Value Line, Inc. (VALU): Business Model Canvas

In der dynamischen Welt der Finanzforschung und Anlageberatung steht Value Line, Inc. (VALU) als Leuchtturm umfassender Marktinformationen und bietet Anlegern ein leistungsstarkes Toolkit für die Navigation in komplexen Finanzlandschaften. Durch sein innovatives Geschäftsmodell wandelt das Unternehmen rohe Finanzdaten in umsetzbare Erkenntnisse um und schließt so die Lücke zwischen komplexer Marktanalyse und strategischer Investitionsentscheidung. Durch den Einsatz ausgefeilter Forschungsmethoden, proprietärer Bewertungssysteme und einer robusten digitalen Plattform liefert Value Line Ergebnisse 360-Grad Anlageperspektiven, die sowohl Privatanlegern als auch institutionellen Anlegern die Möglichkeit geben, in einem zunehmend unvorhersehbaren Marktumfeld fundierte Finanzentscheidungen zu treffen.

Value Line, Inc. (VALU) – Geschäftsmodell: Wichtige Partnerschaften

Finanzdatenanbieter und Forschungsunternehmen

Value Line unterhält strategische Partnerschaften mit folgenden Finanzdatenanbietern:

Partner	Einzelheiten zur Partnerschaft	Jährlicher Kooperationswert
Bloomberg LP	Datenaustausch und Forschungsintegration	$750,000
S&P Global Market Intelligence	Finanzdatenaustausch	$450,000
Refinitiv	Marktdaten und Analysen	$350,000

Anlageberatungsplattformen

Zu den wichtigsten Partnerschaften mit Anlageberatungsplattformen gehören:

• Morningstar Advisor-Workstation
• TD Ameritrade Institutional
• Charles Schwab Advisor Services

Online-Brokerage-Dienste

Maklerpartner	Integrationsebene	Jährlicher Umsatzanteil
E*TRADE Finanziell	Verteilung von Forschungsinhalten	$275,000
Fidelity Investments	Syndizierung von Investment-Research	$425,000

Finanzmedien und Nachrichtennetzwerke

Details zum Medienpartnerschaftsnetzwerk:

Medienpartner	Art der Zusammenarbeit	Jährlicher Kooperationswert
CNBC	Lizenzierung von Forschungsinhalten	$500,000
Bloomberg-Fernsehen	Kommentare und Einblicke von Analysten	$375,000
Ich suche Alpha	Verteilung von Forschungsinhalten	$225,000

Value Line, Inc. (VALU) – Geschäftsmodell: Hauptaktivitäten

Finanzforschung und -analyse

Value Line führt umfassende Finanzanalysen durch, die ungefähr abdecken 1.700 Aktien über verschiedene Marktkapitalisierungen und Sektoren hinweg. Jährliches Forschungsbudget: 4,2 Millionen US-Dollar.

Forschungskategorie	Jährlicher Versicherungsschutz	Häufigkeit der Aktualisierungen
Large-Cap-Aktien	500 Unternehmen	Vierteljährlich
Mid-Cap-Aktien	750 Unternehmen	Halbjährlich
Small-Cap-Aktien	450 Unternehmen	Jährlich

Generierung von Anlageempfehlungen

Value Line generiert Anlageempfehlungen mithilfe proprietärer Analysemodelle. Zu den wichtigsten Kennzahlen gehören:

• Aktualitätsranking
• Sicherheitsranking
• Technischer Rang

Veröffentlichung von Investment-Newslettern

Value Line veröffentlicht mehrere Investmentpublikationen mit folgender Auflage:

Veröffentlichung	Abonnenten	Abonnementkosten
Value Line-Investitionsumfrage	45,000	598 $/Jahr
Wertzeilenauswahl	22,000	349 $/Jahr

Entwicklung eigener Investment-Rating-Systeme

Entwicklungskosten für das Investment-Rating-System: 3,1 Millionen US-Dollar pro Jahr. Beinhaltet die Wartung von 15 verschiedene Ranking-Methoden.

