Value Line (VALU) Invested Capital (2010 - 2026)
Value Line posted quarterly Invested Capital of $107.8 million for Q1 2026, up 8.9% year-on-year from $98.9 million in Q1 2025, and up 2.15% on a QoQ basis from $105.5 million in Q4 2025.
Value Line (VALU) has 17 years of Invested Capital data on file, last reported at $107.8 million in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 8.9% year-over-year to $107.8 million; the trailing twelve-month figure through Jan 2026 stood at $107.8 million (up 8.9% YoY), and the FY2025 full-year result was $99.7 million, up 9.79% from the prior year.
- Invested Capital for Q1 2026 stood at $107.8 million, up from $105.5 million in the prior quarter.
- Across five years, Invested Capital topped out at $107.8 million in Q1 2026 and bottomed at $79.4 million in Q3 2022.
- The 5-year median for Invested Capital is $89.2 million (2024), against an average of $90.7 million.
- The widest annual swing landed in 2022, when Invested Capital gained 14.85%; it then climbed 3.56% in 2023.
- A 5-year view of Invested Capital shows it stood at $80.2 million in 2022, then gained by 6.88% to $85.7 million in 2023, then advanced by 12.8% to $96.7 million in 2024, then increased by 9.07% to $105.5 million in 2025, then gained by 2.15% to $107.8 million in 2026.
- The last three Invested Capital figures came in at $107.8 million (Q1 2026), $105.5 million (Q4 2025), and $103.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 126.06 Bn | 129.16 Bn | 2.94 Bn | 44.49 Bn |
| 2 | Cme | 98.29 Bn | 98.29 Bn | 1.83 Bn | 26.62 Bn |
| 3 | Intercontinental Exchange | 83.83 Bn | 82.37 Bn | - | 31.28 Bn |
| 4 | Moodys | 80.13 Bn | 78.77 Bn | 1.55 Bn | 10.11 Bn |
| 5 | Nasdaq | 52.44 Bn | 51.76 Bn | 1.41 Bn | 20.56 Bn |
| 6 | Coinbase Global | 50.05 Bn | 49.52 Bn | 1.33 Bn | 20.68 Bn |
| 7 | Msci | 46.28 Bn | 45.89 Bn | 765.10 Mn | 3.63 Bn |
| 8 | Cboe Global Markets | 34.92 Bn | 32.75 Bn | 728.90 Mn | 6.82 Bn |
| 9 | TransUnion | 13.79 Bn | 13.22 Bn | 726.20 Mn | 4.96 Bn |
| 10 | Value Line | 302.42 Mn | 230.41 Mn | - | 107.76 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jan 31, 2026 | 107.76 Mn |
| Oct 31, 2025 | 105.49 Mn |
| Jul 31, 2025 | 103.04 Mn |
| Apr 30, 2025 | 99.68 Mn |
| Jan 31, 2025 | 98.95 Mn |
| Oct 31, 2024 | 96.72 Mn |
| Jul 31, 2024 | 93.85 Mn |
| Apr 30, 2024 | 90.79 Mn |
| Jan 31, 2024 | 89.25 Mn |
| Oct 31, 2023 | 85.74 Mn |
| Jul 31, 2023 | 85.49 Mn |
| Apr 30, 2023 | 83.67 Mn |
| Jan 31, 2023 | 82.23 Mn |
| Oct 31, 2022 | 80.22 Mn |
| Jul 31, 2022 | 79.36 Mn |
| Apr 30, 2022 | 79.65 Mn |
| Jan 31, 2022 | 79.40 Mn |
| Oct 31, 2021 | 76.69 Mn |
| Jul 31, 2021 | 72.97 Mn |
| Apr 30, 2021 | 69.34 Mn |
| Dec 31, 2020 | 53.54 Mn |
| Oct 31, 2020 | 59.42 Mn |
| Jul 31, 2020 | 57.92 Mn |
| Apr 30, 2020 | 53.73 Mn |
| Jan 31, 2020 | 54.35 Mn |
| Oct 31, 2019 | 51.53 Mn |
| Jul 31, 2019 | 49.28 Mn |
| Apr 30, 2019 | 47.52 Mn |
| Jan 31, 2019 | 46.89 Mn |
| Oct 31, 2018 | 46.40 Mn |
| Jul 31, 2018 | 45.18 Mn |
| Apr 30, 2018 | 43.54 Mn |
| Jan 31, 2018 | 44.52 Mn |
| Oct 31, 2017 | 38.75 Mn |
| Jul 31, 2017 | 38.37 Mn |
| Apr 30, 2017 | 37.85 Mn |
| Jan 31, 2017 | 38.40 Mn |
| Oct 31, 2016 | 38.31 Mn |
| Jul 31, 2016 | 38.92 Mn |
| Apr 30, 2016 | 34.60 Mn |
| Jan 31, 2016 | 35.01 Mn |
| Oct 31, 2015 | 34.85 Mn |
| Jul 31, 2015 | 34.73 Mn |
| Apr 30, 2015 | 34.44 Mn |
| Jan 31, 2015 | 34.97 Mn |
| Oct 31, 2014 | 34.28 Mn |
| Jul 31, 2014 | 33.74 Mn |
| Apr 30, 2014 | 33.30 Mn |
| Jan 31, 2014 | 33.09 Mn |
| Oct 31, 2013 | 32.78 Mn |
| Jul 31, 2013 | 32.72 Mn |
| Apr 30, 2013 | 32.99 Mn |
| Jan 31, 2013 | 32.86 Mn |
| Oct 31, 2012 | 32.69 Mn |
| Jul 31, 2012 | 32.63 Mn |
| Apr 30, 2012 | 32.31 Mn |
| Jan 31, 2012 | 32.70 Mn |
| Oct 31, 2011 | 32.30 Mn |
| Jul 31, 2011 | 33.13 Mn |
| Apr 30, 2011 | 33.25 Mn |
| Jan 31, 2011 | 32.29 Mn |
| Oct 31, 2010 | 2.86 Mn |
| Jul 31, 2010 | 21.76 Mn |