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Value Line, Inc.(VALU)Earnings, Financials & Key Ratios
VALU•NASDAQ
$39.58
18.0× P/E·Price updated Jul 7, 2026
SectorFinancial ServicesIndustryFinancial Data & ExchangesSub-IndustryMarket Data, Analytics and Research
AboutValue Line, Inc., together with its subsidiaries, produces and sells investment periodicals and related publications primarily in the United States. Its investment periodicals and related publications cover a range of investments, including stocks, mutual funds, exchange traded funds (ETFs), and options. The company's research services include The Value Line Investment Survey, The Value Line Investment Survey - Small and Mid-Cap, The Value Line 600, and The Value Line Fund Advisor Plus that provide statistical and text coverage of various investment securities, with an emphasis placed on its proprietary research, analysis, and statistical ranks. It also provides niche newsletters comprising 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 that offer information on a less comprehensive basis for securities that are of particular interest to subscribers; digital versions of its products through its Website, www.valueline.com; The Value Line Research Center online platform; and investment analysis software, such as The Value Line Investment Analyzer, which includes data sorting and filtering tools. In addition, the company offers current and historical financial databases comprising DataFile, estimates and projections, and mutual funds; and copyright products, which include unit investment trusts, variable annuities, managed accounts, and EFTs. Further, it places advertising on behalf of the company's publications; and provides subscription fulfillment and subscriber relation services. The company serves individual and professional investors, as well as institutions, including municipal and university libraries, and investment firms. Value Line, Inc. was founded in 1931 and is headquartered in New York, New York. Value Line, Inc. is a subsidiary of Arnold Bernhard & Co, Inc.Show more
- EBITDA$7M-31.2%
- Net Income$21M+8.8%
- EPS (Diluted)2.20+8.9%
- Gross Margin58.79%-2.6%
- EBITDA Margin20.68%-26.5%
- Operating Margin17.06%-30.0%
- Net Margin58.97%+16.2%
- ROE21.72%-0.4%
VALU Price & Volume
Value Line, Inc. (VALU) stock price & volume — 10-year historical chart
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Secular Revenue Erosion Masks Stagnant Operational Performance
Investment Thesis • Updated 2026Q3
VerdictNegative
Growth:Contracting
Profitability:Strained
Financial:Fortress
Cash Flow:Mixed
Primary Risk:Secular revenue base erosion
Key Thesis Takeaways
- Value Line faces a challenging outlook as its core subscription business continues to contract, with revenue declining from $9.6M in 2024Q2 to $8.3M by 2026Q3.
- The firm's bottom-line profitability is heavily distorted by non-operating equity in earnings from affiliates, which obscures the underlying weakness in core operating margins that have compressed from 27.8% to 12.1% over the same period.
- Investors should remain cautious as management prioritizes dividend payouts over reinvestment, leaving the company with a stagnant operational footprint and limited growth catalysts.
Verdict Logic
the company's reliance on non-operating income to support a 71.4% net margin while core revenue continues to slide suggests that the current 17.26 P/E valuation may not adequately reflect the underlying operational decay.
VALU Growth Metrics
Value Line, Inc. (VALU) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-0.13%
5 Years-2.74%
3 Years-4.7%
TTM-
Profit CAGR
10 Years10.99%
5 Years6.72%
3 Years-4.6%
TTM2.25%
EPS CAGR
10 Years11.51%
5 Years7.26%
3 Years-4.17%
TTM2.18%
Return on Capital
10 Years8.36%
5 Years8.72%
3 Years8.04%
Last Year5.1%
VALU Recent Earnings
Value Line, Inc. (VALU) EPS & revenue vs analyst estimates — last 4 quarters
Q2 2026Latest
Mar 17, 2026Metric
Actual
Est
EPS
$0.63
—
Rev
$8M
—
Q4 2025
Dec 15, 2025Metric
Actual
Est
EPS
$0.60
—
Rev
$9M
—
Q4 2025
Sep 15, 2025Metric
Actual
Est
EPS
$0.69
—
Rev
$9M
—
Q3 2025
Jul 29, 2025Metric
Actual
Est
EPS
$0.42
—
Rev
$8M
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Mar 17, 2026 | $0.63 | $8M |
| Q4 2025 | Dec 15, 2025 | $0.60 | $9M |
| Q4 2025 | Sep 15, 2025 | $0.69 | $9M |
| Q3 2025 | Jul 29, 2025 | $0.42 | $8M |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Value Line, Inc. (VALU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $39.58 | $371.73M | 17.99 | -6.42% | 58.97% | 21.72% | 3.03% | |
| $170.96 | $6.5B | 19.27 | 7.49% | 16.06% | 30.01% | — | |
| $608.09 | $44.27B | 39.08 | 9.74% | 40.74% | — | — | |
| $258.30 | $9.19B | 16.61 | 5.39% | 23.21% | 26.58% | — | |
| $192.25 | $25.19B | 29.62 | 6.63% | 29.34% | — | — | |
| $443.46 | $131.26B | 30.25 | 7.94% | 30.37% | 12.92% | — |
Compare VALU vs Peers
Value Line, Inc. (VALU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
VALU SEC Filings & Documents
Value Line, Inc. (VALU) SEC filings — annual & quarterly reports (10-K, 10-Q)
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VALU Frequently Asked Questions
Value Line, Inc. (VALU) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Value Line, Inc.'s revenue?
Value Line, Inc. (VALU) reported $33.8M in revenue for fiscal year 2025.
How fast is Value Line, Inc. growing?
Value Line, Inc. (VALU) saw revenue decline by 6.4% over the past year.
Is VALU profitable?
Yes, Value Line, Inc. (VALU) is profitable, generating $22.0M in net income for fiscal year 2025 (59.0% net margin).
Dividend & Returns
Does VALU pay dividends?
Yes, Value Line, Inc. (VALU) pays a dividend with a yield of 3.03%. This makes it attractive for income-focused investors.
What is VALU's return on equity?
Value Line, Inc. (VALU) has a return on equity (ROE) of 21.7%. This is excellent, indicating efficient use of shareholder capital.
What is Value Line, Inc.'s free cash flow?
Value Line, Inc. (VALU) generated $19.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.