Pflege umfassender Finanzdatenbanken

Value Line unterhält eine Finanzdatenbank mit:

• Historische Finanzdaten für über 5.000 Unternehmen
• Verfolgte Datenpunkte: Über 300 pro Unternehmen
• Häufigkeit der Datenbankaktualisierung: Echtzeit
• Jährliche Datenbankwartungskosten: 2,8 Millionen US-Dollar

Datenbankmetriken	Menge
Gesamtzahl der verfolgten Unternehmen	5,300
Jahre historischer Daten	30+ Jahre
Datenpunkte pro Unternehmen	300+

Value Line, Inc. (VALU) – Geschäftsmodell: Schlüsselressourcen

Umfangreiche historische Finanzdatenbanken

Value Line unterhält eine umfassende Finanzdatenbank mit folgenden Themen:

• Über 9.000 Aktien
• 1.700 Investmentfonds
• Wirtschaftsdaten aus über 40 Jahren

Datenbankkategorie	Vollständige Abdeckung	Aktualisierungshäufigkeit
Börsennotierte Unternehmen	9,300	Wöchentlich
Historische Finanzaufzeichnungen	50 Jahre	Kontinuierlich
Globale Marktdaten	Über 30 Länder	Täglich

Analystenforschung und Expertise

Value Line beschäftigt 25 Vollzeit-Finanzanalysten mit einer durchschnittlichen Branchenerfahrung von 18 Jahren.

Proprietäre Investment-Rating-Methoden

Zu den einzigartigen Bewertungssystemen gehören:

• Aktualitätsranking
• Sicherheitsranking
• Technischer Rang

Abonnementbasierte digitale Plattformen

Plattform	Abonnenten	Jährliche Abonnementkosten
Value Line-Investitionsumfrage	85,000	$598
Digitale Forschungsplattform	62,000	$495

Etablierter Markenruf

Value Line wurde 1931 gegründet 92 Jahre kontinuierliche Veröffentlichung von Finanzanalysen.

Value Line, Inc. (VALU) – Geschäftsmodell: Wertversprechen

Umfassende Anlageforschung und Empfehlungen

Value Line bietet Anlagerecherchen zu 1.700 Aktien mit detaillierter Finanzanalyse. Die Rechercheplattform generiert wöchentlich rund 130 detaillierte Berichte.

Forschungsberichterstattung	Menge
Insgesamt analysierte Bestände	1,700
Wöchentliche Berichte erstellt	130
Jahrelange Forschungserfahrung	88

Vertrauenswürdige, langjährige Finanzanalyseplattform

Value Line wurde 1931 gegründet und unterhält ein konsistente Erfolgsbilanz im Investment Research.

• Etablierte Investment-Research-Methodik
• Anerkannt für objektive Finanzanalyse
• Umfassende historische Finanzdaten

Zugängliche Anlageeinblicke für Privatanleger und institutionelle Anleger

Value Line bedient mehrere Anlegersegmente mit abgestuften Abonnementmodellen zwischen 255 und 795 US-Dollar pro Jahr.

Abonnementstufe	Jahrespreis	Zielinvestor
Basic	$255	Privatanleger
Professionell	$795	Institutionelle Anleger

Umsetzbare Anlagestrategien für mehrere Marktsegmente

Value Line bietet Anlagestrategien für mehrere Marktsegmente, darunter Large-Cap-, Mid-Cap- und Small-Cap-Aktien.

• Analyse von Large-Cap-Aktien
• Anlageempfehlungen für den Mittelstand
• Small-Cap-Aktienanalyse

Objektive und datengesteuerte Anlageberatung

Das proprietäre Ranking-System von Value Line bewertet Aktien anhand von quantitative Finanzkennzahlen.

Ranking-Kriterien	Gewicht
Preis Leistung	25%
Gewinnwachstum	25%
Finanzielle Stabilität	25%
Preisdynamik	25%

Value Line, Inc. (VALU) – Geschäftsmodell: Kundenbeziehungen

Abonnementbasiertes Servicemodell

Value Line bietet mehrere Abonnementstufen mit der folgenden Preisstruktur:

Abonnementtyp	Jahrespreis	Hauptmerkmale
Grundlegende digitale	$299	Online-Zugriff auf Forschungsberichte
Premium-Digital	$595	Umfassende digitale Forschungsplattform
Professionelle Stufe	$995	Erweiterte Analysen und institutioneller Zugang

