Value Line, Inc. is classed by the SEC under Investment Advice (industry code 6282), based in New York, NY. Its latest filed balance sheet (2025-04-30) shows total assets of $151 million (its filed statements).
Asset management businessInvestment AdviceNew York, NYfilings since 19958 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.7 out of ten, 8 of 9 metrics filed and 1 estimated: past 5.5 out of ten, present 5.9 out of ten, future 5.6 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2017. 72nd percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 4.1 out of ten. -0.4% a year over 10 filed years; profitable in 10 of 10. 41st percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 6.1 out of ten. Share count shrank 0.2% a year. 63% of cash flow returned. Insiders: 0 sales, 1 purchases. 61st percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 7.4 out of ten. ROE 20%: 20¢ of profit per shareholder dollar. Leverage 29%: owes 29¢ per asset dollar. 74th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 3.8 out of ten. bottom 38% of 42 in its family; net margin 64.7%. 38th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 7.9 out of ten. CrossAssetData estimate 7.9/10, confidence 35 of 100 (one part). 79th percentile among 42 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Room to expand (future): 8.3 out of ten. top 17% of 41 in its family for room to expand. 83rd percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 2.4 out of ten. bottom 24% of 41 in its family for growth drivers. 24th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 6.1 out of ten. top 39% of 40 in its family for expectations against reality. 61st percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-07-29 for the period ended 2026-04-30 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-09-14 for the period ended 2026-07-31 (on EDGAR). Newest filing: Form 8-K, 2026-10-06. Filings on record since 1995. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2026: Subscription and Circulation 71%, License 29%. As tagged in its annual report (Form 10-K, filed 2026-07-29).
Who runs it
Brecher, Howard A (Chairman and CEO); Swistel, Alexander J. (director). 2 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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