Value Line, Inc. logo

Value Line, Inc.

VALU

NASDAQFinancial ServicesFinancial - Data & Stock Exchanges

Regular session

$38.00

+$1.27 · +3.46%

Aug 24, 11:14 AM ET

VALU company overview

Regular session · ET · Market data may be delayed.

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AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

72

Undervalued

Momentum

56

Neutral

Sentiment

62

Bullish

Risk resilience

61

Moderate Risk

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Company profile

Company website

Value Line, Inc., through its subsidiaries, operates primarily within the U.S. as a prominent provider of investment research and financial publications. These offerings encompass a broad spectrum of asset classes, such as equities, mutual funds, exchange-traded funds (ETFs), and options. The company's core research services, including "The Value Line Investment Survey" (with its Small and Mid-Cap variant), "The Value Line 600," and "The Value Line Fund Advisor Plus," deliver comprehensive statistical and textual analyses of various investment securities. A central feature of these services is their reliance on Value Line's proprietary research, analytical insights, and unique statistical ranking systems. Beyond its primary surveys, Value Line publishes specialized newsletters like "Value Line Select," "Value Line Select: Dividend Income & Growth," "Value Line Select: ETFs," "The Value Line Special Situations Service," "The Value Line Climate Change Investing Service," and "The Value Line Information You Should Know Wealth Newsletter." These provide focused, less exhaustive insights into specific investment opportunities. Furthermore, the company offers digital access to its content via its website (www.valueline.com), an online platform known as The Value Line Research Center, and analytical software such as The Value Line Investment Analyzer, which incorporates data manipulation and filtering capabilities. Its offerings also extend to comprehensive financial databases, containing current and historical information like "DataFile," estimates, projections, and mutual fund data. Value Line also develops copyright-protected investment products, including unit investment trusts, variable annuities, managed accounts, and EFTs. The company additionally manages advertising for its own publications and handles all aspects of subscription management and customer support. Value Line caters to a diverse clientele, including individual retail investors, financial professionals, and institutional clients such as municipal and university libraries, alongside various investment firms. Established in New York, New York, in 1931, Value Line, Inc. operates as a subsidiary of Arnold Bernhard & Co, Inc.

Industry
Financial - Data & Stock Exchanges
Sector
Financial Services
Headquarters
US
CEO
Howard A. Brecher
Listed since
May 10, 1983
Employees
106

Market position

Day range

Current $38.00

52-week range

Current $38.00

Open
$37.27
Previous close
$36.73
Volume
0
0× average
Average volume
2.96K
Average daily volume
Market cap
356.72M USD
Beta
1.02
Market reference 1
50-day average
$37.379
+1.66% above average
200-day average
$36.4698
+4.20% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
308.39M USD
EV / EBITDA
57.9×
Earnings yield
6.55%
Free cash flow yield
5.63%

Profitability & efficiency

Return on equity
20.05%
Return on assets
14.24%
Return on invested capital
2.27%

Financial health

Current ratio
3.92×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends70%49%28%7%Gross margin, FY2022: 57.25%Gross margin, FY2023: 61.70%Gross margin, FY2024: 60.38%Gross margin, FY2025: 58.79%Gross margin, FY2026: 43.94%Operating margin, FY2022: 26.65%Operating margin, FY2023: 28.90%Operating margin, FY2024: 24.38%Operating margin, FY2025: 17.06%Operating margin, FY2026: 12.05%Net margin, FY2022: 58.78%Net margin, FY2023: 45.52%Net margin, FY2024: 50.73%Net margin, FY2025: 58.97%Net margin, FY2026: 64.67%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 57.25%. Gross margin FY2023 61.70%. Gross margin FY2024 60.38%. Gross margin FY2025 58.79%. Gross margin FY2026 43.94%. Operating margin FY2022 26.65%. Operating margin FY2023 28.90%. Operating margin FY2024 24.38%. Operating margin FY2025 17.06%. Operating margin FY2026 12.05%. Net margin FY2022 58.78%. Net margin FY2023 45.52%. Net margin FY2024 50.73%. Net margin FY2025 58.97%. Net margin FY2026 64.67%.

