- ISIN
- KYG9451V1095
- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- Jan 28, 2021
Highlights
- Market Cap
- $634.59M
- Enterprise Value
- $1.61B
- EPS (TTM)
- $6.73
- PE Ratio
- 1.44
- PEG Ratio
- 0.36
- Total Revenue (TTM)
- $1.64B
- Gross Profit (TTM)
- $1.31B
- EBITDA (TTM)
- $661.48M
- Year Range
- $9.20 - $13.61
- Target Price
- $13.00
- ROA (TTM)
- 11.38%
- ROE (TTM)
- 22.06%
Share Price Chart
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Performance
VINP Performance Chart
Vinci Partners Investments Ltd. (VINP) is down 23.1% since the beginning of the year. At $10 per share, VINP is trading 28.7% below its 52-week high of $14. Investors who bought $1,000 worth of VINP shares 5 years ago would now be looking at an investment worth $945.
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Returns By Period
Vinci Partners Investments Ltd. (VINP) has returned -23.10% so far this year and 6.50% over the past 12 months.
Vinci Partners Investments Ltd.
- 1D
- -4.06%
- 1M
- -8.77%
- YTD
- -23.10%
- 6M
- -19.78%
- 1Y
- 6.50%
- 3Y*
- 13.60%
- 5Y*
- -1.12%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
VINP Monthly Returns History
Based on dividend-adjusted daily data since Jan 28, 2021, VINP's average daily return is +0.01%, while the average monthly return is +0.01%. At this rate, an investment would double in approximately 577.7 years.
Historically, 52% of months were positive and 48% were negative. The best month was May 2021 with a return of +30.5%, while the worst month was Mar 2023 at -18.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, VINP closed higher 49% of trading days. The best single day was Jun 21, 2022 with a return of +10.5%, while the worst single day was Feb 22, 2021 at -9.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.06% | -4.96% | -9.78% | 4.93% | -6.96% | -4.24% | -23.10% | ||||||
| 2025 | 2.18% | -3.21% | 3.22% | -4.74% | 2.30% | -0.41% | -0.31% | 5.93% | 6.86% | 7.26% | 8.39% | 5.67% | 37.35% |
| 2024 | -3.93% | 4.70% | 4.44% | -5.22% | -0.03% | 3.42% | 3.49% | -9.46% | -1.29% | 3.32% | 1.88% | -2.14% | -1.93% |
| 2023 | 6.19% | 5.98% | -18.70% | 0.98% | -0.21% | 16.06% | 10.62% | 2.40% | -1.35% | -3.82% | 4.55% | 8.52% | 30.48% |
| 2022 | 16.92% | 6.55% | 5.80% | -15.88% | -6.26% | -0.47% | -9.91% | 4.83% | 3.22% | 2.43% | -3.01% | -9.51% | -9.34% |
| 2021 | 0.89% | -8.09% | -16.08% | -15.59% | 30.45% | 0.14% | -10.55% | 11.46% | -7.92% | -5.68% | -13.48% | 2.10% | -34.37% |
Benchmark Metrics
Vinci Partners Investments Ltd. has an annualized alpha of -9.00%, beta of 0.90, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since January 29, 2021.
- This stock participated in 50.96% of S&P 500 Index downside but only 9.52% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.15 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -9.00%
- Beta
- 0.90
- R²
- 0.15
- Upside Capture
- 9.52%
- Downside Capture
- 50.96%
Return for Risk
Risk / Return Rank
VINP ranks 47 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Vinci Partners Investments Ltd. (VINP) and compare them to S&P 500 Index.
| VINP | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 2.24 | -1.98 |
Sortino ratioReturn per unit of downside risk | 0.53 | 3.07 | -2.54 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.41 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 2.93 | -2.67 |
Martin ratioReturn relative to average drawdown | 0.63 | 13.52 | -12.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Vinci Partners Investments Ltd. provided a 6.60% dividend yield over the last twelve months, with an annual payout of $0.64 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.64 | $0.60 | $0.70 | $0.70 | $0.74 | $0.46 |
Dividend yield | 6.60% | 4.60% | 6.95% | 6.39% | 8.19% | 4.30% |
Monthly Dividends
The table displays the monthly dividend distributions for Vinci Partners Investments Ltd.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.17 | $0.00 | $0.17 | $0.00 | $0.34 | ||||||
| 2025 | $0.00 | $0.00 | $0.15 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.60 |
| 2024 | $0.00 | $0.20 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.16 | $0.00 | $0.70 |
| 2023 | $0.00 | $0.17 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.17 | $0.00 | $0.70 |
| 2022 | $0.00 | $0.00 | $0.20 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.20 | $0.00 | $0.74 |
| 2021 | $0.30 | $0.00 | $0.00 | $0.16 | $0.00 | $0.46 |
Dividend Yield & Payout
Dividend Yield
Vinci Partners Investments Ltd. has a dividend yield of 6.60%, which means its dividend payment is significantly above the market average.
Payout Ratio
Vinci Partners Investments Ltd. has a payout ratio of 47.33%, which is quite average when compared to the overall market. This suggests that Vinci Partners Investments Ltd. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vinci Partners Investments Ltd.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vinci Partners Investments Ltd. was 55.08%, occurring on May 15, 2023. The portfolio has not yet recovered.
The current Vinci Partners Investments Ltd. drawdown is 29.94%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2023 bear market2023 | -55.08%May 2023 | 2y 2mo | — | 5y 3moFeb 2021 - now |
2021 pullback2021 | -6.01%Feb 2021 | 13d | 1d | 14dFeb 2021 - Feb 2021 |
Drawdown Indicators
| VINP | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.08% | -56.78% | +1.70% |
Max Drawdown (1Y)Largest decline over 1 year | -25.11% | -9.10% | -16.01% |
Max Drawdown (3Y)Largest decline over 3 years | -25.11% | -18.90% | -6.21% |
Max Drawdown (5Y)Largest decline over 5 years | -45.50% | -25.43% | -20.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -29.94% | -0.74% | -29.20% |
Average DrawdownAverage peak-to-trough decline | -33.52% | -10.72% | -22.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.38% | 1.97% | +8.41% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Vinci Partners Investments Ltd. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Vinci Partners Investments Ltd. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for VINP, comparing it with other companies in the Asset Management industry. Currently, VINP has a P/E ratio of 1.4. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for VINP compared to other companies in the Asset Management industry. VINP currently has a PEG ratio of 0.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for VINP relative to other companies in the Asset Management industry. Currently, VINP has a P/S ratio of 0.4. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for VINP in comparison with other companies in the Asset Management industry. Currently, VINP has a P/B value of 0.3. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
| TTM | |
|---|---|
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Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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