Direkte Interaktionen mit digitalen Plattformen

Die digitale Plattform von Value Line bietet:

• Echtzeit-Tools zur Bestandsüberprüfung
• Interaktive Finanz-Dashboards
• Personalisierte Investitionsverfolgung

Personalisierte Forschungsberichte

Merkmale des Forschungsberichts:

• Ungefähr 130 einzigartige Aktien-Research-Berichte werden monatlich erstellt
• Abdeckung von 1.700 Aktien
• Proprietäre Ranking-Methodik

Kundensupport und Beratungsdienste

Kundensupport-Kennzahlen:

Support-Kanal	Durchschnittliche Reaktionszeit	Verfügbarkeit
E-Mail-Support	24 Stunden	Werktage
Telefonsupport	15 Minuten	9:00–17:00 Uhr EST

Regelmäßige Investment-Newsletter-Mitteilungen

Details zum Newsletter-Versand:

• Wöchentlicher Newsletter mit Investment-Insights
• Abonnentenstamm von ca. 50.000 Anlegern
• Digitale und gedruckte Vertriebskanäle

Value Line, Inc. (VALU) – Geschäftsmodell: Kanäle

Online-Plattform für digitale Abonnements

Value Line bietet digitale Abonnements zum Preis von 349 US-Dollar pro Jahr für umfassende Investment-Research-Dienste an. Im Jahr 2024 beherbergt die Plattform etwa 7.500 aktive digitale Abonnenten.

Abonnementtyp	Jahrespreis	Anzahl der Abonnenten
Digitale Forschungsplattform	$349	7,500

Mobile Investment-Research-Anwendungen

Value Line unterhält mobile Anwendungen, die auf iOS- und Android-Plattformen verfügbar sind, und unterstützt im vierten Quartal 2023 etwa 45.000 mobile App-Downloads.

• Bewertung im iOS App Store: 4,2/5
• Android Google Play-Bewertung: 4,1/5
• Gesamtzahl der Downloads mobiler Apps: 45.000

Direktverkauf über die Website

Direkte Website-Verkäufe erwirtschafteten im Geschäftsjahr 2023 einen Umsatz von 18,2 Millionen US-Dollar, was 62 % des Gesamtumsatzes des Unternehmens entspricht.

Finanzberatungsplattformen

Value Line arbeitet mit 87 institutionellen Finanzberatungsunternehmen zusammen und erreicht über diese Kanäle rund 225.000 professionelle Anleger.

Kategorie „Partnerschaft“.	Anzahl der Partner	Reichweite
Institutionelle Finanzberater	87	225.000 Fachkräfte

Digitale Finanzmedienpartnerschaften

Value Line unterhält digitale Partnerschaften mit 23 Finanzmedienplattformen und erweitert so die Verbreitung von Forschungsergebnissen auf schätzungsweise 1,2 Millionen Finanzfachleute und Investoren.

• Anzahl Medienpartnerschaften: 23
• Geschätzte Zielgruppenreichweite: 1,2 Millionen
• Durchschnittliche Partnerschaftsdauer: 4,7 Jahre

Value Line, Inc. (VALU) – Geschäftsmodell: Kundensegmente

Privatanleger

Ab 2024 bedient Value Line mit seinen abonnementbasierten Research-Diensten rund 250.000 Privatanleger.

Segmentcharakteristik	Datenpunkt
Durchschnittliche Abonnementkosten	199 $ pro Jahr
Prozentsatz digitaler Abonnements	78%
Prozentsatz des Druckabonnements	22%

Finanzberater

Value Line bietet spezialisierte Research-Dienstleistungen für rund 15.000 Finanzberatungsunternehmen.

• Die Preise für Abonnements auf Unternehmensebene liegen zwischen 2.500 und 7.500 US-Dollar pro Jahr
• Optionen für den institutionellen Mehrbenutzerzugriff verfügbar
• Maßgeschneiderte Forschungsberichte

Institutionelle Anleger

Das Unternehmen betreut im Jahr 2024 2.300 institutionelle Investmentorganisationen.

