IVZ vs VRTS

Head-to-Head Stock Analysis & Investment Rating

Last Updated: Oct 02, 2026

IVZ

61.4
AI Score
VS
VRTS Wins

VRTS

64.5
AI Score

Investment Advisor Scores

IVZ

61score
Recommendation
BUY

VRTS

65score
Recommendation
BUY

AI Analyst Insights

AI insights temporarily unavailable

Detailed Metrics Comparison

Metric IVZ VRTS Winner
Revenue 3.57B 400.90M IVZ
Net Income 558.00M 50.76M IVZ
Net Margin 15.6% 12.7% IVZ
Operating Income 697.40M 42.77M IVZ
ROE 4.5% 5.4% VRTS
ROA 2.0% 1.1% IVZ
Total Assets 27.47B 4.54B IVZ
Debt/Equity 0.13 0.44 IVZ
Free Cash Flow 902.10M 89.63M IVZ

Relative Price Performance (Last 90 Days)

IVZ 1M: -2.6% · 3M: +11.0% VRTS 1M: -17.0% · 3M: -12.4%

Current Technical Phase

IVZ

Neutral
Hold

Mixed signals - no dominant trend phase, RSI 49

RSI (14): 48.7 · Price: $30.90

VRTS

Markdown
Sell / avoid

Price below a falling SMA50 (slope -4.1%), weak momentum, RSI 35

RSI (14): 35.2 · Price: $132.78

Fundamentals Snapshot

Metric IVZ VRTS
Market Cap — —
Forward P/E 9.3 5.5
Trailing P/E — 7.5
Revenue (TTM) — —
Revenue Growth 0.2% 0.0%
Gross Margin 0.3% 0.4%
Operating Margin 0.2% 0.1%
EPS -0.68 17.54
Dividend Yield 0.03% 0.07%

Frequently Asked Questions

Based on our detailed analysis, VRTS is currently the stronger investment candidate, winning 1 of the key financial metrics based on our comprehensive scoring model.

We analyze revenue and earnings growth rates in the "Growth" section above. Generally, the company with higher year-over-year revenue and EPS growth is fostering better expansion. Check the table above for the specific growth percentages.

Valuation is determined by metrics like the P/E Ratio and PEG Ratio. A lower P/E typically suggests a stock is cheaper relative to its earnings. Refer to the "Valuation" section in our comparison table to see which stock currently trades at a more attractive multiple.