VCTR:NSD-Victory Capital Holdings Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 52.29

Change

-0.07 (-0.13)%

Market Cap

USD 3.40B

Volume

0.26M

Analyst Target

USD 20.17
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-30 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
TROW T. Rowe Price Group Inc

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USD 23.29B
TPG TPG Inc

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USD 18.41B
NTRS Northern Trust Corporation

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USD 18.15B
CG Carlyle Group Inc

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USD 13.59B
ARCC Ares Capital Corporation

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USD 12.94B
SEIC SEI Investments Company

N/A

USD 8.74B
HLNE Hamilton Lane Inc

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USD 8.08B
STEP Stepstone Group Inc

N/A

USD 6.32B
GBDC Golub Capital BDC Inc

N/A

USD 3.94B
PSEC Prospect Capital Corporation

N/A

USD 2.24B

ETFs Containing VCTR

SYLD 1.27 % 0.59 %

N/A

N/A
SQLV Royce Quant Small-Cap Qua.. 0.73 % 0.60 %

N/A

USD 0.03B
DGRS WisdomTree U.S. SmallCap .. 0.00 % 0.38 %

N/A

USD 0.39B
EES WisdomTree U.S. SmallCap .. 0.00 % 0.38 %

N/A

USD 0.63B
CSML 0.00 % 0.35 %

N/A

N/A
SMIG ETF Series Solutions - AA.. 0.00 % 0.00 %

N/A

USD 0.55B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 51.83% 94% A 91% A-
Dividend Return 2.05% 20% F 61% D-
Total Return 53.88% 94% A 91% A-
Trailing 12 Months  
Capital Gain 57.74% 90% A- 91% A-
Dividend Return 4.06% 30% F 64% D
Total Return 61.79% 90% A- 92% A
Trailing 5 Years  
Capital Gain 192.94% 100% F 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 192.94% 100% F 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 26.74% 95% A 83% B
Dividend Return 29.53% 95% A 84% B
Total Return 2.78% 19% F 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 36.91% 31% F 49% F
Risk Adjusted Return 79.99% 98% N/A 92% A
Market Capitalization 3.40B 84% B 85% B

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector