62.22 USD
-0.87 (-1.38%)
We assign a fundamental rating of 7 out of 10 to VCTR. VCTR was compared to 237 industry peers in the Capital Markets industry. VCTR scores excellent on profitability, but there are some minor concerns on its financial health. VCTR is growing strongly while it also seems undervalued. This is an interesting combination With these ratings, VCTR could be worth investigating further for value and growth investing!.
1. Profitability
1.1 Basic Checks
VCTR had positive earnings in the past year.
In the past year VCTR had a positive cash flow from operations.
In the past 5 years VCTR has always been profitable.
VCTR had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
Looking at the Return On Assets, with a value of 6.16%, VCTR is in the better half of the industry, outperforming 76.79% of the companies in the same industry.
The Return On Equity of VCTR (10.81%) is better than 61.60% of its industry peers.
Looking at the Return On Invested Capital, with a value of 10.24%, VCTR belongs to the top of the industry, outperforming 86.92% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for VCTR is significantly above the industry average of 6.99%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.16% | ||
| ROE | 10.81% | ||
| ROIC | 10.24% |
ROA(3y)10.19%
ROA(5y)10.73%
ROE(3y)23.95%
ROE(5y)26.37%
ROIC(3y)12.96%
ROIC(5y)14.03%
1.3 Margins
VCTR has a better Profit Margin (22.28%) than 60.34% of its industry peers.
VCTR's Profit Margin has improved in the last couple of years.
VCTR has a Operating Margin of 44.63%. This is amongst the best in the industry. VCTR outperforms 81.43% of its industry peers.
In the last couple of years the Operating Margin of VCTR has grown nicely.
Looking at the Gross Margin, with a value of 82.77%, VCTR belongs to the top of the industry, outperforming 88.61% of the companies in the same industry.
In the last couple of years the Gross Margin of VCTR has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 44.63% | ||
| PM (TTM) | 22.28% | ||
| GM | 82.77% |
OM growth 3Y1.51%
OM growth 5Y6.29%
PM growth 3Y1.12%
PM growth 5Y16.44%
GM growth 3Y1.4%
GM growth 5Y1.91%
2. Health
2.1 Basic Checks
The number of shares outstanding for VCTR has been reduced compared to 1 year ago.
The number of shares outstanding for VCTR has been reduced compared to 5 years ago.
The debt/assets ratio for VCTR has been reduced compared to a year ago.
2.2 Solvency
VCTR has an Altman-Z score of 2.38. This is not the best score and indicates that VCTR is in the grey zone with still only limited risk for bankruptcy at the moment.
The Altman-Z score of VCTR (2.38) is better than 70.89% of its industry peers.
The Debt to FCF ratio of VCTR is 2.96, which is a good value as it means it would take VCTR, 2.96 years of fcf income to pay off all of its debts.
VCTR's Debt to FCF ratio of 2.96 is fine compared to the rest of the industry. VCTR outperforms 78.48% of its industry peers.
A Debt/Equity ratio of 0.41 indicates that VCTR is not too dependend on debt financing.
The Debt to Equity ratio of VCTR (0.41) is better than 67.09% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.41 | ||
| Debt/FCF | 2.96 | ||
| Altman-Z | 2.38 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 1.05 indicates that VCTR should not have too much problems paying its short term obligations.
VCTR has a Current ratio of 1.05. This is comparable to the rest of the industry: VCTR outperforms 45.57% of its industry peers.
A Quick Ratio of 1.05 indicates that VCTR should not have too much problems paying its short term obligations.
The Quick ratio of VCTR (1.05) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.05 | ||
| Quick Ratio | 1.05 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 22.42% over the past year.
VCTR shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 12.55% yearly.
The Revenue has grown by 34.32% in the past year. This is a very strong growth!
VCTR shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.85% yearly.
EPS 1Y (TTM)22.42%
EPS 3Y-0.56%
EPS 5Y12.55%
EPS Q2Q%26.89%
Revenue 1Y (TTM)34.32%
Revenue growth 3Y0.12%
Revenue growth 5Y7.85%
Sales Q2Q%60.08%
3.2 Future
VCTR is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 16.76% yearly.
