Value Line, Inc. (Valu): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico de pesquisa financeira e orientação de investimento, a Value Line, Inc. (VALU) é um farol de inteligência de mercado abrangente, oferecendo aos investidores um poderoso kit de ferramentas para a navegação de paisagens financeiras complexas. Através de seu modelo de negócios inovador, a empresa transforma dados financeiros brutos em insights acionáveis, preenchendo a lacuna entre a intrincada análise de mercado e a tomada de decisões estratégicas de investimento. Ao alavancar metodologias sofisticadas de pesquisa, sistemas de classificação proprietários e uma plataforma digital robusta, a linha de valor entrega 360 graus Perspectivas de investimento que capacitem investidores de varejo e institucional para fazer escolhas financeiras informadas em um ambiente de mercado cada vez mais imprevisível.

Value Line, Inc. (Valu) - Modelo de Negócios: Principais Parcerias

Provedores de dados financeiros e empresas de pesquisa

A Valor Line mantém parcerias estratégicas com os seguintes provedores de dados financeiros:

Parceiro	Detalhes da parceria	Valor anual de colaboração
Bloomberg LP	Compartilhamento de dados e integração de pesquisa	$750,000
S&P Global Market Intelligence	Troca de dados financeiros	$450,000
Refinitiv	Dados de mercado e análise	$350,000

Plataformas de consultoria de investimento

Principais parcerias de plataforma de consultoria de investimento incluem:

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

Serviços de corretagem online

Parceiro de corretagem	Nível de integração	Participação anual da receita
E*Trade Financial	Distribuição de conteúdo de pesquisa	$275,000
Fidelity Investments	SIDAÇÃO DE PESQUISA DE INVESTIMENTO	$425,000

Mídia financeira e redes de notícias

Detalhes da rede de parceria de mídia:

Parceiro de mídia	Tipo de colaboração	Valor anual de colaboração
CNBC	Pesquisa de licenciamento de conteúdo	$500,000
Televisão da Bloomberg	Comentários e insights do analista	$375,000
Buscando alfa	Distribuição de conteúdo de pesquisa	$225,000

Value Line, Inc. (Valu) - Modelo de Negócios: Atividades -chave

Pesquisa e análise financeira

A Linha de Valor realiza pesquisas financeiras abrangentes cobrindo aproximadamente 1.700 ações em várias capitalizações de mercado e setores. Orçamento anual de pesquisa: US $ 4,2 milhões.

Categoria de pesquisa	Cobertura anual	Frequência de atualizações
Estoques de capitalização grande	500 empresas	Trimestral
Estoques de Cap	750 empresas	Semestralmente
Estoques de pequenas capitões	450 empresas	Anualmente

Geração de recomendações de investimento

A linha de valor gera recomendações de investimento usando modelos analíticos proprietários. As principais métricas incluem:

• Classificação da pontualidade
• Classificação de segurança
• Classificação técnica

Publicação de boletins de investimento

A Value Line publica várias publicações de investimento com a seguinte circulação:

Publicação	Assinantes	Custo de assinatura
Pesquisa de investimento em linha de valor	45,000	US $ 598/ano
Linha de valor Selecionar	22,000	US $ 349/ano

Desenvolvendo sistemas de classificação de investimento proprietários

Custo do desenvolvimento do sistema de classificação de investimento: US $ 3,1 milhões anualmente. Inclui manutenção de 15 metodologias de classificação distintas.

Mantendo bancos financeiros abrangentes

A linha de valor mantém um banco de dados financeiro com:

• Dados financeiros históricos para mais de 5.000 empresas
• Pontos de dados rastreados: mais de 300 por empresa
• Frequência de atualização do banco de dados: em tempo real
• Custo anual de manutenção do banco de dados: US $ 2,8 milhões

Métricas de banco de dados	Quantidade
Total de empresas rastreadas	5,300
Anos de dados históricos	Mais de 30 anos
Pontos de dados por empresa	300+

Value Line, Inc. (Valu) - Modelo de negócios: Recursos -chave

Extensos bancos de dados financeiros históricos

A Linha de Valor mantém um banco de dados financeiro abrangente que cobre:

• Mais de 9.000 ações
• 1.700 fundos mútuos
• Dados econômicos em mais de 40 anos

Categoria de banco de dados	Cobertura total	Atualizar frequência
Empresas de capital aberto	9,300	Semanalmente
Registros financeiros históricos	50 anos	Contínuo
Dados do mercado global	Mais de 30 países	Diário

Pesquisa e experiência em analistas

A linha de valor emprega 25 analistas financeiros em tempo integral com experiência média do setor de 18 anos.

Metodologias de classificação de investimento proprietárias

Sistemas de classificação exclusivos incluem:

• Classificação da pontualidade
• Classificação de segurança
• Classificação técnica

Plataformas digitais baseadas em assinatura

Plataforma	Assinantes	Custo anual de assinatura
Pesquisa de investimento em linha de valor	85,000	$598
Plataforma de pesquisa digital	62,000	$495

Reputação de marca estabelecida

Fundada em 1931, a linha de valor tem 92 anos de publicação contínua de pesquisa financeira.

