BRBI vs VRTS

Comparison between BRBI BR Partners S.A. (BRBI, Company) and Virtus Investment Partners Inc (VRTS, Company).

Both BRBI and VRTS are from the Financial Services sector.

BRBI vs VRTS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRBI(COMPANY)	VRTS(COMPANY)
Market Cap	$1.10B	$1.10B
Max Drawdown	54.54%	76.80%
Sharpe Ratio	-0.80	-0.49
5Y Beta	0.41	1.09
Industry	Capital Markets	Asset Management
P/E Ratio	32.35	9.69
Forward P/E	N/A	7.66
PEG Ratio	N/A	0.56
Dividend Yield	N/A	5.79%
5Y Dividends CAGR	N/A	30.18%
5Y EPS CAGR	N/A	-1.09%
Debt to Equity	N/A	47.88%
Free Cash Flow Yield	N/A	-3.08%
P/S Ratio	2.06	1.31
P/B Ratio	7.28	1.19

Market Cap

BRBI

$1.10B

Winner

VRTS

$1.10B

Max Drawdown

Winner

BRBI

54.54%

VRTS

76.80%

Sharpe Ratio

BRBI

-0.80

Winner

VRTS

-0.49

5Y Beta

Winner

BRBI

0.41

VRTS

1.09

Industry

BRBI

Capital Markets

VRTS

Asset Management

P/E Ratio

BRBI

32.35

Winner

VRTS

9.69

Forward P/E

BRBI

N/A

VRTS

7.66

PEG Ratio

BRBI

N/A

VRTS

0.56

Dividend Yield

BRBI

N/A

VRTS

5.79%

5Y Dividends CAGR

BRBI

N/A

VRTS

30.18%

5Y EPS CAGR

BRBI

N/A

VRTS

-1.09%

Debt to Equity

BRBI

N/A

VRTS

47.88%

Free Cash Flow Yield

BRBI

N/A

VRTS

-3.08%

P/S Ratio

BRBI

2.06

Winner

VRTS

1.31

P/B Ratio

BRBI

7.28

Winner

VRTS

1.19

BRBI vs VRTS - Historical Returns

Returns include dividend reinvestment.

Period	BRBI	VRTS
1 month	+3.02%	+14.88%
3 months	-26.67%	+16.22%
6 months	-18.93%	+0.87%
1 year	-48.85%	-19.33%
5 years(CAGR)	N/A	-5.70%
10 years(CAGR)	N/A	+10.22%
Max(CAGR)	-54.96%	+19.04%

BRBI

+3.02%

Winner

VRTS

+14.88%

BRBI

-26.67%

Winner

VRTS

+16.22%

BRBI

-18.93%

Winner

VRTS

+0.87%

BRBI

-48.85%

Winner

VRTS

-19.33%

5Y(CAGR)

BRBI

N/A

VRTS

-5.70%

10Y(CAGR)

BRBI

N/A

VRTS

+10.22%

Max(CAGR)

BRBI

-54.96%

Winner

VRTS

+19.04%

BRBI vs VRTS - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	BRBI	VRTS
2026	-15.94%	+3.47%
2025	-39.16%	-21.60%
2024	N/A	-3.05%
2023	N/A	+29.08%
2022	N/A	-31.93%
2021	N/A	+41.77%
2020	N/A	+80.31%
2019	N/A	+53.56%
2018	N/A	-29.70%
2017	N/A	-3.88%
2016	N/A	+3.04%
2015	N/A	-28.28%
2014	N/A	-14.35%
2013	N/A	+59.17%
2012	N/A	+56.05%
2011	N/A	+62.80%
2010	N/A	+172.66%
2009	N/A	+51.43%

BRBI vs VRTS Drawdown Comparison

The maximum drawdown for BRBI was -51.65%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for VRTS was -74.37%, occurring on Mar 23, 2020. Recovery took 1923 trading sessions.

The current BRBI drawdown is -48.85%. The current VRTS drawdown is -41.20%.

Rank	BRBI	VRTS
#1	-51.65% Sep 19, 2025 - Jun 24, 2026	-74.37% May 17, 2013 - Jan 6, 2021
#2	N/A	-66.02% Jan 6, 2009 - May 8, 2009
#3	N/A	-55.49% Nov 12, 2021 - Mar 16, 2026
#4	N/A	-36.20% Jul 26, 2011 - Jan 10, 2012
#5	N/A	-27.36% May 13, 2010 - Jul 30, 2010
#6	N/A	-20.71% Apr 2, 2012 - Aug 21, 2012
#7	N/A	-20.54% Jun 4, 2009 - Jan 4, 2010
#8	N/A	-16.10% Jan 2, 2009 - Jan 6, 2009
#9	N/A	-16.00% Apr 4, 2011 - Jul 1, 2011
#10	N/A	-15.99% Jun 3, 2021 - Aug 5, 2021
#11	N/A	-15.15% Mar 3, 2011 - Mar 24, 2011
#12	N/A	-13.36% Jan 14, 2021 - Feb 4, 2021
#13	N/A	-11.91% Dec 9, 2010 - Feb 2, 2011
#14	N/A	-11.01% Mar 1, 2021 - Apr 28, 2021
#15	N/A	-10.29% Aug 4, 2010 - Sep 1, 2010

Correlation

Correlation between BRBI and VRTS is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37

-101

Dividend Comparison (2014 - 2026)

BRBI vs VRTS dividend yield comparison.

Year	BRBI	VRTS
2026	1.27%	2.94%
2025	5.49%	5.61%
2024	0.00%	3.60%
2023	0.00%	2.83%
2022	0.00%	3.21%
2021	0.00%	1.33%
2020	0.00%	1.30%
2019	0.00%	1.91%
2018	0.00%	2.39%
2017	0.00%	1.56%
2016	0.00%	1.52%
2015	0.00%	1.53%
2014	0.00%	0.53%