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Upturn AI SWOT - About
VALU 
Value Line Inc (VALU)
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Upturn Advisory Summary
10/15/2025: VALU (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.
Analysis of Past Performance
Type Stock | Historic Profit -11.62% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 360.16M USD | Price to earnings Ratio 16.71 | 1Y Target Price - |
Price to earnings Ratio 16.71 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 32.67 - 56.80 | Updated Date 06/29/2025 |
52 Weeks Range 32.67 - 56.80 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.35% | Basic EPS (TTM) 2.29 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 60.29% | Operating Margin (TTM) 17.44% |
Management Effectiveness
Return on Assets (TTM) 2.99% | Return on Equity (TTM) 22.87% |
Valuation
Trailing PE 16.71 | Forward PE - | Enterprise Value 292874527 | Price to Sales(TTM) 10.09 |
Enterprise Value 292874527 | Price to Sales(TTM) 10.09 | ||
Enterprise Value to Revenue 8.2 | Enterprise Value to EBITDA 36.81 | Shares Outstanding 9413560 | Shares Floating 776619 |
Shares Outstanding 9413560 | Shares Floating 776619 | ||
Percent Insiders 91.75 | Percent Institutions 5.84 |
Upturn AI SWOT
Value Line Inc
Company Overview
History and Background
Value Line, Inc. was founded in 1931 by Arnold Bernhard. It started as a stock market advisory service, providing investment research and analysis. Over the years, it expanded its product line and adapted to technological advancements, remaining a prominent provider of investment information.
Core Business Areas
- Investment Research: Value Line provides comprehensive investment research on stocks, mutual funds, options, and other securities. Their flagship product is the Value Line Investment Survey.
- Data and Analytics: The company offers data and analytics solutions for professional investors, including financial data feeds and analytical tools.
- Software Solutions: Value Line develops and licenses software solutions for investment analysis and portfolio management.
Leadership and Structure
Value Line's leadership team consists of senior executives with expertise in finance, technology, and marketing. The company operates with a functional organizational structure, with departments responsible for research, data, technology, and sales.
Top Products and Market Share
Key Offerings
- Value Line Investment Survey: Flagship product providing in-depth analysis and ratings on approximately 1,700 stocks. Competitors include Morningstar, S&P Capital IQ, and Bloomberg.
- Value Line Fund Advisor Plus: Provides mutual fund analysis and ratings. Competitors include Morningstar, Lipper, and S&P Capital IQ.
- Value Line DataFile: A database of financial and market data used by institutional investors. Competitors include FactSet, Refinitiv, and Bloomberg.
Market Dynamics
Industry Overview
The investment research industry is highly competitive, with providers offering a range of services from basic data to in-depth analysis. The industry is evolving with the increasing use of technology and the growing demand for personalized investment advice.
Positioning
Value Line is positioned as a provider of independent, fundamental investment research. Its competitive advantages include its long history, its comprehensive coverage of stocks, and its proprietary rating system.
Total Addressable Market (TAM)
The TAM for investment research and data is estimated to be billions of dollars annually. Value Line's market share positions it as a significant, but not dominant, player in the space.
Upturn SWOT Analysis
Strengths
- Established brand reputation
- Proprietary rating system
- Comprehensive stock coverage
- Independent research
Weaknesses
- Reliance on traditional print formats
- Limited international presence
- Slower adoption of new technologies
- Smaller marketing budget compared to larger competitors
Opportunities
- Expand digital offerings
- Develop new data analytics solutions
- Target new customer segments
- Increase international expansion
Threats
- Competition from larger, well-funded companies
- Decline in print subscriptions
- Changes in regulatory environment
- Economic downturn
Competitors and Market Share
Key Competitors
- MORN
- SPGI
- FDS
- BBG
Competitive Landscape
Value Line's competitive advantage lies in its independent research and established reputation. However, it faces stiff competition from larger players with greater resources and broader product offerings.
Growth Trajectory and Initiatives
Historical Growth: Requires current and past financial data
Future Projections: Analyst estimates unavailable without subscription services
Recent Initiatives: Requires up-to-date information from the company
Summary
Value Line is a reputable investment research provider with a long history and a strong brand. Its proprietary rating system and comprehensive stock coverage are key strengths. However, it faces challenges from larger competitors and needs to adapt to the evolving digital landscape to maintain its relevance and grow its market share.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- Market research reports
- Analyst reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice.
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 Value Line Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 1995-08-18 | Chairman, CEO, President & Chief Legal Officer Mr. Howard A. Brecher | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 122 | Website https://www.valueline.com |
Full time employees 122 | Website https://www.valueline.com | ||
Value Line, Inc. engages in the production and sale of investment periodicals and related publications. 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: Dividend Income & Growth, Value Line Select: ETFs, The Value Line Special Situations Service, The Value Line M&A 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 and The New Value Line ETFs Service. In addition, the company offers current and historical financial databases comprising fundamental DataFile, estimates and projections, and mutual funds; and copyright products, which include unit investment trusts, variable annuities, managed accounts, and ETFs. Further, it operates as publishing unit for the investment related periodical publications and copyrights; places advertising on behalf of the company's publications; and distributes print publications. It serves investors, as well as institutions, including municipal and university libraries, and investment firms. The company was founded in 1931 and is headquartered in New York, New York. Value Line, Inc. operates as a subsidiary of Arnold Bernhard & Co., Inc.
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