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Value Line, Inc. (VALU) Aandelenanalyse

Financiële Diensten

Value Line, Inc.

$33.39

+$0.39 (+1.18%)

Laatst bijgewerkt: 26 mei 2026

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Bedrijfsoverzicht

Value Line, Inc. is primarily engaged in the production and sale of investment periodicals and related publications that cover a diverse range of asset classes, including stocks, mutual funds, exchange traded funds, and options. The company operates within the Financial Services sector, specifically in the Financial Data & Stock Exchanges industry, providing specialized data and analysis to a professional investor audience. As of the latest reporting period, the organization employs 117 individuals and maintains a total market capitalization of $329.49M, while generating annual revenue of $33.83M. These financial figures indicate that Value Line functions as a mid-sized enterprise within its niche, possessing a substantial market capitalization relative to its revenue stream, which suggests a high valuation multiple often characteristic of data-driven information providers with strong pricing power in the financial intelligence space.

Financiële gezondheid

The company reported a trailing twelve-month revenue of $33.83M and generated a net income of $22.00M, supported by an EBITDA of $6.01M, revealing a cost structure where operating expenses and taxes consume a significant portion of top-line revenue to arrive at the final bottom line. Free cash flow stands at $2.69M, indicating that after capital expenditures, the company retains sufficient cash to fund operations, service debt, or pursue strategic opportunities without relying solely on external financing. The profitability landscape is defined by a gross margin of 82.1%, an operating margin of 12.1%, and a profit margin of 65.1%, where the exceptionally high profit margin relative to the operating margin suggests the inclusion of significant non-operating income or specific accounting treatments impacting the net income calculation. On the balance sheet, the company holds $84.55M in cash against a total debt load of $2.61M, resulting in a debt-to-equity ratio of 2.42, which presents a mixed picture of a conservative cash position offset by a leveraged equity structure relative to its debt obligations. Liquidity is robust, evidenced by a current ratio of 4.07, which signifies that current assets are more than four times current liabilities, providing ample short-term coverage for operational obligations. Return on Equity is reported at 21.3% while Return on Assets stands at 2.1%, illustrating that management generates substantial returns on shareholder capital while the asset base, likely including significant intangible assets or cash reserves, yields a lower percentage return on the total asset pool.

Waarderingsbeoordeling

The stock carries a P/E Ratio of 15.00 based on trailing twelve-month earnings, while the Forward P/E is not available, implying that analysts or the market may lack consensus on projected earnings growth sufficient to calculate a forward multiple, or that the company's earnings trajectory is viewed as stable rather than accelerating. The Price to Book ratio is 3.06, indicating that the market values the company at over three times its book value, suggesting a premium assigned to its proprietary data assets, brand reputation, and recurring revenue model compared to the tangible net assets on the balance sheet. Alternative valuation metrics include a Price to Sales ratio of 9.74 and an EV/EBITDA of 41.20, where the high EV/EBITDA multiple reflects the company's strong cash generation capabilities and potential growth expectations despite the current revenue contraction. The share price has fluctuated within a 52-week range between a high of $41.85 and a low of $33.51, and given the current market context and valuation metrics, the stock price positioning relative to these extremes can be inferred through the prevailing multiples, though specific current price is not listed in the provided facts. The Beta is 1.22, which means the stock is expected to be approximately 22% more volatile than the broader market, indicating higher sensitivity to market swings compared to a standard equity benchmark.

Growth & Income

Revenue growth for the year over year is -7.7%, while earnings growth is 14.8%, demonstrating that profitability is expanding at a significantly faster rate than top-line sales, which often occurs when fixed costs are leveraged or when the mix of higher-margin products increases despite a shrinking revenue base. The company pays a dividend with a yield of 3.7% and maintains a payout ratio of 55.6%, indicating that the dividend is funded by a healthy portion of earnings and is currently sustainable given the reported net income levels. The combination of negative revenue growth and positive earnings growth, alongside a consistent dividend payout, suggests a mature business model where efficiency gains drive profits even in a stagnant or contracting sales environment. Overall, Value Line presents a profile of a cash-flow positive, dividend-paying entity that is decoupling its earnings performance from its revenue trends, offering income stability to shareholders while navigating a challenging revenue environment.

Vergelijking met sectorgenoten

Value Line, Inc. (VALU) is actief in de Financiële Data & Effectenbeurzen-sector. Zo verhoudt het zich tot de naaste sectorgenoten op basis van marktkapitalisatie:

Bedrijf Ticker Marktkapitalisatie K/W-verhouding
Value Line, Inc. VALU $313.44M 14.3
S&P Global Inc. SPGI $122.09B 26.1
CME Group Inc. CME $102.09B 24.1
Intercontinental Exchange, Inc. ICE $85.19B 21.9

De gemiddelde K/W-verhouding in de Financiële Data & Effectenbeurzen-sector is 26.2x. Value Line, Inc. wordt verhandeld tegen een K/W van 14.3.

Deze analyse is gegenereerd door AI en dient alleen ter informatie. Het vormt geen financieel advies. Gegevens kunnen vertraagd of onnauwkeurig zijn. Doe altijd je eigen onderzoek en raadpleeg een gekwalificeerde financieel adviseur voordat je beleggingsbeslissingen neemt.

Over Value Line, Inc.

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 offers comprehensive research services, including 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; digital versions of its products through its Website, www.valueline.com; investment management; The Value Line Research Center 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 financial 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 municipal and university libraries, corporations, colleges, individual investors, and investment management professionals. 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.

Bedrijfsbeschrijving wordt in het Engels weergegeven.

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Belangrijke Cijfers

Marktkapitalisatie
$313.44M
K/W-verhouding
14.27
52-weken hoog
$40.50
52-weken laag
$32.73
Gem. Volume
1.70K
Bèta
1.11
Dividendrendement
4.23%

Gegevens verstrekt door Yahoo Finance via yfinance. Dagelijks bijgewerkt.

Bedrijfsinfo

Beurs
NASDAQ
Land
United States
Werknemers
117