VICTORY CAPITAL HOLDING - A (VCTR) Fundamental Analysis & Valuation

NASDAQ:VCTR • US92645B1035

Current stock price

62.93 USD
-1.95 (-3.01%)
At close:
62.93 USD
0 (0%)
After Hours:

This VCTR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. VCTR Profitability Analysis

1.1 Basic Checks

  • VCTR had positive earnings in the past year.
  • In the past year VCTR had a positive cash flow from operations.
  • Each year in the past 5 years VCTR has been profitable.
  • In the past 5 years VCTR always reported a positive cash flow from operatings.
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

  • VCTR has a Return On Assets of 6.37%. This is in the better half of the industry: VCTR outperforms 75.00% of its industry peers.
  • VCTR has a Return On Equity of 11.16%. This is in the better half of the industry: VCTR outperforms 66.25% of its industry peers.
  • The Return On Invested Capital of VCTR (11.02%) is better than 86.25% 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 7.25%.
Industry RankSector Rank
ROA 6.37%
ROE 11.16%
ROIC 11.02%
ROA(3y)8.69%
ROA(5y)9.54%
ROE(3y)19.05%
ROE(5y)22.59%
ROIC(3y)12.28%
ROIC(5y)12.76%
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

  • The Profit Margin of VCTR (20.71%) is comparable to the rest of the industry.
  • In the last couple of years the Profit Margin of VCTR has declined.
  • VCTR's Operating Margin of 43.73% is fine compared to the rest of the industry. VCTR outperforms 79.58% of its industry peers.
  • VCTR's Operating Margin has been stable in the last couple of years.
  • VCTR has a Gross Margin of 82.24%. This is amongst the best in the industry. VCTR outperforms 87.08% 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 43.73%
PM (TTM) 20.71%
GM 82.24%
OM growth 3Y1.26%
OM growth 5Y0.25%
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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6

2. VCTR Health Analysis

2.1 Basic Checks

  • VCTR has more shares outstanding than it did 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

  • An Altman-Z score of 2.46 indicates that VCTR is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • VCTR has a better Altman-Z score (2.46) than 72.92% of its industry peers.
  • The Debt to FCF ratio of VCTR is 2.54, which is a good value as it means it would take VCTR, 2.54 years of fcf income to pay off all of its debts.
  • VCTR's Debt to FCF ratio of 2.54 is amongst the best of the industry. VCTR outperforms 80.42% of its industry peers.
  • VCTR has a Debt/Equity ratio of 0.40. This is a healthy value indicating a solid balance between debt and equity.
  • With a decent Debt to Equity ratio value of 0.40, VCTR is doing good in the industry, outperforming 70.42% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.4
Debt/FCF 2.54
Altman-Z 2.46
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

  • VCTR has a Current Ratio of 1.24. 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 Current ratio (1.24) which is comparable to the rest of the industry.
  • A Quick Ratio of 1.24 indicates that VCTR should not have too much problems paying its short term obligations.
  • VCTR has a Quick ratio of 1.24. This is comparable to the rest of the industry: VCTR outperforms 57.50% of its industry peers.
Industry RankSector Rank
Current Ratio 1.24
Quick Ratio 1.24
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. VCTR Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 22.53% over the past year.
  • Measured over the past years, VCTR shows a quite strong growth in Earnings Per Share. The EPS has been growing by 8.45% on average per year.
  • The Revenue has grown by 46.19% in the past year. This is a very strong growth!
  • The Revenue has been growing by 10.99% on average over the past years. This is quite good.
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

  • Based on estimates for the next years, VCTR will show a quite strong growth in Earnings Per Share. The EPS will grow by 13.89% on average per year.
  • Based on estimates for the next years, VCTR will show a quite strong growth in Revenue. The Revenue will grow by 11.47% on average per year.
EPS Next Y21.13%
EPS Next 2Y15.61%
EPS Next 3Y13.89%
EPS Next 5YN/A
Revenue Next Year16.85%
Revenue Next 2Y11.42%
Revenue Next 3Y11.47%
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 stable.
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 2028 2 4 6 8

