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Upturn AI Summary - About
Virtu Financial, Inc.(VIRT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for VIRT
10/02/2026: VIRT (4-star) is currently NOT-A-BUY. Pass it for now.
Virtu Financial is a prominent global financial services firm that operates as a market maker and provider of execution services. The company utilizes a sophisticated, proprietary technology platform to capture trading spreads and provide liquidity across a broad array of asset classes. Its core strength lies in its ability to generate high margins during periods of market volatility. While its reliance on market volume introduces cyclicality, the company’s focus on institutional analytics and technology provides a path for sustained growth. Investors should monitor regulatory developments, competition from private market makers, and market volatility trends, making the stock suitable for those comfortable with volatility who also value consistent dividends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is largely cyclical and dependent on external market volatility rather than consistent organic expansion. |
| Momentum investor | Strong fit while signal remains positive | The stock often reacts strongly to periods of heightened market volatility which benefits the company's core earnings power. |
| Value investor | Strong fit | The company often trades at reasonable P/E multiples relative to its cash-generating potential in volatile markets. |
| Dividend investor | Strong fit | Virtu maintains a consistent and attractive dividend yield supported by its capital-light business model. |
| Low-risk investor | Weak fit | The business model is inherently volatile due to its dependence on unpredictable market conditions and trading volumes. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is highly sensitive to shifts in market sentiment and trading volumes. |
| Valuation risk | Medium | Valuation can fluctuate based on market expectations for future volatility. |
| Competition risk (Market Maker competition) | High | Fierce competition from private firms exerts pressure on trading margins. |
| Business quality | Medium | The company has strong technology, but revenue quality is cyclical rather than recurring. |
| Dividend income | Medium | Dividends are reliable but can be affected by the company's capital needs during extreme market events. |
| Execution risk | Medium | Maintaining superior speed and algorithmic accuracy is vital for operational success. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 66.64% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.91B USD | Price to earnings Ratio 9.16 | 1Y Target Price 66.71 |
Price to earnings Ratio 9.16 | 1Y Target Price 66.71 | ||
Volume (30-day avg) 1.2M shares | Beta 0.62 | 52 Weeks Range 31.10 - 68.51 | Updated Date 10/02/2026 |
52 Weeks Range 31.10 - 68.51 | Updated Date 10/02/2026 | ||
Dividends yield (FY) 1.74% | Basic EPS (TTM) 6.07 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Market Making | Earning the 'spread' by providing continuous buy and sell quotes across thousands of global securities. | Virtu acts like a store that buys and sells stocks constantly, making a small profit on each transaction. |
| Execution Services | Commission-based services and technology tools for institutional clients to trade large blocks of stock. | This segment provides professional-grade tools and services to large institutional investors for a fee. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 9.16 | Forward PE 8.38 | Enterprise Value 14.39B | Price to Sales(TTM) 1.5 |
Enterprise Value 14.39B | Price to Sales(TTM) 1.5 | ||
Enterprise Value to Revenue 3.53 | Enterprise Value to EBITDA 6.35 | Shares Outstanding 88.30M | Shares Floating 83.51M |
Shares Outstanding 88.30M | Shares Floating 83.51M | ||
Percent Insiders 5.2 | Percent Institutions 95.66 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Virtu Financial, Inc.
Exchange NYSE | Headquarters New York, NY, United States | ||
IPO Launch date 2015-04-16 | CEO & Director Mr. Aaron Simons | ||
Sector Financial Services | Industry Capital Markets | Full time employees 1027 | Website https://www.virtu.com |
Full time employees 1027 | Website https://www.virtu.com | ||
Virtu Financial, Inc. operates as a financial services company in the United States, Ireland, and internationally. It operates in two segments, Market Making and Execution Services. The company is involved in buying and selling securities to broker dealers, banks and institutions; trading direct to clients, exchanges, alternative trading systems, and other market centers; cash trading business; and pre- and post-trade services, data products, and compliance tools. It also provides agency execution services and trading venues for transparent trading in global equities, ETFs, fixed income, currencies, and commodities to institutions, banks, and broker dealers; agency-based and execution-only trading; workflow technology; trading analytics; foreign exchange, futures, and cryptocurrency products. The company was founded in 2008 and is headquartered in New York, New York.
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