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VIRTUS EQUITY & CONVERTIBLE (NIE) Stock Overview

USA - NYSE:NIE - US92841M1018

25.26 USD
-0.08 (-0.32%)
Last: 10/17/2025, 12:15:17 PM
Fundamental Rating

4

Overall NIE gets a fundamental rating of 4 out of 10. We evaluated NIE against 0 industry peers in the Unkown industry. The financial health of NIE is average, but there are quite some concerns on its profitability. NIE is valued expensive and it does not seem to be growing.


Dividend Valuation Growth Profitability Health

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3

1. Profitability

1.1 Basic Checks

In the past year NIE was profitable.
In the past year NIE had a positive cash flow from operations.
NIE had positive earnings in 4 of the past 5 years.
In multiple years NIE reported negative operating cash flow during the last 5 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

NIE's Profit Margin has improved in the last couple of years.
In the last couple of years the Operating Margin of NIE has grown nicely.
NIE's Gross Margin has declined in the last couple of years.
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

NIE has more shares outstanding than it did 1 year ago.
NIE has more shares outstanding than it did 5 years ago.
NIE has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the 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

An Altman-Z score of 118.26 indicates that NIE is not in any danger for bankruptcy at the moment.
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.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 118.26
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

The Earnings Per Share has grown by an impressive 40.30% over the past year.
The Earnings Per Share has been growing slightly by 3.64% on average over the past years.
Looking at the last year, NIE shows a quite strong growth in Revenue. The Revenue has grown by 15.04% in the last year.
NIE shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 1.85% yearly.
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

Based on the Price/Earnings ratio of 5.37, the valuation of NIE can be described as very cheap.
NIE's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.29.
Industry RankSector Rank
PE 5.37
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 5.38
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)1.48
EPS Next 2YN/A
EPS Next 3YN/A

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5

5. Dividend

5.1 Amount

NIE has a Yearly Dividend Yield of 9.33%, which is a nice return.
NIE's Dividend Yield is rather good when compared to the S&P500 average which is at 2.38.
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 paid a dividend for at least 10 years, which is a reliable track record.
The dividend of NIE decreased 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

41.98% of the earnings are spent on dividend by NIE. 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 (10/17/2025, 12:15:17 PM)

25.26

-0.08 (-0.32%)

Chartmill FA Rating
GICS SectorN/A
GICS IndustryGroupN/A
GICS IndustryN/A
Earnings (Last)10-02 2025-10-02
Earnings (Next)04-09 2026-04-09
Inst Owners25.65%
Inst Owner Change0%
Ins Owners0%
Ins Owner Change3.02%
Market Cap699.95M
Analysts0
Price TargetN/A
Short Float %0.1%
Short Ratio0.46
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-Date09-12 2025-09-12 (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 5.37
Fwd PE N/A
P/S 52.24
P/FCF 5.38
P/OCF 5.38
P/B 0.95
P/tB 0.95
EV/EBITDA N/A
EPS(TTM)4.7
EY18.61%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)4.69
FCFY18.57%
OCF(TTM)4.69
OCFY18.57%
SpS0.48
BVpS26.5
TBVpS26.5
PEG (NY)N/A
PEG (5Y)1.48
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 118.26
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%