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.
Performance
MBIN vs. VRTS - Performance Comparison
Returns By Period
In the year-to-date period, MBIN achieves a -6.18% return, which is significantly lower than VRTS's 1.90% return.
MBIN
-6.18%
-11.64%
-6.86%
20.94%
28.22%
N/A
VRTS
1.90%
7.84%
3.89%
24.45%
18.56%
6.68%
Fundamentals
| MBIN | VRTS | |
|---|---|---|
| Market Cap | $1.88B | $1.70B |
| EPS | $6.00 | $16.45 |
| PE Ratio | 6.80 | 14.70 |
| Total Revenue (TTM) | $1.41B | $886.05M |
| Gross Profit (TTM) | $1.59B | $603.70M |
| EBITDA (TTM) | $53.13M | $316.20M |
Key characteristics
| MBIN | VRTS | |
|---|---|---|
| Sharpe Ratio | 0.52 | 0.69 |
| Sortino Ratio | 0.92 | 1.21 |
| Omega Ratio | 1.14 | 1.14 |
| Calmar Ratio | 0.72 | 0.57 |
| Martin Ratio | 1.69 | 2.20 |
| Ulcer Index | 13.45% | 9.94% |
| Daily Std Dev | 44.16% | 31.86% |
| Max Drawdown | -53.77% | -74.36% |
| Current Drawdown | -24.37% | -20.97% |
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Correlation
The correlation between MBIN and VRTS is 0.47, 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.
Risk-Adjusted Performance
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.
Dividends
MBIN vs. VRTS - Dividend Comparison
MBIN's dividend yield for the trailing twelve months is around 0.88%, less than VRTS's 3.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
MBIN Merchants Bancorp | 0.88% | 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. | 3.34% | 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.
Volatility
MBIN vs. VRTS - Volatility Comparison
Merchants Bancorp (MBIN) has a higher volatility of 26.04% compared to Virtus Investment Partners, Inc. (VRTS) at 13.01%. 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.
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