Value Line (VALU) ROA: History & Chart

Value Line, Inc.(VALU)

Financial - Data & Stock Exchanges · New York City, NY

$41.00+0.40 (+0.99%)

Delayed quote: Oct 6, 2026, 4:00 PM EDT

About Value Line, Inc.

Value Line, Inc., through its subsidiaries, operates primarily within the U.S. as a prominent provider of investment research and financial publications. These offerings encompass a broad spectrum of asset classes, such as equities, mutual funds, exchange-traded funds (ETFs), and options. The company's core research services, including "The Value Line Investment Survey" (with its Small and Mid-Cap variant), "The Value Line 600," and "The Value Line Fund Advisor Plus," deliver comprehensive statistical and textual analyses of various investment securities. A central feature of these services is their reliance on Value Line's proprietary research, analytical insights, and unique statistical ranking systems. Beyond its primary surveys, Value Line publishes specialized newsletters like "Value Line Select," "Value Line Select: Dividend Income & Growth," "Value Line Select: ETFs," "The Value Line Special Situations Service," "The Value Line Climate Change Investing Service," and "The Value Line Information You Should Know Wealth Newsletter." These provide focused, less exhaustive insights into specific investment opportunities. Furthermore, the company offers digital access to its content via its website (www.valueline.com), an online platform known as The Value Line Research Center, and analytical software such as The Value Line Investment Analyzer, which incorporates data manipulation and filtering capabilities. Its offerings also extend to comprehensive financial databases, containing current and historical information like "DataFile," estimates, projections, and mutual fund data. Value Line also develops copyright-protected investment products, including unit investment trusts, variable annuities, managed accounts, and EFTs. The company additionally manages advertising for its own publications and handles all aspects of subscription management and customer support. Value Line caters to a diverse clientele, including individual retail investors, financial professionals, and institutional clients such as municipal and university libraries, alongside various investment firms. Established in New York, New York, in 1931, Value Line, Inc. operates as a subsidiary of Arnold Bernhard & Co, Inc.

New York City, NY

106 employees

www.valueline.com

Financial Services / Financial - Data & Stock Exchanges

Sector: Financial Services
Industry: Financial - Data & Stock Exchanges
CEO: Howard A. Brecher

View full financials

VALU Return on Assets (ROA) Metrics

RETURN ON ASSETS (ROA)

12.99%

RETURN ON ASSETS (ROA) AVG TTM

14.28%

RETURN ON ASSETS (ROA) AVG 3Y

14.08%

RETURN ON ASSETS (ROA) AVG 5Y

15.67%

RETURN ON ASSETS (ROA) AVG 10Y

14.37%

RETURN ON ASSETS (ROA) AVG 15Y

12.69%

RETURN ON ASSETS (ROA) AVG 20Y

14.06%

CURRENT VS TTM AVG

-9.00%

CURRENT VS 3Y AVG

-7.74%

CURRENT VS 5Y AVG

-17.12%

CURRENT VS 10Y AVG

-9.62%

CURRENT VS 15Y AVG

+2.40%

CURRENT VS 20Y AVG

-7.59%

SECTOR MEDIAN · FINANCIAL SERVICES

1.23%

median of 710 covered companies

CURRENT VS SECTOR MEDIAN

+951.82%

vs the sector median at left

NAME	MARKET CAP	RETURN ON ASSETS (ROA)	TTM	3Y	5Y
Value Line, Inc. (VALU)	$384.88M	12.99%	14.28%	14.08%	15.67%
Primis Financial Corp (FRST)vs ›	$385.12M	1.22%	0.54%	0.32%	0.49%
MVB Financial Corp. (MVBF)vs ›	$383.44M	1.09%	0.73%	0.72%	0.98%
Citizens Financial Services, Inc. (CZFS)vs ›	$382.71M	1.29%	1.05%	0.99%	1.11%
Oportun Financial Corporation (OPRT)vs ›	$381.91M	0.62%	-0.83%	-2.27%	-1.62%
Parke Bancorp, Inc. (PKBK)vs ›	$388.20M	1.99%	1.48%	1.62%	1.63%
Centurion Acquisition Corp. (ALF)vs ›	$388.48M	12.80%	2.46%	2.46%	-10.71%
The First Bancorp, Inc. (FNLC)vs ›	$380.56M	1.18%	0.98%	1.09%	1.16%
Wen Acquisition Corp Class A Ordinary Shares (WENN)vs ›	$391.13M	3.45%	2.23%	2.23%	2.23%
Silvia, Inc. (SVIA)vs ›	$378.60M	N/A	N/A	N/A	N/A

NAME

MARKET CAP

RETURN ON ASSETS (ROA)

TTM

Value Line, Inc. (VALU)

