MBIN vs. VRTS
Compare and contrast key facts about Merchants Bancorp (MBIN) and Virtus Investment Partners, Inc. (VRTS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MBIN or VRTS.
Correlation
The correlation between MBIN and VRTS is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MBIN vs. VRTS - Performance Comparison
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Key characteristics
MBIN:
-0.52
VRTS:
-0.62
MBIN:
-0.73
VRTS:
-0.70
MBIN:
0.89
VRTS:
0.92
MBIN:
-0.72
VRTS:
-0.39
MBIN:
-1.29
VRTS:
-1.05
MBIN:
23.61%
VRTS:
19.25%
MBIN:
44.79%
VRTS:
33.64%
MBIN:
-53.77%
VRTS:
-74.36%
MBIN:
-37.35%
VRTS:
-39.98%
Fundamentals
MBIN:
$1.51B
VRTS:
$1.22B
MBIN:
$5.39
VRTS:
$16.85
MBIN:
6.07
VRTS:
10.50
MBIN:
2.43
VRTS:
1.35
MBIN:
0.94
VRTS:
1.28
MBIN:
$1.11B
VRTS:
$900.74M
MBIN:
$1.37B
VRTS:
$658.04M
MBIN:
$257.72M
VRTS:
$386.24M
Returns By Period
In the year-to-date period, MBIN achieves a -10.06% return, which is significantly higher than VRTS's -18.05% return.
MBIN
-10.06%
2.51%
-19.32%
-22.53%
29.11%
N/A
VRTS
-18.05%
16.93%
-24.25%
-20.81%
20.48%
7.00%
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Risk-Adjusted Performance
MBIN vs. VRTS — Risk-Adjusted Performance Rank
MBIN
VRTS
MBIN vs. VRTS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Merchants Bancorp (MBIN) and Virtus Investment Partners, Inc. (VRTS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
MBIN vs. VRTS - Dividend Comparison
MBIN's dividend yield for the trailing twelve months is around 1.13%, less than VRTS's 4.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBIN Merchants Bancorp | 1.13% | 0.99% | 0.75% | 1.15% | 0.76% | 1.16% | 1.42% | 1.20% | 0.25% | 0.00% | 0.00% | 0.00% |
VRTS Virtus Investment Partners, Inc. | 4.91% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% | 0.53% |
Drawdowns
MBIN vs. VRTS - Drawdown Comparison
The maximum MBIN drawdown since its inception was -53.77%, smaller than the maximum VRTS drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for MBIN and VRTS. For additional features, visit the drawdowns tool.
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Volatility
MBIN vs. VRTS - Volatility Comparison
Merchants Bancorp (MBIN) has a higher volatility of 14.14% compared to Virtus Investment Partners, Inc. (VRTS) at 10.60%. This indicates that MBIN's price experiences larger fluctuations and is considered to be riskier than VRTS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MBIN vs. VRTS - Financials Comparison
This section allows you to compare key financial metrics between Merchants Bancorp and Virtus Investment Partners, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MBIN vs. VRTS - Profitability Comparison
MBIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Merchants Bancorp reported a gross profit of 287.20M and revenue of 287.20M. Therefore, the gross margin over that period was 100.0%.
VRTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a gross profit of 217.93M and revenue of 217.93M. Therefore, the gross margin over that period was 100.0%.
MBIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Merchants Bancorp reported an operating income of 284.31M and revenue of 287.20M, resulting in an operating margin of 99.0%.
VRTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported an operating income of 36.60M and revenue of 217.93M, resulting in an operating margin of 16.8%.
MBIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Merchants Bancorp reported a net income of 58.24M and revenue of 287.20M, resulting in a net margin of 20.3%.
VRTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a net income of 28.65M and revenue of 217.93M, resulting in a net margin of 13.1%.