Reading VALU? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track VALU free→Reading VALU? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track VALU free→NASDAQFinancialsFinancial Data & Stock ExchangesSnapshot 2026-06-15
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, and earnings quality is fragile, reported profits aren't backed by cash. Management's recent track record has been steady, but risk is elevated, and the sector backdrop is a headwind. Compared with sector peers, VALU is typical. Peer multiples imply a price about 49% below where it trades (it looks expensive on this basis); the read is rich. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 5 valuation methods, at three horizons. Current price $34.68. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $35 VALU trades at 15× p/e, in line with its 12× p/e peer median. Our $23 fair value reflects that, high confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 48% of near-term growth above a flat-multiple fair value; not enough history to forecast a comparison. This describes what's priced in, not a forecast of the move.
Flags: expensive valuation, weak execution quality, a turbulent sector regime (Heating).
For similar setups historically (n=889): about 49% saw a 20%+ drawdown, and roughly 85% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 56% of the time over the next year (vs 59% for the rest of the cohort, n=3730).
Over the trailing year it converted 0.71x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 49% of the time over the next year (vs 60% for the rest of the cohort, n=3541).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates, the US dollar.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$117.
How much price usually moves either way.
On a bad day, this stock has moved -$274.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $1,782.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: This shows a weakening trend in finance. It can hurt Value Line's performance.
Confirms:Revenue growth falls below the median of 15% year over year.
Disproves:Revenue growth remains at or above the median of 15% year over year.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for VALU yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Mr. Alfred R. Fiore, a director of the Company since 2010, died on December 6, 2025. On January 16, 2026, Dr. Alexander J. Swistel was appointed by the Board of Directors of Value Line, Inc. (the “Company”) to serve as director of the Company and as a member of the Board’s Audit Committee. Dr. Swistel is retired Associate Professor at Weill Cornell…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks more expensive than peers.
Self-history needs ~20 months of data.
A side-by-side read on sector standing, valuation, and risk versus Financial Exchanges & Data.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
VALU Value Line, Inc. | Typical Show detailsSector percentile: 36 of 100 | expensive | elevated |
SPGI S&P Global | Typical Show detailsSector percentile: 65 of 100 | expensive | moderate |
CME CME Group | Typical Show detailsSector percentile: 44 of 100 | expensive | moderate |
ICE Intercontinental Exchange | Typical Show detailsSector percentile: 49 of 100 | full | moderate |
MCO Moody's Corporation | Typical Show detailsSector percentile: 43 of 100 | expensive | moderate |
1 material management or governance event in the past 24 months, led by executive changes. Historically, Financials names rated stable grew net income 56% of the time over the next year (vs 56% for the rest of the cohort, n=3736).
Not investment advice. As of 2026-06-15.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
No qualifying priorities for this snapshot. Check back after the next refresh.
Why it matters: The FOMC's choice can change interest rates. This affects how well finance does.
Confirms one read:FOMC raises interest rates. This shows confidence in the economy.
Confirms the other:FOMC keeps rates the same or lowers them. This shows worries about the economy.
Why it matters: This report shows how consumers spend money. It can affect Value Line's business.
Confirms one read:Retail sales go up each month. This shows strong consumer spending.
Confirms the other:Retail sales go down each month. This shows weak consumer spending.