VRTS
Price
$156.88
Change
-$4.88 (-3.02%)
Updated
Apr 4, 02:55 PM (EDT)
Capitalization
1.71B
21 days until earnings call
WHG
Price
$15.13
Change
-$0.49 (-3.13%)
Updated
Apr 4, 02:17 PM (EDT)
Capitalization
111.65M
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VRTS vs WHG

Header iconVRTS vs WHG Comparison
Open Charts VRTS vs WHGBanner chart's image
Virtus Investment Partners
Price$156.88
Change-$4.88 (-3.02%)
Volume$100
Capitalization1.71B
Westwood Holdings Group
Price$15.13
Change-$0.49 (-3.13%)
Volume$100
Capitalization111.65M
VRTS vs WHG Comparison Chart
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VRTS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
WHG
Daily Signalchanged days ago
Gain/Loss if bought
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VS
VRTS vs. WHG commentary
Apr 04, 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 VRTS is a Hold and WHG is a Buy.

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COMPARISON
Comparison
Apr 04, 2025
Stock price -- (VRTS: $161.76 vs. WHG: $15.63)
Brand notoriety: VRTS and WHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: VRTS: 123% vs. WHG: 78%
Market capitalization -- VRTS: $1.71B vs. WHG: $111.65M
VRTS [@Investment Managers] is valued at $1.71B. WHG’s [@Investment Managers] market capitalization is $111.65M. 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).

VRTS’s FA Score shows that 1 FA rating(s) are green whileWHG’s FA Score has 2 green FA rating(s).

  • VRTS’s FA Score: 1 green, 4 red.
  • WHG’s FA Score: 2 green, 3 red.
According to our system of comparison, WHG is a better buy in the long-term than VRTS.

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.

VRTS’s TA Score shows that 3 TA indicator(s) are bullish while WHG’s TA Score has 2 bullish TA indicator(s).

  • VRTS’s TA Score: 3 bullish, 5 bearish.
  • WHG’s TA Score: 2 bullish, 7 bearish.
According to our system of comparison, VRTS is a better buy in the short-term than WHG.

Price Growth

VRTS (@Investment Managers) experienced а -7.66% price change this week, while WHG (@Investment Managers) price change was -7.24% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -4.06%. For the same industry, the average monthly price growth was -4.74%, and the average quarterly price growth was -4.15%.

Reported Earning Dates

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

WHG is expected to report earnings on Feb 12, 2025.

Industries' Descriptions

@Investment Managers (-4.06% 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
VRTS($1.72B) has a higher market cap than WHG($112M). VRTS has higher P/E ratio than WHG: VRTS (13.66) vs WHG (11.18). WHG YTD gains are higher at: 8.751 vs. VRTS (-25.876). VRTS has higher annual earnings (EBITDA): 434M vs. WHG (8.27M). VRTS has more cash in the bank: 340M vs. WHG (53.1M). WHG has less debt than VRTS: WHG (4.55M) vs VRTS (2.18B). VRTS has higher revenues than WHG: VRTS (841M) vs WHG (89.8M).
VRTSWHGVRTS / WHG
Capitalization1.72B112M1,531%
EBITDA434M8.27M5,251%
Gain YTD-25.8768.751-296%
P/E Ratio13.6611.18122%
Revenue841M89.8M937%
Total Cash340M53.1M640%
Total Debt2.18B4.55M47,803%
FUNDAMENTALS RATINGS
VRTS vs WHG: Fundamental Ratings
VRTS
WHG
OUTLOOK RATING
1..100
966
VALUATION
overvalued / fair valued / undervalued
1..100
16
Undervalued
28
Undervalued
PROFIT vs RISK RATING
1..100
59100
SMR RATING
1..100
5788
PRICE GROWTH RATING
1..100
7943
P/E GROWTH RATING
1..100
812
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 (16) in the Investment Managers industry is in the same range as WHG (28) in the Investment Banks Or Brokers industry. This means that VRTS’s stock grew similarly to WHG’s over the last 12 months.

VRTS's Profit vs Risk Rating (59) in the Investment Managers industry is somewhat better than the same rating for WHG (100) in the Investment Banks Or Brokers industry. This means that VRTS’s stock grew somewhat faster than WHG’s over the last 12 months.

VRTS's SMR Rating (57) in the Investment Managers industry is in the same range as WHG (88) in the Investment Banks Or Brokers industry. This means that VRTS’s stock grew similarly to WHG’s over the last 12 months.

WHG's Price Growth Rating (43) in the Investment Banks Or Brokers industry is somewhat better than the same rating for VRTS (79) in the Investment Managers industry. This means that WHG’s stock grew somewhat faster than VRTS’s over the last 12 months.

WHG's P/E Growth Rating (2) in the Investment Banks Or Brokers industry is significantly better than the same rating for VRTS (81) in the Investment Managers industry. This means that WHG’s stock grew significantly faster than VRTS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
VRTSWHG
RSI
ODDS (%)
Bullish Trend 2 days ago
80%
Bearish Trend 2 days ago
82%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
74%
Bearish Trend 2 days ago
75%
Momentum
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
58%
MACD
ODDS (%)
Bearish Trend 2 days ago
63%
Bearish Trend 2 days ago
69%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
69%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
66%
Bullish Trend 2 days ago
69%
Advances
ODDS (%)
Bullish Trend 3 days ago
71%
Bullish Trend 9 days ago
72%
Declines
ODDS (%)
Bearish Trend 5 days ago
68%
Bearish Trend 2 days ago
73%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
63%
Bearish Trend 2 days ago
80%
Aroon
ODDS (%)
Bearish Trend 2 days ago
70%
Bullish Trend 2 days ago
61%
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VRTS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
WHG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VRTS and

Correlation & Price change

A.I.dvisor indicates that over the last year, VRTS has been closely correlated with IVZ. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if VRTS jumps, then IVZ could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VRTS
1D Price
Change %
VRTS100%
-7.57%
IVZ - VRTS
69%
Closely correlated
-11.85%
APAM - VRTS
68%
Closely correlated
-8.01%
AMG - VRTS
67%
Closely correlated
-8.39%
STT - VRTS
66%
Closely correlated
-7.55%
TROW - VRTS
66%
Closely correlated
-8.18%
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WHG and

Correlation & Price change

A.I.dvisor tells us that WHG and VRTS have been poorly correlated (+33% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that WHG and VRTS's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHG
1D Price
Change %
WHG100%
-2.01%
VRTS - WHG
33%
Poorly correlated
-7.57%
BCSF - WHG
29%
Poorly correlated
-1.34%
OWL - WHG
28%
Poorly correlated
-15.36%
NXDT - WHG
26%
Poorly correlated
-5.85%
BK - WHG
25%
Poorly correlated
-5.12%
More