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1-Year Return on Invested Incremental Capital (1-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 1-year.
Value Line's 1-Year ROIIC % for the quarter that ended in Apr. 2026 was 42.59%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Value Line's 1-Year ROIIC % or its related term are showing as below:
VALU's 1-Year ROIIC % is ranked better than 81.43% of 630
companies
in the Capital Markets industry
Industry Median: 1.605
vs VALU: 42.59
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Value Line 1-Year ROIIC % Related Terms
Value Line 1-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Value Line's 1-Year ROIIC % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
VALU vs DTCX, OTCM, MKTW: 1-Year ROIIC % Comparison
For the Financial Data & Stock Exchanges subindustry, Value Line's 1-Year ROIIC %, along with its competitors' market caps and 1-Year ROIIC % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Value Line 1-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Value Line's 1-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Value Line's 1-Year ROIIC % falls into.
Value Line's 1-Year ROIIC % for the quarter that ended in Apr. 2026 is calculated as:
1-Year ROIIC %
=
1-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
1-Year Incremental Invested Capital
=
( 2.962785 (Apr. 2026) - 4.4953335 (Apr. 2025) )
/
( 78.914 (Apr. 2026) - 82.512 (Apr. 2025) )
=
-1.5325485
/
-3.598
=
42.59%***
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
** TTM data of NOPAT and Invested Capital was used to calculate 1-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Value Line (VALU) has a 1-Year ROIIC % of 42.59 as of Apr. 2026. 1-Year ROIIC % measures the change in earnings as a percentage of change in investment over 1-year. View historical data on Value Line and its competitors. According to the industry distribution chart, Value Line ranks #117 out of 630 companies in the Capital Markets industry, placing it in the top 18.6%.
Is Value Line's 1-Year ROIIC % too high?
Value Line's current 1-Year ROIIC % is 42.59. The Capital Markets industry median 1-Year ROIIC % is 1.61. Value Line's value of 42.59 is 2553.6% above this industry median. Based on the distribution chart, Value Line ranks #117 out of 630 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Value Line has a GF Score™ of 72/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Value Line's 1-Year ROIIC % compare to DTCX and OTCM?
According to the Capital Markets industry distribution chart, Value Line ranks #117 out of 630 companies for 1-Year ROIIC %. This places Value Line in the top 19% of its industry — outperforming the majority of peers. The industry median 1-Year ROIIC % is 1.61. Value Line's value of 42.59 is 2553.6% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year ROIIC % for a Capital Markets company?
The median 1-Year ROIIC % among Capital Markets companies is 1.61, based on 630 companies in the industry. Companies in the top quartile (top 25%) have a 1-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 1-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Value Line's current 1-Year ROIIC % of 42.59 is 2553.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year ROIIC % mean?
A high 1-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 1-Year ROIIC % measures the change in earnings as a percentage of change in investment over 1-year. View historical data on Value Line and its competitors. For the Capital Markets industry, the median 1-Year ROIIC % is 1.61 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Value Line's current 1-Year ROIIC % is 42.59. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Value Line stock overvalued right now?
Based on GuruFocus' analysis, Value Line (VALU) is currently considered Fairly Valued. The stock's GF Value™ is $36.23, compared to a current price of $35.24 — trading 2.7% below its estimated fair value. The current 1-Year ROIIC % is 42.59 and 2553.6% above the Capital Markets industry median of 1.61. Value Line's overall GF Score™ is 72/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year ROIIC % calculated?
1-Year ROIIC % is calculated from a company's financial statements. For Value Line (VALU), the current 1-Year ROIIC % is 42.59 as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Value Line (VALU) Overvalued in 2026?
Based on GuruFocus' analysis, Value Line stock appears to be undervalued.
The current stock price of $35.24 is trading 2.7% below its estimated GF Value™ of $36.23.
GuruFocus considers Value Line to be Fairly Valued.
Key valuation signals for VALU:
1-Year ROIIC %: 42.59
GF Value™: $36.23 vs. price of $35.24 (2.7% below fair value)
Industry Position: 2553.6% above the Capital Markets median (#117 of 630)
No single metric tells the full story. See the VALU stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Value Line Inc is a U.S based company. It produces investment periodicals based on underlying research and making available copyright data, including ranking system and other information, to third parties under written agreements for use in third-party managed and marketed investment products and for other purposes. The company markets under brands including Value Line, the Value Line logo, The Value Line Investment Survey, Smart Research, Smarter Investing and a trusted name in Investment Research. Its only operating segment being Publishing.
72GF Score
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