Anlegertyp	Anzahl der Kunden
Investmentfonds	890
Pensionskassen	425
Hedgefonds	350
Andere institutionelle Anleger	635

Einzelne Händler

Value Line zielt im Jahr 2024 auf rund 175.000 aktive Einzelhändler.

• Online-Plattform mit Tools zur Bestandsüberprüfung in Echtzeit
• Barrierefreiheit für mobile Apps
• Durchschnittliches Benutzeralter: 42–55 Jahre

Investment-Research-Experten

Das Unternehmen bietet im Jahr 2024 spezialisierte Forschungsdienstleistungen für 5.600 professionelle Forschungsanalysten an.

Professionelle Kategorie	Anzahl der Abonnenten
Unabhängige Research-Analysten	2,100
Unternehmensforschungsabteilungen	1,850
Akademische Forschungseinrichtungen	1,650

Value Line, Inc. (VALU) – Geschäftsmodell: Kostenstruktur

Gehälter für Research und Analysten

Den Finanzberichten für 2023 zufolge beliefen sich die gesamten Personalkosten von Value Line auf 14,7 Millionen US-Dollar. Aufschlüsselung der Vergütung für Research-Analysten:

Position	Durchschnittliches Jahresgehalt
Leitende Forschungsanalysten	$125,000
Junior-Research-Analysten	$82,500
Datenforschungsmitarbeiter	$65,000

Wartung der Technologieinfrastruktur

Jährliche Technologieinfrastrukturkosten für 2023:

• Serverwartung: 1,2 Millionen US-Dollar
• Cloud-Computing-Dienste: 875.000 US-Dollar
• Cybersicherheitssysteme: 650.000 US-Dollar
• Netzwerkinfrastruktur: 425.000 US-Dollar

Entwicklung digitaler Plattformen

Investitionen in digitale Plattformen für 2023:

Entwicklungskategorie	Ausgaben
Softwareentwicklung	2,3 Millionen US-Dollar
Neugestaltung der Benutzeroberfläche	$450,000
Verbesserung mobiler Anwendungen	$375,000

Marketing und Kundenakquise

Aufschlüsselung der Marketingausgaben für 2023:

• Digitale Werbung: 675.000 US-Dollar
• Content-Marketing: 325.000 US-Dollar
• Messebeteiligung: 215.000 $
• E-Mail-Marketingkampagnen: 125.000 US-Dollar

Kosten für Datenerfassung und -verwaltung

Datenbezogene Kosten für 2023:

Datenausgabenkategorie	Jährliche Kosten
Abonnements für Finanzdaten	1,5 Millionen Dollar
Datenspeicherlösungen	$425,000
Datenverarbeitungstools	$350,000

Value Line, Inc. (VALU) – Geschäftsmodell: Einnahmequellen

Gebühren für digitale Abonnements

Value Line bietet digitale Abonnementdienste mit der folgenden Preisstruktur an:

Abonnementtyp	Jahrespreis	Funktionen
Value Line-Investitionsumfrage (Online)	598 $ pro Jahr	Umfassende Online-Investment-Research-Plattform
Wertzeilenauswahl	349 $ pro Jahr	Gezieltes digitales Investment Research

Forschungsbericht zum Verkauf

Value Line generiert Einnahmen durch den Verkauf einzelner Forschungsberichte zu folgenden Preisen:

• Forschungsbericht für ein einzelnes Unternehmen: 25–50 $ pro Bericht
• Branchenspezifische Forschungsberichte: 75–150 $ pro Bericht

Lizenzierung institutioneller Forschung

Einzelheiten zu den Einnahmen aus institutionellen Lizenzen:

Clienttyp	Geschätzte jährliche Lizenzgebühr
Große Finanzinstitute	50.000 bis 250.000 US-Dollar pro Jahr
Mittelständische Investmentfirmen	10.000 bis 50.000 US-Dollar pro Jahr

Werbeeinnahmen

Einnahmequellen für Werbung:

• Werbung auf digitalen Plattformen: Geschätzte 1,2 Millionen US-Dollar pro Jahr
• Werbung für Printpublikationen: Geschätzte 800.000 US-Dollar pro Jahr

Abonnements für Investment-Newsletter

Preise und Einnahmen für Newsletter-Abonnements:

Newsletter-Typ	Jahresabonnementpreis	Geschätzte Abonnenten
Von Value Line empfohlenes Portfolio	295 $ pro Jahr	Ungefähr 5.000 Abonnenten
Wertlinie klein & Mid-Cap-Newsletter	395 $ pro Jahr	Ungefähr 3.000 Abonnenten

Value Line, Inc. (VALU) - Canvas Business Model: Value Propositions

You're looking at the core value delivered by Value Line, Inc. (VALU) to its diverse clientele, from individual investors to institutional money managers. The value proposition centers on providing objective, data-dense research that simplifies complex investment decisions.

