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VINP 
Vinci Partners Investments Ltd (VINP)
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Upturn Advisory Summary
01/09/2026: VINP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $13.63
1 Year Target Price $13.63
| 1 | Strong Buy |
| 4 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.9% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 838.62M USD | Price to earnings Ratio 32.34 | 1Y Target Price 13.63 |
Price to earnings Ratio 32.34 | 1Y Target Price 13.63 | ||
Volume (30-day avg) 5 | Beta 0.09 | 52 Weeks Range 8.29 - 13.61 | Updated Date 01/9/2026 |
52 Weeks Range 8.29 - 13.61 | Updated Date 01/9/2026 | ||
Dividends yield (FY) 28.26% | Basic EPS (TTM) 0.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 18.13% | Operating Margin (TTM) 27.7% |
Management Effectiveness
Return on Assets (TTM) 4.88% | Return on Equity (TTM) 10.78% |
Valuation
Trailing PE 32.34 | Forward PE 14.49 | Enterprise Value 693308134 | Price to Sales(TTM) 0.87 |
Enterprise Value 693308134 | Price to Sales(TTM) 0.87 | ||
Enterprise Value to Revenue 5.62 | Enterprise Value to EBITDA 13.42 | Shares Outstanding 48778420 | Shares Floating 20170619 |
Shares Outstanding 48778420 | Shares Floating 20170619 | ||
Percent Insiders 50.37 | Percent Institutions 20.83 |
Upturn AI SWOT
Vinci Partners Investments Ltd
Company Overview
History and Background
Vinci Partners Investments Ltd. was founded in 2009, emerging from the merger of Vinci Consultoria and Vinci Gestu00e3o de Ativos. It has since grown into a prominent independent asset manager in Brazil, offering a diversified range of investment solutions. Significant milestones include its IPO on NASDAQ in 2021 and continuous expansion of its product offerings and client base.
Core Business Areas
- Asset Management: Manages a broad spectrum of investment funds across various asset classes including equities, fixed income, private equity, real estate, and hedge funds for institutional and retail investors.
- Wealth Management: Provides tailored investment advisory and wealth management services to high-net-worth individuals and families, focusing on personalized financial planning and portfolio construction.
- Private Equity and Venture Capital: Invests in and manages private equity and venture capital funds, seeking to generate capital appreciation through investments in growth-stage companies and established businesses.
- Credit Investments: Offers credit-focused investment strategies, including direct lending and specialized credit funds, catering to investors seeking income generation and capital preservation.
Leadership and Structure
Vinci Partners Investments Ltd. is led by a team of experienced professionals, with a structured organizational hierarchy designed to manage its diverse business lines effectively. Key leadership roles typically include a CEO, CFO, and heads of various business segments. The company operates with a focus on a decentralized investment decision-making process within its specialized teams.
Top Products and Market Share
Key Offerings
- Product Name 1: Equity Funds: Vinci offers a range of equity funds targeting different market segments and investment styles, from broad market index funds to actively managed thematic funds. Competitors include local and international asset managers operating in Brazil.
- Product Name 2: Fixed Income Funds: A significant portion of assets under management is in fixed income, with offerings including government bonds, corporate bonds, and inflation-linked securities. Competitors are abundant in the Brazilian fixed income market.
- Product Name 3: Private Equity Funds: Vinci's private equity strategies focus on sectors like education, healthcare, and technology, aiming for long-term capital growth. Competitors are other Brazilian and international private equity firms.
- Product Name 4: Real Estate Funds: These funds invest in various real estate assets, including commercial properties and development projects. Competitors include other real estate asset managers in Brazil.
Market Dynamics
Industry Overview
The asset management and wealth management industry in Brazil is characterized by a growing demand for diversified investment products, a competitive landscape with both local and international players, and a regulatory environment that is evolving. Increasing financial literacy and a desire for professional investment management are key drivers.
Positioning
Vinci Partners Investments Ltd. is positioned as a leading independent asset manager in Brazil, distinguished by its diversified product offering, strong local market knowledge, and a client-centric approach. Its competitive advantages include a well-established brand, a team of experienced investment professionals, and a robust distribution network.
Total Addressable Market (TAM)
The total addressable market for asset management and wealth management services in Brazil is substantial and growing, driven by a large population and an increasing need for financial planning. Vinci Partners Investments Ltd. is a significant player within this market, aiming to capture a larger share through continued product innovation and client acquisition.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation in the Brazilian market.
- Diversified product offering across multiple asset classes.
- Experienced and skilled investment management team.
- Established distribution network and client relationships.
- Independent operational structure allowing for agility.
