Dividends and buybacks | ||
| Dividend yield | 0.01% | 8.1% (better) |
| Years of dividend growth | 0 | 8 (better) |
| Dividend growth, 5Y average | −35.2% | 25.6% (better) |
| Buyback yield | 8.0% (better) | 3.9% |
| Shareholder yield | 8.1% | 12.0% (better) |
| Ownership | ||
| Held by institutions | 97.6% | 90.7% |
| Held by insiders | 3.7% | 7.3% |
| Insider net buying, 12 months | −$9.5M | −$3.7M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | – | 7.9% |
Go deeper
- AMG stock overview
- AMG income statement
- AMG valuation and score
- VRTS stock overview
- VRTS income statement
- VRTS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.