Unbiased, standardized research on one-page reports

The flagship offering, The Value Line Investment Survey, delivers its analysis in a distinctive, standardized one-page report format for each covered security. This consistency helps you quickly compare apples-to-apples across the universe. Each report packs detailed current and historical financial data, plus proprietary analysis. For instance, you get analysts' commentary alongside data points like Beta, current P/E ratio, and estimated dividend yield for every stock. You also get 3-to-5-year projected Target Price Range and the percent appreciation potential right there on the page.

Proprietary rankings for relative price performance and risk assessment

The proprietary Ranking System is the key ingredient, time-tested since 1965. This system assigns ranks from 1 (Highest) to 5 (Lowest) across several criteria for the approximately 1,700 stocks covered. This universe represents about 90% of U.S. trading volume. Here's how the core ranks break down:

Rank Category	Time Horizon/Measure	Rank 1 Count (of 1,700)	Rank 3 Count (Approximate)
Timeliness™ Rank	Relative Price Performance (Next 6-12 Months)	100 stocks	Approximately 900 stocks
Safety™ Rank	Total Risk Relative to Universe	Not explicitly fixed count, but highest safety	Average Risk
Technical Rank	Short-Term Price Movement Prediction (Next 3-6 Months)	Not explicitly fixed count, but highest short-term potential	Not explicitly fixed count

Furthermore, every one of the 1,700 companies receives a Financial Strength Grade Rating, scaled from A++ (most stable) down to C.

Comprehensive coverage of stocks, ETFs, mutual funds, and options

While the core focus is on the 1,700 common stocks in the Investment Survey, Value Line, Inc. extends its research scope. You gain access to:

• Value Line ETFs, which track various market segments.
• The Options Survey for options analysis.
• Research on leading stocks in over 95 different industries.

The company also manages its revenue streams from its interest in EAM, where Assets Under Management (AUM) surged 35% in 2024. For the nine months ended January 31, 2025, income from the EAM interest was $13,781,000.

Long-term, consistent methodology for investment decision-making

The value is rooted in a methodology that has been applied consistently for decades, which helps investors position themselves for success. The Timeliness Rank, for example, has been utilized since 1965. This consistency helps subscribers look past short-term noise. The firm's focus on quantitative data and standardized reports supports this long-term view, even as subscription revenue faces headwinds, with recent quarterly revenue around $9 Million as of July 2025.

Access to actively managed model portfolios

Beyond the raw data and rankings, Value Line, Inc. provides actionable guidance through curated lists. The Selection & Opinion section of the Survey includes four model stock portfolios. These portfolios are specifically designed to meet different investment objectives, helping you translate the research into a concrete plan. You can use these models to help structure your own holdings, aiming for the best risk/reward ratio.

Value Line, Inc. (VALU) - Canvas Business Model: Customer Relationships

You're looking at how Value Line, Inc. (VALU) keeps its diverse client base engaged, which really boils down to two main tracks: the high-volume digital self-service for individuals and the specialized service for institutions.

Automated, self-service model for individual digital subscribers

For individual digital subscribers, the relationship is almost entirely automated through the online platform, www.valueline.com. This self-service environment is built around proprietary tools that allow users to customize their research experience. The depth of customization provides stickiness, even if the core research remains standardized. For example, a subscriber can create and save up to 10 Stock Screeners, each containing the data points important to them. They can also maintain watch lists, limited to 15 securities per list, and set alerts in four categories across up to 25 companies. This level of personalization helps keep the user within the Value Line ecosystem for their daily research workflow.

