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Victory Capital Holdings, Inc. (VCTR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Victory Capital Holdings, Inc.

VCTRMarket cap $7.00BPrice $113.8

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Runs a multi-boutique asset management platform, overseeing roughly $170 billion through independent investment franchises like Sycamore Partners and WestEnd Advisors. Grows mainly by acquiring smaller managers, letting each keep its own brand and stock-picking style.

In Bastion Portfolios?

52W Return+77%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+15%8

Revenue Forecast

Rev CAGR (1y)+26%9

Rev CAGR (3y)+13%8

Rev CAGR (5y)+9%7

Earnings Forecast

EPS Growth Y+1+166%10

EPS Growth Y+2+6%5

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin46%10

Net Income Margin30%9

Free Cash Flow Margin36%10

Debt

Net Debt/EBITDA1.25

Efficiency

ROE15%6

ROA11%9

Earnings Stability77

GEAR+VERY STRONG98

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)108

P/E Ratio (Forward 3y)98

P/BV2.95

EV Multiples

EV/EBITDA Fwd98

EV/EBIT Fwd98

Yield

Free Cash Flow Yield0.0%6

Dividend Yield1.8%5

Momentum

Short term

1 month return+1%8

3 month return+28%10

YTD return+84%10

Mid term

Price vs 52wHigh93%9

1 year return+76%10

Long term

3 year return+288%10

5 year return+276%9

Risk Shield

Price Risk

Beta1.23

Volatility31%6

Free Cash Flow

Free Cash Flow Margin36%10

Free Cash Flow Yield0.0%6

Quality

ROCE18%9

Earnings Stability77

Net Debt/EBITDA1.25

02Growth

Is it actually growing, and how fast?

VCTRVictory Capital Holdings

Revenue FY25$1.3B

GROWTH RATING↗

STRONG78 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+15%8

Revenue, next 1Y+26%9

Revenue, next 3Y, CAGR+13%8

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+166%10

EPS growth, FY27E+6%5

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

It out-grows 78% of companies worldwide.

Revenue grew 15%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 13%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 15%/yr over the last 3 years and is set to keep growing around 13%/yr.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

Earnings are set to grow slower than sales (EPS about 7%/yr vs revenue 13%/yr), so margins are under pressure.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG98 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return+28%10

YTD return+84%10

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+76%10

3-year return+288%10

5-year return+276%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +288% over three years and +276% over five, ahead of 90% of the market.

It's up 76% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%), over three months (+28%) and so far this year (+84%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Victory Capital Holdings, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

VCTRVictory Capital Holdings

Revenue FY25$1.3B

GROWTH RATING↗

STRONG78 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+15%8

Revenue, next 1Y+26%9

Revenue, next 3Y, CAGR+13%8

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+166%10

EPS growth, FY27E+6%5

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

It out-grows 78% of companies worldwide.

Revenue grew 15%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 13%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 15%/yr over the last 3 years and is set to keep growing around 13%/yr.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

WATCH

Earnings are set to grow slower than sales (EPS about 7%/yr vs revenue 13%/yr), so margins are under pressure.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG98 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return+28%10

YTD return+84%10

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+76%10

3-year return+288%10

5-year return+276%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +288% over three years and +276% over five, ahead of 90% of the market.

It's up 76% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%), over three months (+28%) and so far this year (+84%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Victory Capital Holdings, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community