Value Line Inc

NASDAQ:VALU USA Financial Data & Stock Exchanges
Market Cap
$342.35 Million
Market Cap Rank
#23921 Global
#8313 in USA
Share Price
$36.39
Change (1 day)
+0.41%
52-Week Range
$35.88 - $41.18
All Time High
$95.57
About

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, an… Read more

Value Line Inc (VALU) - Net Assets

Latest net assets as of October 2025: $105.49 Million USD

Based on the latest financial reports, Value Line Inc (VALU) has net assets worth $105.49 Million USD as of October 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($147.94 Million) and total liabilities ($42.45 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets $105.49 Million
% of Total Assets 71.31%
Annual Growth Rate 3.54%
5-Year Change 48.74%
10-Year Change 188.09%
Growth Volatility 27.39

Value Line Inc - Net Assets Trend (1986–2025)

This chart illustrates how Value Line Inc's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Value Line Inc (1986–2025)

The table below shows the annual net assets of Value Line Inc from 1986 to 2025.

Year Net Assets Change
2025-04-30 $99.68 Million +9.79%
2024-04-30 $90.79 Million +8.51%
2023-04-30 $83.67 Million +5.06%
2022-04-30 $79.64 Million +18.85%
2021-04-30 $67.01 Million +25.17%
2020-04-30 $53.54 Million +12.66%
2019-04-30 $47.52 Million +9.15%
2018-04-30 $43.54 Million +15.02%
2017-04-30 $37.85 Million +9.40%
2016-04-30 $34.60 Million +0.47%
2015-04-30 $34.44 Million +3.43%
2014-04-30 $33.30 Million +0.95%
2013-04-30 $32.98 Million +2.08%
2012-04-30 $32.31 Million -2.83%
2011-04-30 $33.25 Million +55.04%
2010-04-30 $21.45 Million -73.48%
2009-04-30 $80.87 Million -7.95%
2008-04-30 $87.85 Million +16.25%
2007-04-30 $75.57 Million +22.02%
2006-04-30 $61.94 Million +40.31%
2005-04-30 $44.14 Million +25.06%
2004-04-30 $35.30 Million -81.93%
2003-04-30 $195.38 Million -0.32%
2002-04-30 $196.00 Million -2.10%
2001-04-30 $200.21 Million -5.06%
2000-04-30 $210.87 Million +26.34%
1999-04-30 $166.90 Million +21.91%
1998-04-30 $136.90 Million +42.01%
1997-04-30 $96.40 Million -56.44%
1996-04-30 $221.30 Million +27.77%
1995-04-30 $173.20 Million +17.50%
1994-04-30 $147.40 Million +16.61%
1993-04-30 $126.40 Million +20.84%
1992-04-30 $104.60 Million +24.38%
1991-04-30 $84.10 Million +24.59%
1990-04-30 $67.50 Million +5.80%
1989-04-30 $63.80 Million +29.15%
1988-04-30 $49.40 Million +34.97%
1987-04-30 $36.60 Million +42.41%
1986-04-30 $25.70 Million --

Equity Component Analysis

This analysis shows how different components contribute to Value Line Inc's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 351.8% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (April 2025)

Component Amount Percentage
Retained Earnings $113.40 Million 113.77%
Common Stock $1.00 Million 1.00%
Other Comprehensive Income $-66.00K -0.07%
Total Equity $99.68 Million 100.00%

Value Line Inc Competitors by Market Cap

The table below lists competitors of Value Line Inc ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Value Line Inc's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 90,793,000 to 99,678,000, a change of 8,885,000 (9.8%).
  • Net income of 20,686,000 contributed positively to equity growth.
  • Dividend payments of 11,303,000 reduced retained earnings.
  • Share repurchases of 453,000 reduced equity.
  • Other comprehensive income increased equity by 187,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income $20.69 Million +20.75%
Dividends Paid $11.30 Million -11.34%
Share Repurchases $453.00K -0.45%
Other Comprehensive Income $187.00K +0.19%
Other Changes $-232.00K -0.23%
Total Change $- 9.79%

