VICTORY CAPITAL HOLDING - A (VCTR) Stock Fundamental Analysis

NASDAQ:VCTR • US92645B1035

71.84 USD
-5.43 (-7.03%)
At close: Feb 26, 2026
71.84 USD
0 (0%)
After Hours: 2/26/2026, 8:02:10 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

7

Overall VCTR gets a fundamental rating of 7 out of 10. We evaluated VCTR against 238 industry peers in the Capital Markets industry. While VCTR has a great profitability rating, there are some minor concerns on its financial health. VCTR is evaluated to be cheap and growing strongly. This does not happen too often! This makes VCTR very considerable for value and growth investing!


Dividend Valuation Growth Profitability Health

7

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.
  • In the past 5 years VCTR has always been profitable.
  • VCTR had a positive operating cash flow in 4 of the past 5 years.
VCTR Yearly Net Income VS EBIT VS OCF VS FCFVCTR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100M 200M 300M 400M 500M

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 75.63% of the companies in the same industry.
  • The Return On Equity of VCTR (10.81%) is better than 63.45% of its industry peers.
  • VCTR has a Return On Invested Capital of 10.11%. This is amongst the best in the industry. VCTR outperforms 85.71% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for VCTR is above the industry average of 7.31%.
Industry RankSector Rank
ROA 6.16%
ROE 10.81%
ROIC 10.11%
ROA(3y)8.69%
ROA(5y)9.54%
ROE(3y)19.05%
ROE(5y)22.59%
ROIC(3y)12.06%
ROIC(5y)12.63%
VCTR Yearly ROA, ROE, ROICVCTR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20 30

1.3 Margins

  • VCTR has a Profit Margin of 22.28%. This is comparable to the rest of the industry: VCTR outperforms 59.24% of its industry peers.
  • VCTR's Profit Margin has declined in the last couple of years.
  • VCTR's Operating Margin of 44.63% is amongst the best of the industry. VCTR outperforms 81.09% of its industry peers.
  • In the last couple of years the Operating Margin of VCTR has remained more or less at the same level.
  • The Gross Margin of VCTR (82.77%) is better than 88.24% of its industry peers.
  • In the last couple of years the Gross Margin of VCTR has remained more or less at the same level.
Industry RankSector Rank
OM 44.63%
PM (TTM) 22.28%
GM 82.77%
OM growth 3Y-0.4%
OM growth 5Y-0.74%
PM growth 3Y-13.74%
PM growth 5Y-5.47%
GM growth 3Y0.44%
GM growth 5Y1.24%
VCTR Yearly Profit, Operating, Gross MarginsVCTR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60 80

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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • The number of shares outstanding for VCTR has been increased 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.
VCTR Yearly Shares OutstandingVCTR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M
VCTR Yearly Total Debt VS Total AssetsVCTR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B

2.2 Solvency

  • VCTR has an Altman-Z score of 2.55. 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.
  • VCTR has a better Altman-Z score (2.55) than 73.11% 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 78.57% of its industry peers.
  • A Debt/Equity ratio of 0.41 indicates that VCTR is not too dependend on debt financing.
  • VCTR has a Debt to Equity ratio of 0.41. This is in the better half of the industry: VCTR outperforms 67.23% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.41
Debt/FCF 2.96
Altman-Z 2.55
ROIC/WACCN/A
WACCN/A
VCTR Yearly LT Debt VS Equity VS FCFVCTR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B

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 (1.05) which is comparable to the rest of the 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.
  • VCTR has a Quick ratio of 1.05. This is comparable to the rest of the industry: VCTR outperforms 47.90% of its industry peers.
Industry RankSector Rank
Current Ratio 1.05
Quick Ratio 1.05
VCTR Yearly Current Assets VS Current LiabilitesVCTR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

8

3. Growth

3.1 Past

  • VCTR shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 22.53%, which is quite impressive.
  • VCTR shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 8.45% yearly.
  • VCTR shows a strong growth in Revenue. In the last year, the Revenue has grown by 46.19%.
  • VCTR shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 10.99% yearly.
EPS 1Y (TTM)22.53%
EPS 3Y9.36%
EPS 5Y8.45%
EPS Q2Q%27.69%
Revenue 1Y (TTM)46.19%
Revenue growth 3Y15.18%
Revenue growth 5Y10.99%
Sales Q2Q%61%

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 13.54% yearly.
  • The Revenue is expected to grow by 11.47% on average over the next years. This is quite good.
EPS Next Y19.18%
EPS Next 2Y13.54%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year17.08%
Revenue Next 2Y11.42%
Revenue Next 3Y11.47%
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.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
VCTR Yearly Revenue VS EstimatesVCTR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 500M 1B 1.5B
VCTR Yearly EPS VS EstimatesVCTR Yearly EPS VS EstimatesYearly EPS VS Estimates 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2 4 6

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Find the best growth stocksShow best growing peers

