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VIRTUS EQUITY & CONVERTIBLE (NIE) Stock Overview

NYSE:NIE - US92841M1018

24.88 USD
-0.08 (-0.32%)
Last: 9/5/2025, 8:04:00 PM
Fundamental Rating

4

NIE gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 0 industry peers in the Unkown industry. While NIE seems to be doing ok healthwise, there are quite some concerns on its profitability. NIE has a expensive valuation and it also scores bad on growth.


Dividend Valuation Growth Profitability Health

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3

1. Profitability

1.1 Basic Checks

NIE had positive earnings in the past year.
In the past year NIE had a positive cash flow from operations.
NIE had positive earnings in 4 of the past 5 years.
The reported operating cash flow has been mixed in the past 5 years: NIE reported negative operating cash flow in multiple years.
NIE Yearly Net Income VS EBIT VS OCF VS FCFNIE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100M -100M 200M

1.2 Ratios

The last Return On Invested Capital (0.63%) for NIE is above the 3 year average (0.53%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 17.75%
ROE 17.82%
ROIC 0.63%
ROA(3y)4.75%
ROA(5y)9.43%
ROE(3y)4.82%
ROE(5y)9.54%
ROIC(3y)0.53%
ROIC(5y)N/A
NIE Yearly ROA, ROE, ROICNIE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 20

1.3 Margins

In the last couple of years the Profit Margin of NIE has grown nicely.
NIE's Operating Margin has improved in the last couple of years.
In the last couple of years the Gross Margin of NIE has declined.
Industry RankSector Rank
OM 44.03%
PM (TTM) 977.61%
GM 42.24%
OM growth 3YN/A
OM growth 5Y2.1%
PM growth 3Y0.87%
PM growth 5Y1.99%
GM growth 3YN/A
GM growth 5Y-1.59%
NIE Yearly Profit, Operating, Gross MarginsNIE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1K -1K 2K

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6

2. Health

2.1 Basic Checks

Compared to 1 year ago, NIE has more shares outstanding
Compared to 5 years ago, NIE has more shares outstanding
There is no outstanding debt for NIE. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
NIE Yearly Shares OutstandingNIE Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5M 10M 15M 20M 25M
NIE Yearly Total Debt VS Total AssetsNIE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M

2.2 Solvency

NIE has an Altman-Z score of 116.49. This indicates that NIE is financially healthy and has little risk of bankruptcy at the moment.
NIE has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 116.49
ROIC/WACCN/A
WACCN/A
NIE Yearly LT Debt VS Equity VS FCFNIE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M 400M 600M 800M

2.3 Liquidity

NIE has a Current Ratio of 6.26. This indicates that NIE is financially healthy and has no problem in meeting its short term obligations.
A Quick Ratio of 6.26 indicates that NIE has no problem at all paying its short term obligations.
Industry RankSector Rank
Current Ratio 6.26
Quick Ratio 6.26
NIE Yearly Current Assets VS Current LiabilitesNIE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5M 10M 15M 20M 25M

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3

3. Growth

3.1 Past

NIE shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 40.30%, which is quite impressive.
Measured over the past 5 years, NIE shows a small growth in Earnings Per Share. The EPS has been growing by 3.64% on average per year.
NIE shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 15.04%.
Measured over the past years, NIE shows a small growth in Revenue. The Revenue has been growing by 1.85% on average per year.
EPS 1Y (TTM)40.3%
EPS 3Y19.93%
EPS 5Y3.64%
EPS Q2Q%253.52%
Revenue 1Y (TTM)15.04%
Revenue growth 3Y19.33%
Revenue growth 5Y1.85%
Sales Q2Q%4.49%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
NIE Yearly Revenue VS EstimatesNIE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5M 10M 15M 20M

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2

4. Valuation

4.1 Price/Earnings Ratio

NIE is valuated cheaply with a Price/Earnings ratio of 5.29.
NIE is valuated cheaply when we compare the Price/Earnings ratio to 27.06, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 5.29
Fwd PE N/A
NIE Price Earnings VS Forward Price EarningsNIE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

