VCTR:NSD-Victory Capital Holdings Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 48.93

Change

+1.46 (+3.08)%

Market Cap

USD 2.67B

Volume

0.65M

Analyst Target

USD 20.17
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-22 )

Largest Industry Peers for Asset Management

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

+0.86 (+0.78%)

USD 25.50B
PFG Principal Financial Group Inc

+0.63 (+0.79%)

USD 19.93B
NTRS Northern Trust Corporation

+0.45 (+0.54%)

USD 17.06B
CG Carlyle Group Inc

-0.39 (-0.95%)

USD 16.57B
TPG TPG Inc

-0.18 (-0.41%)

USD 15.49B
ARCC Ares Capital Corporation

-0.31 (-1.49%)

USD 12.67B
SEIC SEI Investments Company

+0.36 (+0.54%)

USD 8.76B
HLNE Hamilton Lane Inc

+2.79 (+2.48%)

USD 6.15B
STEP Stepstone Group Inc

+1.04 (+2.93%)

USD 4.05B
GBDC Golub Capital BDC Inc

-0.14 (-0.82%)

USD 2.98B

ETFs Containing VCTR

SQLV Royce Quant Small-Cap Qua.. 0.72 % 0.60 %

+0.60 (+0.25%)

USD 0.03B
CSA VictoryShares US Small Ca.. 0.33 % 0.35 %

+0.94 (+0.25%)

USD 0.03B
CSML IQ Chaikin U.S. Small Cap.. 0.24 % 0.35 %

N/A

USD 0.12B
DGRS WisdomTree U.S. SmallCap .. 0.00 % 0.38 %

+0.77 (+0.25%)

USD 0.34B
HDGE:CA Accelerate Absolute Retur.. 0.00 % 0.00 %

+0.18 (+0.25%)

CAD 0.03B
SYLD 0.00 % 0.59 %

N/A

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

+0.07 (+0.25%)

USD 0.44B

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 42.07% 99% N/A 90% A-
Dividend Return 0.97% 18% F 56% F
Total Return 43.05% 99% N/A 90% A-
Trailing 12 Months  
Capital Gain 60.58% 98% N/A 90% A-
Dividend Return 4.25% 24% F 65% D
Total Return 64.83% 98% N/A 91% A-
Trailing 5 Years  
Capital Gain 205.81% 100% F 92% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 205.81% 100% F 92% A
Average Annual (5 Year Horizon)  
Capital Gain 22.49% 97% N/A 81% B-
Dividend Return 25.07% 95% A 83% B
Total Return 2.57% 15% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 36.57% 30% F 50% F
Risk Adjusted Return 68.55% 97% N/A 90% A-
Market Capitalization 2.67B 84% B 83% 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.

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.

Low Dividend Growth

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