GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

VRTS · Jun 30, 2026

VIRTUS INVESTMENT PARTNERS, INC.. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.

STATE CAPABILITYLEVEL 4[email protected]

Inspectable configuration

State dimensions

Filing0000883237-26-000048General Corporate

Debt relative to revenue94thOwn-history percentile · N=16

Evidence method

Level · gp.fundamentals.debt_to_revenue

207.90% · OPTIONAL · VALID

Capex intensity38thOwn-history percentile · N=16

Evidence method

Level · gp.fundamentals.capex_revenue_ratio

0.66% · OPTIONAL · VALID

Operating cash generation50thOwn-history percentile · N=16

Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

28.52% · OPTIONAL · VALID

Revenue growth50thOwn-history percentile · N=12

Evidence method

Yoy · gp.fundamentals.revenue

-4.35% · CORE · VALID

Operating margin6thOwn-history percentile · N=16

Evidence method

Level · gp.fundamentals.operating_margin

13.57% · CORE · VALID

SBC intensity100thOwn-history percentile · N=16

Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

5.43% · OPTIONAL · VALID

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History13 statesSelf-history eligible

Jun 30, 20230/6 normalizedLevel 3 Sep 30, 20230/6 normalizedLevel 3 Dec 31, 20230/6 normalizedLevel 3 Mar 31, 20240/6 normalizedLevel 3 Jun 30, 20245/6 normalizedLevel 3 Sep 30, 20245/6 normalizedLevel 3 Dec 31, 20245/6 normalizedLevel 3 Mar 31, 20255/6 normalizedLevel 3 Jun 30, 20256/6 normalizedLevel 3 Sep 30, 20256/6 normalizedLevel 3 Dec 31, 20256/6 normalizedLevel 3 Mar 31, 20266/6 normalizedLevel 3 Jun 30, 20266/6 normalizedLevel 4

Period transition

What moved in the state?

Balance Sheet Leverage Decreased

Previous: 220.16%
Current: 207.90%
Delta: -12.26%

Capex Intensity Decreased

Previous: 1.18%
Current: 0.66%
Delta: -0.52%

Cash Generation Increased

Previous: 17.99%
Current: 28.52%
Delta: 10.53%

Growth Increased

Previous: -8.44%
Current: -4.35%
Delta: 4.09%

Profitability Increased

Previous: 7.74%
Current: 13.57%
Delta: 5.83%

Sbc Intensity Increased

Previous: 2.60%
Current: 5.43%
Delta: 2.83%

Self-history only

Previous similar states

Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.

Jun 30, 2024

Similarity: 63%
Compared: 5 dimensions
Coverage: 83%

Profitability 43.8 · Sbc Intensity 0.0 · Capex Intensity 12.5 · Cash Generation 0.0 · Balance Sheet Leverage 68.8

Jun 30, 2025

Similarity: 56%
Compared: 6 dimensions
Coverage: 100%

Growth 50.0 · Profitability 68.8 · Sbc Intensity 33.3 · Capex Intensity 12.5 · Cash Generation 16.7 · Balance Sheet Leverage 52.1

Mar 31, 2026

Similarity: 54%
Compared: 6 dimensions
Coverage: 100%

Growth 50.0 · Profitability 6.3 · Sbc Intensity 86.7 · Capex Intensity 49.2 · Cash Generation 10.0 · Balance Sheet Leverage 6.3

Dec 31, 2024

Similarity: 51%
Compared: 5 dimensions
Coverage: 83%

Profitability 43.8 · Sbc Intensity 20.0 · Capex Intensity 2.5 · Cash Generation 30.0 · Balance Sheet Leverage 93.8

Research Graph

Related governed research

Analogous To · VRTS state analogue 4 →Analogous To · VRTS state analogue 3 →Analogous To · VRTS state analogue 2 →Analogous To · VRTS state analogue 1 →Compared To · Investment Advice peers →Derived From · VRTS Company Quality Vector →Has State · VIRTUS INVESTMENT PARTNERS, INC. →Transitioned To · VRTS Fundamental State →Transitioned To · VRTS BALANCE_SHEET_LEVERAGE_DECREASED →Transitioned To · VRTS CAPEX_INTENSITY_DECREASED →Transitioned To · VRTS CASH_GENERATION_INCREASED →Transitioned To · VRTS GROWTH_INCREASED →

Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.