COMP <GO>
VRTS vs FMN // FREE CASH FLOW YIELD
Virtus Investment Partners Inc. (NYSE) VS. Federated Hermes Premier Municipal Income Fund (NYSE) • 15-METRIC TALLY: VRTS 1
— FMN 2
■ METRIC PARITY
LAST: $124.97 (+1.54%) • MKT CAP: $827.6M
fcf-yield
-8.95%
LAST: $10.47 (+0.58%) • MKT CAP: $903.1M
fcf-yield
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VRTS VS. FMN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VRTS | FMN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.30% | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.7x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -8.95% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | 19.80% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 15.90% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | -6.00% | — | — | TIE | /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 | — | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.1 | 57.5 | -10.40 | FMN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.7x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $827.6M | $903.1M | -$75.5M | FMN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VRTS REV | FMN REV | VRTS GROSS % | FMN GROSS % | VRTS FCF | FMN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $852.9M | — | — | — | -$74.1M | — |
| FY 2024 | $906.9M | — | — | — | -$3.8M | — |
| FY 2023 | $845.3M | — | — | — | $237.2M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VRTS // BETA —
FMN // BETA —