Weaknesses
- Reliance on the Brazilian economic and political environment.
- Potential challenges in competing with larger global asset managers.
- Scalability challenges as assets under management grow rapidly.
- Concentration risk within specific investment strategies or sectors.
Opportunities
- Growing demand for alternative investments and private markets.
- Expansion into new geographic markets or client segments.
- Leveraging technology for enhanced client service and operational efficiency.
- Partnerships and collaborations to broaden product reach.
- Increased pension fund allocations to diversified asset managers.
Threats
- Economic downturns and market volatility in Brazil.
- Increased competition and fee compression.
- Changes in regulatory landscape impacting investment products.
- Cybersecurity risks and data privacy concerns.
- Interest rate fluctuations affecting fixed income and credit markets.
Competitors and Market Share
Key Competitors
- XP Inc. (NASDAQ: XP)
- BTG Pactual (BVMF: BPAC3)
- Asset Management arm of Itau Unibanco (BVMF: ITUB3)
- Asset Management arm of Bradesco (BVMF: BBDC4)
Competitive Landscape
Vinci Partners Investments Ltd. competes in a highly dynamic and competitive market. Its advantages lie in its agility as an independent firm and its deep understanding of the Brazilian market. However, it faces strong competition from larger, more established financial institutions with broader product suites and larger distribution networks. Its ability to innovate and adapt to changing client needs is crucial.
Major Acquisitions
Verismo Investimentos
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Strengthening its presence in the Brazilian asset management market and expanding its product offering, particularly in fixed income and multi-asset strategies.
LVMH
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Expansion into the luxury goods sector, aiming to leverage Vinci's expertise in managing and growing businesses.
Growth Trajectory and Initiatives
Historical Growth: Vinci Partners Investments Ltd. has shown a strong historical growth trajectory, characterized by consistent increases in assets under management, revenue, and profitability. This growth has been fueled by both organic expansion and strategic acquisitions within the Brazilian financial services sector.
Future Projections: Analyst estimates for Vinci Partners Investments Ltd.'s future growth are generally positive, projecting continued expansion of assets under management, driven by market trends, new product launches, and further penetration into different client segments. Profitability is expected to grow in line with AUM expansion, with potential for increased performance fees during favorable market conditions.
Recent Initiatives: Recent strategic initiatives by Vinci Partners Investments Ltd. likely include the launch of new investment products, expansion into alternative asset classes, digital transformation efforts to enhance client experience, and potential geographical or business line diversification to mitigate risks and capitalize on new opportunities.
Summary
Vinci Partners Investments Ltd. is a robust independent asset manager in Brazil with a strong history of growth and a diversified product offering. Its key strengths lie in its market knowledge and experienced team, while its weaknesses stem from reliance on the Brazilian economy and competition from larger entities. The company has significant opportunities for expansion and innovation. It needs to remain vigilant against economic downturns and intense competition.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (SEC, CVM)
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Financial Data Providers (e.g., Refinitiv, S&P Capital IQ)
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and market data as of the last update. It is intended for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vinci Partners Investments Ltd
Exchange NASDAQ | Headquaters Rio De Janeiro, RJ, Brazil | ||
IPO Launch date 2021-01-28 | CEO & Director Mr. Alessandro Monteiro Morgado Horta CFA | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.vincicompass.com |
Full time employees - | Website https://www.vincicompass.com | ||
Vinci Compass Investments Ltd. operates as an asset management firm in Brazil. It operates through six segments: Global Investment Products & Solutions (IP&S), Credit, Private Equity, Equities, Real Assets, and Corporate Advisory. The Global IP&S segment provides access to a network of general partners and asset managers, as well as proprietary investment solutions; multi-asset allocation strategies, and portfolio and management services; and liquid and alternative, separate mandates, commingled funds, brokerage, pension plans, solutions, and Vinci retirement services. Its Credit segment operates public and private credit, opportunistic capital solutions, and agribusiness credit. The Private Equity segment focuses on control and co-control investments, and minority investments in small-to-medium enterprises. Its Equities segment delivers investment solutions across Latin America and other country markets. The Real Assets segment comprises investments focused on assets through real estate, infrastructure, and forestry. Its Corporate Advisory segment offers corporate advisory services, including financial and strategic advisory services, focusing on IPO advisory and mergers and acquisition transactions to entrepreneurs, corporate senior management teams, and boards of directors. The company was formerly known as Vinci Partners Investments Ltd. and changed its name to Vinci Compass Investments Ltd. in July 2025. Vinci Compass Investments Ltd. was founded in 2009 and is headquartered in Rio De Janeiro, Brazil.
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