VRTS vs PWP

Comparison between Virtus Investment Partners Inc (VRTS, Company) and Perella Weinberg Partners - Class A (PWP, Company).

Both VRTS and PWP are from the Financial Services sector.

5-Year PerformancePWP has outperformed VRTS, delivering a return of +7.7% compared to -4.8%

VRTS vs PWP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VRTS(COMPANY)	PWP(COMPANY)
Market Cap	$1.12B	$1.12B
Max Drawdown	76.80%	61.37%
Sharpe Ratio	-0.30	-0.31
5Y Beta	1.08	1.63
Industry	Asset Management	Capital Markets
P/E Ratio	9.93	36.34
Forward P/E	7.66	N/A
Dividend Yield	6.01%	1.88%
5Y Dividends CAGR	30.18%	N/A
5Y EPS CAGR	-1.09%	N/A
Debt to Equity	47.88%	0.00%
Free Cash Flow Yield	-3.00%	8.61%

Market Cap

Winner

VRTS

$1.12B

PWP

$1.12B

Max Drawdown

VRTS

76.80%

Winner

PWP

61.37%

Sharpe Ratio

Winner

VRTS

-0.30

PWP

-0.31

5Y Beta

Winner

VRTS

1.08

PWP

1.63

Industry

VRTS

Asset Management

PWP

Capital Markets

P/E Ratio

Winner

VRTS

9.93

PWP

36.34

Forward P/E

VRTS

7.66

PWP

N/A

Dividend Yield

Winner

VRTS

6.01%

PWP

1.88%

5Y Dividends CAGR

VRTS

30.18%

PWP

N/A

5Y EPS CAGR

VRTS

-1.09%

PWP

N/A

Debt to Equity

VRTS

47.88%

Winner

PWP

0.00%

Free Cash Flow Yield

VRTS

-3.00%

Winner

PWP

8.61%

VRTS vs PWP - Historical Returns

Returns include dividend reinvestment.

Period	VRTS	PWP
1 month	+17.87%	-0.30%
3 months	+21.98%	-23.50%
6 months	+2.93%	-24.16%
1 year	-14.18%	-13.15%
5 years(CAGR)	-4.79%	+7.72%
10 years(CAGR)	+10.64%	N/A
Max(CAGR)	+19.31%	+11.56%

Winner

VRTS

+17.87%

PWP

-0.30%

Winner

VRTS

+21.98%

PWP

-23.50%

Winner

VRTS

+2.93%

PWP

-24.16%

VRTS

-14.18%

Winner

PWP

-13.15%

5Y(CAGR)

VRTS

-4.79%

Winner

PWP

+7.72%

10Y(CAGR)

VRTS

+10.64%

PWP

N/A

Max(CAGR)

Winner

VRTS

+19.31%

PWP

+11.56%

VRTS vs PWP - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	VRTS	PWP
2026	+7.23%	-5.62%
2025	-21.60%	-25.52%
2024	-3.05%	+101.25%
2023	+29.08%	+31.62%
2022	-31.93%	-20.42%
2021	+41.77%	+18.38%
2020	+80.31%	+14.20%
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 PWP Drawdown Comparison

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

The maximum drawdown for PWP was -60.42%, occurring on Jul 11, 2022. Recovery took 624 trading sessions.

The current VRTS drawdown is -39.06%. The current PWP drawdown is -36.41%.

Rank	VRTS	PWP
#1	-74.37% May 17, 2013 - Jan 6, 2021	-60.42% Sep 2, 2021 - Feb 28, 2024
#2	-66.02% Jan 6, 2009 - May 8, 2009	-43.10% Jan 21, 2025 - Jun 10, 2026
#3	-55.49% Nov 12, 2021 - Mar 16, 2026	-19.04% Jan 22, 2021 - May 28, 2021
#4	-36.20% Jul 26, 2011 - Jan 10, 2012	-14.67% Dec 5, 2024 - Jan 21, 2025
#5	-27.36% May 13, 2010 - Jul 30, 2010	-14.09% Aug 26, 2024 - Oct 9, 2024
#6	-20.71% Apr 2, 2012 - Aug 21, 2012	-12.80% Jul 26, 2024 - Aug 14, 2024
#7	-20.54% Jun 4, 2009 - Jan 4, 2010	-12.07% May 20, 2024 - Jun 28, 2024
#8	-16.10% Jan 2, 2009 - Jan 6, 2009	-10.72% Jul 1, 2021 - Aug 12, 2021
#9	-16.00% Apr 4, 2011 - Jul 1, 2011	-9.37% Jun 1, 2021 - Jun 23, 2021
#10	-15.99% Jun 3, 2021 - Aug 5, 2021	-8.95% Apr 23, 2024 - May 20, 2024
#11	-15.15% Mar 3, 2011 - Mar 24, 2011	-8.79% Oct 18, 2024 - Nov 6, 2024
#12	-13.36% Jan 14, 2021 - Feb 4, 2021	-5.36% Dec 30, 2020 - Jan 13, 2021
#13	-11.91% Dec 9, 2010 - Feb 2, 2011	-5.07% Aug 16, 2021 - Aug 24, 2021
#14	-11.01% Mar 1, 2021 - Apr 28, 2021	-5.03% Apr 9, 2024 - Apr 22, 2024
#15	-10.29% Aug 4, 2010 - Sep 1, 2010	-4.66% Jul 17, 2024 - Jul 26, 2024

Correlation

Correlation between VRTS and PWP is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01

-101

Dividend Comparison (2014 - 2026)

VRTS vs PWP dividend yield comparison.

Year	VRTS	PWP
2026	2.84%	0.85%
2025	5.61%	1.62%
2024	3.60%	1.17%
2023	2.83%	2.29%
2022	3.21%	2.86%
2021	1.33%	1.09%
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%