Value Line (VALU) Return on Assets [ROA] (2011 - 2026)
Value Line's Return on Assets [ROA] was 3.92% in fiscal Q1 2027 (quarter ended Jul 31, 2026), down 0.98 percentage points from 4.91% a year earlier and down 1.21 percentage points from the prior quarter.
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Analysis
Value Line (VALU) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2026 (ended Apr 30, 2026), Return on Assets [ROA] at Value Line came in at 1.79%, up 0.11 percentage points from FY2025.
- Return on Assets [ROA] shows a five-year change of -3.37 percentage points (FY2021 to FY2026).
- In earlier fiscal years, Return on Assets [ROA] was 1.69% in FY2025 (-2.61 pp), 4.29% in FY2024 (-1.05 pp), 5.34% in FY2023 (+1.47 pp) and 3.87% in FY2022 (-1.29 pp).
- The fiscal Q1 2027 figure marks the lowest quarterly Return on Assets [ROA] since fiscal Q4 2025.
- Compared with a year earlier, Return on Assets [ROA] was higher in four of the last eight quarters, with an average year-over-year change of +0.09 percentage points.
- The best year-over-year quarter for Return on Assets [ROA] over five years was fiscal Q4 2026 (a gain of 3.49 percentage points); the worst was fiscal Q4 2025 (a drop of 2.59 percentage points).
- Per Business Quant data, VALU's Return on Assets [ROA] in the three fiscal quarters before Q1 2027 was 5.14% (Q4 2026), 5.05% (Q3 2026) and 4.49% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Warner Bros. Discovery | 77.62 Bn | 63.29 Bn | 4.10 Bn | -3.21% |
| 2 | Fox | 27.00 Bn | 12.91 Bn | - | 7.80% |
| 3 | Omnicom | 20.21 Bn | 2.90 Bn | 1.30 Bn | 0.97% |
| 4 | News | 15.94 Bn | 8.14 Bn | - | 4.78% |
| 5 | Paramount Skydance | 11.45 Bn | 9.37 Bn | - | - |
| 6 | New York Times | 10.22 Bn | 7.71 Bn | 394.61 Mn | 13.44% |
| 7 | Pearson | 10.20 Bn | 7.34 Bn | - | - |
| 8 | Sirius Xm Holdings | 8.72 Bn | 8.30 Bn | 1.44 Bn | 3.24% |
| 9 | 36Kr Holdings | 5.91 Bn | 5.85 Bn | - | - |
| 10 | Value Line | 370.12 Mn | 117.43 Mn | - | 3.92% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 3.92% |
| Apr 30, 2026 | 5.14% |
| Jan 31, 2026 | 5.05% |
| Oct 31, 2025 | 4.49% |
| Jul 31, 2025 | 4.91% |
| Apr 30, 2025 | 1.64% |
| Jan 31, 2025 | 2.68% |
| Oct 31, 2024 | 4.26% |
| Jul 31, 2024 | 3.92% |
| Apr 30, 2024 | 4.24% |
| Jan 31, 2024 | 4.76% |
| Oct 31, 2023 | 4.93% |
| Jul 31, 2023 | 5.69% |
| Apr 30, 2023 | 5.33% |
| Jan 31, 2023 | 5.46% |
| Oct 31, 2022 | 4.43% |
| Jul 31, 2022 | 4.23% |
| Apr 30, 2022 | 3.92% |
| Jan 31, 2022 | 3.85% |
| Oct 31, 2021 | 4.83% |
API Access
Value Line Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=VALU&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "VALU", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=VALU&period=max&api_key=YOUR_API_KEY");
const data = await res.json();