Value Line, Inc. (Valu) - Modelo de Negócios: Proposições de Valor

Pesquisa e recomendações abrangentes de investimento

A Linha de Valor fornece pesquisa de investimento, cobrindo 1.700 ações com análise financeira detalhada. A plataforma de pesquisa gera aproximadamente 130 relatórios detalhados semanalmente.

Cobertura de pesquisa	Quantidade
Total de ações analisadas	1,700
Relatórios semanais gerados	130
Anos de experiência de pesquisa	88

Plataforma de análise financeira confiável e de longa data

Fundada em 1931, a linha de valor manteve um histórico consistente de pesquisa de investimento.

• Metodologia de pesquisa de investimento estabelecido
• Reconhecido pela análise financeira objetiva
• Dados financeiros históricos abrangentes

Insights de investimento acessíveis para investidores de varejo e institucional

A linha de valor serve a vários segmentos de investidores com modelos de assinatura em camadas que variam de US $ 255 a US $ 795 anualmente.

Camada de assinatura	Preço anual	Investidor alvo
Basic	$255	Investidores de varejo
Profissional	$795	Investidores institucionais

Estratégias de investimento acionáveis ​​em vários segmentos de mercado

A Linha de Valor fornece estratégias de investimento que abrangem vários segmentos de mercado, incluindo ações de grande capitalização, média de capitalização e pequena capitalização.

• Pesquisa de capital de grande capitalização
• Recomendações de investimento no meio da capitalização
• Análise de estoque em pequena capitalização

Orientação de investimento objetiva e orientada a dados

O sistema de classificação proprietário da linha de valor avalia os estoques usando Métricas financeiras quantitativas.

Critérios de classificação	Peso
Desempenho de preço	25%
Crescimento de ganhos	25%
Estabilidade financeira	25%
Momento de preço	25%

Value Line, Inc. (Valu) - Modelo de Negócios: Relacionamentos do Cliente

Modelo de serviço baseado em assinatura

A linha de valor oferece várias camadas de assinatura com a seguinte estrutura de preços:

Tipo de assinatura	Preço anual	Principais recursos
Digital básico	$299	Acesso online a relatórios de pesquisa
Digital premium	$595	Plataforma de pesquisa digital abrangente
Nível Profissional	$995	Análise avançada e acesso institucional

Interações diretas de plataforma digital

A plataforma digital da Value Line fornece:

• Ferramentas de triagem em tempo real
• Painéis financeiros interativos
• Rastreamento personalizado de investimentos

Relatórios de pesquisa personalizados

Características do relatório de pesquisa:

• Aproximadamente 130 relatórios exclusivos de pesquisa de ações geradas mensalmente
• Cobertura de 1.700 ações
• Metodologia de classificação proprietária

Suporte ao cliente e serviços de consultoria

Métricas de suporte ao cliente:

Canal de suporte	Tempo médio de resposta	Disponibilidade
Suporte por e -mail	24 horas	Dias úteis
Suporte telefônico	15 minutos	9:00-17:00 EST

Comunicações de boletins de investimento regulares

Detalhes da distribuição do boletim informativo:

• Newsletter semanal de informações sobre investimentos
• Base de assinante de aproximadamente 50.000 investidores
• Canais de distribuição digital e impressa

Value Line, Inc. (Valu) - Modelo de Negócios: Canais

Plataforma de assinatura digital online

A Value Line oferece assinaturas digitais ao preço de US $ 349 anualmente para serviços abrangentes de pesquisa de investimentos. A partir de 2024, a plataforma hospeda aproximadamente 7.500 assinantes digitais ativos.

Tipo de assinatura	Preço anual	Número de assinantes
Plataforma de pesquisa digital	$349	7,500

Aplicativos de pesquisa de investimento móvel

A Value Line mantém aplicativos móveis disponíveis em plataformas iOS e Android, suportando aproximadamente 45.000 downloads de aplicativos móveis a partir do quarto trimestre 2023.

• App Store da iOS Classificação: 4.2/5
• Android Google Play Classificação: 4.1/5
• Downloads de aplicativos móveis totais: 45.000

Vendas diretas através do site

As vendas diretas do site geraram US $ 18,2 milhões em receita durante o ano fiscal de 2023, representando 62% da receita total da empresa.

Plataformas de consultoria financeira

A Value Line faz parceria com 87 empresas de consultoria financeira institucional, atingindo aproximadamente 225.000 investidores profissionais por meio desses canais.

Categoria de parceria	Número de parceiros	Alcançar
Consultores financeiros institucionais	87	225.000 profissionais

Parcerias de mídia financeira digital

A Value Line mantém parcerias digitais com 23 plataformas de mídia financeira, estendendo a distribuição de pesquisa a cerca de 1,2 milhão de profissionais e investidores financeiros.

