Value Line annual return on equity
2011
2012
2013
2014
2015
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2019
2019
2020
2020
2021
2022
2023
2024
2025
2026
Value Line Return on Equity (ROE) Growth & History (VALU)
Value Line's return on equity was 20.84% for fiscal 2026.
View full Value Line company overviewValue Line annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2026 | 2026-04-30 | 20.84% | −0.88 pp |
| 2025 | 2025-04-30 | 21.72% | −0.08 pp |
| 2024 | 2024-04-30 | 21.80% | −0.33 pp |
| 2023 | 2023-04-30 | 22.13% | −10.36 pp |
| 2022 | 2022-04-30 | 32.49% | −6.14 pp |
| 2021 | 2021-04-30 | 38.62% | +9.05 pp |
| 2020 · Dec 31 | 2020-12-31 | 27.91% | +2.64 pp |
| 2020 · Apr 30 | 2020-04-30 | 29.57% | +3.20 pp |
| 2019 · Dec 31 | 2019-12-31 | 25.27% | — |
| 2019 · Apr 30 | 2019-04-30 | 26.37% | −9.84 pp |
| 2018 | 2018-04-30 | 36.21% | +7.60 pp |
| 2017 | 2017-04-30 | 28.62% | +7.50 pp |
| 2016 | 2016-04-30 | 21.12% | −0.41 pp |
| 2015 | 2015-04-30 | 21.53% | +1.11 pp |
| 2014 | 2014-04-30 | 20.42% | +0.15 pp |
| 2013 | 2013-04-30 | 20.27% | −0.85 pp |
| 2012 | 2012-04-30 | 21.12% | −117.01 pp |
| 2011 | 2011-04-30 | 138.14% | — |
Value Line quarterly return on equity
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Q1.20
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Q2.22
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Q1.24
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Q1.26
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Q3.26
Q4.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q4 2026 | 2026-04-30 | 3.32% | −0.66 pp |
| Q3 2026 | 2026-01-31 | 5.54% | +0.27 pp |
| Q2 2026 | 2025-10-31 | 5.45% | −0.52 pp |
| Q1 2026 | 2025-07-31 | 6.37% | −0.00 pp |
| Q4 2025 | 2025-04-30 | 3.98% | −1.34 pp |
| Q3 2025 | 2025-01-31 | 5.28% | −1.45 pp |
| Q2 2025 | 2024-10-31 | 5.97% | +1.89 pp |
| Q1 2025 | 2024-07-31 | 6.38% | +0.63 pp |
| Q4 2024 | 2024-04-30 | 5.31% | +0.45 pp |
| Q3 2024 | 2024-01-31 | 6.73% | +0.26 pp |
| Q2 2024 | 2023-10-31 | 4.07% | −1.35 pp |
| Q1 2024 | 2023-07-31 | 5.74% | +0.14 pp |
| Q4 2023 | 2023-04-30 | 4.86% | +0.07 pp |
| Q3 2023 | 2023-01-31 | 6.46% | −0.73 pp |
| Q2 2023 | 2022-10-31 | 5.43% | −6.12 pp |
| Q1 2023 | 2022-07-31 | 5.61% | −2.96 pp |
| Q4 2022 | 2022-04-30 | 4.79% | −4.48 pp |
| Q3 2022 | 2022-01-31 | 7.19% | −4.82 pp |
| Q2 2022 | 2021-10-31 | 11.54% | +3.06 pp |
| Q1 2022 | 2021-07-31 | 8.57% | −1.00 pp |
| Q4 2021 | 2021-04-30 | 9.27% | +5.39 pp |
| Q3 2021 | 2021-01-31 | 12.01% | +2.29 pp |
| Q2 2021 | 2020-10-31 | 8.48% | +0.13 pp |
| Q1 2021 | 2020-07-31 | 9.56% | +1.94 pp |
| Q4 2020 | 2020-04-30 | 3.87% | −2.80 pp |
| Q3 2020 | 2020-01-31 | 9.72% | +4.47 pp |
| Q2 2020 | 2019-10-31 | 8.35% | +1.14 pp |
| Q1 2020 | 2019-07-31 | 7.62% | +0.63 pp |
| Q4 2019 | 2019-04-30 | 6.68% | +3.37 pp |
| Q3 2019 | 2019-01-31 | 5.25% | −16.35 pp |
| Q2 2019 | 2018-10-31 | 7.21% | +1.84 pp |
| Q1 2019 | 2018-07-31 | 7.00% | +1.19 pp |
| Q4 2018 | 2018-04-30 | 3.30% | +0.46 pp |
| Q3 2018 | 2018-01-31 | 21.61% | +17.84 pp |
| Q2 2018 | 2017-10-31 | 5.37% | +1.54 pp |
| Q1 2018 | 2017-07-31 | 5.81% | −11.48 pp |
| Q4 2017 | 2017-04-30 | 2.84% | −0.80 pp |
| Q3 2017 | 2017-01-31 | 3.77% | −1.71 pp |
| Q2 2017 | 2016-10-31 | 3.83% | −1.89 pp |
| Q1 2017 | 2016-07-31 | 17.30% | +11.17 pp |
| Q4 2016 | 2016-04-30 | 3.64% | +0.48 pp |
| Q3 2016 | 2016-01-31 | 5.48% | −0.81 pp |
| Q2 2016 | 2015-10-31 | 5.73% | −0.10 pp |
| Q1 2016 | 2015-07-31 | 6.13% | +0.05 pp |
| Q4 2015 | 2015-04-30 | 3.16% | −1.90 pp |
| Q3 2015 | 2015-01-31 | 6.29% | +0.14 pp |
| Q2 2015 | 2014-10-31 | 5.83% | +0.89 pp |
| Q1 2015 | 2014-07-31 | 6.07% | +1.68 pp |
| Q4 2014 | 2014-04-30 | 5.06% | +0.44 pp |
| Q3 2014 | 2014-01-31 | 6.15% | +0.82 pp |
| Q2 2014 | 2013-10-31 | 4.93% | +0.12 pp |
| Q1 2014 | 2013-07-31 | 4.40% | −1.07 pp |
| Q4 2013 | 2013-04-30 | 4.63% | +1.28 pp |
| Q3 2013 | 2013-01-31 | 5.33% | −0.34 pp |
| Q2 2013 | 2012-10-31 | 4.81% | −1.04 pp |
| Q1 2013 | 2012-07-31 | 5.47% | −0.79 pp |
| Q4 2012 | 2012-04-30 | 3.35% | −7.40 pp |
| Q3 2012 | 2012-01-31 | 5.67% | — |
| Q2 2012 | 2011-10-31 | 5.85% | — |
| Q1 2012 | 2011-07-31 | 6.25% | — |
| Q4 2011 | 2011-04-30 | 10.75% | — |
Value Line return on equity trends
Over the last five fiscal years, Value Line's return on equity decreased from 38.62% to 20.84%, a change of −17.78 percentage points. The latest reported quarter, Q4 2026, shows 3.32%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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