Value Line (VALU) Return on Equity [ROE] (2011 - 2026)
Value Line (VALU) recorded Return on Equity [ROE] of 5.51% in fiscal Q1 2027 (quarter ended Jul 31, 2026), down 1.58 percentage points from 7.09% a year earlier and down 1.71 percentage points from the prior quarter.
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Analysis
Value Line (VALU) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2026 (ended Apr 30, 2026), Value Line reported Return on Equity [ROE] of 2.56%, up 0.08 percentage points from FY2025.
- Annual Return on Equity [ROE] has a five-year change of -7.32 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Equity [ROE] came in at 2.49% in FY2025 (-4.09 pp), 6.57% in FY2024 (-1.92 pp), 8.50% in FY2023 (+1.90 pp) and 6.59% in FY2022 (-3.29 pp).
- The fiscal Q1 2027 figure is the lowest quarterly Return on Equity [ROE] since fiscal Q4 2025.
- On a year-over-year basis, Return on Equity [ROE] rose in four of the last eight quarters, with an average year-over-year change of -0.10 percentage points.
- Peak year-over-year performance for Return on Equity [ROE] in the last five years was a gain of 4.83 percentage points in fiscal Q4 2026, against a drop of 3.99 percentage points in fiscal Q4 2025 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 7.22% (Q4 2026), 7.08% (Q3 2026) and 6.38% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Warner Bros. Discovery | 77.62 Bn | 63.29 Bn | 4.10 Bn | -9.26% |
| 2 | Fox | 27.00 Bn | 12.91 Bn | - | 15.15% |
| 3 | Omnicom | 20.21 Bn | 2.90 Bn | 1.30 Bn | 4.78% |
| 4 | News | 15.94 Bn | 8.14 Bn | - | 8.03% |
| 5 | Paramount Skydance | 11.45 Bn | 9.37 Bn | - | - |
| 6 | New York Times | 10.22 Bn | 7.71 Bn | 394.61 Mn | 19.40% |
| 7 | Pearson | 10.20 Bn | 7.34 Bn | - | - |
| 8 | Sirius Xm Holdings | 8.72 Bn | 8.30 Bn | 1.44 Bn | 7.45% |
| 9 | 36Kr Holdings | 5.91 Bn | 5.85 Bn | - | - |
| 10 | Value Line | 370.12 Mn | 117.43 Mn | - | 5.51% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 5.51% |
| Apr 30, 2026 | 7.22% |
| Jan 31, 2026 | 7.08% |
| Oct 31, 2025 | 6.38% |
| Jul 31, 2025 | 7.09% |
| Apr 30, 2025 | 2.38% |
| Jan 31, 2025 | 3.88% |
| Oct 31, 2024 | 6.23% |
| Jul 31, 2024 | 5.83% |
| Apr 30, 2024 | 6.37% |
| Jan 31, 2024 | 7.21% |
| Oct 31, 2023 | 7.56% |
| Jul 31, 2023 | 8.86% |
| Apr 30, 2023 | 8.36% |
| Jan 31, 2023 | 8.65% |
| Oct 31, 2022 | 7.09% |
| Jul 31, 2022 | 6.82% |
| Apr 30, 2022 | 6.38% |
| Jan 31, 2022 | 6.27% |
| Oct 31, 2021 | 8.14% |
API Access
Value Line Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=VALU&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=VALU&period=max&api_key=YOUR_API_KEY");
const data = await res.json();