Reviewing Virtus Investment Partners Inc. (VRTS)’s and BlackRock Inc. (NYSE:BLK)’s results

This is a contrast between Virtus Investment Partners Inc. (NASDAQ:VRTS) and BlackRock Inc. (NYSE:BLK) based on their risk, analyst …

This is a contrast between Virtus Investment Partners Inc. (NASDAQ:VRTS) and BlackRock Inc. (NYSE:BLK) based on their risk, analyst recommendations, profitability, dividends, earnings and valuation, institutional ownership. The two companies are Asset Management and they also compete with each other.

Earnings & Valuation

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Virtus Investment Partners Inc. 107 1.32 6.56M 7.82 13.71
BlackRock Inc. 435 2.61 151.43M 26.30 17.78

Table 1 shows top-line revenue, earnings per share and valuation of the two companies. BlackRock Inc. has higher revenue and earnings than Virtus Investment Partners Inc. Business that currently has a lower P/E ratio means that it is the more affordable of the two businesses. Virtus Investment Partners Inc. is trading at a lower P/E ratio than BlackRock Inc., indicating that it is currently more affordable of the two stocks.

Profitability

Table 2 shows the return on equity, return on assets and net margins of the two firms.

Net Margins Return on Equity Return on Assets
Virtus Investment Partners Inc. 6,105,165.19% 12.9% 2.4%
BlackRock Inc. 34,843,534.28% 13.4% 2.5%

Risk & Volatility

Virtus Investment Partners Inc. is 62.00% more volatile than S&P 500 because the company has a beta of 1.62. BlackRock Inc.’s 52.00% more volatile than S&P 500 volatility due to the company’s 1.52 beta.

Analyst Ratings

Recommendations and Ratings for Virtus Investment Partners Inc. and BlackRock Inc. can be find in next table.

Sell Ratings Hold Ratings Buy Ratings Rating Score
Virtus Investment Partners Inc. 0 2 0 2.00
BlackRock Inc. 0 0 3 3.00

Virtus Investment Partners Inc. has a 11.33% upside potential and a consensus target price of $110.67. BlackRock Inc. on the other hand boasts of a $522.25 consensus target price and a 15.97% potential upside. The data provided earlier shows that BlackRock Inc. appears more favorable than Virtus Investment Partners Inc., based on analyst view.

Insider & Institutional Ownership

Virtus Investment Partners Inc. and BlackRock Inc. has shares owned by institutional investors as follows: 97.6% and 84.9%. Insiders owned 6.9% of Virtus Investment Partners Inc. shares. On the other hand, insiders owned about 1.5% of BlackRock Inc.’s shares.

Performance

Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
Virtus Investment Partners Inc. -2.52% 0.33% -12.74% 21.97% -17.76% 34.91%
BlackRock Inc. -1.98% -1.11% -2.39% 14.53% -6.5% 19.06%

For the past year Virtus Investment Partners Inc.’s stock price has bigger growth than BlackRock Inc.

Summary

BlackRock Inc. beats on 14 of the 15 factors Virtus Investment Partners Inc.

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds. The firm launches equity, fixed income, balanced, and real estate mutual funds. It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds. The firm also launches and manages hedge funds. It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe. The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies. It also invests in dividend-paying equity securities. The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities. It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. In real estate sector, it seeks to invest in Poland and Germany. The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices. BlackRock, Inc. was founded in 1988 and is based in New York City with additional offices in Boston, Massachusetts; London, United Kingdom; Brazil; Philadelphia, Pennsylvania; Plainsboro, New Jersey; and San Francisco, California.

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