| P/E (FY) | 24.6 | Sales (TTM) | $1.47B |
| Earnings (TTM) | $380.2M | ROE | 18.61% |
| Net Margin | 25.27% | ROIC | 13.88% |
| Debt / Equity | 0.40 | TD / EBITDA | 1.76 |
| EPS Growth 3Y | 2.31% | Sales Growth 3Y | 15.18% |
Victory Capital Holdings is an asset management company operating in the United States and internationally. It offers specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. Products include actively and passively managed mutual funds, rules-based and active ETFs, institutional separate accounts, variable insurance products, alternative investments, and a 529 education savings plan, along with third-party investment products and model strategies.
| Market Cap | $6.28B | Trading Days | 2124 |
| 52W High | 102.05 |
| 52W Low | 57.03 |
| % Off High | −1.55% |
| YTD | 60.39% | 1Y | 46.56% |
| 3Y | 229.54% | 5Y | 299.70% |
| Since incept. (ann.) | 31.76% |
Investment Management Fees 80% · Fund Administration And Distribution Fees 20%
| Ann. Volatility (1Y) | 30.29% | Ann. Volatility (3Y) | 32.89% |
| Sharpe (1Y) | 1.43 | Sharpe (3Y) | 1.39 |
| Max Drawdown (1Y) | −18.13% | Max Drawdown (3Y) | −28.06% |
| Beta (3Y, vs SPY) | 0.96 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| OWL | BLUE OWL CAPITAL INC. | $6.49B | 98.1 |
| MORN | Morningstar, Inc. | $7.38B | 21.9 |
| JHG | JANUS HENDERSON GROUP PLC | $8.00B | 9.9 |
| LAZ | Lazard, Inc. | $4.78B | 19.7 |
| FHI | FEDERATED HERMES, INC. | $4.55B | 11.8 |
| PJT | PJT Partners Inc. | $4.30B | — |
| CNS | COHEN & STEERS, INC. | $4.24B | 27.8 |
| AMG | AFFILIATED MANAGERS GROUP, INC. | $9.78B | 16.3 |
| HLI | HOULIHAN LOKEY, INC. | $9.96B | 23.4 |
| STEP | StepStone Group Inc. | $3.53B | — |
| AB | ALLIANCEBERNSTEIN HOLDING L.P. | $3.49B | — |
| IVZ | Invesco Ltd. | $13.05B |
| — |
