📊 VCTR Key Takeaways
Is Victory Capital Holdings, Inc. (VCTR) a Good Investment?
Victory Capital demonstrates strong fundamental profitability with 41.0% operating margins and robust free cash flow generation ($120.1M, 31% FCF margin), supported by impressive 46.2% revenue growth. However, EPS declining 6.8% YoY amid net income growth and notably low ROE (4.8%) and ROA (2.7%) suggest shareholder dilution and inefficient asset deployment that require monitoring.
Victory Capital Holdings, Inc. Key Strengths (VCTR)
- Exceptional profitability metrics with 41.0% operating margin and 28.9% net margin for asset management sector
- Robust revenue growth of 46.2% YoY with strong free cash flow conversion at $120.1M (31% FCF margin)
- Healthy balance sheet with moderate leverage (0.41x debt/equity) and strong interest coverage of 11.4x
- Asset-light business model with minimal capex requirements ($849K), typical of asset management firms
VCTR Stock Risks: Victory Capital Holdings, Inc. Investment Risks
- Diluted EPS declining 6.8% YoY despite 22.2% net income growth indicates significant shareholder dilution
- Net income growth (22.2% YoY) substantially lagging revenue growth (46.2% YoY) suggests operational margin compression or integration challenges
- Extremely low returns on equity (4.8%) and assets (2.7%) indicate poor capital efficiency for the industry
- Long-term debt of $968M represents meaningful leverage relative to equity base, requiring debt management focus
Key Metrics to Watch
- EPS trend and share dilution drivers to assess true shareholder value creation
- Operating margin sustainability and gross margin trends amid rapid revenue scaling
- Free cash flow conversion and debt reduction trajectory to improve capital efficiency
- Return on equity and return on assets improvement, critical for asset management sector assessment
Victory Capital Holdings, Inc. (VCTR) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The 31.0% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.
VCTR Profit Margin, ROE & Profitability Analysis
VCTR vs Market Sector: How Victory Capital Holdings, Inc. Compares
How Victory Capital Holdings, Inc. compares to Market sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Victory Capital Holdings, Inc. Stock Overvalued? VCTR Valuation Analysis 2026
Based on fundamental analysis, Victory Capital Holdings, Inc. has mixed fundamental signals relative to the Market sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Victory Capital Holdings, Inc. Balance Sheet: VCTR Debt, Cash & Liquidity
VCTR Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Victory Capital Holdings, Inc.'s revenue has grown significantly by 47% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.12 reflects profitable operations.
VCTR Revenue Growth, EPS Growth & YoY Performance
VCTR Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $219.6M | $62.0M | $0.96 |
| Q3 2025 | $225.6M | $55.7M | $1.11 |
| Q2 2025 | $219.6M | $55.7M | $0.68 |
| Q1 2025 | $215.9M | $55.7M | $0.84 |
| Q3 2024 | $209.7M | $49.3M | $0.77 |
| Q2 2024 | $204.2M | $49.3M | $0.83 |
| Q1 2024 | $201.3M | $49.3M | $0.71 |
| Q3 2023 | $207.3M | $49.3M | $0.77 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Victory Capital Holdings, Inc. Dividends, Buybacks & Capital Allocation
VCTR SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Victory Capital Holdings, Inc. (CIK: 0001570827)
📋 Recent SEC Filings
❓ Frequently Asked Questions about VCTR
What is the AI rating for VCTR?
Victory Capital Holdings, Inc. (VCTR) has an AI grade of A with 72% confidence, based on fundamental analysis of SEC EDGAR filings.
What are VCTR's key strengths?
Claude: Exceptional profitability metrics with 41.0% operating margin and 28.9% net margin for asset management sector. Robust revenue growth of 46.2% YoY with strong free cash flow conversion at $120.1M (31% FCF margin).
What are the risks of investing in VCTR?
Claude: Diluted EPS declining 6.8% YoY despite 22.2% net income growth indicates significant shareholder dilution. Net income growth (22.2% YoY) substantially lagging revenue growth (46.2% YoY) suggests operational margin compression or integration challenges.
What is VCTR's revenue and growth?
Victory Capital Holdings, Inc. reported revenue of $388.0M.
Does VCTR pay dividends?
Victory Capital Holdings, Inc. pays dividends, with $41.6M distributed to shareholders in the trailing twelve months.
Where can I find VCTR SEC filings?
Official SEC filings for Victory Capital Holdings, Inc. (CIK: 0001570827) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is VCTR's EPS?
Victory Capital Holdings, Inc. has a diluted EPS of $1.33.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.
What is VCTR's fundamental grade?
Based on our AI fundamental analysis in June 2026, Victory Capital Holdings, Inc. has a A grade with 72% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is VCTR stock overvalued or undervalued?
Valuation metrics for VCTR: ROE of 4.8% (sector avg: 15%), net margin of 28.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.
What is VCTR's AI grade for 2026?
Our dual AI analysis gives Victory Capital Holdings, Inc. a combined A grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.
What is VCTR's free cash flow?
Victory Capital Holdings, Inc.'s operating cash flow is $121.0M, with capital expenditures of $849.0K. FCF margin is 31.0%.
How does VCTR compare to other Market stocks?
Vs Default sector averages: Net margin 28.9% (avg: 12%), ROE 4.8% (avg: 15%), current ratio N/A (avg: 1.8).