Value Line, Inc

Value Line, Inc. is a New York-based investment research and publishing company founded in 1982. It produces investment periodicals, proprietary stock research, databases, and software, and also licenses its copyrights, trademarks, and proprietary ranking system to third parties for use in investment products and related services.

15,9 %

64,7 %

−4,7 %

3.92

4.07

— Value Line, Inc
%
Comprehensive research publications45% Flagship weekly and digital investment surveys covering stocks, funds, and other securities.
Targeted newsletters20% Specialized subscription products focused on selected themes, sectors, and strategies.
Software and databases15% Research tools and historical data products used for analysis and screening.
Copyright and proprietary information licensing20% Fees from third parties using Value Line ranks, trademarks, and research content.

Value Line sells primarily to individual investors and professional investors who subscribe to its research products...

  • Retail individual investorsprimary

    Buy annual or multi-year subscriptions to get stock research, rankings, and model ideas in one package.

  • Institutional subscribersprimary

    Libraries, universities, corporations, and financial professionals subscribe for research access and reference use.

  • Third-party licenseesprimary

    Use Value Line copyrights, trademarks, and proprietary ranks in managed or marketed investment products.

  • Mutual fund-related userssecondary

    Value Line Funds and related asset-management activities rely on the company’s research ecosystem and brand.

Value Line is headquartered in New York City and operates primarily as a U.S.-based publishing and licensing business...

  • •Headquartered in New York City, United States
  • •Primary customer base is U.S. retail and institutional investors
  • •Products are delivered through print and digital channels
  • •Operational functions are largely U.S.-based and outsourced where needed

Value Line’s strategy centers on maintaining its core research franchise while expanding digital delivery and...

01
Strengthen digital research offeringsshort-term

Digital products help offset the structural decline in print subscriptions and broaden access.

02
Defend proprietary intellectual propertymedium-term

Licensing revenue depends on the continued value of Value Line ranks, brands, and research.

03
Preserve subscription retention and renewal ratesmedium-term

The business relies on recurring subscription revenue from retail and institutional users.

The business is exposed to declining print demand, which can reduce subscription revenue if digital products do not...

high

Declining retail print subscription revenue

The company has a negative trend in print subscriptions, and print remains part of the revenue base.

Scope
Subscription revenue
Materiality
high
high

Dependence on EAM revenue and profits

A significant portion of cash flow comes from non-voting interests in EAM, which depends on fund assets and performance.

Scope
Asset management-related income
Materiality
high
medium

Intellectual property and copyright protection

Licensing revenue relies on the enforceability and perceived value of Value Line trademarks and proprietary ranks.

Scope
Licensing and brand monetization
Materiality
medium
medium

Key personnel dependence

The company relies on executives and professional staff to produce research and maintain product quality.

Scope
Editorial and research operations
Materiality
medium
medium

Regulatory and market risk in affiliated investment activities

Changes in securities regulation, fund rules, or market conditions can affect EAM and related income streams.

Scope
Mutual fund and advisory ecosystem
Materiality
medium
Subscription revenue recognition
Revenue and deferred revenue
Unearned revenue
Current and long-term liabilities
Valuation of EAM investment
Investment carrying value and earnings
Lease accounting
Balance sheet liabilities and cash flow

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: 29/04/2026