Victory Capital Holdings Stock Five Year Return

VCTR Stock

USD 66.26 0.82 1.22%

Victory Capital Holdings fundamentals help investors to digest information that contributes to Victory Capital's financial success or failures. It also enables traders to predict the movement of Victory Stock. The fundamental analysis module provides a way to measure Victory Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Victory Capital stock.

Short Long Term Debt Total Total Assets

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Victory Capital Holdings Company Five Year Return Analysis

Victory Capital's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Victory Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Victory Capital is extremely important. It helps to project a fair market value of Victory Stock properly, considering its historical fundamentals such as Five Year Return. Since Victory Capital's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Victory Capital's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Victory Capital's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Good Will	Short Term Investments	Long Term Debt Total	Capital Surpluse	Total Liab	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Total Current Assets	Treasury Stock	Short Term Debt	Intangible Assets	Common Stock	Property Plant Equipment	Net Invested Capital	Net Working Capital	Capital Stock	Current Deferred Revenue
Total Assets		0.98	-0.89	0.96	0.84	0.85	0.98	0.87	0.95	0.72	0.98	0.91	0.99	0.84	-0.06	-0.73	0.95	-0.89	0.32	0.98	0.91	0.98	0.99	-0.92	0.84	0.04
Total Stockholder Equity	0.98		-0.85	0.89	0.87	0.85	0.91	0.8	0.96	0.77	0.92	0.93	0.94	0.88	-0.13	-0.72	0.94	-0.92	0.3	0.93	0.92	0.97	0.97	-0.85	0.86	0.08
Net Tangible Assets	-0.89	-0.85		-0.9	-0.82	-0.69	-0.9	-0.81	-0.78	-0.77	-0.89	-0.84	-0.89	-0.82	-0.04	0.71	-0.83	0.88	-0.1	-0.92	-0.85	-0.82	-0.9	0.78	-0.84	-0.16
Net Debt	0.96	0.89	-0.9		0.74	0.76	1.0	0.92	0.86	0.61	0.99	0.84	0.99	0.75	0.04	-0.72	0.89	-0.8	0.31	0.98	0.85	0.93	0.96	-0.95	0.75	0.07
Retained Earnings	0.84	0.87	-0.82	0.74		0.92	0.76	0.64	0.87	0.95	0.77	0.75	0.8	0.99	-0.37	-0.56	0.82	-0.97	-0.01	0.77	0.76	0.82	0.88	-0.74	0.99	-0.03
Accounts Payable	0.85	0.85	-0.69	0.76	0.92		0.78	0.65	0.92	0.85	0.78	0.7	0.82	0.92	-0.34	-0.53	0.82	-0.91	0.22	0.75	0.72	0.84	0.87	-0.84	0.91	-0.28
Long Term Debt	0.98	0.91	-0.9	1.0	0.76	0.78		0.91	0.88	0.63	0.99	0.87	1.0	0.77	0.04	-0.74	0.92	-0.82	0.31	0.98	0.87	0.95	0.97	-0.94	0.77	0.05
Net Receivables	0.87	0.8	-0.81	0.92	0.64	0.65	0.91		0.73	0.5	0.9	0.83	0.89	0.68	0.18	-0.64	0.88	-0.69	0.27	0.9	0.84	0.86	0.84	-0.82	0.65	0.15