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8

4. VCTR Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 10.81, the valuation of VCTR can be described as reasonable.
  • 60.42% of the companies in the same industry are more expensive than VCTR, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 25.60. VCTR is valued rather cheaply when compared to this.
  • VCTR is valuated reasonably with a Price/Forward Earnings ratio of 8.93.
  • 74.17% of the companies in the same industry are more expensive than VCTR, based on the Price/Forward Earnings ratio.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 22.84, VCTR is valued rather cheaply.
Industry RankSector Rank
PE 10.81
Fwd PE 8.93
VCTR Price Earnings VS Forward Price EarningsVCTR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • VCTR's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. VCTR is cheaper than 90.00% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, VCTR is valued a bit cheaper than 74.17% of the companies in the same industry.
Industry RankSector Rank
P/FCF 10.57
EV/EBITDA 7.51
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.
  • VCTR has a very decent profitability rating, which may justify a higher PE ratio.
  • VCTR's earnings are expected to grow with 13.89% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.51
PEG (5Y)1.28
EPS Next 2Y15.61%
EPS Next 3Y13.89%

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

5

5. VCTR Dividend Analysis

5.1 Amount

  • VCTR has a Yearly Dividend Yield of 2.94%.
  • VCTR's Dividend Yield is comparable with the industry average which is at 6.85.
  • Compared to an average S&P500 Dividend Yield of 1.88, VCTR pays a better dividend.
Industry RankSector Rank
Dividend Yield 2.94%

5.2 History

  • On average, the dividend of VCTR grows each year by 59.28%, 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)59.28%
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

  • 58.02% of the earnings are spent on dividend by VCTR. This is a bit on the high side, but may be sustainable.
  • The dividend of VCTR is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP58.02%
EPS Next 2Y15.61%
EPS Next 3Y13.89%
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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VCTR Fundamentals: All Metrics, Ratios and Statistics

VICTORY CAPITAL HOLDING - A

NASDAQ:VCTR (4/2/2026, 8:00:09 PM)

After market: 62.93 0 (0%)