Income trends

Revenue

33.45M USD-4.65%

Operating income

4.03M USD-32.65%

Net income

21.63M USD+4.56%
Income trends across reported periods44.17M USD29.58M USD14.98M USD381.6K USDRevenue, FY2022: 40.53M USDRevenue, FY2023: 39.7M USDRevenue, FY2024: 37.49M USDRevenue, FY2025: 35.08M USDRevenue, FY2026: 33.45M USDOperating income, FY2022: 10.8M USDOperating income, FY2023: 11.47M USDOperating income, FY2024: 9.14M USDOperating income, FY2025: 5.99M USDOperating income, FY2026: 4.03M USDNet income, FY2022: 23.82M USDNet income, FY2023: 18.07M USDNet income, FY2024: 19.02M USDNet income, FY2025: 20.69M USDNet income, FY2026: 21.63M USDFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 40.53M USD. Revenue FY2023 39.7M USD. Revenue FY2024 37.49M USD. Revenue FY2025 35.08M USD. Revenue FY2026 33.45M USD. Operating income FY2022 10.8M USD. Operating income FY2023 11.47M USD. Operating income FY2024 9.14M USD. Operating income FY2025 5.99M USD. Operating income FY2026 4.03M USD. Net income FY2022 23.82M USD. Net income FY2023 18.07M USD. Net income FY2024 19.02M USD. Net income FY2025 20.69M USD. Net income FY2026 21.63M USD.
Metric (USD)FY2026FY2025FY2024FY2023FY2022
Revenue33.45M USD35.08M USD37.49M USD39.7M USD40.53M USD
Cost of goods sold18.75M USD14.46M USD14.85M USD15.2M USD17.32M USD
Gross profit14.7M USD20.62M USD22.64M USD24.49M USD23.2M USD
Research and development11K USD128K USD49K USD
Selling, general, and administrative9.75M USD8.65M USD13.5M USD13.02M USD12.4M USD
Operating expenses10.66M USD14.64M USD13.5M USD13.02M USD12.4M USD
Interest income2.06M USD2.13M USD1.93M USD706K USD18K USD
Depreciation and amortization1.3M USD1.27M USD1.41M USD1.35M USD1.34M USD
Operating income4.03M USD5.99M USD9.14M USD11.47M USD10.8M USD
Net income21.63M USD20.69M USD19.02M USD18.07M USD23.82M USD

Company facts updated Aug 24, 2026.

Earnings

Latest EPS result
0.38

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Estimates unavailable
Quarterly EPS actual values compared with estimates0.730.60.470.34Q3 '24Q4 '24Q1 '25Q3 '25Q3 '25Q4 '25Q1 '26Q3 '26
Q3 2024, reported Sep 13, 2024: actual 0.62, estimate —, surprise —, Comparison unavailable. Q4 2024, reported Dec 13, 2024: actual 0.6, estimate —, surprise —, Comparison unavailable. Q1 2025, reported Mar 14, 2025: actual 0.55, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Jul 29, 2025: actual 0.42, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Sep 15, 2025: actual 0.69, estimate —, surprise —, Comparison unavailable. Q4 2025, reported Dec 15, 2025: actual 0.6, estimate —, surprise —, Comparison unavailable. Q1 2026, reported Mar 17, 2026: actual 0.63, estimate —, surprise —, Comparison unavailable. Q3 2026, reported Jul 29, 2026: actual 0.38, estimate —, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Estimates unavailable
Quarterly Revenue actual values compared with estimates9.33M8.77M8.21M7.65MQ3 '24Q4 '24Q1 '25Q3 '25Q3 '25Q4 '25Q1 '26Q3 '26
Q3 2024, reported Sep 13, 2024: actual 8.88M USD, estimate —, surprise —, Comparison unavailable. Q4 2024, reported Dec 13, 2024: actual 8.84M USD, estimate —, surprise —, Comparison unavailable. Q1 2025, reported Mar 14, 2025: actual 8.97M USD, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Jul 29, 2025: actual 8.39M USD, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Sep 15, 2025: actual 8.61M USD, estimate —, surprise —, Comparison unavailable. Q4 2025, reported Dec 15, 2025: actual 8.56M USD, estimate —, surprise —, Comparison unavailable. Q1 2026, reported Mar 17, 2026: actual 8.28M USD, estimate —, surprise —, Comparison unavailable. Q3 2026, reported Jul 29, 2026: actual 8.01M USD, estimate —, surprise —, Comparison unavailable.

VALU peers

ETFs holding VALU

Funds reporting this stock among their holdings, ordered by reported position size.

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