Good Will	0.95	0.96	-0.78	0.86	0.87	0.92	0.88	0.73		0.79	0.91	0.85	0.92	0.87	-0.19	-0.63	0.93	-0.91	0.27	0.86	0.83	0.94	0.94	-0.85	0.86	-0.14
Short Term Investments	0.72	0.77	-0.77	0.61	0.95	0.85	0.63	0.5	0.79		0.65	0.67	0.67	0.95	-0.3	-0.51	0.73	-0.94	-0.09	0.63	0.68	0.67	0.76	-0.58	0.96	-0.15
Long Term Debt Total	0.98	0.92	-0.89	0.99	0.77	0.78	0.99	0.9	0.91	0.65		0.88	0.99	0.77	0.03	-0.72	0.94	-0.82	0.27	0.98	0.87	0.96	0.97	-0.92	0.78	0.05
Capital Surpluse	0.91	0.93	-0.84	0.84	0.75	0.7	0.87	0.83	0.85	0.67	0.88		0.88	0.77	0.19	-0.86	0.95	-0.83	0.28	0.9	0.99	0.91	0.89	-0.73	0.77	0.16
Total Liab	0.99	0.94	-0.89	0.99	0.8	0.82	1.0	0.89	0.92	0.67	0.99	0.88		0.8	-0.01	-0.72	0.93	-0.85	0.32	0.98	0.88	0.96	0.98	-0.95	0.8	0.02
Deferred Long Term Liab	0.84	0.88	-0.82	0.75	0.99	0.92	0.77	0.68	0.87	0.95	0.77	0.77	0.8		-0.35	-0.58	0.83	-0.97	-0.04	0.78	0.79	0.84	0.87	-0.72	0.99	0.02
Long Term Investments	-0.06	-0.13	-0.04	0.04	-0.37	-0.34	0.04	0.18	-0.19	-0.3	0.03	0.19	-0.01	-0.35		-0.36	0.06	0.23	0.36	0.02	0.19	-0.13	-0.12	0.09	-0.3	-0.09
Short Long Term Debt	-0.73	-0.72	0.71	-0.72	-0.56	-0.53	-0.74	-0.64	-0.63	-0.51	-0.72	-0.86	-0.72	-0.58	-0.36		-0.71	0.66	-0.21	-0.75	-0.88	-0.72	-0.72	0.62	-0.61	-0.18
Total Current Assets	0.95	0.94	-0.83	0.89	0.82	0.82	0.92	0.88	0.93	0.73	0.94	0.95	0.93	0.83	0.06	-0.71		-0.86	0.26	0.91	0.93	0.94	0.93	-0.82	0.82	-0.02
Treasury Stock	-0.89	-0.92	0.88	-0.8	-0.97	-0.91	-0.82	-0.69	-0.91	-0.94	-0.82	-0.83	-0.85	-0.97	0.23	0.66	-0.86		-0.1	-0.83	-0.84	-0.86	-0.91	0.77	-0.98	0.02
Short Term Debt	0.32	0.3	-0.1	0.31	-0.01	0.22	0.31	0.27	0.27	-0.09	0.27	0.28	0.32	-0.04	0.36	-0.21	0.26	-0.1		0.3	0.3	0.24	0.27	-0.47	-0.03	-0.42
Intangible Assets	0.98	0.93	-0.92	0.98	0.77	0.75	0.98	0.9	0.86	0.63	0.98	0.9	0.98	0.78	0.02	-0.75	0.91	-0.83	0.3		0.91	0.95	0.97	-0.91	0.78	0.18
Common Stock	0.91	0.92	-0.85	0.85	0.76	0.72	0.87	0.84	0.83	0.68	0.87	0.99	0.88	0.79	0.19	-0.88	0.93	-0.84	0.3	0.91		0.9	0.89	-0.76	0.79	0.16
Property Plant Equipment	0.98	0.97	-0.82	0.93	0.82	0.84	0.95	0.86	0.94	0.67	0.96	0.91	0.96	0.84	-0.13	-0.72	0.94	-0.86	0.24	0.95	0.9		0.97	-0.89	0.81	0.13
Net Invested Capital	0.99	0.97	-0.9	0.96	0.88	0.87	0.97	0.84	0.94	0.76	0.97	0.89	0.98	0.87	-0.12	-0.72	0.93	-0.91	0.27	0.97	0.89	0.97		-0.93	0.88	0.05
Net Working Capital	-0.92	-0.85	0.78	-0.95	-0.74	-0.84	-0.94	-0.82	-0.85	-0.58	-0.92	-0.73	-0.95	-0.72	0.09	0.62	-0.82	0.77	-0.47	-0.91	-0.76	-0.89	-0.93		-0.73	0.13
Capital Stock	0.84	0.86	-0.84	0.75	0.99	0.91	0.77	0.65	0.86	0.96	0.78	0.77	0.8	0.99	-0.3	-0.61	0.82	-0.98	-0.03	0.78	0.79	0.81	0.88	-0.73		-0.02
Current Deferred Revenue	0.04	0.08	-0.16	0.07	-0.03	-0.28	0.05	0.15	-0.14	-0.15	0.05	0.16	0.02	0.02	-0.09	-0.18	-0.02	0.02	-0.42	0.18	0.16	0.13	0.05	0.13	-0.02