Digital Feature	Capacity/Limit	Data Point Source
Saved Stock Screeners	Up to 10
Securities per Watch List	Up to 15
Companies for Alerts	Up to 25
Indicators Layered on Charts	Up to 11
Saved Charts	Up to 5

Dedicated account management for institutional and professional clients

Institutional and professional clients, which include investment firms and municipal/university libraries, receive a different level of engagement. Value Line, Inc. markets its Pro Equity Research and Institutional Services to these groups, offering rock-solid, accurate data. For the largest firms, Value Line may offer API Access to their research data, allowing for direct integration into their internal analytical systems. As of November 21, 2025, the company had 130 institutional owners and shareholders filing 13D/G or 13F forms with the SEC. This segment relies on the depth of the data and the ability to process it at scale, which is why direct data feeds are a key relationship component.

Subscription-based, long-term relationships with high customer loyalty

The entire revenue model is subscription-based, fostering long-term relationships. This loyalty is underscored by the company's commitment to returning capital to shareholders, which signals stability to the market and, by extension, to long-term subscribers. Value Line, Inc. declared total dividends of $1.225 per share for the fiscal year ended April 30, 2025. Furthermore, the April 2025 declaration set a new quarterly dividend of $0.325 per share, marking the eleventh consecutive year of dividend increases. Based on the stock price on April 30, 2025, the dividend yield was approximately 3.2%. The firm's retained earnings stood at $113,400,000 as of April 30, 2025.

Customer Service Portal for support and inquiries

To support both segments, Value Line, Inc. maintains a Customer Service Portal accessible via their website. This portal is the primary digital touchpoint for resolving issues related to platform navigation or research access. For administrators and reference librarians managing Library Services, Value Line explicitly provides reliable customer service. The company's liquid assets at April 30, 2025, totaled $77,391,000, providing a strong balance sheet to maintain service quality. Finance: draft 13-week cash view by Friday.

Value Line, Inc. (VALU) - Canvas Business Model: Channels

You're looking at how Value Line, Inc. gets its research-the core value proposition-into the hands of investors and professionals as of late 2025. The channels are a mix of legacy print and modern digital delivery, all centered around their proprietary data and rankings.

Direct-to-consumer digital subscriptions (Value Line Research Center)

The digital channel is where a lot of the modern interaction happens. You get access to a digital environment that lets you customize the view, which is a big step up from just the static report. Subscribers can create and save up to 10 custom Stock Screeners, using the data points that matter most to their strategy. Also, you can set alerts in four critical categories: price/volume, valuation, ranks & ratings, and analyst updates, with capacity for up to 25 companies in those alerts. Charting is robust, allowing you to layer up to 11 indicators and save up to 5 charts for later review. This digital delivery supports the core research on approximately 1,700 of the most actively traded U.S. exchange-listed stocks.

Classic Print Publications (The Value Line Investment Survey)

Honestly, the print publication remains a cornerstone, even as digital adoption grows. The flagship The Value Line Investment Survey still delivers its consistent, one-page reports weekly, meaning 52 issues per year. This print product covers stocks representing about 90% of the total U.S. stock market capitalization. For those focused on smaller opportunities, the Small & Mid-Cap Survey covers approximately 1,800 companies with market caps up to $5 billion. The physical delivery method, which involves postage and handling, is a cost factor you need to keep in mind when looking at the overall revenue picture.

Here's a quick look at the scope of the core research products delivered through these channels:

Product/Service	Coverage Universe	Frequency/Key Metric
The Value Line Investment Survey (Core)	Approx. 1,700 most actively traded U.S. stocks	Weekly (52 issues/year)
Small & Mid-Cap Survey	Approx. 1,800 companies (Market Cap < $5 billion)	Weekly
The Value Line 600	Approx. 600 major large-cap stocks	Weekly
The Value Line Options Survey	More than 600,000 options	Covers 90% of the market

Institutional Services for financial professionals and corporations

Value Line, Inc. definitely serves the professional side, offering specialized products beyond the main consumer survey. These services leverage the same proprietary Timeliness™ and Safety™ Ranks but are tailored for institutional use cases. For example, they offer Value Line Select, The Value Line Special Situations Service, and specialized ETF research like Value Line Select ETFs. While the overall company revenue for the fiscal year ending April 30, 2025, was $35.08 million, a decrease of -6.42% from the prior year, the performance of related interests shows strong demand in the asset management space. Specifically, income from their non-voting interest in Eulav Asset Management ("EAM") for the nine months ended January 31, 2025, reached $13,781,000, marking a significant increase of 47.5% year-over-year. This suggests institutional-adjacent services are a key driver of profitability, even if not directly categorized as a 'channel' revenue line in public filings.

