Value Line, Inc. (Valu): Canvas du modèle commercial [Jan-2025 MISE À JOUR]

Dans le monde dynamique des conseils de recherche financière et d'investissement, Value Line, Inc. (VAU) est un phare d'intelligence complète du marché, offrant aux investisseurs une boîte à outils puissante pour naviguer dans des paysages financiers complexes. Grâce à son modèle commercial innovant, la société transforme les données financières brutes en informations exploitables, comblant l'écart entre l'analyse du marché complexe et la prise de décision stratégique d'investissement. En tirant parti des méthodologies de recherche sophistiquées, des systèmes de notation propriétaires et une robuste plate-forme numérique, la ligne de valeur offre À 360 degrés Les perspectives d'investissement qui permettent aux investisseurs de vente au détail et institutionnels de faire des choix financiers éclairés dans un environnement de marché de plus en plus imprévisible.

Value Line, Inc. (Valu) - Modèle commercial: partenariats clés

Fournisseurs de données financières et sociétés de recherche

Value Line maintient des partenariats stratégiques avec les fournisseurs de données financières suivants:

Partenaire	Détails du partenariat	Valeur de collaboration annuelle
Bloomberg LP	Partage de données et intégration de la recherche	$750,000
S&P Global Market Intelligence	Échange de données financières	$450,000
Raffinage	Données et analyses du marché	$350,000

Plateformes de conseil en investissement

Les partenariats clés de la plate-forme de conseil en investissement comprennent:

• Morningstar Advisor Workstation
• Td ameritrade institutionnel
• Services de conseiller Charles Schwab

Services de courtage en ligne

Partenaire de courtage	Niveau d'intégration	Part des revenus annuels
E * Trade Financial	Distribution de contenu de recherche	$275,000
Investissements de fidélité	Syndication de la recherche sur les investissements	$425,000

Réseaux de médias financiers et d'informations

Détails du réseau de partenariat médiatique:

Partenaire médiatique	Type de collaboration	Valeur de collaboration annuelle
Cnbc	Licence de contenu de recherche	$500,000
Télévision Bloomberg	Commentaires d'analystes et idées	$375,000
Recherche d'alpha	Distribution de contenu de recherche	$225,000

Value Line, Inc. (Valu) - Modèle d'entreprise: activités clés

Recherche et analyse financières

La ligne de valeur mène des recherches financières complètes couvrant approximativement 1 700 actions À travers diverses capitalisations boursières et secteurs. Budget de recherche annuel: 4,2 millions de dollars.

Catégorie de recherche	Couverture annuelle	Fréquence des mises à jour
Grands stocks	500 entreprises	Trimestriel
Stocks de casquette	750 entreprises	Semi-annuellement
Small Cap Stocks	450 entreprises	Annuellement

Génération de recommandations d'investissement

Value Line génère des recommandations d'investissement à l'aide de modèles analytiques propriétaires. Les mesures clés comprennent:

• Classement de la rapidité
• Classement de sécurité
• Rang technique

Publication des newsletters d'investissement

Value Line publie plusieurs publications d'investissement avec la circulation suivante:

Publication	Abonnés	Coût de l'abonnement
Enquête sur l'investissement de la ligne de valeur	45,000	598 $ / an
Sélection de la ligne de valeur	22,000	349 $ / an

Développement de systèmes de notation d'investissement propriétaires

Coût de développement du système d'investissement: 3,1 millions de dollars par an. Comprend l'entretien de 15 méthodologies de classement distinctes.

Maintenir des bases de données financières complètes

La ligne de valeur maintient une base de données financière avec:

• Données financières historiques pour plus de 5 000 entreprises
• Points de données suivis: plus de 300 par entreprise
• Fréquence de mise à jour de la base de données: en temps réel
• Coût de maintenance de la base de données annuelle: 2,8 millions de dollars

Métriques de la base de données	Quantité
Total des entreprises suivies	5,300
Années de données historiques	30 ans et plus
Points de données par entreprise	300+

Value Line, Inc. (Valu) - Modèle d'entreprise: Ressources clés

De vastes bases de données financières historiques

Value Line maintient une couverture de base de données financière complète:

• Plus de 9 000 actions
• 1 700 fonds communs de placement
• Données économiques s'étendant sur plus de 40 ans

Catégorie de base de données	Couverture totale	Mettre à jour la fréquence
Sociétés cotées en bourse	9,300	Hebdomadaire
Dossiers financiers historiques	50 ans	Continu
Données sur le marché mondial	30+ pays	Tous les jours

Recherche et expertise des analystes

La ligne de valeur utilise 25 analystes financiers à temps plein Avec une expérience moyenne de l'industrie de 18 ans.

Méthodologies de notation d'investissement propriétaires

Les systèmes de notation uniques comprennent:

• Classement de la rapidité
• Classement de sécurité
• Rang technique

Plateformes numériques basées sur l'abonnement

Plate-forme	Abonnés	Coût annuel d'abonnement
Enquête sur l'investissement de la ligne de valeur	85,000	$598
Plateforme de recherche numérique	62,000	$495

Réputation de la marque établie

Fondée en 1931, la ligne de valeur a 92 ans de publication de recherche financière continue.

