VALU vs. ICE
VALU (Value Line, Inc.) and ICE (Intercontinental Exchange, Inc.) are both stocks. Both operate in the Financial Data & Stock Exchanges industry within the Financial Services sector. Over the past 10 years, VALU returned 11.48%/yr vs 11.85%/yr for ICE. At a 0.15 correlation, their price movements are largely independent.
Performance
VALU vs. ICE - Performance Comparison
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Returns By Period
In the year-to-date period, VALU achieves a -6.86% return, which is significantly higher than ICE's -17.31% return. Both investments have delivered pretty close results over the past 10 years, with VALU having a 11.48% annualized return and ICE not far ahead at 11.85%.
VALU
- 1D
- 1.61%
- 1M
- 6.50%
- YTD
- -6.86%
- 6M
- -7.19%
- 1Y
- -5.25%
- 3Y*
- -7.47%
- 5Y*
- 5.75%
- 10Y*
- 11.48%
ICE
- 1D
- 1.26%
- 1M
- -12.73%
- YTD
- -17.31%
- 6M
- -17.30%
- 1Y
- -25.05%
- 3Y*
- 7.52%
- 5Y*
- 3.75%
- 10Y*
- 11.85%
VALU vs. ICE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VALU Value Line, Inc. | -6.86% | -24.86% | 11.27% | -1.94% | 10.35% | 45.98% | 17.42% | 15.09% | 40.56% | 3.28% |
ICE Intercontinental Exchange, Inc. | -17.31% | 9.92% | 17.46% | 27.12% | -23.91% | 19.94% | 26.15% | 24.47% | 8.11% | 26.60% |
Correlation
The correlation between VALU and ICE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
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 16, 2005 | 0.15 |
Fundamentals
VALU:
$330.08M
ICE:
$75.81B
VALU:
$2.34
ICE:
$6.85
VALU:
15.02
ICE:
19.43
VALU:
9.77
ICE:
5.82
VALU:
3.06
ICE:
2.56
VALU:
$33.83M
ICE:
$13.08B
VALU:
$17.97M
ICE:
$8.93B
VALU:
$5.80M
ICE:
$7.05B
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Return for Risk
VALU vs. ICE — Risk / Return Rank
VALU
ICE
VALU vs. ICE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Value Line, Inc. (VALU) and Intercontinental Exchange, Inc. (ICE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VALU | ICE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.93 | ||
| Sortino ratioReturn per unit of downside risk | +1.40 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 0.81 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | -0.85 | +0.56 |
| Martin ratioReturn relative to average drawdown | -0.70 | -1.75 | +1.05 |
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Drawdowns
VALU vs. ICE - Drawdown Comparison
The maximum VALU drawdown since its inception was -77.54%, roughly equal to the maximum ICE drawdown of -73.94%. Use the drawdown chart below to compare losses from any high point for VALU and ICE.
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Drawdown Indicators
| VALU | ICE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.54% | -73.94% | -3.60% |
Max Drawdown (1Y)Largest decline over 1 year | -17.84% | -29.41% | +11.57% |
Max Drawdown (3Y)Largest decline over 3 years | -43.43% | -29.41% | -14.02% |
Max Drawdown (5Y)Largest decline over 5 years | -67.15% | -34.32% | -32.83% |
Max Drawdown (10Y)Largest decline over 10 years | -67.15% | -34.32% | -32.83% |
Current DrawdownCurrent decline from peak | -61.33% | -28.52% | -32.81% |
Average DrawdownAverage peak-to-trough decline | -33.11% | -16.48% | -16.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.50% | 14.36% | -6.86% |
Volatility
VALU vs. ICE - Volatility Comparison
Value Line, Inc. (VALU) has a higher volatility of 8.74% compared to Intercontinental Exchange, Inc. (ICE) at 7.79%. This indicates that VALU's price experiences larger fluctuations and is considered to be riskier than ICE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VALU | ICE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.74% | 7.79% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 16.53% | 19.16% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.84% | 22.42% | +5.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.79% | 21.19% | +39.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 57.62% | 22.24% | +35.38% |
Dividends
VALU vs. ICE - Dividend Comparison
VALU's dividend yield for the trailing twelve months is around 3.77%, more than ICE's 1.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ICE Intercontinental Exchange, Inc. | 1.50% | 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. | 3.77% | 3.32% | 2.23% | 2.24% | 1.91% | 1.86% | 2.52% | 2.73% | 3.65% | 3.67% | 3.44% | 4.37% |
Financials
VALU vs. ICE - Financials Comparison
This section allows you to compare key financial metrics between Value Line, Inc. and Intercontinental Exchange, 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
VALU vs. ICE - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
VALU and ICE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VALU has higher volatility (8.74%) compared to ICE (7.79%). In terms of maximum drawdown, VALU dropped -77.54% vs ICE's -73.94%.
VALU currently has the higher Sharpe Ratio (-0.19 vs -1.12), 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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