COMP <GO>
VRTS vs BAC // GROSS PROFIT MARGIN
Virtus Investment Partners Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: VRTS 4
— BAC 7
■ METRIC PARITY
LAST: $124.97 (+1.54%) • MKT CAP: $827.6M
gross-margins
—
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VRTS VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VRTS | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.30% | 2.50% | +11.80 | VRTS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.7x | 30.2x | -25.50 | VRTS | /valuation <GO> |
| Free Cash Flow Yield | -8.95% | 2.10% | -11.05 | BAC | /fcf-yield <GO> |
| Operating Margin | 19.80% | 32.90% | -13.10 | BAC | /operating-margins <GO> |
| Net Profit Margin | 15.90% | 27.00% | -11.10 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | -6.00% | 6.80% | -12.80 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.81% | 0.00% | +7.81 | VRTS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 1/9 | 7/9 | -6.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.3 | 38.3 | -2.98 | BAC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.7x | 10.9x | -5.20 | VRTS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $827.6M | $357.61B | -$356.78B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VRTS REV | BAC REV | VRTS GROSS % | BAC GROSS % | VRTS FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $852.9M | $113.10B | — | — | -$74.1M | $7.52B |
| FY 2024 | $906.9M | $105.86B | — | — | -$3.8M | -$13.57B |
| FY 2023 | $845.3M | $102.77B | — | — | $237.2M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VRTS // BETA —
BAC // BETA 0.90