VALU(VALU)

VALU

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Signal

Mixed1↑1↓

Price

1↓

Move↓-1.16%Negative session

Volume

1→

Volume↓0.5× avgLight volume

Technical

1↑

RSI↓RSI 28Oversold — bounce setup

PRICE

Prev Close

33.57

Open

33.05

Day Range33.05 – 34.77

33.05

34.77

52W Range33.17 – 40.50

33.17

40.50

0% of range

VOLUME & SIZE

Avg Volume

1.9K

FUNDAMENTALS

P/E Ratio

14.2x

Value territory

EPS (TTM)

—

Div Yield

0.02%

Beta

1.44

Market-like

Performance

-1.16%

-5.28%

-5.52%

-10.81%

-9.84%

YTD

-13.66%

1Y↓

-15.18%

Worst: 1Y (-15.18%)

Quick Read

Trend—Insufficient MA data

Momentum

NEUTRAL

rev -5% · 49% gross margin

Valuation

FAIR

P/E 14x vs ~20x sector

Health

STRONG

CR 4.1 · FCF $2.06/sh

Trend

Momentum

Valuation

Health

Bullish

Composite signal across trend, momentum, valuation & healthSignals from latest available data

Key MetricsTTM

Market Cap$311.47M

Revenue TTM$33.83M

Net Income TTM$22.00M

Free Cash Flow$19.34M

Gross Margin49.0%

Net Margin65.0%

Operating Margin14.3%

Return on Equity21.2%

Return on Assets14.6%

Debt / Equity0.02

Current Ratio4.07

EPS TTM$2.34

Alpha SignalsView Intelligence →

Intelligence analysis not yet available for this stock. Full AI-powered analysis may be available on the intelligence page.

Health Radar

4 strong2 concern

60/100

Liquidity

4.07Strong

Leverage

0.02Strong

Coverage

0.0xConcern

ROE

21.2%Strong

ROIC

2.8%Concern

Cash

$34MStrong

Analyst Coverage

No analyst coverage available for this stock.

Stock Health

Composite Score

1 of 4 signals bullish

3/10

Technicals

●

RSI RangeRSI 28 — Oversold, watch for bounce

Volume

●

Volume FlowDistribution — institutional selling

✗

Fundamentals

●

Last EarningsMissed estimates

✗

●

LiquidityCurrent Ratio 4.07 — healthy liquidity

✓

1 signal unavailable — limited data for this stock

Upcoming Events

EEarnings ReportMay 18, 2026

Tomorrow

DEx-Dividend DateAug 14, 2026

In 89 days

PDividend PaymentAug 17, 2026

In 92 days

Research

Fundamentals→Financials→Analysts→Earnings→Growth→Key Metrics→Technical Analysis→Intelligence→

FinancialsFull statements →

Technicals

Technical SetupMIXED

Technicals →

Trend

→ PullbackGolden Cross · 50D leads 200D by 19.2%

-10.1% vs SMA 50 · +7.2% vs SMA 200

Momentum

RSI28.1

Oversold — potential bounce

MACD-1.10

Below zero — bearish pulse · compressing

Market Position

Price Levels

52W High

$40.50+22.1%

EMA 50

$36.73+10.7%

Current

$33.18

52W Low

$33.17-0.0%

EMA 200

$30.97-6.7%

52-Week RangeNear 52-week low

$33.170th %ile$40.50

Squeeze SetupVolume-based

Distribution Pressure

Distribution pattern detected. More selling days than accumulation over the past 20 sessions. Not a conducive environment for a squeeze.

20-Day Money Flow

Acc days:2

Dist days:5

Edge:+3 dist

Volume Context

Avg Vol (50D)2K

Recent Vol (5D)

2K-13%

Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.

Earnings & Analysts

Earnings HistoryVALU

Last 6Q

-18.0%avg beat

Beat 1 of 6 quartersMissed 5↓ Estimates falling

-16%

Q3'09

-13%

Q3'09

-59%

Q4'09

+33%

Q1'10

-32%

Q3'10

-21%

Q3'10

Beat

Miss

Estimate

Deeper color = bigger beat/miss

Insider Activity

SEC Filings →

5 Buys/1 SellNet Buying

Muenzer Glenn J.Dir

$10K

Aug 29

SELL

Anastasio StephenVice President…

$44K

May 16

BUY

Fiore Alfred RDir

$1K

Aug 19

BUY

Fiore Alfred RDir

$24

Aug 5

BUY

Fiore Alfred RDir

$74

Aug 4

BUY

Brecher Howard ADir

$5K

Aug 4

BUY

Financials

Dividends3.99% yield

+9.2% avg annual growth

Annual Yield3.99%

Quarterly Div.$0.3500

Est. Annual / Share$1.40

FrequencyQuarterly

Q3'24

Q4'24

Q1'25

Q2'25

Q3'25

Q4'25

Q1'26

Q2'26

Dividend per payment — last 8 periods

INSTITUTIONAL OWNERSHIP

13-F Filings →

Neuberger Berman Group LLC

117K▲

BlackRock, Inc.

84K▼

DIMENSIONAL FUND ADVISORS LP

54K▼

GABELLI FUNDS LLC

46K—

WELLS FARGO & COMPANY/MN

26K▼

GEODE CAPITAL MANAGEMENT, LLC

24K▼

OPPENHEIMER & CO INC

22K—

North Star Investment Management Corp.

16K—

News & Activity

VALU News

About

Value Line, Inc. is an independent investment research and financial publishing firm based in New York City, New York, United States, founded in 1931 by Arnold Bernhard.

Sector

Wholesale Trade

Industry

Book, Periodical, and Newspaper Merchant Wholesalers

Website

www.valueline.com ↗

Howard A. BrecherChairman & CEO

Stephen R. AnastasioVice President, Treasurer & Director

Jason I. WisebergExecutive Vice President of Sales

Peers— Financial Services(7 companies)

Screen sector →

Symbol	Name	Price	Day %	Mkt Cap↓	P/E	Rev Grw	Margin	ELO
VALU◀	Value Line	$33.18	-1.16%	$311M	14.2	-642.4%	5897.0%	1500
JPM	JPMorgan Chase	$297.81	-0.70%	$798.0B	14.1	+330.7%	2039.3%	1503
V	Visa	$325.75	+1.00%	$624.4B	28.0	+1134.0%	5014.5%	1500
MA	Mastercard	$494.20	+0.87%	$436.7B	28.3	+1641.6%	4564.7%	1490
BAC	Bank of America	$49.77	-0.16%	$353.2B	11.4	-45.1%	1592.6%	1495
MS	Morgan Stanley	$192.51	-1.04%	$303.6B	16.6	+1147.7%	1466.4%	1526
GS	Goldman Sachs	$948.47	-2.11%	$279.8B	15.9	-138.4%	1373.0%	1526
Sector avg		—	-0.47%	—	18.4	+489.7%	3135.3%	1506

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