Virtus Investment Shares Owned By Institutions vs. Return On Equity

VIP Stock  EUR 232.00  2.00  0.85%   
Based on Virtus Investment's profitability indicators, Virtus Investment Partners may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in January. Profitability indicators assess Virtus Investment's ability to earn profits and add value for shareholders.
For Virtus Investment profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Virtus Investment to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Virtus Investment Partners utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Virtus Investment's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Virtus Investment Partners over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Virtus Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Virtus Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Virtus Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Virtus Investment Return On Equity vs. Shares Owned By Institutions Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Virtus Investment's current stock value. Our valuation model uses many indicators to compare Virtus Investment value to that of its competitors to determine the firm's financial worth.
Virtus Investment Partners is rated first in shares owned by institutions category among its peers. It is rated first in return on equity category among its peers . The ratio of Shares Owned By Institutions to Return On Equity for Virtus Investment Partners is about  783.05 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Virtus Investment's earnings, one of the primary drivers of an investment's value.

Virtus Return On Equity vs. Shares Owned By Institutions

Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.

Virtus Investment

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
87.31 %
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Virtus Investment

Return On Equity

 = 

Net Income

Total Equity

 = 
0.11
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.

Virtus Return On Equity Comparison

Virtus Investment is currently under evaluation in return on equity category among its peers.

Virtus Investment Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Virtus Investment, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Virtus Investment will eventually generate negative long term returns. The profitability progress is the general direction of Virtus Investment's change in net profit over the period of time. It can combine multiple indicators of Virtus Investment, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Virtus Investment Partners, Inc. is a publicly owned investment manager. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut. VIRTUS INV operates under Asset Management classification in Germany and is traded on Frankfurt Stock Exchange. It employs 577 people.

Virtus Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Virtus Investment. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Virtus Investment position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Virtus Investment's important profitability drivers and their relationship over time.

Use Virtus Investment in pair-trading

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 Virtus Investment 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 Virtus Investment will appreciate offsetting losses from the drop in the long position's value.

Virtus Investment Pair Trading

Virtus Investment Partners Pair Trading Analysis

The ability to find closely correlated positions to Virtus Investment could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Virtus Investment 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 Virtus Investment - 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 Virtus Investment Partners to buy it.
The correlation of Virtus Investment 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 Virtus Investment moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Virtus Investment 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 Virtus Investment 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 CorrelationCorrelation Matching

Use Investing Themes to Complement your Virtus Investment position

In addition to having Virtus Investment in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Other Information on Investing in Virtus Stock

To fully project Virtus Investment's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Virtus Investment at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Virtus Investment's income statement, its balance sheet, and the statement of cash flows.
Potential Virtus Investment investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Virtus Investment investors may work on each financial statement separately, they are all related. The changes in Virtus Investment's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Virtus Investment's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.