Skip to content

Value Line VALU Equity Method Investments

Equity Method Investments at other companies

Morningstar logo
MorningstarMORN
$44.4M+5.7%
Amalgamated Financial Corp. logo
Amalgamated Financial Corp.AMAL
$5.58M-1.1%
Evercore logo
EvercoreEVR
$1.66M+157%
Lazard logo
LazardLAZ
$26.48M+50.6%
Main Street Capital logo
Main Street CapitalMAIN
$5.67B
Invesco logo
InvescoIVZ

Other financials

Income statement

See full
Revenue$8.3M-7.7%
Operating income$1.0M-35.8%
Net income$5.9M+14.5%
EPS (diluted)$0.59

Balance sheet

See full
Cash & equivalents$46.5M+73.3%
Total debt$2.6M-32.9%
Total equity$107.8M+8.9%
Total assets$151.0M+5.2%

Cash flow

See full
Operating cash flow$5.3M-22.9%
CapEx--100%
Free cash flow$5.3M-21.6%

Valuation

See full
Market cap$341.6M-4.6%
Enterprise value$297.75M-9.1%
P/E15.5×-1.8×
P/S10.1×-0.1×

Profitability

See full
Operating margin14.3%-4.3pp
Net margin65%+4.8pp
FCF margin57.2%+5.9pp

Returns & leverage

See full
Return on equity21.3%-1.6pp
Debt / equity0.0×
Current ratio4.1×+0.6×

Where this comes from

Reported directly by Value Line in its filing.

Tagged under the XBRL concept us-gaap:EquityMethodInvestments.

The official record: Value Line’s 10-Q, filed March 17, 2026, on SEC EDGAR. View the filing →

Ask your AI about Value Line's equity method investments.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Value Line's equity method investments?
Value Line (VALU) reported equity method investments of $60.99M in Q4 2025.
How has Value Line's equity method investments changed year-over-year?
Value Line's equity method investments decreased by 0.2% year-over-year, from $61.12M to $60.99M.
What is the long-term trend for Value Line's equity method investments?
Over 4 years (2021 to 2025), Value Line's equity method investments has grown at a -0.1% compound annual growth rate (CAGR), from $60.98M to $60.81M.
What does equity method investments mean?
Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.