Victory Capital Holdings Stock Z Score

VCTR Stock

USD 66.26 0.82 1.22%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Victory Capital Piotroski F Score and Victory Capital Valuation analysis.

At this time, Victory Capital's Capital Stock is relatively stable compared to the past year. As of 12/28/2024, Change In Working Capital is likely to grow to about 48.3 M, while Net Invested Capital is likely to drop slightly above 1.7 B. At this time, Victory Capital's Interest Income is relatively stable compared to the past year. As of 12/28/2024, EBIT is likely to grow to about 375.9 M, while Depreciation And Amortization is likely to drop slightly above 39.6 M.

Victory Capital Holdings Company Z Score Analysis

Victory Capital's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Victory Z Score 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 Z Score. 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

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Victory Capital

As per the company's disclosures, Victory Capital Holdings has a Z Score of 0.0. This is 100.0% lower than that of the Capital Markets sector and 100.0% lower than that of the Financials industry. The z score for all United States stocks is 100.0% higher than that of the company.

Victory Z Score 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 Z Score 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 z score 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 Capital Institutional Holders

Institutional Holdings refers to the ownership stake in Victory Capital that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Victory Capital's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Victory Capital's value.

		Shares
Granahan Investment Management Inc..	2024-09-30	1.1 M
Geode Capital Management, Llc	2024-09-30	1 M
Bank Of America Corp	2024-09-30	979.9 K
Timessquare Capital Management, Llc	2024-09-30	809.9 K
Swedbank Ab	2024-09-30	750 K
Impax Asset Management Group Plc	2024-09-30	675 K
Bank Of New York Mellon Corp	2024-09-30	569.1 K
Amvescap Plc.	2024-09-30	559.3 K
Nuveen Asset Management, Llc	2024-09-30	524.5 K
Crestview Partners Ii Gp, Lp	2024-09-30	11.6 M
Vanguard Group Inc	2024-09-30	3.9 M

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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Victory Capital Holdings Stock Z Score

Victory Capital Holdings Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Victory Z Score Driver Correlations

Victory Z Score Peer Comparison

Victory Capital ESG Sustainability

Victory Capital Institutional Holders

Victory Fundamentals

About Victory Capital Fundamental Analysis

Pair Trading with Victory Capital

Moving together with Victory Stock

Moving against Victory Stock

Additional Tools for Victory Stock Analysis

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