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VALU · Value Line, Inc.
NASDAQ NMS - GLOBAL MARKET - Real Time Price • USD
Value Line Inc (VALU)
NASDAQ NMS - GLOBAL MARKET
Financial Services
$37.27
+1.02
(+2.83%)
● Market open
DAY'S RANGE
$37.27
$37.27
$37.27
52-WEEK RANGE
$37.27
$32.00
$41.18
What's happening
- VALU is up 2.83% today, trading at $37.27. — Live quote
- Volume today (173) is well below its 3-month average of 3,060. (Finnhub fundamentals)
- Reports earnings on 2026-09-14, 11 days away. (Finnhub earnings calendar)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Performance Overview (Trailing returns vs S&P 500 benchmark)
YTD RETURN
VALU
+0.73%
vs S&P 500
-10.98%
1-YEAR RETURN
VALU
+0.21%
vs S&P 500
-18.77%
6-MONTH RETURN
VALU
+5.62%
3-MONTH RETURN
VALU
+16.28%
Earnings Trends (Quarterly EPS Actual vs Estimate)
2026-04-26 (Q1 2026)
$0.69
Est. $—
2025-07-26 (Q2 2025)
$0.60
Est. $—
2025-04-26 (Q1 2025)
$0.62
Est. $—
2024-07-26 (Q2 2024)
$0.37
Est. $—
Valuation Measures & Ratios
Enterprise Value4$337.4M
Forward P/E5—
PEG Ratio63.24
Price / Sales (TTM1)10.10
Price / Book73.06
EV4 / Revenue10.09
EV4 / EBITDA63.34
Profit Margin64.67%
Operating Margin12.05%
Return on Equity (ROE8)20.40%
Return on Assets (ROA9)14.44%
Avg Volume (3M)3,060
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Shares Short17,515
Change from Prior Settlement+45.15%
% of Float—
Days to Cover (Short Ratio)3.89
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Events
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Loading chart…
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
No reviewed peer group is available for this symbol.
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Net profit margin is 64.7%. Finnhub fundamentals ↗
- Trailing 52-week price return is +0.2%. Finnhub market metrics ↗
Potential concerns
- Revenue growth is -4.5% on the provider's reported measure. Finnhub fundamentals ↗
- Latest SEC filing is Form 10-K, filed 2026-07-29; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on VALU
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jan '26 | Oct '25 | Jul '25 | Jan '25 | Oct '24 | Jul '24 | Jan '24 | Oct '23 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Operating income | $1.0M | $1.5M | $1.5M | $1.6M | $1.7M | $1.8M | $2.2M | $2.7M |
| Net income | $5.9M | $5.7M | $6.5M | $5.2M | $5.7M | $5.9M | $5.9M | $3.5M |
| EPS (basic) | $0.63 | $0.60 | $0.69 | $0.55 | $0.60 | $0.62 | $0.62 | $0.37 |
Balance sheet
| Line item | Apr '26 | Jan '26 | Oct '25 | Jul '25 | Apr '25 | Jan '25 | Oct '24 | Jul '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $151.9M | $151.0M | $147.9M | $148.2M | $144.5M | $143.6M | $140.0M | $138.6M |
| Total liabilities | $44.0M | $43.2M | $42.4M | $45.2M | $44.9M | $44.6M | $43.3M | $44.7M |
| Stockholders' equity | $107.9M | $107.8M | $105.5M | $103.0M | $99.7M | $99.0M | $96.7M | $93.9M |
| Total current assets | $89.2M | $87.1M | $83.4M | $83.5M | $79.9M | $78.3M | $74.9M | $73.6M |
