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Upturn AI SWOT - About
VALU 
Value Line Inc (VALU)
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Upturn Advisory Summary
06/30/2025: VALU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -10.85% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Value Line Inc
Company Overview
History and Background
Value Line, Inc. was founded in 1931 by Arnold Bernhard as Arnold Bernhard & Co. Initially focused on providing investment advice and stock market information, it gained prominence for its proprietary ranking system.
Core Business Areas
- Investment Research: Provides comprehensive investment research, including stock analysis, ratings, and forecasts. It offers a range of subscription-based services to individual investors, professional money managers, and institutions.
- Data and Analytics: Offers data and analytics tools for investment professionals. Provides access to historical and current financial data, fundamental analysis, and portfolio management tools.
Leadership and Structure
Value Line Inc. is led by a board of directors and a management team headed by the CEO. The organizational structure is departmentalized, with divisions focused on research, data analytics, sales, and marketing.
Top Products and Market Share
Key Offerings
- The Value Line Investment Survey: Flagship product providing detailed analyst reports, ratings (1-5 for Timeliness, Safety, Technical), and projections for approximately 1,700 stocks. Market share in the investment research space is difficult to pinpoint precisely but they have a substantial subscriber base and is considered the gold standard. Competitors include Morningstar (MORN), S&P Capital IQ (SPGI), and Bloomberg.
- Value Line Funds: A family of mutual funds managed by Value Line. Funds cover a range of investment objectives. It competes with large mutual fund companies like Vanguard, Fidelity, and BlackRock (BLK). Assets Under Management is available in the public filings.
- Value Line DataFile: Provides comprehensive financial data and analytical tools for institutional investors. Competition includes FactSet (FDS) and Refinitiv.
Market Dynamics
Industry Overview
The investment research and data analytics industry is competitive, driven by demand for informed investment decisions. Trends include increased digitization, personalized investment advice, and alternative data sources.
Positioning
Value Line Inc. is positioned as a provider of independent, fundamental investment research, known for its quantitative ranking system. Its competitive advantage lies in its long-standing reputation and comprehensive data coverage.
Total Addressable Market (TAM)
The TAM for financial data and analytics is estimated at hundreds of billions of dollars globally. Value Line's position is focused on the value investing segment of this market, a notable portion of which they serve.
Upturn SWOT Analysis
Strengths
- Established Brand Reputation
- Proprietary Ranking System
- Comprehensive Data Coverage
- Loyal Customer Base
Weaknesses
- Relatively slow to adapt to digital trends
- Small market capitalization
- Limited global presence
- Dependence on subscription revenue
Opportunities
- Expansion into new markets
- Development of new digital products and services
- Partnerships with fintech companies
- Leveraging AI and machine learning
Threats
- Increased competition from larger players
- Shift towards free or low-cost investment research
- Economic downturn impacting subscription renewals
- Data security breaches
Competitors and Market Share
Key Competitors
- MORN
- SPGI
- FDS
- MSCI
Competitive Landscape
Value Line competes with larger, more diversified players like S&P Global and Morningstar. Its advantage lies in its focused expertise and long-standing reputation. Its disadvantages include limited resources and a smaller market capitalization.
Growth Trajectory and Initiatives
Historical Growth: Value Line's historical growth has been moderate, driven by subscription renewals and new customer acquisition.
Future Projections: Analyst estimates are difficult to obtain due to the company's size, but growth is projected to be stable, driven by the continued demand for investment research.
Recent Initiatives: Focus on digital transformation and expanding its data and analytics offerings.
Summary
Value Line, Inc. possesses a strong brand and unique ranking system, but faces challenges in a rapidly evolving digital landscape. Its core investment research products remain relevant, but modernization and expanded offerings are vital. While the subscription model provides stability, competitors with greater resources pose a threat. They need to invest in technology and data to stay competative.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Industry Reports
- Analyst Reports (where available)
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and based on publicly available data and industry analysis. The AI-Based Fundamental Rating is generated by an algorithm and should not be the sole basis for investment decisions.
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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