Victory Capital Holdings Stock Buy Hold or Sell Recommendation
| VCTR Stock | USD 45.90 1.24 2.78% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Victory Capital Holdings is 'Strong Buy'. Macroaxis provides Victory Capital buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VCTR positions. The advice algorithm takes into account all of Victory Capital's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Victory Capital's buy or sell advice are summarized below:
Real Value 43.61 | Target Price 36.75 | Hype Value 45.83 | Market Value 45.9 | Naive Value 46.01 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Victory Capital Holdings given historical horizon and risk tolerance towards Victory Capital. When Macroaxis issues a 'buy' or 'sell' recommendation for Victory Capital Holdings, the advice is generated through an automated system that utilizes algorithms and statistical models.
Victory |
Execute Victory Capital Buy or Sell Advice
The Victory recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Victory Capital Holdings. Macroaxis does not own or have any residual interests in Victory Capital Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Victory Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Victory Capital Trading Alerts and Improvement Suggestions
| The company currently holds 1 B in liabilities with Debt to Equity (D/E) ratio of 1.0, which is about average as compared to similar companies. Victory Capital Holdings has a current ratio of 0.46, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Victory Capital until it has trouble settling it off, either with new capital or with free cash flow. So, Victory Capital's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Victory Capital Holdings sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Victory to invest in growth at high rates of return. When we think about Victory Capital's use of debt, we should always consider it together with cash and equity. | |
| About 74.0% of Victory Capital outstanding shares are owned by institutional investors | |
| On 25th of March 2024 Victory Capital paid $ 0.335 per share dividend to its current shareholders | |
| Latest headline from investing.com: BMO lifts Victory Capital shares target |
Victory Capital Returns Distribution Density
The distribution of Victory Capital's historical returns is an attempt to chart the uncertainty of Victory Capital's future price movements. The chart of the probability distribution of Victory Capital daily returns describes the distribution of returns around its average expected value. We use Victory Capital Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Victory Capital returns is essential to provide solid investment advice for Victory Capital.
| Mean Return | 0.49 | Value At Risk | -1.96 | Potential Upside | 2.78 | Standard Deviation | 1.56 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Victory Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Victory Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Victory Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Victory Capital Holdings backward and forwards among themselves. Victory Capital's institutional investor refers to the entity that pools money to purchase Victory Capital's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | State Street Corporation | 2023-12-31 | 929 K | Allianz Asset Management Ag | 2023-12-31 | 916.1 K | Bank Of America Corp | 2023-12-31 | 908.2 K | Bahl & Gaynor Inc. | 2023-12-31 | 822.7 K | Jpmorgan Chase & Co | 2023-12-31 | 765.5 K | Impax Asset Management Group Plc | 2023-12-31 | 750 K | Timessquare Capital Management, Llc | 2023-12-31 | 732.6 K | Geode Capital Management, Llc | 2023-12-31 | 727.9 K | Bank Of New York Mellon Corp | 2023-12-31 | 564 K | Crestview Partners Ii Gp, Lp | 2023-12-31 | 11.6 M | Vanguard Group Inc | 2023-12-31 | 3.2 M |
Victory Capital Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 6.2M | 64.8M | (54.9M) | (19.4M) | (17.5M) | (16.6M) | |
| Investments | (3.8M) | (12.3M) | 39K | (6.3M) | (4.9M) | (5.2M) | |
| Change In Cash | (14.4M) | (14.4M) | 46.8M | (31.4M) | 85.4M | 89.6M | |
| Net Borrowings | 640.6M | (162.4M) | 493.7M | (149.1M) | (171.4M) | (162.8M) | |
| Free Cash Flow | 222.1M | 242.6M | 363.5M | 330.0M | 325.1M | 218.0M | |
| Depreciation | 23.9M | 16.4M | 18.8M | 43.2M | 41.6M | 31.1M | |
| Other Non Cash Items | 29.1M | 17.4M | 18.6M | (41.0M) | 22.8M | 24.0M | |
| Dividends Paid | 7.4M | 16.2M | 37.2M | 69.2M | 85.4M | 50.4M | |
| Capital Expenditures | 5.2M | 8.1M | 12.7M | 5.2M | 5.2M | 5.8M | |
| Net Income | 92.5M | 212.5M | 278.4M | 275.5M | 213.2M | 141.7M | |
| End Period Cash Flow | 37.1M | 22.7M | 69.5M | 38.2M | 123.5M | 129.7M | |
| Change To Netincome | 24.2M | 47.4M | 34.0M | (251K) | (288.7K) | (274.2K) | |
| Change Receivables | 322K | (3.1M) | (1.6M) | 4.8M | 4.3M | 3.7M |
Victory Capital Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Victory Capital or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Victory Capital's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Victory stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.40 | |