Book Value vs Market Value Analysis

This analysis compares Value Line Inc's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 3.44x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 14.02x to 3.44x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
1986-04-30 $2.60 $36.39 x
1987-04-30 $3.68 $36.39 x
1988-04-30 $4.96 $36.39 x
1989-04-30 $6.41 $36.39 x
1990-04-30 $6.75 $36.39 x
1991-04-30 $8.45 $36.39 x
1992-04-30 $10.50 $36.39 x
1993-04-30 $12.69 $36.39 x
1994-04-30 $14.79 $36.39 x
1995-04-30 $17.32 $36.39 x
1996-04-30 $22.13 $36.39 x
1997-04-30 $9.66 $36.39 x
1998-04-30 $13.73 $36.39 x
1999-04-30 $16.69 $36.39 x
2000-04-30 $21.09 $36.39 x
2001-04-30 $20.03 $36.39 x
2002-04-30 $19.67 $36.39 x
2003-04-30 $19.55 $36.39 x
2004-04-30 $3.54 $36.39 x
2005-04-30 $4.42 $36.39 x
2006-04-30 $6.20 $36.39 x
2007-04-30 $7.57 $36.39 x
2008-04-30 $8.80 $36.39 x
2009-04-30 $8.10 $36.39 x
2010-04-30 $2.15 $36.39 x
2011-04-30 $3.33 $36.39 x
2012-04-30 $3.26 $36.39 x
2013-04-30 $3.34 $36.39 x
2014-04-30 $3.38 $36.39 x
2015-04-30 $3.51 $36.39 x
2016-04-30 $3.54 $36.39 x
2017-04-30 $3.89 $36.39 x
2018-04-30 $4.49 $36.39 x
2019-04-30 $4.91 $36.39 x
2020-04-30 $5.55 $36.39 x
2021-04-30 $6.98 $36.39 x
2022-04-30 $8.34 $36.39 x
2023-04-30 $8.85 $36.39 x
2024-04-30 $9.63 $36.39 x
2025-04-30 $10.58 $36.39 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Value Line Inc utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 20.75%
  • The company demonstrates strong efficiency in generating profits from shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 58.97%
  • • Asset Turnover: 0.24x
  • • Equity Multiplier: 1.45x
  • Recent ROE (20.75%) is below the historical average (25.39%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
1986 39.69% 17.93% 0.77x 2.87x $7.63 Million
1987 41.26% 21.63% 0.74x 2.58x $11.44 Million
1988 41.50% 27.44% 0.78x 1.94x $15.56 Million
1989 29.00% 27.95% 0.63x 1.64x $12.12 Million
1990 18.52% 19.69% 0.58x 1.61x $5.75 Million
1991 23.31% 30.29% 0.50x 1.55x $11.19 Million
1992 25.14% 35.25% 0.49x 1.46x $15.84 Million
1993 21.91% 35.33% 0.45x 1.39x $15.06 Million
1994 19.61% 35.20% 0.41x 1.36x $14.16 Million
1995 13.39% 29.33% 0.30x 1.53x $5.88 Million
1996 18.84% 47.88% 0.26x 1.51x $19.57 Million
1997 47.20% 49.56% 0.57x 1.66x $35.86 Million
1998 25.71% 37.61% 0.45x 1.52x $21.51 Million
1999 16.30% 28.54% 0.39x 1.46x $10.51 Million
2000 15.98% 35.01% 0.32x 1.41x $12.61 Million
2001 12.03% 24.48% 0.36x 1.35x $4.07 Million
2002 10.37% 23.24% 0.33x 1.37x $722.50K
2003 10.23% 24.35% 0.33x 1.26x $449.20K
2004 57.65% 24.03% 0.32x 7.56x $16.82 Million
2005 48.29% 25.23% 0.85x 2.24x $16.90 Million
2006 37.84% 27.52% 0.71x 1.92x $17.25 Million
2007 32.56% 29.42% 0.65x 1.71x $17.05 Million
2008 29.08% 30.90% 0.60x 1.57x $16.76 Million
2009 28.38% 33.15% 0.59x 1.45x $14.87 Million
2010 -108.11% -39.88% 0.97x 2.80x $-25.33 Million
2011 113.62% 77.63% 0.55x 2.64x $34.46 Million
2012 21.43% 18.92% 0.43x 2.61x $3.69 Million
2013 20.07% 18.47% 0.42x 2.56x $3.32 Million
2014 20.33% 18.63% 0.42x 2.61x $3.44 Million
2015 21.17% 20.53% 0.41x 2.54x $3.85 Million
2016 21.07% 21.11% 0.40x 2.50x $3.83 Million
2017 27.39% 29.98% 0.40x 2.29x $6.58 Million
2018 33.85% 41.09% 0.41x 1.99x $10.38 Million
2019 25.27% 33.12% 0.40x 1.93x $7.26 Million
2020 27.91% 37.08% 0.37x 2.05x $9.59 Million
2021 34.74% 57.64% 0.33x 1.81x $16.58 Million
2022 29.91% 58.78% 0.31x 1.62x $15.86 Million
2023 21.59% 45.52% 0.30x 1.57x $9.70 Million
2024 20.94% 50.73% 0.28x 1.50x $9.94 Million
2025 20.75% 58.97% 0.24x 1.45x $10.72 Million

Industry Comparison

This section compares Value Line Inc's net assets metrics with peer companies in the Financial Data & Stock Exchanges industry.

Industry Context

  • Industry: Financial Data & Stock Exchanges
  • Average net assets among peers: $9,077,174,558
  • Average return on equity (ROE) among peers: -171.20%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Value Line Inc (VALU) $105.49 Million 39.69% 0.40x $28.06 Million
ASX Limited (ASXFF) $2.76 Billion 10.63% 2.45x $7.32 Billion
B3 S.A. - Brasil Bolsa Balcão (BOLSY) $25.40 Billion 10.69% 0.58x $16.93 Billion
Bolsa Mexicana de Valores S.A.B. de C.V (BOMXF) $7.67 Billion 19.68% 0.15x $1.05 Billion
Bursa Malaysia Bhd Ord (BSMAF) $827.48 Million 20.92% 1.10x $835.52 Million
Bit Origin Ltd (BTOG) $909.58K -1927.48% 6.35x $2.63 Million
Cboe Global Markets Inc (CBOE) $3.60 Billion 14.67% 0.89x $30.38 Billion
CME Group Inc (CME) $28.73 Billion 14.08% 5.91x $110.13 Billion
Coinbase Global Inc (COIN) $10.28 Billion 25.10% 1.19x $46.24 Billion
Deutsche Börse AG (DBOEF) $11.26 Billion 17.31% 18.73x $44.04 Billion
Dun & Bradstreet Holdings Inc. (DNB) $250.60 Million 82.44% 4.68x $2.89 Billion