The Revenue is expected to grow by 21.95% on average over the next years. This is a very strong growth
EPS Next Y22.61%
EPS Next 2Y21.32%
EPS Next 3Y16.76%
EPS Next 5YN/A
Revenue Next Year46.02%
Revenue Next 2Y30.6%
Revenue Next 3Y21.95%
Revenue Next 5YN/A
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 11.40, the valuation of VCTR can be described as very reasonable.
VCTR's Price/Earnings ratio is a bit cheaper when compared to the industry. VCTR is cheaper than 63.71% of the companies in the same industry.
When comparing the Price/Earnings ratio of VCTR to the average of the S&P500 Index (26.29), we can say VCTR is valued rather cheaply.
The Price/Forward Earnings ratio is 8.90, which indicates a very decent valuation of VCTR.
VCTR's Price/Forward Earnings ratio is rather cheap when compared to the industry. VCTR is cheaper than 80.17% of the companies in the same industry.
VCTR is valuated cheaply when we compare the Price/Forward Earnings ratio to 23.51, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.4 | ||
| Fwd PE | 8.9 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, VCTR is valued cheaply inside the industry as 89.03% of the companies are valued more expensively.
VCTR's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. VCTR is cheaper than 68.35% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 12.29 | ||
| EV/EBITDA | 8.57 |
4.3 Compensation for Growth
The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
VCTR has an outstanding profitability rating, which may justify a higher PE ratio.
A more expensive valuation may be justified as VCTR's earnings are expected to grow with 16.76% in the coming years.
PEG (NY)0.5
PEG (5Y)0.91
EPS Next 2Y21.32%
EPS Next 3Y16.76%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 3.08%, VCTR has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 8.31, VCTR has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 2.31, VCTR pays a bit more dividend than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.08% |
5.2 History
On average, the dividend of VCTR grows each year by 70.60%, which is quite nice.
VCTR has been paying a dividend for over 5 years, so it has already some track record.
VCTR has not decreased its dividend in the past 5 years, so it has a somewhat stable track record.
Dividend Growth(5Y)70.6%
Div Incr Years5
Div Non Decr Years5
5.3 Sustainability
VCTR pays out 55.41% of its income as dividend. This is a bit on the high side, but may be sustainable.
VCTR's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP55.41%
EPS Next 2Y21.32%
EPS Next 3Y16.76%
NASDAQ:VCTR (12/10/2025, 1:27:09 PM)
62.22
-0.87 (-1.38%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners74.43%
Inst Owner Change-1.23%
Ins Owners8.96%
Ins Owner Change0.97%
Market Cap4.04B
Revenue(TTM)1.16B
Net Income(TTM)259.37M
Analysts75.71
Price Target74.31 (19.43%)
Short Float %6.07%
Short Ratio7.69
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.08% |
Yearly Dividend1.58
Dividend Growth(5Y)70.6%
DP55.41%
Div Incr Years5
Div Non Decr Years5
Ex-Date
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-2.9%
Min EPS beat(2)-4.67%
Max EPS beat(2)-1.14%
EPS beat(4)0
Avg EPS beat(4)-5.8%
Min EPS beat(4)-13.03%
Max EPS beat(4)-1.14%
EPS beat(8)0
Avg EPS beat(8)-8.32%
EPS beat(12)1
Avg EPS beat(12)-6.6%
EPS beat(16)3
Avg EPS beat(16)-4.49%
Revenue beat(2)1
Avg Revenue beat(2)-0.18%
Min Revenue beat(2)-2.61%
