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

NASDAQ:VCTR • US92645B1035

Current stock price

69.55 USD
-0.67 (-0.95%)
At close:
69.55 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

  • In the past year VCTR was profitable.
  • VCTR had a positive operating cash flow in the past year.
  • Each year in the past 5 years VCTR has been profitable.
  • VCTR had a positive operating cash flow in each 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

  • With a decent Return On Assets value of 6.37%, VCTR is doing good in the industry, outperforming 74.90% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 11.16%, VCTR is in the better half of the industry, outperforming 66.11% of the companies in the same industry.
  • VCTR has a better Return On Invested Capital (11.02%) than 86.19% of its industry peers.
  • VCTR had an Average Return On Invested Capital over the past 3 years of 12.28%. This is significantly above the industry average of 7.28%.
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

  • With a Profit Margin value of 20.71%, VCTR perfoms like the industry average, outperforming 56.90% of the companies in the same industry.
  • VCTR's Profit Margin has declined in the last couple of years.
  • The Operating Margin of VCTR (43.73%) is better than 79.50% of its industry peers.
  • In the last couple of years the Operating Margin of VCTR has remained more or less at the same level.
  • With an excellent Gross Margin value of 82.24%, VCTR belongs to the best of the industry, outperforming 87.03% of the companies in the same industry.
  • VCTR's Gross Margin has been stable in the last couple of years.
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

  • Compared to 1 year ago, VCTR has more shares outstanding
  • The number of shares outstanding for VCTR has been reduced compared to 5 years ago.
  • Compared to 1 year ago, VCTR has an improved debt to assets ratio.
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 2.60. 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's Altman-Z score of 2.60 is fine compared to the rest of the industry. VCTR outperforms 73.22% of its industry peers.
  • VCTR has a debt to FCF ratio of 2.54. This is a good value and a sign of high solvency as VCTR would need 2.54 years to pay back of all of its debts.
  • VCTR has a Debt to FCF ratio of 2.54. This is amongst the best in the industry. VCTR outperforms 81.17% of its industry peers.
  • A Debt/Equity ratio of 0.40 indicates that VCTR is not too dependend on debt financing.
  • The Debt to Equity ratio of VCTR (0.40) is better than 70.29% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.4
Debt/FCF 2.54
Altman-Z 2.6
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.
  • Looking at the Current ratio, with a value of 1.24, VCTR is in line with its industry, outperforming 53.14% of the companies in the same industry.
  • VCTR has a Quick 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 Quick ratio (1.24) which is comparable to the rest of the industry.
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

  • 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

  • The Earnings Per Share is expected to grow by 13.89% on average over the next years. This is quite good.
  • 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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7

4. VCTR Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 11.95, the valuation of VCTR can be described as very reasonable.
  • Compared to the rest of the industry, the Price/Earnings ratio of VCTR is on the same level as its industry peers.
  • When comparing the Price/Earnings ratio of VCTR to the average of the S&P500 Index (25.23), we can say VCTR is valued rather cheaply.
  • VCTR is valuated reasonably with a Price/Forward Earnings ratio of 9.87.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of VCTR indicates a somewhat cheap valuation: VCTR is cheaper than 66.53% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 22.51. VCTR is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 11.95
Fwd PE 9.87
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

  • 88.70% of the companies in the same industry are more expensive than VCTR, based on the Enterprise Value to EBITDA ratio.
  • 71.13% 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 11.68
EV/EBITDA 8.17
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.
  • A more expensive valuation may be justified as VCTR's earnings are expected to grow with 13.89% in the coming years.
PEG (NY)0.57
PEG (5Y)1.41
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

  • With a Yearly Dividend Yield of 2.94%, VCTR has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 6.72, VCTR has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.90, 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.
  • As VCTR did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
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

  • VCTR pays out 58.02% 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.
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 (3/26/2026, 8:00:02 PM)

After market: 69.55 0 (0%)

69.55

-0.67 (-0.95%)

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 Cap4.45B
Revenue(TTM)1.31B
Net Income(TTM)270.55M
Analysts75.38
Price Target73.78 (6.08%)
Short Float %5.71%
Short Ratio5.13
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)2.12%
PT rev (3m)-0.72%
EPS NQ rev (1m)0%
EPS NQ rev (3m)1.17%
EPS NY rev (1m)1.64%
EPS NY rev (3m)0.84%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.35%
Revenue NY rev (1m)-0.19%
Revenue NY rev (3m)0.19%
Valuation
Industry RankSector Rank
PE 11.95
Fwd PE 9.87
P/S 3.41
P/FCF 11.68
P/OCF 11.56
P/B 1.84
P/tB N/A
EV/EBITDA 8.17
EPS(TTM)5.82
EY8.37%
EPS(NY)7.05
Fwd EY10.14%
FCF(TTM)5.95
FCFY8.56%
OCF(TTM)6.02
OCFY8.65%
SpS20.39
BVpS37.86
TBVpS-20.12
PEG (NY)0.57
PEG (5Y)1.41
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 2.6
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.


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 11.95 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 58.02%.