IVZ
Price
$15.69
Change
+$0.50 (+3.29%)
Updated
Apr 2 closing price
Capitalization
7.41B
26 days until earnings call
VRTS
Price
$175.01
Change
+$0.99 (+0.57%)
Updated
Apr 2 closing price
Capitalization
1.71B
22 days until earnings call
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IVZ vs VRTS

Header iconIVZ vs VRTS Comparison
Open Charts IVZ vs VRTSBanner chart's image
Inves
Price$15.69
Change+$0.50 (+3.29%)
Volume$6.16M
Capitalization7.41B
Virtus Investment Partners
Price$175.01
Change+$0.99 (+0.57%)
Volume$64.09K
Capitalization1.71B
IVZ vs VRTS Comparison Chart
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ vs. VRTS commentary
Apr 03, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVZ is a Hold and VRTS is a Hold.

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COMPARISON
Comparison
Apr 03, 2025
Stock price -- (IVZ: $15.69 vs. VRTS: $175.01)
Brand notoriety: IVZ and VRTS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVZ: 119% vs. VRTS: 103%
Market capitalization -- IVZ: $7.41B vs. VRTS: $1.71B
IVZ [@Investment Managers] is valued at $7.41B. VRTS’s [@Investment Managers] market capitalization is $1.71B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

IVZ’s FA Score shows that 1 FA rating(s) are green whileVRTS’s FA Score has 1 green FA rating(s).

  • IVZ’s FA Score: 1 green, 4 red.
  • VRTS’s FA Score: 1 green, 4 red.
According to our system of comparison, both IVZ and VRTS are a bad buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

IVZ’s TA Score shows that 5 TA indicator(s) are bullish while VRTS’s TA Score has 4 bullish TA indicator(s).

  • IVZ’s TA Score: 5 bullish, 4 bearish.
  • VRTS’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, IVZ is a better buy in the short-term than VRTS.

Price Growth

IVZ (@Investment Managers) experienced а 0.00% price change this week, while VRTS (@Investment Managers) price change was +0.14% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.35%. For the same industry, the average monthly price growth was -2.58%, and the average quarterly price growth was +0.06%.

Reported Earning Dates

IVZ is expected to report earnings on Apr 29, 2025.

VRTS is expected to report earnings on Apr 25, 2025.

Industries' Descriptions

@Investment Managers (-1.35% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
IVZ($7.41B) has a higher market cap than VRTS($1.72B). VRTS has higher P/E ratio than IVZ: VRTS (13.66) vs IVZ (12.27). IVZ YTD gains are higher at: -9.230 vs. VRTS (-19.805). IVZ has higher annual earnings (EBITDA): 1.13B vs. VRTS (434M). IVZ has more cash in the bank: 1.93B vs. VRTS (340M). VRTS has less debt than IVZ: VRTS (2.18B) vs IVZ (9.05B). IVZ has higher revenues than VRTS: IVZ (5.72B) vs VRTS (841M).
IVZVRTSIVZ / VRTS
Capitalization7.41B1.72B432%
EBITDA1.13B434M261%
Gain YTD-9.230-19.80547%
P/E Ratio12.2713.6690%
Revenue5.72B841M680%
Total Cash1.93B340M568%
Total Debt9.05B2.18B416%
FUNDAMENTALS RATINGS
IVZ vs VRTS: Fundamental Ratings
IVZ
VRTS
OUTLOOK RATING
1..100
668
VALUATION
overvalued / fair valued / undervalued
1..100
33
Fair valued
17
Undervalued
PROFIT vs RISK RATING
1..100
5953
SMR RATING
1..100
8457
PRICE GROWTH RATING
1..100
6379
P/E GROWTH RATING
1..100
7178
SEASONALITY SCORE
1..100
n/a50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

VRTS's Valuation (17) in the Investment Managers industry is in the same range as IVZ (33). This means that VRTS’s stock grew similarly to IVZ’s over the last 12 months.

VRTS's Profit vs Risk Rating (53) in the Investment Managers industry is in the same range as IVZ (59). This means that VRTS’s stock grew similarly to IVZ’s over the last 12 months.

VRTS's SMR Rating (57) in the Investment Managers industry is in the same range as IVZ (84). This means that VRTS’s stock grew similarly to IVZ’s over the last 12 months.

IVZ's Price Growth Rating (63) in the Investment Managers industry is in the same range as VRTS (79). This means that IVZ’s stock grew similarly to VRTS’s over the last 12 months.

IVZ's P/E Growth Rating (71) in the Investment Managers industry is in the same range as VRTS (78). This means that IVZ’s stock grew similarly to VRTS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVZVRTS
RSI
ODDS (%)
Bullish Trend 1 day ago
72%
Bullish Trend 1 day ago
65%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
75%
Bearish Trend 1 day ago
71%
Momentum
ODDS (%)
Bullish Trend 1 day ago
82%
Bearish Trend 1 day ago
67%
MACD
ODDS (%)
Bullish Trend 1 day ago
76%
Bullish Trend 1 day ago
59%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
72%
Bullish Trend 1 day ago
71%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
66%
Advances
ODDS (%)
Bullish Trend 1 day ago
70%
Bullish Trend 1 day ago
71%
Declines
ODDS (%)
Bearish Trend 4 days ago
66%
Bearish Trend 4 days ago
68%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
76%
Bullish Trend 1 day ago
84%
Aroon
ODDS (%)
Bearish Trend 1 day ago
61%
Bearish Trend 1 day ago
68%
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+3.29%
JHG - IVZ
73%
Closely correlated
+1.43%
TROW - IVZ
71%
Closely correlated
+1.77%
AMG - IVZ
71%
Closely correlated
+1.85%
BN - IVZ
68%
Closely correlated
+1.08%
BLK - IVZ
67%
Closely correlated
+1.88%
More

VRTS and

Correlation & Price change

A.I.dvisor indicates that over the last year, VRTS has been closely correlated with APAM. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if VRTS jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VRTS
1D Price
Change %
VRTS100%
+0.57%
APAM - VRTS
68%
Closely correlated
+1.54%
IVZ - VRTS
66%
Closely correlated
+3.29%
JHG - VRTS
65%
Loosely correlated
+1.43%
AMG - VRTS
65%
Loosely correlated
+1.85%
SEIC - VRTS
64%
Loosely correlated
+0.40%
More