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Value LineVALU 72 3-Year RORE % is 9.93 as of Apr. 2026. GuruFocus rates VALU with a GF Score™ of 72/100 and a GF Value™ of $36.23 (Fairly Valued). The stock has 3 warning signs investors should review. Among 766 Capital Markets companies, Value Line ranks worse than 54.18% on this metric.
Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
Value Line's 3-Year RORE % for the quarter that ended in Apr. 2026 was 9.93%.
The industry rank for Value Line's 3-Year RORE % or its related term are showing as below:
VALU's 3-Year RORE % is ranked worse than 54.18% of 766
companies
in the Capital Markets industry
Industry Median: 13.775
vs VALU: 9.93
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Value Line 3-Year RORE % Related Terms
Value Line 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for Value Line's 3-Year RORE % 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: 3-Year RORE % Comparison
For the Financial Data & Stock Exchanges subindustry, Value Line's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 3-Year RORE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Value Line's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Value Line's 3-Year RORE % falls into.
* 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.
In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Apr. 2026 and 3-year before.
Value Line (VALU) has a 3-Year RORE % of 9.93 as of Apr. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Value Line and its competitors. According to the industry distribution chart, Value Line ranks #415 out of 766 companies in the Capital Markets industry, placing it in the top 54.2%.
Is Value Line's 3-Year RORE % too high?
Value Line's current 3-Year RORE % is 9.93. The Capital Markets industry median 3-Year RORE % is 13.78. Value Line's value of 9.93 is 27.9% below this industry median. Based on the distribution chart, Value Line ranks #415 out of 766 companies in the Capital Markets industry, which is below the industry midpoint. 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 3-Year RORE % compare to DTCX and OTCM?
According to the Capital Markets industry distribution chart, Value Line ranks #415 out of 766 companies for 3-Year RORE %. This places Value Line in the lower half of its industry. The industry median 3-Year RORE % is 13.78. Value Line's value of 9.93 is 27.9% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a Capital Markets company?
The median 3-Year RORE % among Capital Markets companies is 13.78, based on 766 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Value Line's current 3-Year RORE % of 9.93 is 27.9% below 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 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Value Line and its competitors. For the Capital Markets industry, the median 3-Year RORE % is 13.78 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Value Line's current 3-Year RORE % is 9.93. 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 3-Year RORE % is 9.93 and 27.9% below the Capital Markets industry median of 13.78. 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 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Value Line (VALU), the current 3-Year RORE % is 9.93 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:
3-Year RORE %: 9.93
GF Value™: $36.23 vs. price of $35.24 (2.7% below fair value)
Industry Position: 27.9% below the Capital Markets median (#415 of 766)
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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