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Upturn AI SWOT - About
VALU 
Value Line Inc (VALU)
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Upturn Advisory Summary
08/14/2025: 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
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -10.82% | 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 08/14/2025 |
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. Initially known for its investment survey, it has evolved to provide independent investment research on companies, industries, markets, and economies.
Core Business Areas
- Investment Research: Provides comprehensive investment research and analysis through publications, online platforms, and data feeds.
- Asset Management: Offers asset management services, managing investment portfolios for individuals and institutions.
- Other Services: Includes various ancillary services, such as software and data solutions for financial professionals.
Leadership and Structure
Value Line Inc. has a board of directors and a management team led by its CEO. The organizational structure is divided into research, sales & marketing, technology, and administrative departments.
Top Products and Market Share
Key Offerings
- The Value Line Investment Survey: A flagship product offering detailed stock analysis, ratings, and forecasts. Competitors include S&P Capital IQ, Morningstar, and Bloomberg. Market share data is not publicly available, but Value Line is a recognized brand in this segment.
- Value Line Funds: A suite of mutual funds managed by Value Line. Competitors include Vanguard, Fidelity, and BlackRock. Revenue data specific to Value Line Funds is not typically disclosed publicly. Market share is relatively small compared to industry giants.
- Value Line DataFile: Comprehensive database of historical financial data for various companies. Competitors include Compustat, FactSet, and Refinitiv.
Market Dynamics
Industry Overview
The investment research industry is competitive, driven by demand for financial data and analysis. Trends include increased digitization, personalized research, and growing demand from retail investors.
Positioning
Value Line is positioned as an independent research provider with a focus on value investing and long-term performance. Its competitive advantage lies in its proprietary ranking system and reputation for unbiased analysis.
Total Addressable Market (TAM)
The TAM for investment research is estimated to be in the tens of billions of dollars globally. Value Line is a niche player within this market, focusing on providing in-depth research to a specific segment of investors.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Proprietary ranking system
- Independent research
- Loyal customer base
Weaknesses
- Limited market share compared to larger competitors
- Dependence on traditional publishing model
- Slower adoption of new technologies
- Smaller marketing budget
Opportunities
- Expanding digital offerings
- Reaching new customer segments
- Leveraging data analytics
- Partnerships with fintech companies
Threats
- Increased competition from established players
- Rise of free or low-cost research platforms
- Economic downturns affecting investor sentiment
- Changing regulatory landscape
Competitors and Market Share
Key Competitors
- MORN
- SPGI
- FDS
Competitive Landscape
Value Line excels in providing independent, in-depth research, but lags behind larger competitors in terms of market share and technological innovation. SPGI and MORN offer broader ranges of services while FDS (FactSet) focuses on the institutional client segment.
Growth Trajectory and Initiatives
Historical Growth: Value Line's growth has been moderate, driven by its core investment research business. Historical data is needed to quantify the specific growth rate.
Future Projections: Analyst estimates are required for future growth projections. These estimates are typically based on market trends, company strategy, and financial performance.
Recent Initiatives: Recent initiatives could include updates to its online platform, new research products, or partnerships with other financial firms.
Summary
Value Line is a well-established independent investment research firm with a strong brand and loyal customer base. Its proprietary ranking system is a key differentiator. However, it faces challenges from larger, more technologically advanced competitors and needs to continue to adapt to the changing digital landscape to maintain its relevance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Value Line's website
- SEC filings
- Financial news sources
- Analyst reports
Disclaimers:
This analysis is based on publicly available information and general market knowledge. It is not financial advice. Market share estimates are approximate.
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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