Value Line, Inc. (Valu) - Modèle d'entreprise: propositions de valeur

Recherche et recommandations d'investissement complètes

Value Line fournit des recherches en investissement couvrant 1 700 actions avec une analyse financière détaillée. La plate-forme de recherche génère environ 130 rapports détaillés chaque semaine.

Couverture de recherche	Quantité
Total des actions analysées	1,700
Rapports hebdomadaires générés	130
Années d'expérience en recherche	88

Plateforme d'analyse financière de longue date de longue date

Fondée en 1931, la ligne de valeur a maintenu un Bouchage cohérent de la recherche sur les investissements.

• Méthodologie de recherche sur investissement établie
• Reconnu pour une analyse financière objective
• Données financières historiques complètes

Investissements accessibles pour les investisseurs de la vente au détail et institutionnels

Value Line sert plusieurs segments d'investisseurs avec des modèles d'abonnement à plusieurs niveaux allant de 255 $ à 795 $ par an.

Niveau d'abonnement	Prix ​​annuel	Investisseur cible
Basic	$255	Investisseurs de détail
Professionnel	$795	Investisseurs institutionnels

Stratégies d'investissement exploitables sur plusieurs segments de marché

Value Line fournit des stratégies d'investissement couvrant plusieurs segments de marché, notamment des actions à grande capitalisation, à moyennes capives et à petite capitalisation.

• Recherche sur les actions à grande capitalisation
• Recommandations d'investissement à milieu de capital
• Analyse des stocks à petite capitalisation

Conseils d'investissement objectifs et basés sur les données

Le système de classement propriétaire de la ligne de valeur évalue les actions en utilisant métriques financières quantitatives.

Critères de classement	Poids
Performance des prix	25%
Croissance des bénéfices	25%
Stabilité financière	25%
Momentum des prix	25%

Value Line, Inc. (Valu) - Modèle d'entreprise: relations avec les clients

Modèle de service basé sur l'abonnement

Value Line propose plusieurs niveaux d'abonnement avec la structure de tarification suivante:

Type d'abonnement	Prix ​​annuel	Caractéristiques clés
Numérique de base	$299	Accès en ligne aux rapports de recherche
Numérique premium	$595	Plateforme de recherche numérique complète
Niveau professionnel	$995	Analyse avancée et accès institutionnel

Interactions directes de la plate-forme numérique

La plate-forme numérique de Value Line fournit:

• Outils de dépistage des stocks en temps réel
• Tableaux de bord financiers interactifs
• Suivi d'investissement personnalisé

Rapports de recherche personnalisés

Caractéristiques du rapport de recherche:

• Environ 130 rapports de recherche en actions uniques générés mensuels
• Couverture de 1 700 actions
• Méthodologie de classement propriétaire

Support client et services de conseil

Métriques du support client:

Canal de support	Temps de réponse moyen	Disponibilité
Assistance par e-mail	24 heures	Jours ouvrables
Support téléphonique	15 minutes	9 h à 17 h HNE

Communications de newsletter d'investissement régulier

Détails de la distribution de newsletter:

• Newsletter hebdomadaire des informations sur l'investissement
• Base d'abonnés d'environ 50 000 investisseurs
• Canaux de distribution numériques et imprimés

Value Line, Inc. (Valu) - Modèle d'entreprise: canaux

Plateforme d'abonnement numérique en ligne

Value Line propose des abonnements numériques au prix de 349 $ par an pour des services de recherche sur les investissements complets. En 2024, la plate-forme héberge environ 7 500 abonnés numériques actifs.

Type d'abonnement	Prix ​​annuel	Nombre d'abonnés
Plateforme de recherche numérique	$349	7,500

Applications de recherche sur les investissements mobiles

Value Line maintient les applications mobiles disponibles sur les plates-formes iOS et Android, prenant en charge environ 45 000 téléchargements d'applications mobiles au quatrième trimestre 2023.

• Évaluation iOS de l'App Store: 4.2 / 5
• Android Google Play Rating: 4.1 / 5
• Téléchargements totaux d'applications mobiles: 45 000

Ventes directes via le site Web

Les ventes de sites Web directes ont généré 18,2 millions de dollars de revenus au cours de l'exercice 2023, ce qui représente 62% du total des revenus de l'entreprise.

Plateformes consultatives financières

Value Line s'associe à 87 cabinets de conseil financier institutionnels, atteignant environ 225 000 investisseurs professionnels par le biais de ces canaux.

Catégorie de partenariat	Nombre de partenaires	Atteindre
Conseillers financiers institutionnels	87	225 000 professionnels

Partenariats numériques des médias financiers

Value Line maintient les partenariats numériques avec 23 plateformes de médias financiers, étendant la distribution de la recherche à environ 1,2 million de professionnels et d'investisseurs financiers.