7

4. Valuation

4.1 Price/Earnings Ratio

  • VCTR is valuated correctly with a Price/Earnings ratio of 12.34.
  • Compared to the rest of the industry, the Price/Earnings ratio of VCTR is on the same level as its industry peers.
  • The average S&P500 Price/Earnings ratio is at 27.11. VCTR is valued rather cheaply when compared to this.
  • Based on the Price/Forward Earnings ratio of 10.36, the valuation of VCTR can be described as reasonable.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of VCTR indicates a somewhat cheap valuation: VCTR is cheaper than 69.75% of the companies listed in the same industry.
  • When comparing the Price/Forward Earnings ratio of VCTR to the average of the S&P500 Index (28.13), we can say VCTR is valued rather cheaply.
Industry RankSector Rank
PE 12.34
Fwd PE 10.36
VCTR Price Earnings VS Forward Price EarningsVCTR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

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 88.24% of the companies listed in the same industry.
  • 70.59% of the companies in the same industry are more expensive than VCTR, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 14.02
EV/EBITDA 9.46
VCTR Per share dataVCTR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 -10 20 -20 30

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 decent profitability rating of VCTR may justify a higher PE ratio.
  • VCTR's earnings are expected to grow with 13.54% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.64
PEG (5Y)1.46
EPS Next 2Y13.54%
EPS Next 3YN/A

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • VCTR has a Yearly Dividend Yield of 2.58%. Purely for dividend investing, there may be better candidates out there.
  • VCTR's Dividend Yield is comparable with the industry average which is at 6.37.
  • VCTR's Dividend Yield is a higher than the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 2.58%

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
VCTR Yearly Dividends per shareVCTR Yearly Dividends per shareYearly Dividends per share 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

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 2Y13.54%
EPS Next 3YN/A
VCTR Yearly Income VS Free CF VS DividendVCTR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100M 200M 300M
VCTR Dividend Payout.VCTR Dividend Payout, showing the Payout Ratio.VCTR Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

VICTORY CAPITAL HOLDING - A

NASDAQ:VCTR (2/26/2026, 8:02:10 PM)

After market: 71.84 0 (0%)

71.84

-5.43 (-7.03%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-06
Inst Owners74.39%
Inst Owner Change-1.11%
Ins Owners8.96%
Ins Owner Change0.1%
Market Cap4.61B
Revenue(TTM)1.31B
Net Income(TTM)259.37M
Analysts75.71
Price Target72.25 (0.57%)
Short Float %4.89%
Short Ratio6.44
Dividend
Industry RankSector Rank
Dividend Yield 2.58%
Yearly Dividend1.58
Dividend Growth(5Y)70.6%
DP55.41%
Div Incr Years5
Div Non Decr Years5
Ex-Date03-10
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)-0.03%
PT rev (3m)-3.16%
EPS NQ rev (1m)1.51%
EPS NQ rev (3m)0.08%
EPS NY rev (1m)0.63%
EPS NY rev (3m)-0.87%
Revenue NQ rev (1m)0.37%
Revenue NQ rev (3m)0.29%
Revenue NY rev (1m)0.71%
Revenue NY rev (3m)0.19%
Valuation
Industry RankSector Rank
PE 12.34
Fwd PE 10.36
P/S 3.96
P/FCF 14.02
P/OCF 13.86
P/B 1.92
P/tB N/A
EV/EBITDA 9.46
EPS(TTM)5.82
EY8.1%
EPS(NY)6.94
Fwd EY9.65%
FCF(TTM)5.12
FCFY7.13%
OCF(TTM)5.18
OCFY7.21%
SpS18.15
BVpS37.4
TBVpS-20.78
PEG (NY)0.64
PEG (5Y)1.46
Graham Number69.98
Profitability
Industry RankSector Rank
ROA 6.16%
ROE 10.81%
ROCE 13.25%
ROIC 10.11%
ROICexc 10.41%
ROICexgc 533.63%
OM 44.63%
PM (TTM) 22.28%
GM 82.77%
FCFM 28.23%
ROA(3y)8.69%
ROA(5y)9.54%
ROE(3y)19.05%
ROE(5y)22.59%
ROIC(3y)12.06%
ROIC(5y)12.63%
ROICexc(3y)12.72%
ROICexc(5y)13.16%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)15.81%
ROCE(5y)16.55%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y-5.46%
ROICexc growth 5Y-8.39%
OM growth 3Y-0.4%
OM growth 5Y-0.74%
PM growth 3Y-13.74%
PM growth 5Y-5.47%
GM growth 3Y0.44%
GM growth 5Y1.24%
F-Score6
Asset Turnover0.28
Health
Industry RankSector 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 2.55
F-Score6
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)22.53%
EPS 3Y9.36%
EPS 5Y8.45%
EPS Q2Q%27.69%
EPS Next Y19.18%
EPS Next 2Y13.54%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)46.19%
Revenue growth 3Y15.18%
Revenue growth 5Y10.99%
Sales Q2Q%61%
Revenue Next Year17.08%
Revenue Next 2Y11.42%
Revenue Next 3Y11.47%
Revenue Next 5YN/A
EBIT growth 1Y30.53%
EBIT growth 3Y14.72%
EBIT growth 5Y10.17%
EBIT Next Year16.06%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-4.23%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-3.67%
OCF growth 3YN/A
OCF growth 5YN/A

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 7 / 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 7 / 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 12.34 and the Price/Book (PB) ratio is 1.92.


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%.