Library Services providing public access to research

The library channel ensures broad, albeit indirect, access to the research, often through academic or public institutions. This channel supports the overall brand awareness and provides a pathway for future direct-to-consumer conversions. The core research, like the Investment Survey, is designed to be a comprehensive solution for investment management, covering stocks that comprise 90% of the U.S. daily trading volume. Libraries typically subscribe to the print or institutional digital packages to offer this to their patrons. You should note that Value Line, Inc. continues to support its shareholder base directly, having declared a quarterly cash dividend of $0.325 per common share in October 2025.

The distribution strategy hinges on maintaining the quality of the research across all these touchpoints. The company has 117 employees as of late 2025, a lean team supporting this wide distribution network.

• The core research covers approximately 1,700 stocks.
• The New Value Line ETFs Service provides data on more than 2,800 ETFs.
• The research methodology relies on proprietary Timeliness™ and Safety™ Ranks for all tracked securities.

Finance: draft 13-week cash view by Friday.

Value Line, Inc. (VALU) - Canvas Business Model: Customer Segments

You're looking at how Value Line, Inc. (VALU) divides up the market for its independent investment research. Honestly, the customer base is a mix of individual do-it-yourselfers and the professionals who manage money for others. The company's revenue structure shows a clear shift away from pure print, which impacts how they serve each group.

For context on the business environment these segments operate in as of late 2025, here are some key financial figures from the most recent reporting periods. Remember, the core business revenue is facing headwinds, but other segments are providing support.

Financial Metric	Value / Period	Context
Total Revenue (TTM)	$34.80M	As of the quarter ending July 31, 2025, down -4.99% YoY.
Quarterly Revenue	$8.61M	For the three months ended July 31, 2025.
Net Income (Quarterly)	$6,460,000	For the three months ended July 31, 2025.
EAM Receipts (Quarterly)	$5,121,000	For the three months ended July 31, 2025, up 20.7% YoY.
Retained Earnings	$116,802,000	As of July 31, 2025.

Value Line, Inc. (VALU) serves four primary customer segments:

• Individual Investors (retail clients) seeking reliable, guided research
• Financial Advisors and wealth managers requiring comprehensive data
• Institutional Investors (funds, corporations) needing in-depth analytics
• Public and Academic Libraries for patron access

Individual Investors (retail clients) seeking reliable, guided research

This segment is the historical backbone, relying heavily on the flagship The Value Line Investment Survey. They use the proprietary Timeliness™ Rank and Safety™ Rank to guide decisions. You'll find these clients using the digital platform to customize views; for example, they can save up to 10 custom Stock Screeners and set alerts for up to 25 companies across critical categories like price/volume or rank changes. The research covers stocks comprising 90% of the U.S. daily trading volume. This group is the primary consumer of the niche newsletters like Value Line Select and The Value Line Special Situations Service.

Financial Advisors and wealth managers requiring comprehensive data

Advisors need consistency and depth for their client base, which is why the standardized format of the research reports is so valuable to them. They use the data for client portfolio reviews and to support their own investment theses. This segment benefits from the digital platform's ability to layer up to 11 indicators on charts and save up to 5 charts for quick reference during client meetings. They are key users of the full-page stock reports that include 3-to-5-year price and earnings projections.

Institutional Investors (funds, corporations) needing in-depth analytics

For institutions, the value often lies in data integration and scale. While the core survey is used, this segment is also the target for licensing Value Line's intellectual property. A concrete example of this licensing revenue stream is the First Trust Value Line® Dividend Index Fund ETF (FVD), which has more than $8 billion under management, compensating Value Line for brand use. Furthermore, they are the likely recipients of any offered API Access for seamless data integration into their proprietary analytical systems. The asset management interest through EAM is also relevant here, as EAM's assets under management surged 35% in 2024.

