ICE vs. VALU
ICE (Intercontinental Exchange, Inc.) and VALU (Value Line, Inc.) are both stocks. Both operate in the Financial Data & Stock Exchanges industry within the Financial Services sector. Over the past 10 years, ICE returned 11.69%/yr vs 11.92%/yr for VALU. At a 0.15 correlation, their price movements are largely independent.
Performance
ICE vs. VALU - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with ICE having a -13.87% return and VALU slightly lower at -14.45%. Both investments have delivered pretty close results over the past 10 years, with ICE having a 11.69% annualized return and VALU not far ahead at 11.92%.
ICE
- 1D
- -1.73%
- 1M
- -10.76%
- YTD
- -13.87%
- 6M
- -10.90%
- 1Y
- -21.27%
- 3Y*
- 9.51%
- 5Y*
- 6.00%
- 10Y*
- 11.69%
VALU
- 1D
- -0.65%
- 1M
- -7.08%
- YTD
- -14.45%
- 6M
- -11.64%
- 1Y
- -13.00%
- 3Y*
- -8.95%
- 5Y*
- 1.80%
- 10Y*
- 11.92%
ICE vs. VALU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ICE Intercontinental Exchange, Inc. | -13.87% | 9.92% | 17.46% | 27.12% | -23.91% | 19.94% | 26.15% | 24.47% | 8.11% | 26.60% |
VALU Value Line, Inc. | -14.45% | -24.86% | 11.27% | -1.94% | 10.35% | 45.98% | 17.42% | 15.09% | 40.56% | 3.28% |
Correlation
The correlation between ICE and VALU is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Nov 17, 2005 | 0.15 |
Fundamentals
ICE:
$79.26B
VALU:
$303.17M
ICE:
$6.85
VALU:
$2.34
ICE:
20.31
VALU:
13.80
ICE:
6.09
VALU:
8.97
ICE:
2.68
VALU:
2.81
ICE:
$13.08B
VALU:
$33.83M
ICE:
$8.93B
VALU:
$17.97M
ICE:
$7.05B
VALU:
$5.80M
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Return for Risk
ICE vs. VALU — Risk / Return Rank
ICE
VALU
ICE vs. VALU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Intercontinental Exchange, Inc. (ICE) and Value Line, Inc. (VALU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ICE | VALU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.73 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 0.94 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.82 | -0.73 | -0.09 |
| Martin ratioReturn relative to average drawdown | -1.59 | -1.83 | +0.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ICE | VALU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.98 | -0.47 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.03 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.21 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.14 | +0.28 |
Drawdowns
ICE vs. VALU - Drawdown Comparison
The maximum ICE drawdown since its inception was -73.94%, roughly equal to the maximum VALU drawdown of -77.54%. Use the drawdown chart below to compare losses from any high point for ICE and VALU.
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Drawdown Indicators
| ICE | VALU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.94% | -77.54% | +3.60% |
Max Drawdown (1Y)Largest decline over 1 year | -25.87% | -17.84% | -8.03% |
Max Drawdown (3Y)Largest decline over 3 years | -25.87% | -43.43% | +17.56% |
Max Drawdown (5Y)Largest decline over 5 years | -34.32% | -67.15% | +32.83% |
Max Drawdown (10Y)Largest decline over 10 years | -34.32% | -67.15% | +32.83% |
Current DrawdownCurrent decline from peak | -25.55% | -64.49% | +38.94% |
Average DrawdownAverage peak-to-trough decline | -16.46% | -33.08% | +16.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.38% | 7.10% | +6.28% |
Volatility
ICE vs. VALU - Volatility Comparison
The current volatility for Intercontinental Exchange, Inc. (ICE) is 5.89%, while Value Line, Inc. (VALU) has a volatility of 7.01%. This indicates that ICE experiences smaller price fluctuations and is considered to be less risky than VALU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ICE | VALU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 7.01% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 18.45% | 16.41% | +2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.84% | 27.66% | -5.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.05% | 60.79% | -39.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.20% | 57.71% | -35.51% |
Dividends
ICE vs. VALU - Dividend Comparison
ICE's dividend yield for the trailing twelve months is around 1.41%, less than VALU's 4.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ICE Intercontinental Exchange, Inc. | 1.41% | 1.19% | 1.21% | 1.31% | 1.48% | 0.97% | 1.04% | 1.19% | 1.27% | 1.13% | 1.21% | 1.13% |
VALU Value Line, Inc. | 4.10% | 3.32% | 2.23% | 2.24% | 1.91% | 1.86% | 2.52% | 2.73% | 3.65% | 3.67% | 3.44% | 4.37% |
Financials
ICE vs. VALU - Financials Comparison
This section allows you to compare key financial metrics between Intercontinental Exchange, Inc. and Value Line, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ICE vs. VALU - Profitability Comparison
ICE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Intercontinental Exchange, Inc. reported a gross profit of 2.89B and revenue of 3.67B. Therefore, the gross margin over that period was 78.8%.
VALU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Value Line, Inc. reported a gross profit of 4.66M and revenue of 8.28M. Therefore, the gross margin over that period was 56.4%.
ICE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Intercontinental Exchange, Inc. reported an operating income of 1.67B and revenue of 3.67B, resulting in an operating margin of 45.4%.
VALU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Value Line, Inc. reported an operating income of 1.00M and revenue of 8.28M, resulting in an operating margin of 12.1%.
ICE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Intercontinental Exchange, Inc. reported a net income of 1.41B and revenue of 3.67B, resulting in a net margin of 38.5%.
VALU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Value Line, Inc. reported a net income of 5.91M and revenue of 8.28M, resulting in a net margin of 71.4%.
Frequently Asked Questions
ICE and VALU have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VALU has higher volatility (7.01%) compared to ICE (5.89%). In terms of maximum drawdown, ICE dropped -73.94% vs VALU's -77.54%.
VALU currently has the higher Sharpe Ratio (-0.47 vs -0.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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