Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
VIRT 
Virtu Financial Inc (VIRT)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: VIRT (3-star) is a STRONG-BUY. BUY since 2 days. Profits (1.13%). Updated daily EoD!
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -10.32% | Avg. Invested days 36 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.86B USD | Price to earnings Ratio 12.84 | 1Y Target Price 42.11 |
Price to earnings Ratio 12.84 | 1Y Target Price 42.11 | ||
Volume (30-day avg) 997902 | Beta 0.56 | 52 Weeks Range 19.52 - 41.10 | Updated Date 04/1/2025 |
52 Weeks Range 19.52 - 41.10 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 2.52% | Basic EPS (TTM) 2.97 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.46% | Operating Margin (TTM) 33.45% |
Management Effectiveness
Return on Assets (TTM) 3.58% | Return on Equity (TTM) 36.96% |
Valuation
Trailing PE 12.84 | Forward PE 11.04 | Enterprise Value 8141887680 | Price to Sales(TTM) 2.64 |
Enterprise Value 8141887680 | Price to Sales(TTM) 2.64 | ||
Enterprise Value to Revenue 2.83 | Enterprise Value to EBITDA 5.86 | Shares Outstanding 86618600 | Shares Floating 80834226 |
Shares Outstanding 86618600 | Shares Floating 80834226 | ||
Percent Insiders 5.97 | Percent Institutions 89 |
Analyst Ratings
Rating 3.78 | Target Price 35.11 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Virtu Financial Inc
Company Overview
History and Background
Virtu Financial, founded in 2008, is a leading global market maker and liquidity provider, employing technology to deliver efficient trade execution and risk management to the financial markets. It has grown significantly through both organic expansion and strategic acquisitions.
Core Business Areas
- Market Making: Provides liquidity and execution services across a wide range of asset classes, including equities, fixed income, currencies, and commodities, on exchanges and in the over-the-counter markets.
- Execution Services: Offers broker-neutral execution services to institutional clients, leveraging Virtu's technology and market access.
- Analytics: Offer post trade analytics to customers who use their platform to make trading decisions.
Leadership and Structure
Douglas A. Cifu serves as the Chief Executive Officer. The company has a board of directors with experienced members from the financial industry. It is structured around its core business segments of Global Execution Services and Market Making.
Top Products and Market Share
Key Offerings
- Equities Market Making: Provides liquidity in a vast array of equity securities across multiple exchanges and trading venues. Market share varies but Virtu is consistently one of the largest market makers in US equities. Competitors include Citadel Securities, Susquehanna International Group, and Jane Street Capital. It is estimated they execute 25-30% of trades in the US.
- Fixed Income, Currencies, and Commodities (FICC) Market Making: Offers liquidity provision in fixed income instruments, currencies, and commodities. Market share in FICC is smaller than in equities but growing. Competitors include major banks and specialized trading firms. Growing revenue with each passing year. Competitors include Citadel Securities, Susquehanna International Group, and Jane Street Capital.
- Execution Services (RFQs, Algorithms): Provides algorithm and RFQ execution services for institutions to execute their block orders. Growing each year as market adoption increases. Competitors include ITG (Investment Technology Group), Instinet, and Bloomberg Tradebook.
Market Dynamics
Industry Overview
The market making industry is highly competitive and technology-driven, characterized by tight spreads, high trading volumes, and regulatory scrutiny. It's heavily influenced by volatility and interest rate changes.
Positioning
Virtu is positioned as a leading technology-driven market maker and liquidity provider. Its competitive advantages include its proprietary technology, scale, and global reach.
Total Addressable Market (TAM)
The estimated global market making TAM is difficult to quantify precisely due to its multifaceted nature across different asset classes and geographies. However, it can be estimated to be in the tens of billions of dollars annually, encompassing trading revenues across equities, fixed income, currencies, and commodities. Virtu is well-positioned to capture a significant portion of this TAM due to its technological infrastructure and presence in different markets.
Upturn SWOT Analysis
Strengths
- Advanced technology and infrastructure
- Strong market making capabilities
- Diversified revenue streams across asset classes
- Global reach
- Experienced management team
Weaknesses
- Dependence on market volatility
- Regulatory risk
- Reputational risk associated with HFT
- High fixed costs associated with technology maintenance
- Potential negative impacts of short-selling ban
Opportunities
- Expansion into new asset classes and markets
- Increased demand for electronic trading
- Strategic acquisitions
- Growth in ETF trading volumes
- Further developing analytics as a product
Threats
- Increased competition from other HFT firms
- Changes in market structure and regulations
- Technological disruptions
- Cybersecurity risks
- Economic downturns reducing trading volumes
Competitors and Market Share
Key Competitors
- CIT
- GS
- MS
- JPM
Competitive Landscape
Virtu competes on technology, speed, and price. It has an advantage in its advanced technology and scale but faces competition from other large market makers and banks.
Major Acquisitions
ITG
- Year: 2019
- Acquisition Price (USD millions): 1000
- Strategic Rationale: Expanded Virtu's execution services capabilities and client base, providing access to a broader range of institutional clients and trading venues.
Growth Trajectory and Initiatives
Historical Growth: Virtu has grown through organic growth and strategic acquisitions, expanding its market making presence across various asset classes and geographies.
Future Projections: Future growth projections depend on market conditions, regulatory changes, and Virtu's ability to innovate and adapt to the evolving landscape.
Recent Initiatives: Recent initiatives include expanding its presence in the cryptocurrency market, enhancing its execution services platform, and investing in new technologies.
Summary
Virtu Financial is a leading market maker leveraging technology for efficient trade execution. Its strengths include advanced technology, a diversified revenue stream, and a global reach. Potential challenges involve market volatility, regulatory risks, and competition. To maintain a strong position, Virtu must continue to innovate, adapt to changing regulations, and carefully manage operational costs.
Similar Companies
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
IBKR
Interactive Brokers Group Inc
IBKR
Interactive Brokers Group Inc
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
MS
Morgan Stanley
MS
Morgan Stanley
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Data Providers
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market conditions and company performance can change rapidly.
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 Virtu Financial Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2015-04-16 | Co-founder, CEO & Director Mr. Douglas A. Cifu J.D. | ||
Sector Financial Services | Industry Capital Markets | Full time employees 969 | Website https://www.virtu.com |
Full time employees 969 | Website https://www.virtu.com | ||
Virtu Financial, Inc. operates as a financial services company in the United States, Ireland, and internationally. It operates through two segments: Market Making and Execution Services. The company's product includes offerings in execution, liquidity sourcing, analytics and broker-neutral, capital markets, and multi-dealer platforms in workflow technology. Its product allows its clients to trade on various venues across 50 countries and in various asset classes, including global equities, ETFs, options, foreign exchange, futures, fixed income, cryptocurrencies, and myriad other commodities. The company's multi-asset analytics platform provides a range of pre- and post-trade services, data products, and compliance tools for clients to invest, trade, and manage risk across global markets. Virtu Financial, Inc. was founded in 2008 and is headquartered in New York, New York.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.