Back to Dashboard
73

VCTR

🏦 Financial Services

Victory Capital Holdings, Inc.

Conservative #54Aggressive #114Low RiskHigh 90
$77.27+1.34%
Day High$77.41
Day Low$76.28
Volume0.3M
Mkt Cap$5.0B
52W Low $4752W High $78
Market Cap
$4.9B
P/E Ratio
18.3
Sector avg: 49.4
Rev Growth
8.8%
Sector avg: 13.4%
Earnings Growth
35.5%
Profit Margin
32.3%
Sector avg: -2.8%
Debt/Equity
0.86

Why This Score

VCTR scores 73.1 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 25.8% exceeds the 15% quality threshold.
  • High net margin of 32.3%, indicating pricing power and operational efficiency.
  • Positive but moderate momentum (20%) — steady appreciation without overheating.
  • ML model assigns a high-conviction signal (91/100), indicating strong pattern recognition across 82 features.
  • High conviction (90/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 2-point penalty for execution risk.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.

Moderate penalties (-3.2 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score73.1
Fundamental Score67.7
ML Score91.0

Score by Horizon

3 Month
70.3
6 Month
78.5
Primary
1 Year
82.7

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
52
Neutral
Analyst (6.4%)
64
Favorable
Tradability (post-hoc)
77
Grade B
Base
70.3
SHAP
+2.4
Factors
+0.5
Conviction
+1.1
Divergence
-1.2
Final
73.1
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

77AVG
Value70
Quality95
Growth90
Stability60
Investment70

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)80.0
Technical (Momentum, Weinstein, Volatility)78.0
External (Sentiment, Analyst, Macro)79.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+0.2% to +4.6%
Medium-term
+1.2% to +8.0%
Long-term
+2.2% to +11.4%

ML Model Core Features100 trained inputs → ML Score: 91

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score63.5/100
Target Upside+1.1%
Coverage13 analysts
Market Sentiment
Sentiment Score52.1/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.2%
6M Momentum+0.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+13.8%
Momentum ConsistencyModerate (0.32)
Relative Strength vs Sector+11.3%
Trend Strength (ADX Proxy)Strong (3.1)
Momentum Quality+0.177
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
3%
Low risk
Sector RevGr Rank
P64
Revenue growth vs Financial Services peers
Sector PE Rank
P30
Valuation vs Financial Services peers
Sector FCF Rank
P28
Free cash flow vs Financial Services peers
Growth Deviation
+0.1σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 73 relative to sector peers73/100
Machine learning model ranks this stock at the 83th percentileP83
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +5.0pt (features align with model priorities)
Blend: 91% fund (73.0) + 9% ML (83.1) + SHAP(+5.0) = 78.9
Factor quality: +1.1pt (multi-factor composite)
Risk assessment: low. Annualized volatility 6.5%. Stability bonus of +9.0 points. Max drawdown 12% (-1.6 pts)Low
Market cap adjustment: +0.5 points ($4.9B market cap)+0.5 pts
Conviction bonus: +2.4pt (conviction=90)
Sector diversity: -24.0pt (Financial Services over-represented)
Risk Factors

No risk factors identified.

Sector Peer Comparison(Financial Services — Rank #13 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
VCTR73.118.38.8%32.3%$4.9B
CME84.927.29.9%57.5%$109.0B
CINF82.310.711.4%18.9%$25.4B
ACT82.08.92.4%54.6%$6.0B
SEIC80.914.010.7%27.3%$9.6B
TROW79.310.13.1%28.5%$20.5B
FHB78.311.83.2%24.2%$3.3B
MCHB77.70.0123.7%23.2%$3.4B
TRMK75.611.934.8%19.3%$2.7B
BCAL74.39.926.2%27.1%$613M
NMIH73.97.78.4%55.1%$3.0B
FFIN73.218.811.7%30.7%$4.8B
TW73.130.018.9%39.6%$24.8B
VLY72.412.5-2.2%17.1%$7.5B
QQQX72.310.448.6%257.3%$1.4B
CNOB72.017.513.4%11.9%$1.4B
Sector Average45.849.413.4%-2.8%

Market Sentimentvia FMP

Analyst Consensus
Buy13 analysts
Buy: 7Hold: 6
Price Target
$75consensus
Low $69Median $73High $84
-3.3% to consensus target

Company Overviewvia FMP

Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company worldwide. It offers investment advisory, fund administration, fund compliance, fund transfer agent, and fund distribution services. The company provides specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. As of December 31, 2021, its franchises and solutions platform managed a set of 130 investment strategies for a range of institutional and retail clients, and direct investors. The company has strategic alliance with Xavier University of Louisiana. Victory Capital Holdings, Inc. was incorporated in 2013 and is headquartered in San Antonio, Texas.

CEO
Michael Dennis Policarpo
Employees
460
Beta
1.05
Industry
Asset Management
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
68.6
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-0.7%
High: $77.78
From 52W Low
+64.4%
Low: $47
Moving Averages
10-Day
$75.70
Above
20-Day
$73.50
Above
50-Day
$68.90
Above
200-Day
$66.40
Above
60-Day Support
$60.74
60-Day Resistance
$77.78
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 72/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+16.4%
200 SMA Slope (60d)
+3.97%
Rising
Volume Ratio
1.09x
10d avg vs 50d avg
Days in Stage
37
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$374M$361M$351M$220M
Gross Profit$261M$257M$248M$162M
Operating Income$230M$138M$94M$93M
Net Income$113M$97M$59M$62M
EPS (Diluted)$1.32$1.11$0.68$0.96
Gross Margin69.8%71.2%70.5%73.9%
Operating Margin61.4%38.2%26.8%42.3%
Net Margin30.2%26.7%16.7%28.2%

Why This Stock

Financial ServicesP/E ratio of 18.3Profit margin 32.3%Earnings quality grade A

Tradability FilterGrade B — 77/100Score impact: -6.9pt

Volume
70
402K avg/day
Dollar Vol
87
$30M/day
Float
76
46M shares
Mkt Cap
67
$4.9B
Range
93
65% spread
Composite Liquidity Score77/100
FDCBA

Multi-Year Range Analysis

Sideways: 6/100
YearLowHighRangeStatus
2021$23.01$43.0960.8%Wide
2022$22.22$37.3550.8%Wide
2023$26.80$35.2127.1%Moderate
2024$32.55$73.4277.1%Wide
2025$47.00$73.0043.3%Wide
3-Year Range
93%
Narrow Years
1 / 5
Sideways Penalty
None
Free Float
71.1%
Outstanding Shares
65M
Bid-Ask Spread
65.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.