COMP <GO>
VRTS vs ABX // ALTMAN Z-SCORE & DEBT/EQUITY
Virtus Investment Partners Inc. (NYSE) VS. Abacus Global Management Inc. (Class A) (NYSE) • 15-METRIC TALLY: VRTS 5
— ABX 6
■ METRIC PARITY
LAST: $124.97 (+1.54%) • MKT CAP: $827.6M
balance-sheet
—
LAST: $8.61 (+2.26%) • MKT CAP: $842.0M
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VRTS VS. ABX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VRTS | ABX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.30% | 10.40% | +3.90 | VRTS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.7x | 12.2x | -7.50 | VRTS | /valuation <GO> |
| Free Cash Flow Yield | -8.95% | -3.16% | -5.79 | ABX | /fcf-yield <GO> |
| Operating Margin | 19.80% | 37.70% | -17.90 | ABX | /operating-margins <GO> |
| Net Profit Margin | 15.90% | 15.50% | +0.40 | VRTS | /net-margins <GO> |
| Revenue Growth (YoY) | -6.00% | 110.20% | -116.20 | ABX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.81% | 2.32% | +5.49 | VRTS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 1/9 | 4/9 | -3.00 | ABX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.1 | 55.0 | -7.90 | ABX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.7x | 19.4x | -13.70 | VRTS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $827.6M | $842.0M | -$14.4M | ABX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VRTS REV | ABX REV | VRTS GROSS % | ABX GROSS % | VRTS FCF | ABX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $852.9M | $235.2M | — | — | -$74.1M | -$26.6M |
| FY 2024 | $906.9M | $111.9M | — | — | -$3.8M | -$209.6M |
| FY 2023 | $845.3M | $66.4M | — | — | $237.2M | -$64.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VRTS // BETA —
ABX // BETA —