| Total current liabilities | $22.8M | $21.4M | $20.9M | $23.7M | $23.7M | $22.8M | $21.9M | $23.2M |
| Cash & equivalents | $24.2M | $46.5M | $43.6M | $33.7M | $34.1M | $26.8M | $11.3M | $15.6M |
| Marketable securities (current) | $23.7M | $46.0M | $43.0M | $33.4K | $33.6M | $26.0M | $11.0M | $15.2M |
| Accounts receivable | $1.0M | $1.1M | $1.2M | $1.3M | $1.3M | $1.3M | $1.3M | $1.2M |
| Marketable securities (non-current) | — | — | — | — | — | — | — | — |
| Property, plant & equipment | $2.2M | $2.6M | $2.9M | $3.2M | $3.5M | $3.8M | $3.9M | $4.2M |
| Intangible assets | — | — | — | — | — | — | — | — |
| Deferred revenue (current) | $14.7M | $14.6M | $14.2M | $15.6M | $16.6M | $16.6M | $15.9M | $16.0M |
| Short-term debt | — | — | — | — | — | — | — | — |
| Long-term debt | — | — | — | — | — | — | — | — |
| Common stock & paid-in capital | $1.0M | $1.0M | $1.0M | $1.0M | $1.0M | $1.0M | $1.0M | $1.0M |
| Retained earnings | $122.6M | $122.3M | $119.4M | $116.8M | $113.4M | $112.5M | $110.2M | $107.3M |
| Accumulated other comprehensive income (loss) | -$104.0K | -$4.0K | -$62.0K | -$51.0K | -$66.0K | -$81.0K | -$74.0K | -$76.0K |
Cash flow
| Line item | Apr '26 | Jan '26 | Oct '25 | Jul '25 | Apr '25 | Jan '25 | Oct '24 | Jul '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $4.8M | $5.3M | $3.0M | $5.6M | $5.5M | $6.9M | $3.1M | $4.8M |
| Investing cash flow | -$24.0M | $1.3M | $10.2M | -$2.8M | $4.7M | $11.6M | -$4.6M | $9.5M |
| Financing cash flow | -$3.1M | -$3.7M | -$3.2M | -$3.1M | -$3.0M | -$2.9M | -$2.8M | -$3.0M |
| Free cash flow | $4.8M | $5.3M | $3.0M | $5.6M | $5.5M | $6.8M | $3.0M | $4.8M |
| Capital expenditures | $0 | $0 | $0 | $0 | $4.0K | $109.0K | $61.0K | $4.0K |
| Depreciation & amortization | $324.0K | $322.0K | $318.0K | $331.0K | $312.0K | $365.0K | $300.0K | $294.0K |
| Share-based compensation | — | — | — | — | — | — | — | — |
| Deferred income taxes | $759.0K | $484.0K | $373.0K | $395.0K | -$32.0K | $309.0K | $182.0K | $315.0K |
| Change in accounts receivable | -$53.0K | -$73.0K | -$126.0K | -$38.0K | -$11.0K | $77.0K | $30.0K | -$81.0K |
| Purchases of investments | $24.3M | $125.0K | $155.0K | $5.1M | $258.0K | $4.4M | $11.0M | $2.5M |
| Sales/maturities of investments | $8.0K | $2.1M | $11.0M | $2.1M | $5.0M | $16.1M | $6.0M | $16.4M |
| Share repurchases | $62.0K | $647.0K | $160.0K | $59.0K | $179.0K | $96.0K | -$1.0K | $179.0K |
| Debt issued | — | — | — | — | — | — | — | — |
Income statement
| Line item | Apr '26 | Apr '25 | Apr '24 | Apr '23 | Apr '22 |
|---|---|---|---|---|---|
| Revenue | — | — | — | — | — |
| Operating income | $4.0M | $6.0M | $9.1M | $11.5M | $10.8M |
| Net income | $21.6M | $20.7M | $19.0M | $18.1M | $23.8M |
| EPS (basic) | $2.30 | $2.20 | $2.02 | $1.91 | $2.50 |
Balance sheet
| Line item | Apr '26 | Apr '25 | Apr '24 | Apr '23 | Apr '22 |
|---|---|---|---|---|---|
| Total assets | $151.9M | $144.5M | $136.0M | $131.1M | $128.7M |