β | Beta against NYSE Composite | 1.30 | |
σ | Overall volatility | 1.60 | |
Ir | Information ratio | 0.27 |
Victory Capital Volatility Alert
Victory Capital Holdings has relatively low volatility with skewness of -0.41 and kurtosis of 4.71. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Victory Capital's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Victory Capital's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Victory Capital Fundamentals Vs Peers
Comparing Victory Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Victory Capital's direct or indirect competition across all of the common fundamentals between Victory Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Victory Capital or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Victory Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Victory Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Victory Capital to competition |
| Fundamentals | Victory Capital | Peer Average |
| Return On Equity | 0.2 | -0.31 |
| Return On Asset | 0.088 | -0.14 |
| Profit Margin | 0.26 % | (1.27) % |
| Operating Margin | 0.45 % | (5.51) % |
| Current Valuation | 3.83 B | 16.62 B |
| Shares Outstanding | 64.41 M | 571.82 M |
| Shares Owned By Insiders | 12.48 % | 10.09 % |
| Shares Owned By Institutions | 73.69 % | 39.21 % |
| Number Of Shares Shorted | 1.64 M | 4.71 M |
| Price To Earning | 10.07 X | 28.72 X |
| Price To Book | 2.63 X | 9.51 X |
| Price To Sales | 3.37 X | 11.42 X |
| Revenue | 840.36 M | 9.43 B |
| Gross Profit | 465.96 M | 27.38 B |
| EBITDA | 418.98 M | 3.9 B |
| Net Income | 213.16 M | 570.98 M |
| Cash And Equivalents | 78.83 M | 2.7 B |
| Cash Per Share | 1.15 X | 5.01 X |
| Total Debt | 1 B | 5.32 B |
| Debt To Equity | 1.00 % | 48.70 % |
| Current Ratio | 0.47 X | 2.16 X |
| Book Value Per Share | 16.39 X | 1.93 K |
| Cash Flow From Operations | 330.29 M | 971.22 M |
| Short Ratio | 5.00 X | 4.00 X |
| Earnings Per Share | 3.12 X | 3.12 X |
| Price To Earnings To Growth | 0.52 X | 4.89 X |
| Target Price | 46.14 | |
| Number Of Employees | 481 | 18.84 K |
| Beta | 1.0 | -0.15 |
| Market Capitalization | 2.96 B | 19.03 B |
| Total Asset | 2.59 B | 29.47 B |
| Retained Earnings | 736.85 M | 9.33 B |
| Working Capital | (56.77 M) | 1.48 B |
Note: Disposition of 42549 shares by David Brown of Victory Capital at 40.16 subject to Rule 16b-3 [view details]
Victory Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Victory . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 24312.29 | |||
| Daily Balance Of Power | 0.8493 | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 45.18 | |||
| Day Typical Price | 45.42 | |||
| Price Action Indicator | 1.34 | |||
| Period Momentum Indicator | 1.24 |
About Victory Capital Buy or Sell Advice
When is the right time to buy or sell Victory Capital Holdings? Buying financial instruments such as Victory Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 1.1B | 985.5M | 1.0B | 768.8M | Total Assets | 2.6B | 2.5B | 2.6B | 1.7B |
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In addition to having Victory Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Victory Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
Complementary Tools for Victory Stock analysis
When running Victory Capital's price analysis, check to measure Victory Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Victory Capital is operating at the current time. Most of Victory Capital's value examination focuses on studying past and present price action to predict the probability of Victory Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Victory Capital's price. Additionally, you may evaluate how the addition of Victory Capital to your portfolios can decrease your overall portfolio volatility.
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Is Victory Capital's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Victory Capital. If investors know Victory will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Victory Capital listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.12 | Dividend Share 1.28 | Earnings Share 3.12 | Revenue Per Share 12.402 | Quarterly Revenue Growth 0.021 |
The market value of Victory Capital Holdings is measured differently than its book value, which is the value of Victory that is recorded on the company's balance sheet. Investors also form their own opinion of Victory Capital's value that differs from its market value or its book value, called intrinsic value, which is Victory Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Victory Capital's market value can be influenced by many factors that don't directly affect Victory Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Victory Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Victory Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Victory Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.