• Número de parcerias de mídia: 23
• Alcance estimado do público: 1,2 milhão
• Duração média da parceria: 4,7 anos

Value Line, Inc. (Valu) - Modelo de negócios: segmentos de clientes

Investidores de varejo

A partir de 2024, a linha de valor atende a aproximadamente 250.000 investidores individuais de varejo por meio de seus serviços de pesquisa baseados em assinatura.

Característica do segmento	Data Point
Custo médio de assinatura	US $ 199 por ano
Porcentagem de assinatura digital	78%
Imprimir porcentagem de assinatura	22%

Consultores financeiros

A Linha de Valor fornece serviços de pesquisa especializados para aproximadamente 15.000 empresas de consultoria financeira.

• O preço da assinatura em nível corporativo varia de US $ 2.500 a US $ 7.500 anualmente
• Opções de acesso institucional multi-usuário disponíveis
• Relatórios de pesquisa personalizados

Investidores institucionais

A empresa atende 2.300 organizações de investimento institucional em 2024.

Tipo de investidor	Número de clientes
Fundos mútuos	890
Fundos de pensão	425
Fundos de hedge	350
Outros investidores institucionais	635

Comerciantes individuais

A linha de valor tem como alvo aproximadamente 175.000 comerciantes individuais ativos em 2024.

• Plataforma online com ferramentas de triagem em tempo real
• Acessibilidade de aplicativos móveis
• Idade média do usuário: 42-55 anos

Profissionais de pesquisa de investimentos

A empresa fornece serviços de pesquisa especializados para 5.600 analistas de pesquisa profissional em 2024.

Categoria profissional	Número de assinantes
Analistas de pesquisa independentes	2,100
Departamentos de pesquisa corporativa	1,850
Instituições de pesquisa acadêmica	1,650

Value Line, Inc. (VALU) - Modelo de negócios: estrutura de custos

Salários de pesquisa e analista

A partir de 2023 Relatórios Financeiros, as despesas totais de pessoal da Valor Line foram de US $ 14,7 milhões. Analista de pesquisa Remutação de compensação:

Posição	Salário médio anual
Analistas de pesquisa sênior	$125,000
Analistas de pesquisa júnior	$82,500
Associados de pesquisa de dados	$65,000

Manutenção de infraestrutura de tecnologia

Custos anuais de infraestrutura de tecnologia para 2023:

• Manutenção do servidor: US $ 1,2 milhão
• Serviços de computação em nuvem: $ 875.000
• Sistemas de segurança cibernética: US $ 650.000
• Infraestrutura de rede: US $ 425.000

Desenvolvimento da plataforma digital

Investimento de plataforma digital para 2023:

Categoria de desenvolvimento	Gasto
Desenvolvimento de software	US $ 2,3 milhões
Interface do usuário Redesign	$450,000
Melhoramento de aplicativos móveis	$375,000

Marketing e aquisição de clientes

Redução de despesas de marketing para 2023:

• Publicidade digital: US $ 675.000
• Marketing de conteúdo: US $ 325.000
• Participação da feira: US $ 215.000
• Campanhas de marketing por email: US $ 125.000

Despesas de aquisição e gerenciamento de dados

Custos relacionados a dados para 2023:

Categoria de despesa de dados	Custo anual
Assinaturas de dados financeiros	US $ 1,5 milhão
Soluções de armazenamento de dados	$425,000
Ferramentas de processamento de dados	$350,000

Value Line, Inc. (VALU) - Modelo de negócios: fluxos de receita

Taxas de assinatura digital

A Linha de Valor oferece serviços de assinatura digital com a seguinte estrutura de preços:

Tipo de assinatura	Preço anual	Características
Pesquisa de investimento em linha de valor (online)	US $ 598 por ano	Plataforma abrangente de pesquisa de investimento on -line
Linha de valor Selecionar	US $ 349 por ano	Pesquisa de investimento digital direcionado

Relatório de pesquisa Vendas

A linha de valor gera receita através de vendas de relatórios de pesquisa individuais com os seguintes preços:

• Relatório de pesquisa da empresa única: US $ 25 - US $ 50 por relatório
• Relatórios de pesquisa específicos do setor: US $ 75 - US $ 150 por relatório

Licenciamento de pesquisa institucional

Detalhes da receita de licenciamento institucional:

Tipo de cliente	Taxa de licenciamento anual estimada
Grandes instituições financeiras	$ 50.000 - US $ 250.000 por ano
Empresas de investimento de médio porte	US $ 10.000 - US $ 50.000 por ano

Receita de publicidade

Fontes de receita de publicidade:

• Publicidade da plataforma digital: estimado US $ 1,2 milhão anualmente
• Publicação de impressão Publicidade: estimado US $ 800.000 anualmente

Assinaturas de Newsletter de investimento

Preços e receita de assinatura de boletim informativo:

Tipo de boletim informativo	Preço anual de assinatura	Assinantes estimados
Portfólio recomendado pela linha de valor	US $ 295 por ano	Aproximadamente 5.000 assinantes
Linha de valor pequena & Newsletter de média capitária	US $ 395 por ano	Aproximadamente 3.000 assinantes

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.