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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
11/13/2026: VIRT (4-star) is currently NOT-A-BUY. Pass it for now.
Virtu Financial is a prominent technology-enabled market maker that provides essential liquidity and execution services across global financial markets. The firm is recognized for its advanced trading infrastructure, which allows it to thrive during periods of elevated market volatility. Its primary investment story centers on leveraging this technological scale while growing its more stable, fee-based execution and analytics services. Key risks include intense competition, inherent earnings volatility tied to market activity, and potential regulatory changes to market structure. Virtu may suit income-focused investors due to its dividend history, though the company’s business model requires monitoring for shifts in market volume and competitive developments.
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 | The company's growth is often cyclical and tied to market volatility rather than consistent year-over-year revenue expansion. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find the stock attractive during periods of market stress when trading volumes and volatility spike. |
| Value investor | Mixed fit | Valuation is often tied to earnings volatility, making it challenging to assess under traditional value metrics. |
| Dividend investor | Strong fit | The company has a consistent history of paying dividends, providing income potential for shareholders. |
| Low-risk investor | Weak fit | Virtu's business model is inherently sensitive to market volatility, which can lead to significant share price fluctuations. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The business model relies on market activity, making the stock price sensitive to shifts in trading volume and volatility. |
| Valuation risk | Medium | Market participants often struggle to value the stock consistently due to its earnings variability. |
| Competition risk (High-frequency trading) | High | Virtu faces intense competition from private, well-capitalized firms that continuously innovate. |
| Business quality | Medium | While the firm has a strong technological foundation, its performance is highly dependent on external market conditions. |
| Dividend income | Medium | Dividends are generally reliable but remain dependent on the firm's ongoing capital allocation decisions. |
| Execution risk | Medium | Maintaining technological superiority in a low-latency environment is critical and costly. |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.84B USD | Price to earnings Ratio 8.7 | 1Y Target Price 70.29 |
Price to earnings Ratio 8.7 | 1Y Target Price 70.29 | ||
Volume (30-day avg) 1.1M shares | Beta 0.69 | 52 Weeks Range 31.10 - 68.51 | Updated Date 11/13/2026 |
52 Weeks Range 31.10 - 68.51 | Updated Date 11/13/2026 | ||
Dividends yield (FY) 1.61% | Basic EPS (TTM) 6.81 |
Sector & Industry Intelligence
Sector
Financial Services
Constructive- Sentiment
- Bullish
- Momentum
- BUY Breadth Improving
- BUY participation
- 50.4%
- Active BUY / eligible
- 61 / 121
- 30-Day BUY Count Change
- +45
- Market state
- Bullish
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Capital Markets
- BUY participation
- 0.0%
- Active BUY / eligible
- 0 / 11
- 30-Day BUY Count Change
- -1
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
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 63.99% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Market Making | Capturing the spread between bid and ask prices across equities, ETFs, and other instruments. | The company makes money by facilitating trades and capturing small profits on a high volume of transactions. |
| Execution Services | Agency trading, analytics, and workflow software services for institutional investors. | This segment provides more stable fee-based revenue compared to the more volatile market-making business. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-05 | When Before Market | Estimate 1.32 | Actual 1.57 |
Profitability
Profit Margin 17.63% | Operating Margin (TTM) 42.35% |
Management Effectiveness
Return on Assets (TTM) 5.01% | Return on Equity (TTM) 57.03% |
Valuation
Trailing PE 8.7 | Forward PE 8.38 | Enterprise Value 13.77B | Price to Sales(TTM) 3.61 |
Enterprise Value 13.77B | Price to Sales(TTM) 3.61 | ||
Enterprise Value to Revenue 3.12 | Enterprise Value to EBITDA 5.59 | Shares Outstanding 88.59M | Shares Floating 83.73M |
Shares Outstanding 88.59M | Shares Floating 83.73M | ||
Percent Insiders 5.19 | Percent Institutions 96.25 |
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.
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