TROW
Price
$116.18
Change
+$3.21 (+2.84%)
Updated
Dec 20, 04:59 PM (EDT)
32 days until earnings call
VRTS
Price
$220.84
Change
+$2.96 (+1.36%)
Updated
Dec 20, 04:59 PM (EDT)
40 days until earnings call
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TROW vs VRTS

Header iconTROW vs VRTS Comparison
Open Charts TROW vs VRTSBanner chart's image
T Rowe Price Group
Price$116.18
Change+$3.21 (+2.84%)
Volume$68.6K
CapitalizationN/A
Virtus Investment Partners
Price$220.84
Change+$2.96 (+1.36%)
Volume$1.2K
CapitalizationN/A
TROW vs VRTS Comparison Chart
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TROW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if bought
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TROW vs. VRTS commentary
Dec 23, 2024

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 TROW is a Hold and VRTS is a Hold.

COMPARISON
Comparison
Dec 23, 2024
Stock price -- (TROW: $116.12 vs. VRTS: $221.00)
Brand notoriety: TROW and VRTS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: TROW: 289% vs. VRTS: 567%
Market capitalization -- TROW: $26.92B vs. VRTS: $1.71B
TROW [@Investment Managers] is valued at $26.92B. 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 $5.91B.

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).

TROW’s FA Score shows that 0 FA rating(s) are green whileVRTS’s FA Score has 1 green FA rating(s).

  • TROW’s FA Score: 0 green, 5 red.
  • VRTS’s FA Score: 1 green, 4 red.
According to our system of comparison, VRTS is a better buy in the long-term than TROW.

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.

TROW’s TA Score shows that 6 TA indicator(s) are bullish while VRTS’s TA Score has 6 bullish TA indicator(s).

  • TROW’s TA Score: 6 bullish, 4 bearish.
  • VRTS’s TA Score: 6 bullish, 4 bearish.
According to our system of comparison, both TROW and VRTS are a good buy in the short-term.

Price Growth

TROW (@Investment Managers) experienced а -2.86% price change this week, while VRTS (@Investment Managers) price change was -7.80% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.15%. For the same industry, the average monthly price growth was +0.72%, and the average quarterly price growth was +7.26%.

Reported Earning Dates

TROW is expected to report earnings on Jan 23, 2025.

VRTS is expected to report earnings on Jan 31, 2025.

Industries' Descriptions

@Investment Managers (-2.15% 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
TROW($26.9B) has a higher market cap than VRTS($1.72B). TROW has higher P/E ratio than VRTS: TROW (15.51) vs VRTS (13.66). TROW YTD gains are higher at: 12.621 vs. VRTS (-5.382). TROW has higher annual earnings (EBITDA): 2.52B vs. VRTS (434M). TROW has more cash in the bank: 2.07B vs. VRTS (340M). TROW has less debt than VRTS: TROW (308M) vs VRTS (2.18B). TROW has higher revenues than VRTS: TROW (6.46B) vs VRTS (841M).
TROWVRTSTROW / VRTS
Capitalization26.9B1.72B1,569%
EBITDA2.52B434M581%
Gain YTD12.621-5.382-235%
P/E Ratio15.5113.66114%
Revenue6.46B841M768%
Total Cash2.07B340M608%
Total Debt308M2.18B14%
FUNDAMENTALS RATINGS
TROW vs VRTS: Fundamental Ratings
TROW
VRTS
OUTLOOK RATING
1..100
6276
VALUATION
overvalued / fair valued / undervalued
1..100
88
Overvalued
19
Undervalued
PROFIT vs RISK RATING
1..100
8243
SMR RATING
1..100
4558
PRICE GROWTH RATING
1..100
4955
P/E GROWTH RATING
1..100
7150
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 (19) in the Investment Managers industry is significantly better than the same rating for TROW (88). This means that VRTS’s stock grew significantly faster than TROW’s over the last 12 months.

VRTS's Profit vs Risk Rating (43) in the Investment Managers industry is somewhat better than the same rating for TROW (82). This means that VRTS’s stock grew somewhat faster than TROW’s over the last 12 months.

TROW's SMR Rating (45) in the Investment Managers industry is in the same range as VRTS (58). This means that TROW’s stock grew similarly to VRTS’s over the last 12 months.

TROW's Price Growth Rating (49) in the Investment Managers industry is in the same range as VRTS (55). This means that TROW’s stock grew similarly to VRTS’s over the last 12 months.

VRTS's P/E Growth Rating (50) in the Investment Managers industry is in the same range as TROW (71). This means that VRTS’s stock grew similarly to TROW’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
TROWVRTS
RSI
ODDS (%)
Bullish Trend 3 days ago
63%
Bullish Trend 3 days ago
88%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
68%
Bullish Trend 3 days ago
76%
Momentum
ODDS (%)
Bearish Trend 3 days ago
50%
Bearish Trend 3 days ago
67%
MACD
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
64%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
58%
Bearish Trend 3 days ago
65%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
64%
Bearish Trend 3 days ago
65%
Advances
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 21 days ago
74%
Declines
ODDS (%)
Bearish Trend 5 days ago
62%
Bearish Trend 4 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
76%
Bullish Trend 3 days ago
84%
Aroon
ODDS (%)
Bullish Trend 3 days ago
54%
Bullish Trend 3 days ago
70%
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TROW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if bought
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TROW and

Correlation & Price change

A.I.dvisor indicates that over the last year, TROW has been closely correlated with JHG. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if TROW jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TROW
1D Price
Change %
TROW100%
+2.79%
JHG - TROW
70%
Closely correlated
+2.04%
PFG - TROW
67%
Closely correlated
+2.82%
SEIC - TROW
67%
Closely correlated
+1.57%
APAM - TROW
67%
Closely correlated
+1.34%
BN - TROW
64%
Loosely correlated
+1.08%
More

VRTS and

Correlation & Price change

A.I.dvisor indicates that over the last year, VRTS has been loosely correlated with APAM. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some 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%
+1.43%
APAM - VRTS
65%
Loosely correlated
+1.34%
JHG - VRTS
65%
Loosely correlated
+2.04%
BN - VRTS
61%
Loosely correlated
+1.08%
TROW - VRTS
61%
Loosely correlated
+2.79%
CNS - VRTS
60%
Loosely correlated
+2.01%
More