67.87 USD
+0.66 (+0.98%)
67.87 USD
0 (0%)
Overall VCTR gets a fundamental rating of 7 out of 10. We evaluated VCTR against 235 industry peers in the Capital Markets industry. While VCTR has a great profitability rating, there are some minor concerns on its financial health. VCTR has both an excellent growth and valuation score. This means it is growing and it is still cheap. This is a rare combination! This makes VCTR very considerable for value and growth investing!
1. Profitability
1.1 Basic Checks
- In the past year VCTR was profitable.
- In the past year VCTR had a positive cash flow from operations.
- Each year in the past 5 years VCTR has been profitable.
- Each year in the past 5 years VCTR had a positive operating cash flow.
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 78.30% of the companies in the same industry.
- With a decent Return On Equity value of 10.81%, VCTR is doing good in the industry, outperforming 62.55% of the companies in the same industry.
- The Return On Invested Capital of VCTR (10.24%) is better than 86.38% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for VCTR is significantly above the industry average of 7.16%.
| 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
- Looking at the Profit Margin, with a value of 22.28%, VCTR is in the better half of the industry, outperforming 62.55% of the companies in the same industry.
- VCTR's Profit Margin has improved in the last couple of years.
- VCTR's Operating Margin of 44.63% is amongst the best of the industry. VCTR outperforms 81.28% of its industry peers.
- VCTR's Operating Margin has improved in the last couple of years.
- With an excellent Gross Margin value of 82.77%, VCTR belongs to the best of the industry, outperforming 88.94% of the companies in the same industry.
- VCTR's Gross Margin has improved in the last couple of years.
| 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.
- VCTR has less shares outstanding than it did 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 2.47. 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.
- With a decent Altman-Z score value of 2.47, VCTR is doing good in the industry, outperforming 73.19% of the companies in the same industry.
- VCTR has a debt to FCF ratio of 2.96. This is a good value and a sign of high solvency as VCTR would need 2.96 years to pay back of all of its debts.
- With a decent Debt to FCF ratio value of 2.96, VCTR is doing good in the industry, outperforming 78.72% of the companies in the same industry.
- 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 69.36% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.41 | ||
| Debt/FCF | 2.96 | ||
| Altman-Z | 2.47 |
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.
- With a Current ratio value of 1.05, VCTR perfoms like the industry average, outperforming 47.23% of the companies in the same industry.
- VCTR has a Quick Ratio of 1.05. This is a normal value and indicates that VCTR is financially healthy and should not expect problems in meeting 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.
- VCTR shows a strong growth in Revenue. In the last year, the Revenue has grown by 34.32%.
- The Revenue has been growing slightly by 7.85% on average over the past years.
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
- The Earnings Per Share is expected to grow by 16.56% on average over the next years. This is quite good.
- The Revenue is expected to grow by 21.55% on average over the next years. This is a very strong growth
EPS Next Y25.84%
EPS Next 2Y20.76%
EPS Next 3Y16.56%
EPS Next 5YN/A
Revenue Next Year46.02%
Revenue Next 2Y30.39%
Revenue Next 3Y21.55%
Revenue Next 5YN/A
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
- 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
- The Price/Earnings ratio is 12.43, which indicates a correct valuation of VCTR.
- VCTR's Price/Earnings ratio is a bit cheaper when compared to the industry. VCTR is cheaper than 64.26% of the companies in the same industry.
- VCTR's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.47.
- VCTR is valuated reasonably with a Price/Forward Earnings ratio of 9.80.
- Based on the Price/Forward Earnings ratio, VCTR is valued a bit cheaper than the industry average as 76.17% of the companies are valued more expensively.
- When comparing the Price/Forward Earnings ratio of VCTR to the average of the S&P500 Index (24.26), we can say VCTR is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.43 | ||
| Fwd PE | 9.8 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of VCTR indicates a rather cheap valuation: VCTR is cheaper than 89.36% of the companies listed in the same industry.
- Based on the Price/Free Cash Flow ratio, VCTR is valued a bit cheaper than 73.62% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 13.41 | ||
| EV/EBITDA | 9.03 |
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.
- The excellent profitability rating of VCTR may justify a higher PE ratio.
- VCTR's earnings are expected to grow with 16.56% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.48
PEG (5Y)0.99
EPS Next 2Y20.76%
EPS Next 3Y16.56%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 2.89%, VCTR has a reasonable but not impressive dividend return.
- Compared to an average industry Dividend Yield of 6.15, VCTR has a dividend in line with its industry peers.
- VCTR's Dividend Yield is rather good when compared to the S&P500 average which is at 1.89.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.89% |
5.2 History
- The dividend of VCTR is nicely growing with an annual growth rate of 70.60%!
- 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
- 55.41% of the earnings are spent on dividend by VCTR. 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 2Y20.76%
EPS Next 3Y16.56%
67.87
+0.66 (+0.98%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-06 2025-11-06/amc
Earnings (Next)02-04 2026-02-04/amc
Inst Owners74.39%
Inst Owner Change0%
Ins Owners8.96%
Ins Owner Change0.05%
Market Cap4.41B
Revenue(TTM)1.16B
Net Income(TTM)259.37M
Analysts75.71
Price Target72.27 (6.48%)
Short Float %5.39%
Short Ratio7.85
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.89% |
Yearly Dividend1.58
Dividend Growth(5Y)70.6%
DP55.41%
Div Incr Years5
Div Non Decr Years5
Ex-DateN/A
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)-1.76%
PT rev (3m)-4.75%
EPS NQ rev (1m)-0.64%
EPS NQ rev (3m)1.43%
EPS NY rev (1m)2.63%
EPS NY rev (3m)-4.37%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)2.36%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.53%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.43 | ||
| Fwd PE | 9.8 | ||
| P/S | 3.79 | ||
| P/FCF | 13.41 | ||
| P/OCF | 13.26 | ||
| P/B | 1.84 | ||
| P/tB | N/A | ||
| EV/EBITDA | 9.03 |
EPS(TTM)5.46
EY8.04%
EPS(NY)6.93
Fwd EY10.21%
FCF(TTM)5.06
FCFY7.46%
OCF(TTM)5.12
OCFY7.54%
SpS17.93
BVpS36.94
TBVpS-20.53
PEG (NY)0.48
PEG (5Y)0.99
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 | 2.47 |
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 Y25.84%
EPS Next 2Y20.76%
EPS Next 3Y16.56%
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 2Y30.39%
Revenue Next 3Y21.55%
Revenue Next 5YN/A
EBIT growth 1Y30.53%
EBIT growth 3Y1.63%
EBIT growth 5Y14.63%
EBIT Next Year47.65%
EBIT Next 3Y21.74%
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.
What is the valuation status for VCTR stock?
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.
What are the PE and PB ratios of VICTORY CAPITAL HOLDING - A (VCTR) stock?
The Price/Earnings (PE) ratio for VICTORY CAPITAL HOLDING - A (VCTR) is 12.43 and the Price/Book (PB) ratio is 1.84.
Can you provide the dividend sustainability for VCTR stock?
The dividend rating of VICTORY CAPITAL HOLDING - A (VCTR) is 5 / 10 and the dividend payout ratio is 55.41%.