Industry RankSector Rank
P/FCF 5.3
EV/EBITDA N/A
NIE Per share dataNIE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20 25

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)1.45
EPS Next 2YN/A
EPS Next 3YN/A

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5

5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 9.33%, NIE is a good candidate for dividend investing.
NIE's Dividend Yield is rather good when compared to the S&P500 average which is at 2.32.
Industry RankSector Rank
Dividend Yield 9.33%

5.2 History

The dividend of NIE has a limited annual growth rate of 5.37%.
NIE has been paying a dividend for at least 10 years, so it has a reliable track record.
NIE has decreased its dividend recently.
Dividend Growth(5Y)5.37%
Div Incr Years0
Div Non Decr Years1
NIE Yearly Dividends per shareNIE Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1 2 3

5.3 Sustainability

NIE pays out 41.98% of its income as dividend. This is a bit on the high side, but may be sustainable.
The dividend of NIE is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP41.98%
EPS Next 2YN/A
EPS Next 3YN/A
NIE Yearly Income VS Free CF VS DividendNIE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100M -100M 200M
NIE Dividend Payout.NIE Dividend Payout, showing the Payout Ratio.NIE Dividend Payout.PayoutRetained Earnings

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VIRTUS EQUITY & CONVERTIBLE

NYSE:NIE (9/5/2025, 8:04:00 PM)

24.88

-0.08 (-0.32%)

Chartmill FA Rating
GICS SectorN/A
GICS IndustryGroupN/A
GICS IndustryN/A
Earnings (Last)N/A N/A
Earnings (Next)10-02 2025-10-02
Inst Owners24.35%
Inst Owner Change0%
Ins Owners0%
Ins Owner Change3.02%
Market Cap689.42M
Analysts0
Price TargetN/A
Short Float %0.04%
Short Ratio0.2
Dividend
Industry RankSector Rank
Dividend Yield 9.33%
Yearly Dividend1.97
Dividend Growth(5Y)5.37%
DP41.98%
Div Incr Years0
Div Non Decr Years1
Ex-Date06-12 2025-06-12 (0.5)
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 5.29
Fwd PE N/A
P/S 51.45
P/FCF 5.3
P/OCF 5.3
P/B 0.94
P/tB 0.94
EV/EBITDA N/A
EPS(TTM)4.7
EY18.89%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)4.69
FCFY18.86%
OCF(TTM)4.69
OCFY18.86%
SpS0.48
BVpS26.5
TBVpS26.5
PEG (NY)N/A
PEG (5Y)1.45
Profitability
Industry RankSector Rank
ROA 17.75%
ROE 17.82%
ROCE 0.8%
ROIC 0.63%
ROICexc 0.63%
ROICexgc 0.63%
OM 44.03%
PM (TTM) 977.61%
GM 42.24%
FCFM 970.15%
ROA(3y)4.75%
ROA(5y)9.43%
ROE(3y)4.82%
ROE(5y)9.54%
ROIC(3y)0.53%
ROIC(5y)N/A
ROICexc(3y)0.54%
ROICexc(5y)N/A
ROICexgc(3y)0.54%
ROICexgc(5y)N/A
ROCE(3y)0.67%
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5Y2.69%
ROICexc growth 3YN/A
ROICexc growth 5Y2.69%
OM growth 3YN/A
OM growth 5Y2.1%
PM growth 3Y0.87%
PM growth 5Y1.99%
GM growth 3YN/A
GM growth 5Y-1.59%
F-Score7
Asset Turnover0.02
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage 250
Cash Conversion N/A
Profit Quality 99.24%
Current Ratio 6.26
Quick Ratio 6.26
Altman-Z 116.49
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)40.3%
EPS 3Y19.93%
EPS 5Y3.64%
EPS Q2Q%253.52%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)15.04%
Revenue growth 3Y19.33%
Revenue growth 5Y1.85%
Sales Q2Q%4.49%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y20.16%
EBIT growth 3YN/A
EBIT growth 5Y3.99%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1YN/A
FCF growth 3Y20.39%
FCF growth 5Y3.87%
OCF growth 1YN/A
OCF growth 3Y20.39%
OCF growth 5Y3.87%