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Victory Return On Tangible Assets

Return On Tangible Assets

0.5

At this time, Victory Capital's Return On Tangible Assets are relatively stable compared to the past year.

According to the company disclosure, Victory Capital Holdings has a Five Year Return of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Victory Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Victory Capital's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Victory Capital could also be used in its relative valuation, which is a method of valuing Victory Capital by comparing valuation metrics of similar companies.

Victory Capital is currently under evaluation in five year return category among its peers.

Victory Capital ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Victory Capital's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Victory Capital's managers, analysts, and investors.

Environmental

Governance

Social

Victory Fundamentals

	Return On Equity	0.24
	Return On Asset	0.0976
	Profit Margin	0.31 %
	Operating Margin	0.48 %
	Current Valuation	5.16 B
	Shares Outstanding	65.03 M
	Shares Owned By Insiders	12.63 %
	Shares Owned By Institutions	73.68 %
	Number Of Shares Shorted	2.03 M
	Price To Earning	10.07 X
	Price To Book	3.71 X
	Price To Sales	4.97 X
	Revenue	821.03 M
	Gross Profit	465.96 M
	EBITDA	399.69 M
	Net Income	213.16 M
	Cash And Equivalents	78.83 M
	Cash Per Share	1.15 X
	Total Debt	1 B
	Debt To Equity	1.00 %
	Current Ratio	0.47 X
	Book Value Per Share	18.09 X
	Cash Flow From Operations	330.29 M
	Short Ratio	4.92 X
	Earnings Per Share	4.03 X
	Price To Earnings To Growth	0.52 X
	Target Price	71.0
	Number Of Employees	481
	Beta	0.91
	Market Capitalization	4.31 B
	Total Asset	2.54 B
	Retained Earnings	736.85 M
	Working Capital	(56.77 M)
	Annual Yield	0.03 %
	Net Asset	2.54 B
	Last Dividend Paid	1.44

About Victory Capital Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Victory Capital Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Victory Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Victory Capital Holdings based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Victory Capital

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Victory Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Victory Capital will appreciate offsetting losses from the drop in the long position's value.

Moving together with Victory Stock

0.9	V	Visa Class A	Pair Corr
0.62	DHIL	Diamond Hill Investment	Pair Corr
0.87	DIST	Distoken Acquisition	Pair Corr

Moving against Victory Stock

0.73	LU	Lufax Holding	Pair Corr
0.7	WU	Western Union Sell-off Trend	Pair Corr
0.64	XP	Xp Inc	Pair Corr
0.49	PWUPU	PowerUp Acquisition Corp	Pair Corr
0.34	WD	Walker Dunlop	Pair Corr

The ability to find closely correlated positions to Victory Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Victory Capital when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Victory Capital - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Victory Capital Holdings to buy it.

The correlation of Victory Capital is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Victory Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Victory Capital Holdings moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Victory Capital can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Victory Stock Analysis

When running Victory Capital's price analysis, check to measure Victory Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Victory Capital is operating at the current time. Most of Victory Capital's value examination focuses on studying past and present price action to predict the probability of Victory Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Victory Capital's price. Additionally, you may evaluate how the addition of Victory Capital to your portfolios can decrease your overall portfolio volatility.

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