Value Line, Inc. (VALU)

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Value Line, Inc. (VALU) is down 13.5% since the beginning of the year. At $33 per share, VALU is trading 19.4% below its 52-week high of $41. Investors who bought $1,000 worth of VALU shares 5 years ago would now be looking at an investment worth $1,206.

Value Line, Inc. (VALU) has returned -13.47% so far this year and -11.38% over the past 12 months. Over the last ten years, VALU has returned 10.81% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Aug 18, 1995, VALU's average daily return is +0.07%, while the average monthly return is +0.98%. At this rate, an investment would double in approximately 5.9 years.

Historically, 53% of months were positive and 47% were negative. The best month was Oct 2010 with a return of +37.6%, while the worst month was Sep 2022 at -46.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, VALU closed higher 45% of trading days. The best single day was Oct 4, 2022 with a return of +35.8%, while the worst single day was Oct 7, 2022 at -21.3%.

Value Line, Inc. has an annualized alpha of 12.06%, beta of 0.63, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since August 21, 1995.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (42.74%) than losses (39.04%) - typical of diversified or defensive assets.
• Beta of 0.63 may look defensive, but with R2 of 0.06 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.06 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

VALU ranks 17 for risk / return — in the bottom 17% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Value Line, Inc. (VALU) and compare them to S&P 500 Index.

Value Line, Inc. provided a 4.06% dividend yield over the last twelve months, with an annual payout of $1.33 per share. The company has been increasing its dividends for 6 consecutive years.

The table displays the monthly dividend distributions for Value Line, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Value Line, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Value Line, Inc. was 77.54%, occurring on Jun 24, 2013. Recovery took 1513 trading sessions.

The current Value Line, Inc. drawdown is 64.08%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Value Line, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Value Line, Inc. is priced in the market compared to other companies in the Financial Data & Stock Exchanges industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.