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Upturn AI SWOT - About
VALU 
Value Line Inc (VALU)
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Upturn Advisory Summary
03/27/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -35.35% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 479.85M USD | Price to earnings Ratio 24.03 | 1Y Target Price - |
Price to earnings Ratio 24.03 | 1Y Target Price - | ||
Volume (30-day avg) 8158 | Beta 0.84 | 52 Weeks Range 32.94 - 57.28 | Updated Date 03/30/2025 |
52 Weeks Range 32.94 - 57.28 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 2.38% | Basic EPS (TTM) 2.12 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-13 | When Before Market | Estimate - | Actual 0.5482 |
Profitability
Profit Margin 54.72% | Operating Margin (TTM) 20.79% |
Management Effectiveness
Return on Assets (TTM) 3.8% | Return on Equity (TTM) 22.35% |
Valuation
Trailing PE 24.03 | Forward PE - | Enterprise Value 292874527 | Price to Sales(TTM) 10.57 |
Enterprise Value 292874527 | Price to Sales(TTM) 10.57 | ||
Enterprise Value to Revenue 8.2 | Enterprise Value to EBITDA 36.81 | Shares Outstanding 9418070 | Shares Floating 781135 |
Shares Outstanding 9418070 | Shares Floating 781135 | ||
Percent Insiders 91.71 | Percent Institutions 6.17 |
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. to provide investment research and analysis. It initially focused on a single-page stock report, evolving into the Value Line Investment Survey, a widely respected source of investment information.
Core Business Areas
- Investment Survey: The flagship product providing comprehensive research reports on approximately 1,700 stocks, including proprietary rankings and ratings.
- Electronic Products: Delivery of research and analysis through electronic platforms such as Value Line Pro and Value Line Institutional Services.
- Separate Accounts Management: Manages investment portfolios for individuals and institutions based on Value Line's research and investment strategies.
Leadership and Structure
Value Line Inc. is led by Howard Brecher as CEO. The company operates with a structured research and analysis team, organized around sectors and industries.
Top Products and Market Share
Key Offerings
- Value Line Investment Survey: Provides in-depth research reports on 1,700 stocks with proprietary ratings and projections. Competitors include Morningstar and S&P Capital IQ. Revenue from this product represents a significant portion of Value Line's overall revenue. No definitive, independently verifiable market share data is publicly available.
- Value Line Pro: A professional-grade research platform providing advanced screening, charting, and portfolio analysis tools. Competitors include Bloomberg Terminal and FactSet. Revenue details are not explicitly reported. Market share data is not independently available.
- Value Line Institutional Services: Investment management services for institutional investors. Competitors: Fidelity, BlackRock, Vanguard. Data regarding number of users and revenue from this product is not broken out in SEC filings.
Market Dynamics
Industry Overview
The investment research and financial information industry is characterized by intense competition, technological innovation, and evolving regulatory landscapes. Demand is driven by institutional and retail investors seeking informed investment decisions.
Positioning
Value Line Inc. is positioned as a trusted and independent provider of in-depth research and analysis, known for its proprietary ranking system. Its competitive advantage lies in its long-standing reputation and comprehensive coverage of a wide range of stocks.
Total Addressable Market (TAM)
The total addressable market for financial information and investment research is estimated to be in the tens of billions of dollars globally. Value Line Inc. is positioned to capture a share of this market through its established brand and comprehensive research offerings.
Upturn SWOT Analysis
Strengths
- Strong brand reputation and recognition
- Proprietary ranking system
- Comprehensive coverage of a wide range of stocks
- Experienced research and analysis team
- Loyal customer base
Weaknesses
- Reliance on traditional research methods
- Limited international presence
- Competition from larger, more technologically advanced firms
- Smaller scale compared to competitors
- Slower pace of product innovation compared to competitors
Opportunities
- Expansion into new markets and geographies
- Development of new digital products and services
- Partnerships and alliances with other financial institutions
- Increased demand for independent research and analysis
- Leveraging AI for improving financial models.
Threats
- Increasing competition from low-cost or free research providers
- Technological disruption and the rise of AI-powered investment tools
- Changing regulatory landscape
- Economic downturns and market volatility
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- MSCI
- MORN
- SPGI
Competitive Landscape
Value Line Inc. faces competition from larger, more technologically advanced firms in the investment research and financial information industry. Its competitive advantage lies in its established brand, independent research, and comprehensive coverage.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Value Line Inc's historical growth has been steady, driven by its established brand and loyal customer base.
Future Projections: Future growth projections depend on the company's ability to innovate, expand into new markets, and adapt to changing industry dynamics. Analyst estimates can be found on financial data providers' websites.
Recent Initiatives: Recent initiatives may include the development of new digital products, partnerships with other financial institutions, and expansion into new markets. Review recent press releases and 10Q/10K statements for most up to date information.
Summary
Value Line Inc. is a well-established investment research firm with a strong brand and loyal customer base. Its traditional research methods and smaller scale compared to competitors present challenges. The company needs to adapt to technological changes and explore new growth opportunities to maintain its competitive position. It is well positioned to leverage its historical strengths and its brand to capture a portion of the overall investment market.
Similar Companies
- MSCI
- MORN
- SPGI
- FDS
- Factset
Sources and Disclaimers
Data Sources:
- Value Line Inc. SEC Filings (10K, 10Q)
- Industry reports and market research
- Analyst estimates from financial data providers
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice. Market share and other estimates are approximate and subject to change.
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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