| Total liabilities | $44.0M | $44.9M | $45.2M | $47.4M | $49.1M |
| Stockholders' equity | $107.9M | $99.7M | $90.8M | $83.7M | $79.6M |
| Total current assets | $89.2M | $79.9M | $71.0M | $66.1M | $61.3M |
| Total current liabilities | $22.8M | $23.7M | $22.3M | $23.3M | $23.8M |
| Cash & equivalents | $24.2M | $34.1M | $4.4M | $7.6M | $29.7M |
| Marketable securities (current) | $23.7M | $33.6M | $4.1K | $7.2M | $29.0M |
| Accounts receivable | $1.0M | $1.3M | $1.3M | $2.1M | $1.7M |
| Property, plant & equipment | $2.2M | $3.5M | $4.4M | $5.8M | $7.1M |
| Deferred revenue (current) | $14.7M | $16.6M | $15.8M | $16.8M | $17.7M |
| Short-term debt | — | — | — | — | $0 |
| Long-term debt | — | — | — | — | — |
| Common stock & paid-in capital | $1.0M | $1.0M | $1.0M | $1.0M | $1.0M |
| Retained earnings | $122.6M | $113.4M | $104.2M | $96.0M | $87.6M |
| Accumulated other comprehensive income (loss) | -$104.0K | -$66.0K | -$253.0K | $374.0K | -$24.0K |
Cash flow
| Line item | Apr '26 | Apr '25 | Apr '24 | Apr '23 | Apr '22 |
|---|---|---|---|---|---|
| Operating cash flow | $18.6M | $20.2M | $17.9M | $18.2M | $24.6M |
| Investing cash flow | -$15.3M | $21.2M | -$10.0M | -$26.1M | -$3.4M |
| Financing cash flow | -$13.2M | -$11.8M | -$11.1M | -$14.2M | -$10.9M |
| Free cash flow | $18.6M | $20.1M | $17.9M | $18.1M | $24.6M |
| Capital expenditures | $0 | $178.0K | $15.0K | $30.0K | $11.0K |
| Depreciation & amortization | $1.3M | $1.3M | $1.4M | $1.3M | $1.3M |
| Share-based compensation | — | — | — | — | — |
| Deferred income taxes | $1.2M | $283.0K | $92.0K | $20.0K | -$89.0K |
| Change in accounts receivable | -$290.0K | $15.0K | -$814.0K | $447.0K | -$2.3M |
| Purchases of investments | $29.6M | $18.1M | $45.6M | $38.9M | $10.4M |
| Sales/maturities of investments | $15.3M | $43.5M | $37.1M | $9.9M | $2.5M |
| Share repurchases | $928.0K | $453.0K | $523.0K | $4.7M | $2.5M |
| Debt issued | — | — | — | — | $0 |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding VALU as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Source: Business Quant SEC Form 13F · report period 2026-06-30 · 30 filers
Held by These Filers5.5%
Shares Outstanding9,399,062
| Filer | Shares | Value | % Out | Qtr Change | Filed |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 120,114 | $4.9M | 1.28% | +2.9% | 2026-08-13 |
| BlackRock, Inc. | 94,009 | $3.8M | 1.00% | +12.6% | 2026-08-07 |
| DIMENSIONAL FUND ADVISORS LP | 50,939 | $2.1M | 0.54% | -6.5% | 2026-08-11 |
| GABELLI FUNDS LLC | 46,308 | $1.9M | 0.49% | +0.0% | 2026-07-27 |
| Teton Advisors, LLC | 29,958 | $1.2M | 0.32% | +0.0% | 2026-07-27 |
| Wells Fargo & Company/Mn | 26,858 | $1.1M | 0.29% | +1.6% | 2026-08-14 |
| GEODE CAPITAL MANAGEMENT, LLC | 23,769 | $962.3K | 0.25% | -1.5% | 2026-08-12 |
| OPPENHEIMER & CO INC | 21,018 | $850.8K | 0.22% | -4.5% | 2026-07-24 |
| North Star Investment Management Corp. | 16,100 | $651.7K | 0.17% | +0.0% | 2026-07-27 |
| State Street Corp | 13,861 | $561.1K | 0.15% | +0.0% | 2026-08-07 |
