Value Line, Inc. (VALU) Stock

Value Line, Inc. (VALU) is a Financials stock trading at $40.15 (as of 2026-09-02), with a market capitalization of $376.90M and a trailing P/E of 17.1. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Value Line, Inc. produces and sells investment periodicals and related publications covering securities such as stocks, mutual funds, ETFs, and options, along with research services and newsletters. It distributes these offerings through print and digital channels, including its website and online research platform, primarily for subscribers in the United States.

Understand Value Line, Inc.: how it makes money

Value Line publishes investment research periodicals and surveys covering stocks, mutual funds, ETFs, and options, sold to readers on a subscription basis. The business is small and its revenue base is in decline, leaving it dependent on a niche audience of individual investors who still pay for proprietary statistical ratings.

Recurring subscription fees on a proprietary ratings dataset keep production costs low relative to revenue, sustaining a positive operating margin (12%) even as the subscriber base slowly contracts.

Business quality (Mixed): A small, niche publisher whose proprietary ratings product still generates profitable operations, but the absence of a visible growth channel and continued revenue erosion cap the upside.

Valuation: At 16× earnings, VALU trades 57% below the Trading average (36×).

Bull case

  • Deep valuation discount to peers: The stock trades at a P/E of 15.6× versus a 36× Trading industry average, a 57% discount. If the subscriber base stabilizes rather than accelerates its decline, the multiple has meaningful room to re-rate toward the industry norm.

Bear case

  • Thin margin leaves no pivot runway: An operating margin of 12% provides minimal cushion in a business where the core print periodical faces secular substitution from free digital research. There is little excess capital to fund a product transformation before profitability erodes further.
Valuation — source: SEC EDGAR (first-party)
Price$40.15
Market Cap$376.90M
P/E Ratio17.1
EV / EBITDA54.0
Price / Book3.50
Price / Sales11.14
FCF Yield5.3%
DCF Value (model)$32.75
DCF Upside vs Price-18.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$35.08M
Net Margin59.0%
Revenue Growth (YoY)-7.7%
EPS Growth (YoY)14.5%
FCF Growth (YoY)104.5%
Financial Health — source: SEC EDGAR
Altman Z-Score7.00 (safe)
Valuation vs Sector & Industry
Stock P/E17.1
Sector P/E (Financials)14.9
Industry P/E (Trading)34.2
vs Sector14.8%
vs Industry-49.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderNEUBERGER BERMAN GROUP LLC ($4.12M)
Institutional Holders Tracked10
Company
SectorFinancials
IndustryTrading
CEOHoward A. Brecher
Employees122
CountryUS
IPO Date1983-05-10

Related Companies (Trading; 8 comparable financial firms)

  • Hennessy Advisors, Inc. (HNNA)
  • Mount Logan Capital Inc. Common Stock (MLCI)
  • DigitalBridge Group, Inc. (DBRG)
  • Westwood Holdings Group, Inc. (WHG)
  • Silvercrest Asset Management Group Inc. (SAMG)
  • U.S. Global Investors, Inc. (GROW)
  • Abacus Global Management, Inc. (ABX)
  • AlTi Global, Inc. (ALTI)
VALU earnings history · VALU institutional & insider holders · VALU KPIs & operating metrics · VALU financials · VALU investor presentations & press releases · VALU SEC filings · VALU peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-02.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.