VRTS vs BRBI

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

Both VRTS and BRBI are from the Financial Services sector.

VRTS vs BRBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

VRTS

$1.10B

BRBI

$1.10B

Max Drawdown

VRTS

76.80%

Winner

BRBI

54.54%

Sharpe Ratio

Winner

VRTS

-0.49

BRBI

-0.80

5Y Beta

VRTS

1.09

Winner

BRBI

0.41

Industry

VRTS

Asset Management

BRBI

Capital Markets

P/E Ratio

Winner

VRTS

9.69

BRBI

32.35

Forward P/E

VRTS

7.66

BRBI

N/A

PEG Ratio

VRTS

0.56

BRBI

N/A

Dividend Yield

VRTS

5.79%

BRBI

N/A

5Y Dividends CAGR

VRTS

30.18%

BRBI

N/A

5Y EPS CAGR

VRTS

-1.09%

BRBI

N/A

Debt to Equity

VRTS

47.88%

BRBI

N/A

Free Cash Flow Yield

VRTS

-3.08%

BRBI

N/A

P/S Ratio

Winner

VRTS

1.31

BRBI

2.06

P/B Ratio

Winner

VRTS

1.19

BRBI

7.28

VRTS vs BRBI - Historical Returns

Returns include dividend reinvestment.

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

Winner

VRTS

+14.88%

BRBI

+3.02%

Winner

VRTS

+16.22%

BRBI

-26.67%

Winner

VRTS

+0.87%

BRBI

-18.93%

Winner

VRTS

-19.33%

BRBI

-48.85%

5Y(CAGR)

VRTS

-5.70%

BRBI

N/A

10Y(CAGR)

VRTS

+10.22%

BRBI

N/A

Max(CAGR)

Winner

VRTS

+19.04%

BRBI

-54.96%

VRTS vs BRBI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

VRTS vs BRBI Drawdown Comparison

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

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

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

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

Correlation

Correlation between VRTS and BRBI 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)

VRTS vs BRBI dividend yield comparison.

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