Value Line Inc (VALU) Return on Investment ROI from the first quarter of 2026 to first quarter of 2026 and for the year 2026, average high and low, overall ranking from Jul 31 2026 to Jul 31 2025 - CSIMarket
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Value Line Inc   (NASDAQ: VALU)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Value Line Inc's ROI from its first quarter of 2026 to the first quarter of 2026 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Value Line Inc's ROI in the first quarter of 2026?
Value Line Inc achieved a return on average invested assets (ROI) of 15.62 % in its first quarter of 2026, which is below Value Line Inc's average return on investment, which stands at 17.54%.

ROI fell compared to the fourth quarter of 2026, despite the net income growth of 30.1% from the fourth quarter of 2026.

Within the Financial sector 58 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Jul 31 2026 quarter, so far to 502, from total ROI ranking in the fourth quarter of 2026 at 526.

Definition and Formula of Return on Investment


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Return On Investment (Jul 31 2026)
I. Quarter		 (Apr 30 2026)
IV. Quarter		 (Jan 31 2026)
III. Quarter		 (Oct 31 2025)
II. Quarter		 (Jul 31 2025)
I. Quarter
Y / Y Investment Change TTM 14.22 % 19.75 % 24.79 % 21.11 % 17.52 %
Y / Y Net Income Change TTM -6.75 % 4.56 % 31.48 % 83.68 % 261.12 %
Investment (TTM) in Millions 131 129 121 127 124
Return On Investment (TTM) 15.62 % 17.25 % 17.84 % 18.1 % 19.14 %
VALU's Overall Ranking # 502 # 526 # 391 # 337 #
Seq. Investment Change TTM 1.21 % 1.68 % 5.02 % 5.7 % 6.1 %
Seq. Net Income Change TTM -8.34 % -1.7 % 3.51 % -0.01 % 2.77 %
Net Income (TTM) in Millions 20 22 22 21 21

VALU Company Profile >> Back to VALU Roi Comparisons >> See Annual VALU Return On Investment



Return On Investment VALU's Ranking
Within: No.
Industry # 15
Sector # 59
Overall # 502

Return On Investment Statistics
High Average Low
29.5 %
17.54 %
10.05 %
(Oct 31 2021)   (Jul 31 2017)







Financial Statements
Value Line Inc's I. Quarter Investments $ 131 Millions VALU's Balance sheet
Value Line Inc's I. Quarter Income $ 5 Millions Quarterly VALU's Income Statement
VALU's Income by Division See VALU's Income by Division


VALU Annual Return On Investment (Apr 30 2026)
2026		 (Apr 30 2025)
2025		 (Apr 30 2024)
2024		 (Apr 30 2023)
2023		 (Apr 30 2022)
2022
Total Investments in Millions 129 105 97 90 86
Y / Y Investment Growth 22.53 % 8.32 % 8.27 % 4.83 % 17.54 %
Net Income in Millions 22 21 19 18 24
Y / Y Net Income Growth 4.56 % 8.78 % 5.24 % -24.15 % 2.33 %
Annual Return On Investment 16.75 % 19.62 % 19.54 % 20.1 % 27.79 %


Annual Roi Comment
In the fiscal year 2026 ROI deteriorated to 16.75 %, despite net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
VALU's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for VALU's Competitors
Subscribers only: Roi for Value Line Inc's Suppliers
Subscribers only: Return On Investment for VALU's Customers

Other Ratios
VALU's Roa VALU's Inventory Turnover Ratio VALU's Growth Rates VALU's Dividend Statistics
VALU's Profitability Ratios VALU's Asset Turnover Ratio VALU's Dividend Growth
VALU's Roe VALU's Valuation Ratios VALU's Financial Strength Ratios VALU's Dividend Payout Ratio



Companies with similar Return On Investment at Jul 31 2026, within Financial Sector ROI
Abrdn Silver Etf Trust  38.14 %
Suro Capital Corp   34.86 %
Site Centers Corp   31.22 %
Corvel Corporation  29.42 %
Oscar Health Inc   27.79 %
Sei Investments Company  27.54 %
Lendingtree inc   24.24 %
Artisan Partners Asset Management Inc   23.45 %
Erie Indemnity Company  23.09 %
Gigcapital7 Corp   22.40 %
Moody s Corporation  21.89 %
Evercore Inc   21.62 %
Invesco Db Oil Fund  21.16 %
Brookfield Asset Management Ltd   21.04 %
Cohen and Steers Inc   21.03 %
Gcm Grosvenor Inc   21.03 %
Slide Insurance Holdings Inc   20.95 %
Oppfi Inc   20.81 %
Goosehead Insurance Inc   20.16 %
Hamilton Lane Incorporated  19.50 %
Moelis and Co  18.88 %
Graniteshares Gold Trust  18.57 %
Hamilton Insurance Group Ltd   18.36 %
Mntn Inc   18.07 %
Cboe Global Markets Inc   18.06 %
Spdr Gold Trust  17.35 %
Medalist Diversified inc   16.76 %
Abrdn Precious Metals Basket Etf Trust  16.58 %
Abrdn Gold Etf Trust  16.57 %
Allstate Corp  16.50 %

Date modified: 2026-09-15T12:06:13+00:00



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