62.93

-1.95 (-3.01%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-06
Inst Owners75.92%
Inst Owner Change-1.11%
Ins Owners9.09%
Ins Owner Change2.79%
Market Cap4.03B
Revenue(TTM)1.31B
Net Income(TTM)270.55M
Analysts75.38
Price Target75.48 (19.94%)
Short Float %5.38%
Short Ratio4.06
Dividend
Industry RankSector Rank
Dividend Yield 2.94%
Yearly Dividend2.46
Dividend Growth(5Y)59.28%
DP58.02%
Div Incr Years5
Div Non Decr Years5
Ex-Date03-10
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-2.66%
Min EPS beat(2)-4.67%
Max EPS beat(2)-0.64%
EPS beat(4)0
Avg EPS beat(4)-4.87%
Min EPS beat(4)-13.03%
Max EPS beat(4)-0.64%
EPS beat(8)0
Avg EPS beat(8)-6.81%
EPS beat(12)1
Avg EPS beat(12)-5.58%
EPS beat(16)2
Avg EPS beat(16)-4.64%
Revenue beat(2)0
Avg Revenue beat(2)-2.1%
Min Revenue beat(2)-2.61%
Max Revenue beat(2)-1.58%
Revenue beat(4)1
Avg Revenue beat(4)-1.48%
Min Revenue beat(4)-3.97%
Max Revenue beat(4)2.25%
Revenue beat(8)1
Avg Revenue beat(8)-1.62%
Revenue beat(12)1
Avg Revenue beat(12)-1.43%
Revenue beat(16)1
Avg Revenue beat(16)-1.85%
PT rev (1m)2.3%
PT rev (3m)3.39%
EPS NQ rev (1m)0%
EPS NQ rev (3m)1.04%
EPS NY rev (1m)1.64%
EPS NY rev (3m)1.78%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.35%
Revenue NY rev (1m)-0.19%
Revenue NY rev (3m)0.52%
Valuation
Industry RankSector Rank
PE 10.81
Fwd PE 8.93
P/S 3.09
P/FCF 10.57
P/OCF 10.46
P/B 1.66
P/tB N/A
EV/EBITDA 7.51
EPS(TTM)5.82
EY9.25%
EPS(NY)7.05
Fwd EY11.2%
FCF(TTM)5.95
FCFY9.46%
OCF(TTM)6.02
OCFY9.56%
SpS20.39
BVpS37.86
TBVpS-20.12
PEG (NY)0.51
PEG (5Y)1.28
Graham Number70.41
Profitability
Industry RankSector Rank
ROA 6.37%
ROE 11.16%
ROCE 14.44%
ROIC 11.02%
ROICexc 11.49%
ROICexgc 564.67%
OM 43.73%
PM (TTM) 20.71%
GM 82.24%
FCFM 29.2%
ROA(3y)8.69%
ROA(5y)9.54%
ROE(3y)19.05%
ROE(5y)22.59%
ROIC(3y)12.28%
ROIC(5y)12.76%
ROICexc(3y)12.95%
ROICexc(5y)13.3%
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)16.1%
ROCE(5y)16.73%
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y-3.5%
ROICexc growth 5Y-7.25%
OM growth 3Y1.26%
OM growth 5Y0.25%
PM growth 3Y-13.74%
PM growth 5Y-5.47%
GM growth 3Y0.44%
GM growth 5Y1.24%
F-Score6
Asset Turnover0.31
Health
Industry RankSector Rank
Debt/Equity 0.4
Debt/FCF 2.54
Debt/EBITDA 1.51
Cap/Depr 5.71%
Cap/Sales 0.32%
Interest Coverage 7.17
Cash Conversion 59.86%
Profit Quality 140.95%
Current Ratio 1.24
Quick Ratio 1.24
Altman-Z 2.46
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)7.45%
Cap/Depr(5y)20.39%
Cap/Sales(3y)0.36%
Cap/Sales(5y)0.63%
Profit Quality(3y)136.98%
Profit Quality(5y)132.26%
High Growth Momentum
Growth
EPS 1Y (TTM)22.53%
EPS 3Y9.36%
EPS 5Y8.45%
EPS Q2Q%27.69%
EPS Next Y21.13%
EPS Next 2Y15.61%
EPS Next 3Y13.89%
EPS Next 5YN/A
Revenue 1Y (TTM)46.19%
Revenue growth 3Y15.18%
Revenue growth 5Y10.99%
Sales Q2Q%61%
Revenue Next Year16.85%
Revenue Next 2Y11.42%
Revenue Next 3Y11.47%
Revenue Next 5YN/A
EBIT growth 1Y34.26%
EBIT growth 3Y16.63%
EBIT growth 5Y11.27%
EBIT Next Year17.6%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y12.59%
FCF growth 3Y4.94%
FCF growth 5Y9.48%
OCF growth 1Y13.38%
OCF growth 3Y4.77%
OCF growth 5Y8.99%

VICTORY CAPITAL HOLDING - A / VCTR Fundamental Analysis 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.


What is the profitability of VCTR stock?

VICTORY CAPITAL HOLDING - A (VCTR) has a profitability rating of 7 / 10.


Can you provide the financial health for VCTR stock?

The financial health rating of VICTORY CAPITAL HOLDING - A (VCTR) is 6 / 10.


How sustainable is the dividend of VICTORY CAPITAL HOLDING - A (VCTR) stock?

The dividend rating of VICTORY CAPITAL HOLDING - A (VCTR) is 5 / 10 and the dividend payout ratio is 58.02%.