Max Revenue beat(2)2.25%
Revenue beat(4)1
Avg Revenue beat(4)-1.33%
Min Revenue beat(4)-3.97%
Max Revenue beat(4)2.25%
Revenue beat(8)1
Avg Revenue beat(8)-1.55%
Revenue beat(12)1
Avg Revenue beat(12)-1.37%
Revenue beat(16)1
Avg Revenue beat(16)-1.93%
PT rev (1m)-0.58%
PT rev (3m)-3.04%
EPS NQ rev (1m)0.72%
EPS NQ rev (3m)1.54%
EPS NY rev (1m)-4.5%
EPS NY rev (3m)-6.63%
Revenue NQ rev (1m)-0.63%
Revenue NQ rev (3m)2.33%
Revenue NY rev (1m)-0.23%
Revenue NY rev (3m)0.91%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.4 | ||
| Fwd PE | 8.9 | ||
| P/S | 3.47 | ||
| P/FCF | 12.29 | ||
| P/OCF | 12.16 | ||
| P/B | 1.68 | ||
| P/tB | N/A | ||
| EV/EBITDA | 8.57 |
EPS(TTM)5.46
EY8.78%
EPS(NY)6.99
Fwd EY11.24%
FCF(TTM)5.06
FCFY8.13%
OCF(TTM)5.12
OCFY8.23%
SpS17.93
BVpS36.94
TBVpS-20.53
PEG (NY)0.5
PEG (5Y)0.91
Graham Number67.37
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.16% | ||
| ROE | 10.81% | ||
| ROCE | 13.25% | ||
| ROIC | 10.24% | ||
| ROICexc | 10.55% | ||
| ROICexgc | 540.46% | ||
| OM | 44.63% | ||
| PM (TTM) | 22.28% | ||
| GM | 82.77% | ||
| FCFM | 28.23% |
ROA(3y)10.19%
ROA(5y)10.73%
ROE(3y)23.95%
ROE(5y)26.37%
ROIC(3y)12.96%
ROIC(5y)14.03%
ROICexc(3y)13.55%
ROICexc(5y)14.54%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)16.77%
ROCE(5y)18.16%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y0.58%
ROICexc growth 5Y5.99%
OM growth 3Y1.51%
OM growth 5Y6.29%
PM growth 3Y1.12%
PM growth 5Y16.44%
GM growth 3Y1.4%
GM growth 5Y1.91%
F-Score5
Asset Turnover0.28
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.41 | ||
| Debt/FCF | 2.96 | ||
| Debt/EBITDA | 1.68 | ||
| Cap/Depr | 6.38% | ||
| Cap/Sales | 0.32% | ||
| Interest Coverage | 6.23 | ||
| Cash Conversion | 57.52% | ||
| Profit Quality | 126.73% | ||
| Current Ratio | 1.05 | ||
| Quick Ratio | 1.05 | ||
| Altman-Z | 2.38 |
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)9.56%
Cap/Depr(5y)29.13%
Cap/Sales(3y)0.46%
Cap/Sales(5y)0.77%
Profit Quality(3y)129.85%
Profit Quality(5y)126.85%
High Growth Momentum
Growth
EPS 1Y (TTM)22.42%
EPS 3Y-0.56%
EPS 5Y12.55%
EPS Q2Q%26.89%
EPS Next Y22.61%
EPS Next 2Y21.32%
EPS Next 3Y16.76%
EPS Next 5YN/A
Revenue 1Y (TTM)34.32%
Revenue growth 3Y0.12%
Revenue growth 5Y7.85%
Sales Q2Q%60.08%
Revenue Next Year46.02%
Revenue Next 2Y30.6%
Revenue Next 3Y21.95%
Revenue Next 5YN/A
EBIT growth 1Y30.53%
EBIT growth 3Y1.63%
EBIT growth 5Y14.63%
EBIT Next Year48.12%
EBIT Next 3Y22.15%
EBIT Next 5YN/A
FCF growth 1Y11.42%
FCF growth 3Y-2.33%
FCF growth 5Y8.8%
OCF growth 1Y10.69%
OCF growth 3Y-3.32%
OCF growth 5Y8.38%
VICTORY CAPITAL HOLDING - A / VCTR FAQ
What is the ChartMill fundamental rating of VICTORY CAPITAL HOLDING - A (VCTR) stock?
ChartMill assigns a fundamental rating of 7 / 10 to VCTR.
Can you provide the valuation status for VICTORY CAPITAL HOLDING - A?
ChartMill assigns a valuation rating of 8 / 10 to VICTORY CAPITAL HOLDING - A (VCTR). This can be considered as Undervalued.
Can you provide the profitability details for VICTORY CAPITAL HOLDING - A?
VICTORY CAPITAL HOLDING - A (VCTR) has a profitability rating of 8 / 10.
How financially healthy is VICTORY CAPITAL HOLDING - A?
The financial health rating of VICTORY CAPITAL HOLDING - A (VCTR) is 6 / 10.
What is the earnings growth outlook for VICTORY CAPITAL HOLDING - A?
The Earnings per Share (EPS) of VICTORY CAPITAL HOLDING - A (VCTR) is expected to grow by 22.61% in the next year.