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Upturn AI SWOT - About
VCTR 
Victory Capital Holdings Inc (VCTR)
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Upturn Advisory Summary
04/01/2025: VCTR (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 42.18% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.83B USD | Price to earnings Ratio 13.74 | 1Y Target Price 72.25 |
Price to earnings Ratio 13.74 | 1Y Target Price 72.25 | ||
Volume (30-day avg) 314117 | Beta 0.92 | 52 Weeks Range 40.91 - 72.45 | Updated Date 04/1/2025 |
52 Weeks Range 40.91 - 72.45 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.25% | Basic EPS (TTM) 4.38 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 32.33% | Operating Margin (TTM) 49.41% |
Management Effectiveness
Return on Assets (TTM) 10.54% | Return on Equity (TTM) 26.57% |
Valuation
Trailing PE 13.74 | Forward PE 10.27 | Enterprise Value 4668278368 | Price to Sales(TTM) 4.29 |
Enterprise Value 4668278368 | Price to Sales(TTM) 4.29 | ||
Enterprise Value to Revenue 5.22 | Enterprise Value to EBITDA 9.7 | Shares Outstanding 63672100 | Shares Floating 41798551 |
Shares Outstanding 63672100 | Shares Floating 41798551 | ||
Percent Insiders 11.98 | Percent Institutions 75.47 |
Analyst Ratings
Rating 3.5 | Target Price 71.11 | Buy 3 | Strong Buy 1 |
Buy 3 | Strong Buy 1 | ||
Hold 6 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Victory Capital Holdings Inc
Company Overview
History and Background
Victory Capital Holdings, Inc. was founded in 2013 after Crestview Partners acquired Victory Capital Management Inc. from KeyCorp. It has grown through acquisitions and organic growth, focusing on expanding its investment management capabilities.
Core Business Areas
- Investment Management: Provides investment advisory services to institutions, intermediaries, and individual investors. Offers a diverse range of investment strategies across various asset classes.
- Investment Products: Manages a variety of investment products, including mutual funds, exchange-traded funds (ETFs), separate accounts, and other investment vehicles.
Leadership and Structure
David Brown serves as Chairman and CEO. The company has a hierarchical structure with various investment teams and operational departments.
Top Products and Market Share
Key Offerings
- Solutions Platform: Includes multi-asset class solutions, custom solutions, and strategic beta products. Market share varies by specific product category. Competitors include BlackRock, State Street, and Vanguard.
- Institutional Asset Management: Offers investment solutions to institutional clients like pension funds, endowments, and foundations. Competitors include J.P. Morgan Asset Management, T. Rowe Price, and Wellington Management.
- Retail Funds: Offers mutual funds and ETFs to retail investors. Competitors include Fidelity, Vanguard, and Schwab
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee compression, regulatory changes, and growing demand for passive and alternative investment strategies.
Positioning
Victory Capital is a multi-boutique asset manager with a diversified product offering. It aims to differentiate itself through specialized investment strategies and strong distribution capabilities.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Victory Capital aims to increase its market share by expanding its product offerings and distribution network.
Upturn SWOT Analysis
Strengths
- Diversified product offering
- Multi-boutique structure
- Strong distribution network
- Experienced management team
- Track record of acquisitions
Weaknesses
- Dependence on key investment professionals
- Integration risks related to acquisitions
- Sensitivity to market fluctuations
- High fixed costs
Opportunities
- Growing demand for alternative investments
- Expansion into new geographies
- Acquisition of complementary businesses
- Development of new investment products
Threats
- Increased competition and fee compression
- Regulatory changes and compliance costs
- Economic downturns and market volatility
- Loss of key personnel
Competitors and Market Share
Key Competitors
- BLK
- TROW
- APAM
- FII
Competitive Landscape
Victory Capital competes with larger asset managers and smaller boutique firms. Its multi-boutique structure and diversified product offering provide a competitive advantage, but it faces challenges from fee compression and increased competition.
Major Acquisitions
Newport Group
- Year: 2021
- Acquisition Price (USD millions): 696
- Strategic Rationale: Expanded Victory Capital's retirement services offerings and distribution network.
Growth Trajectory and Initiatives
Historical Growth: Victory Capital has grown significantly through acquisitions and organic growth in recent years.
Future Projections: Analysts project continued growth for Victory Capital, driven by asset growth, new product launches, and strategic acquisitions.
Recent Initiatives: Recent initiatives include acquisitions of smaller asset managers and expansion into new investment strategies.
Summary
Victory Capital is a growing asset management firm that has expanded significantly through acquisitions and organic growth. Its multi-boutique structure and diversified product offerings are strengths, but the company faces challenges from increased competition and market volatility. Recent acquisitions have bolstered its position, but integration risks remain a concern. Overall, Victory Capital presents a mixed investment profile.
Similar Companies
APAM
Artisan Partners Asset Management Inc
APAM
Artisan Partners Asset Management Inc
BLK
BlackRock Inc
BLK
BlackRock Inc
TROW
T. Rowe Price Group Inc
TROW
T. Rowe Price Group Inc
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Company Website
- Analyst Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data is subject to change. The AI rating is an opinion, not a guarantee of future performance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Victory Capital Holdings Inc
Exchange NASDAQ | Headquaters San Antonio, TX, United States | ||
IPO Launch date 2018-02-08 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees 460 | Website https://ir.vcm.com |
Full time employees 460 | Website https://ir.vcm.com | ||
Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company in the United States and internationally. The company offers specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. It also provides various investment products, including actively and passively managed mutual funds, rules-based and active exchange traded funds (ETF), institutional separate accounts, variable insurance products, alternative investments, private closed end funds, and a 529 education savings plan; and third-party investment products, such as mutual funds, third-party ETF model strategies, retail separately managed accounts, unified managed accounts, collective investment trusts, and undertakings for the collective investment in transferable securities. In addition, the company offers investment management services, fund administration services, fund transfer agent services, and fund distribution services. Victory Capital Holdings, Inc. was incorporated in 2013 and is based in San Antonio, Texas.
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