BEN vs VRTS
BEN: A global investment management powerhouse providing a diverse array of equity, fixed income, and alternative investment solutions to a broad client base. VRTS: Virtus Investment Partners is a multi-manager asset management firm offering a diverse range of investment strategies through autonomous, specialized investment advisers.
Side-by-side fundamentals
| Metric | BEN | VRTS | Edge |
|---|---|---|---|
| Price as of 2026-07-31 close | $33.86 | $159.35 | |
| Market cap as of 2026-08-03 | $17.2B | $1.1B | |
| P/E as of 2026-08-03 | 23.89 | 9.38 | VRTS lower |
| PEG as of 2026-08-03 | 1.60 | 2.92 | BEN lower |
| Net margin as of 2026-08-03 | +8.1% | +14.0% | VRTS higher |
| Gross margin as of 2026-08-03 | +36.3% | n/a | |
| Operating margin as of 2026-08-03 | +9.3% | +17.7% | VRTS higher |
| ROE as of 2026-08-03 | +6.0% | +12.8% | VRTS higher |
| ROA as of 2026-08-03 | +2.2% | +2.8% | VRTS higher |
| Debt / equity as of 2026-08-03 | 1.19 | 3.00 | BEN lower |
| Revenue growth (YoY) as of 2026-08-03 | +3.8% | -7.6% | BEN higher |
| Revenue CAGR (3y) SEC XBRL | +2.0% | -1.3% | BEN higher |
| Dividend yield as of 2026-08-03 | +3.9% | +6.0% | VRTS higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-08-03 | 1.06 | 1.07 | |
| 1-year return as of 2026-07-31 close | +41.1% | -17.6% | BEN higher |
Fundamentals: market data, as of 2026-08-03. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-31.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.