Value Line Inc (Nasdaq: VALU), an SEC filer in Investment Advice, closed at $36.63, -0.5%, on 2026-08-28, with a market cap of $346M as of 2026-08-27, a trailing P/E of 16.7, a return on equity of 21.7%, a net margin of 59.0% and 3-year sales growth of -4.7%. Institutional ownership, earnings history and filed financials are on the tabs below.
Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VALU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.6% | −2.0% | −3.9% | +0.7% | −8.5% | +25.7% | −15.5% | +7.1% | — | — | — | — | −2.9% | +13.4% | −16.3pp |
| 2025 | −25.1% | +4.2% | −5.5% | +6.7% | −4.2% | −0.1% | −4.4% | +2.2% | +3.0% | −5.4% | +1.2% | +3.6% | −24.9% | +17.7% | −42.6pp |
| 2024 | −7.9% | −3.4% | −6.0% | −9.9% | +4.4% | +13.9% | +10.4% | −12.3% | +12.2% | +4.6% | +7.7% | +1.4% | +11.3% | +24.9% | −13.6pp |
| 2023 | +2.1% | −2.8% | −3.8% | −4.7% | +0.2% | +0.0% | +17.3% | −0.3% | −18.1% | −5.6% | +2.7% | +15.9% | −1.9% | +26.2% | −28.1pp |
| 2022 | +26.5% | +0.1% | +13.5% | −1.9% | +7.9% | −6.5% | +31.8% | −5.5% | −46.5% | +22.6% | +4.5% | −9.1% | +10.3% | −18.2% | +28.5pp |
| 2021 | −5.9% | −6.3% | −2.3% | +9.1% | +1.2% | +0.3% | +3.9% | +14.5% | −6.5% | +1.2% | +17.6% | +15.6% | +46.0% | +28.7% | +17.3pp |
| 2020 | +14.7% | −12.5% | +12.2% | −3.6% | −8.0% | −5.3% | −7.9% | +5.9% | −5.4% | +11.3% | +0.7% | +19.9% | +17.4% | +18.3% | −0.9pp |
| 2019 | −16.7% | −6.3% | +22.8% | −5.4% | +5.4% | +12.8% | −4.4% | +2.7% | −15.1% | −10.3% | +35.5% | +5.5% | +15.1% | +31.2% | −16.1pp |
| 2018 | +0.2% | −2.3% | −1.5% | +7.4% | +3.5% | +17.5% | −2.9% | +7.0% | +2.0% | +2.2% | +5.1% | −2.0% | +40.6% | −4.6% | +45.1pp |
| 2017 | −9.8% | +2.7% | −3.9% | +2.6% | −1.3% | +6.1% | −2.3% | −9.7% | +10.3% | +2.6% | −1.1% | +9.4% | +3.3% | +21.7% | −18.4pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 43% | 43% | 52% | 57% | 48% | 48% | 45% | 52% | 76% | 57% | 52% |
| Median | +0.2% | −2.3% | −0.3% | +0.3% | +0.7% | +0.0% | −2.3% | −0.8% | +0.2% | +3.5% | +1.2% | +0.3% |
| Best | +26.5% | +20.0% | +22.8% | +12.2% | +7.9% | +25.7% | +32.7% | +14.5% | +19.0% | +37.6% | +35.5% | +19.9% |
| Worst | −25.1% | −16.6% | −13.2% | −9.9% | −11.6% | −23.7% | −22.3% | −12.3% | −46.5% | −10.7% | −16.7% | −21.9% |
| vs SPY ⓘ | −3.1pp | −1.2pp | +0.0pp | −1.5pp | −0.5pp | −1.7pp | −1.1pp | −0.1pp | −1.9pp | +2.7pp | −1.5pp | +2.6pp |
253 monthly observations · 2005–2026 · benchmark SPY
