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: A multi-boutique asset management firm offering a diverse range of investment strategies through independent investment affiliates.
Side-by-side fundamentals
| Metric | BEN | VRTS | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $32.40 | $131.59 | |
| Market cap | $16.5B | $871M | |
| P/E as of 2026-10-08 | 20.62 | 7.75 | VRTS lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | n/a | 0.88 | |
| Net margin FY2025, SEC XBRL | +6.0% | +15.9% | VRTS higher |
| Operating margin FY2025, SEC XBRL | +6.9% | +19.8% | VRTS higher |
| ROE FY2025, SEC XBRL | +4.3% | +14.6% | VRTS higher |
| ROA FY2025, SEC XBRL | +1.6% | +3.2% | VRTS higher |
| Debt / equity as of 2026-09-03 | 1.34 | 3.00 | BEN lower |
| Revenue growth (YoY) as of 2026-09-03 | +7.9% | -7.6% | BEN higher |
| Revenue CAGR (3y) SEC XBRL | +2.0% | -1.3% | BEN higher |
| Dividend yield as of 2026-09-03 | +4.0% | +7.7% | VRTS higher |
| Dividend streak (yrs) SEC XBRL | 7 | 12 | VRTS higher |
| Beta as of 2026-09-03 | 1.11 | 1.06 | |
| 1-year return as of 2026-10-08 close | +37.3% | -31.7% | BEN higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
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.