$384.88M

12.99%

14.28%

14.08%

15.67%

Primis Financial Corp (FRST)vs ›

$385.12M

1.22%

0.54%

0.32%

0.49%

MVB Financial Corp. (MVBF)vs ›

$383.44M

1.09%

0.73%

0.72%

0.98%

Citizens Financial Services, Inc. (CZFS)vs ›

$382.71M

1.29%

1.05%

0.99%

1.11%

Oportun Financial Corporation (OPRT)vs ›

$381.91M

0.62%

-0.83%

-2.27%

-1.62%

Parke Bancorp, Inc. (PKBK)vs ›

$388.20M

1.99%

1.48%

1.62%

1.63%

Centurion Acquisition Corp. (ALF)vs ›

$388.48M

12.80%

2.46%

-10.71%

The First Bancorp, Inc. (FNLC)vs ›

$380.56M

1.18%

0.98%

1.09%

1.16%

Wen Acquisition Corp Class A Ordinary Shares (WENN)vs ›

$391.13M

3.45%

2.23%

Silvia, Inc. (SVIA)vs ›

$378.60M

N/A

Return on Assets (ROA) FAQ

What is the return on assets (ROA) for Value Line, Inc. (VALU)?

The return on assets (ROA) for VALU stock is 12.99%.

Is Value Line, Inc.'s return on assets (ROA) high or low?

The return on assets (ROA) of 12.99% is 17% below its 5-year average of 15.67%, near the low end of its 5-year range (12.99%–19.22%).

What is the TTM average return on assets (ROA) for Value Line, Inc. (VALU)?

The TTM average return on assets (ROA) for VALU stock is 14.28%.

What is the 3Y average return on assets (ROA) for Value Line, Inc. (VALU)?

The 3Y average return on assets (ROA) for VALU stock is 14.08%.

What is the 5Y average return on assets (ROA) for Value Line, Inc. (VALU)?

The 5Y average return on assets (ROA) for VALU stock is 15.67%.

What is the 10Y average return on assets (ROA) for Value Line, Inc. (VALU)?

The 10Y average return on assets (ROA) for VALU stock is 14.37%.

What is the 15Y average return on assets (ROA) for Value Line, Inc. (VALU)?

The 15Y average return on assets (ROA) for VALU stock is 12.69%.

What is the 20Y average return on assets (ROA) for Value Line, Inc. (VALU)?

The 20Y average return on assets (ROA) for VALU stock is 14.06%.

DATE	RETURN ON ASSETS (ROA)
2026-04-30	14.24%
2025-04-30	14.31%
2024-04-30	13.98%
2023-04-30	13.79%
2022-04-30	18.50%
2021-04-30	19.22%
2020-04-30	13.62%
2019-04-30	13.08%
2018-04-30	16.98%
2017-04-30	11.95%
2016-04-30	8.43%
2015-04-30	8.34%
2014-04-30	7.79%
2013-04-30	7.85%
2012-04-30	8.21%
2011-04-30	43.03%
2010-04-30	-38.66%
2009-04-30	19.53%
2008-04-30	18.52%
2007-04-30	19.08%
2006-04-30	19.66%
2005-04-30	21.56%
2004-04-30	7.62%
2003-04-30	8.10%
2002-04-30	7.56%
2001-04-30	8.89%
2000-04-30	11.30%
1999-04-30	11.16%
1998-04-30	16.96%
1997-04-30	28.38%

DATE

RETURN ON ASSETS (ROA)

2026-04-30

14.24%

2025-04-30

14.31%

2024-04-30

13.98%

2023-04-30

13.79%

2022-04-30

18.50%

2021-04-30

19.22%

2020-04-30

13.62%

2019-04-30

13.08%

2018-04-30

16.98%

2017-04-30

11.95%

2016-04-30

8.43%

2015-04-30

8.34%

2014-04-30

7.79%

2013-04-30

7.85%

2012-04-30

8.21%

2011-04-30

43.03%

2010-04-30

-38.66%

2009-04-30

19.53%

2008-04-30

18.52%

2007-04-30

19.08%

2006-04-30

19.66%

2005-04-30

21.56%

2004-04-30

7.62%

2003-04-30

8.10%

2002-04-30

7.56%

2001-04-30

8.89%

2000-04-30

11.30%

1999-04-30

11.16%

1998-04-30

16.96%

1997-04-30

28.38%

Return on Assets (ROA): 12.99%

VALU Return on Assets (ROA)

VALU Average Return on Assets (ROA) Chart

VALU Current vs Average Return on Assets (ROA) Chart

VALU Return on Assets (ROA) Metrics

VALU Competitors' Return on Assets (ROA)

Asset Efficiency

Return on Assets (ROA) Formula & Definition

Return on Assets (ROA) FAQ

VALU Return on Assets (ROA) History

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