• Nombre de partenariats médiatiques: 23
• Prise de public estimé: 1,2 million
• Durée du partenariat moyen: 4,7 ans

Value Line, Inc. (Valu) - Modèle d'entreprise: segments de clientèle

Investisseurs de détail

En 2024, Value Line dessert environ 250 000 investisseurs de détail individuels par le biais de ses services de recherche basés sur l'abonnement.

Caractéristique du segment	Point de données
Coût moyen d'abonnement	199 $ par an
Pourcentage d'abonnement numérique	78%
Pourcentage d'abonnement imprimé	22%

Conseillers financiers

Value Line fournit des services de recherche spécialisés à environ 15 000 cabinets de conseil financier.

• Le prix de l'abonnement au niveau de l'entreprise varie de 2 500 $ à 7 500 $ par an
• Options d'accès institutionnel multi-utilisateurs disponibles
• Rapports de recherche personnalisés

Investisseurs institutionnels

La société dessert 2 300 organisations d'investissement institutionnelles en 2024.

Type d'investisseur	Nombre de clients
Fonds communs de placement	890
Fonds de pension	425
Hedge funds	350
Autres investisseurs institutionnels	635

Commerçants individuels

La ligne de valeur cible environ 175 000 commerçants individuels actifs en 2024.

• Plateforme en ligne avec outils de dépistage en temps réel
• Accessibilité de l'application mobile
• Âge de l'utilisateur moyen: 42-55 ans

Professionnels de la recherche en investissement

La société fournit des services de recherche spécialisés à 5 600 analystes de recherche professionnels en 2024.

Catégorie professionnelle	Nombre d'abonnés
Analystes de recherche indépendants	2,100
Départements de recherche d'entreprise	1,850
Établissements de recherche universitaire	1,650

Value Line, Inc. (Valu) - Modèle d'entreprise: Structure des coûts

Salaires de recherche et d'analystes

En 2023 rapports financiers, les dépenses totales du personnel de Value Line étaient de 14,7 millions de dollars. Répartition de la rémunération des analystes de la recherche:

Position	Salaire annuel moyen
Analystes de recherche principaux	$125,000
Analystes de recherche junior	$82,500
Associés de recherche sur les données	$65,000

Maintenance des infrastructures technologiques

Coût des infrastructures technologiques annuelles pour 2023:

• Maintenance du serveur: 1,2 million de dollars
• Services de cloud computing: 875 000 $
• Systèmes de cybersécurité: 650 000 $
• Infrastructure réseau: 425 000 $

Développement de plate-forme numérique

Investissement de plate-forme numérique pour 2023:

Catégorie de développement	Dépense
Développement de logiciels	2,3 millions de dollars
Refonte de l'interface utilisateur	$450,000
Amélioration des applications mobiles	$375,000

Marketing et acquisition de clients

Répartition des dépenses de marketing pour 2023:

• Publicité numérique: 675 000 $
• Marketing de contenu: 325 000 $
• Participation des salons commerciaux: 215 000 $
• Campions de marketing par e-mail: 125 000 $

Frais d'acquisition et de gestion des données

Coûts liés aux données pour 2023:

Catégorie de dépenses de données	Coût annuel
Abonnements de données financières	1,5 million de dollars
Solutions de stockage de données	$425,000
Outils de traitement des données	$350,000

Value Line, Inc. (Valu) - Modèle d'entreprise: Strots de revenus

Frais d'abonnement numérique

Value Line propose des services d'abonnement numériques avec la structure de tarification suivante:

Type d'abonnement	Prix ​​annuel	Caractéristiques
Enquête sur l'investissement de la ligne de valeur (en ligne)	598 $ par an	Plateforme complète de recherche sur les investissements en ligne
Sélection de la ligne de valeur	349 $ par an	Recherche d'investissement numérique ciblée

Ventes de rapports de recherche

La ligne de valeur génère des revenus grâce à des ventes de rapports de recherche individuels avec les prix suivants:

• Rapport de recherche à une seule entreprise: 25 $ - 50 $ par rapport
• Rapports de recherche spécifiques au secteur: 75 $ - 150 $ par rapport

Licence de recherche institutionnelle

Détails des revenus des licences institutionnelles:

Type de client	Frais de licence annuels estimés
Grandes institutions financières	50 000 $ - 250 000 $ par an
Entreprises d'investissement de taille moyenne	10 000 $ - 50 000 $ par an

Revenus publicitaires

Sources de revenus publicitaires:

• Publicité de la plate-forme numérique: estimé 1,2 million de dollars par an
• Publication d'impression publicitaire: estimé 800 000 $ par an

Abonnements à la newsletter d'investissement

Prix ​​d'abonnement à la newsletter et revenus:

Type de newsletter	Prix ​​d'abonnement annuel	Abonnés estimés
Portfolio de la ligne de valeur recommandée	295 $ par an	Environ 5 000 abonnés
Ligne de valeur petite & Newsletter à collège	395 $ par an	Environ 3 000 abonnés

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.