TROW
Price
$118.69
Change
+$0.19 (+0.16%)
Updated
Nov 14, 11:04 AM (EDT)
70 days until earnings call
VRTS
Price
$238.64
Change
-$3.16 (-1.31%)
Updated
Nov 13 closing price
78 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$118.69
Change+$0.19 (+0.16%)
Volume$210
CapitalizationN/A
Virtus Investment Partners
Price$238.64
Change-$3.16 (-1.31%)
Volume$26.24K
CapitalizationN/A
TROW vs VRTS Comparison Chart
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TROW
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if shorted
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TROW vs. VRTS commentary
Nov 14, 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 Buy and VRTS is a Buy.

COMPARISON
Comparison
Nov 14, 2024
Stock price -- (TROW: $118.49 vs. VRTS: $238.64)
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: 90% vs. VRTS: 93%
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 1 FA rating(s) are green whileVRTS’s FA Score has 1 green FA rating(s).

  • TROW’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while VRTS’s TA Score has 5 bullish TA indicator(s).

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

Price Growth

TROW (@Investment Managers) experienced а -2.32% price change this week, while VRTS (@Investment Managers) price change was -0.12% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.18%. For the same industry, the average monthly price growth was +3.96%, and the average quarterly price growth was +5.33%.

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 (+0.18% 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: 13.742 vs. VRTS (2.171). 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 YTD13.7422.171633%
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
1512
VALUATION
overvalued / fair valued / undervalued
1..100
95
Overvalued
18
Undervalued
PROFIT vs RISK RATING
1..100
7136
SMR RATING
1..100
4561
PRICE GROWTH RATING
1..100
2842
P/E GROWTH RATING
1..100
7437
SEASONALITY SCORE
1..100
5050

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 (18) in the Investment Managers industry is significantly better than the same rating for TROW (95). This means that VRTS’s stock grew significantly faster than TROW’s over the last 12 months.

VRTS's Profit vs Risk Rating (36) in the Investment Managers industry is somewhat better than the same rating for TROW (71). 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 (61). This means that TROW’s stock grew similarly to VRTS’s over the last 12 months.

TROW's Price Growth Rating (28) in the Investment Managers industry is in the same range as VRTS (42). This means that TROW’s stock grew similarly to VRTS’s over the last 12 months.

VRTS's P/E Growth Rating (37) in the Investment Managers industry is somewhat better than the same rating for TROW (74). This means that VRTS’s stock grew somewhat faster than TROW’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
TROWVRTS
RSI
ODDS (%)
Bearish Trend 1 day ago
59%
Bearish Trend 1 day ago
71%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
51%
Bearish Trend 1 day ago
70%
Momentum
ODDS (%)
Bullish Trend 1 day ago
73%
Bullish Trend 1 day ago
68%
MACD
ODDS (%)
Bullish Trend 1 day ago
71%
Bullish Trend 1 day ago
72%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
58%
Bearish Trend 1 day ago
64%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
67%
Bullish Trend 1 day ago
72%
Advances
ODDS (%)
Bullish Trend 1 day ago
66%
Bullish Trend 4 days ago
74%
Declines
ODDS (%)
Bearish Trend 7 days ago
62%
Bearish Trend 1 day ago
67%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
44%
Bearish Trend 1 day ago
62%
Aroon
ODDS (%)
Bullish Trend 1 day ago
55%
Bullish Trend 1 day ago
75%
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TROW
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if shorted
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VRTS and

Correlation & Price change

A.I.dvisor indicates that over the last year, VRTS has been loosely correlated with JHG. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if VRTS jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VRTS
1D Price
Change %
VRTS100%
-1.31%
JHG - VRTS
66%
Loosely correlated
-0.18%
APAM - VRTS
65%
Loosely correlated
+0.53%
BN - VRTS
63%
Loosely correlated
-0.52%
TROW - VRTS
62%
Loosely correlated
+0.36%
CNS - VRTS
62%
Loosely correlated
-1.96%
More