| RENAISSANCE TECHNOLOGIES LLC | 10,600 | $429.1K | 0.11% | -2.8% | 2026-08-13 |
| Capital Investment Counsel, Inc | 9,474 | $383.5K | 0.10% | +0.0% | 2026-07-27 |
| STRS OHIO | 9,200 | $372.4K | 0.10% | +0.0% | 2026-07-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,335 | $296.9K | 0.08% | -0.4% | 2026-06-30 |
| Valmark Advisers, Inc. | 6,500 | $263.1K | 0.07% | +0.0% | 2026-08-06 |
| Goldman Sachs Group Inc | 6,368 | $257.8K | 0.07% | +0.0% | 2026-08-14 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5,898 | $238.8K | 0.06% | +0.0% | 2026-08-13 |
| Northern Trust Corp | 5,832 | $236.1K | 0.06% | -30.7% | 2026-08-12 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,042 | $204.1K | 0.05% | +8.8% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 4,135 | $167.4K | 0.04% | +2.3% | 2026-06-30 |
| Russell Investments Group, Ltd. | 1,997 | $80.8K | 0.02% | +210.6% | 2026-08-05 |
| Morgan Stanley | 1,599 | $64.7K | 0.02% | +28.6% | 2026-08-11 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,374 | $55.6K | 0.01% | +0.0% | 2026-07-29 |
| UBS Group AG | 616 | $24.9K | 0.01% | +236.6% | 2026-08-13 |
| RHUMBLINE ADVISERS | 586 | $23.7K | 0.01% | -59.9% | 2026-08-11 |
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Insider activity is not available for this symbol right now.
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-03 11:49 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-07-29 | 10-K | 2026-04-30 | View on SEC.gov → |
| 2026-05-22 | 4 | 2026-05-21 | View on SEC.gov → |
| 2026-03-17 | 10-Q | 2026-01-31 | View on SEC.gov → |
| 2026-01-16 | 8-K | 2026-01-16 | View on SEC.gov → |
| 2025-12-15 | 10-Q | 2025-10-31 | View on SEC.gov → |
| 2025-10-29 | 8-K | 2025-10-29 | View on SEC.gov → |
| 2025-10-10 | 8-K | 2025-10-07 | View on SEC.gov → |
| 2025-09-15 | 10-Q | 2025-07-31 | View on SEC.gov → |
| 2025-07-29 | 10-K | 2025-04-30 | View on SEC.gov → |
| 2025-04-21 | 8-K | 2025-04-21 | View on SEC.gov → |
| 2025-03-14 | 10-Q | 2025-01-31 | View on SEC.gov → |
| 2024-12-13 | 10-Q | 2024-10-31 | View on SEC.gov → |
Recent news
Headlines about VALU (Value Line, Inc.). Links open the publisher — we don’t host full articles.
-
Value Line's Troubles Warrant Concern (Downgrade)
Seeking Alpha · 2026-08-13 -
The Zacks Analyst Blog Highlights Apple, Shell, Toyota, Seneca and Value Line
Yahoo Finance · 2026-08-07 -
Top Research Reports for Apple, Shell & Toyota Motor
Yahoo Finance · 2026-08-06 -
Value Line's 2026 Earnings Improve Y/Y on EAM Growth
Yahoo Finance · 2026-08-04 -
VALUE LINE, INC. ANNOUNCES HIGHER FISCAL YEAR 2026 EARNINGS
Yahoo Finance · 2026-07-29 -
Value Line declares $0.35 dividend
Seeking Alpha · 2026-07-17 -
VALUE LINE, INC. DECLARES A QUARTERLY CASH DIVIDEND OF $0.35 PER COMMON SHARE AND RENEWS STOCK REPURCHASE PROGRAM
Yahoo Finance · 2026-07-17 -
Value Line Rallies 15% in a Month: Should You Buy the Stock?
Yahoo Finance · 2026-07-14
No headlines in this category right now — try “All”.