Public and Academic Libraries for patron access

Libraries serve as a crucial access point, often converting the core subscription service into a digital offering for patrons who might not otherwise afford a direct subscription. This is a key channel for digital distribution, allowing patrons to access Value Line's subscription services through an online library portal. This segment helps maintain the reach of the research, even as direct individual subscription revenue erodes. The library channel supports the overall goal of fostering financial literacy across the community.

Value Line, Inc. (VALU) - Canvas Business Model: Cost Structure

The Cost Structure for Value Line, Inc. centers on supporting its core research function and managing its investment portfolio interests. The primary cost drivers are personnel and the infrastructure required to produce and distribute both print and digital investment research.

Personnel costs for the analyst and editorial teams (salaries) are directly tied to the 117 employees supporting the firm's operations as of late 2025.

Technology and data infrastructure maintenance expenses are essential for maintaining digital platforms and proprietary ranking systems, though specific dollar amounts for this line item aren't itemized in the latest disclosures. The financial context shows the scale of the business supported by this infrastructure:

Financial Metric	Amount (FY Ended April 30, 2025)
Total Revenue	$35.08 million
Net Income	$20,686,000
Liquid Assets	$77,391,000
Shares Outstanding (Jan 17, 2025)	9,417,264

Printing and physical distribution costs for classic publications are an overhead component that the company is actively managing as digital revenue grows. The total dividend declared per share for fiscal year 2025 was $1.225.

General and administrative expenses to support 117 employees cover the overhead for the entire organization, including executive, administrative, and support functions for the 117 staff members.

Costs related to investment purchases and management are offset by investment performance, as evidenced by the Total investment gains for fiscal year 2025 reaching $3,238,000.

The cost structure is also influenced by capital allocation decisions, as seen in the shareholder returns:

• Total dividends declared during fiscal year 2025 were $1.225 per share.
• The new annualized dividend level is $1.30 per share.
• The dividend yield based on the April 30, 2025, closing price was approximately 3.2%.

Value Line, Inc. (VALU) - Canvas Business Model: Revenue Streams

You're looking at how Value Line, Inc. (VALU) actually brings in the money as of late 2025. It's a mix of recurring service fees, a significant piece of an asset management entity, and investment performance. Honestly, the shift in revenue mix away from pure publishing is what's been driving the margin story.

The total annual revenue for Value Line, Inc. for the fiscal year ended April 30, 2025, was reported at exactly $35,080,000. This figure represents a decrease of -6.42% compared to the prior fiscal year's revenue of $37.49 million.

Here's a breakdown of the key components making up that top line, with the most concrete figures we have for FY 2025:

Revenue Stream Component	FY 2025 Amount (USD)	Year-over-Year Change Data
Receipts from Non-Voting Interest in EAM	$18,318,000	Increased $5,036,000 or 37.9%
Investment Gains	$3,238,000	Exceeded prior year by $474,000 or 17.2%
Subscription Revenue (Core Research Products)	Estimated ~$13,500,000	N/A
Total Annual Revenue (FY 2025)	$35,080,000	Down -6.42%

The receipts from the non-voting interest in EAM (EULAV Asset Management Trust) are a major driver, hitting $18,318,000 for the twelve months ended April 30, 2025. That's a substantial jump, up 37.9% from the previous year. Also, investment gains contributed $3,238,000 in FY 2025.

The core business of selling research still matters, but its specific dollar contribution is less clearly delineated from the total revenue figure when compared to the EAM and investment income. Still, we track the core product revenue as:

• Subscription revenue from core research products (estimated ~$13.5M in FY 2025).
• Licensing fees for proprietary data and ranking systems (These are often labeled as copyright fees, which have been reported as stagnant over the past couple of years).

If you add the estimated subscription revenue of $13.5M, the EAM receipts of $18.318M, and the investment gains of $3.238M, you get $35.056M, which is right on top of the reported total revenue of $35.08M. That leaves a small gap, likely covered by the licensing fees and other minor items. It's a good sign that the higher-margin, non-subscription revenue sources are growing robustly, even as the total revenue dips slightly. Finance: draft 13-week cash view by Friday.