What Is a Value Line Subscription and What Does It Include?

Value Line is an investment research service providing data, analysis, and rankings on stocks, mutual funds, and other securities. It is widely used by individual investors and professionals for making informed financial decisions. Known for its proprietary ranking system, Value Line evaluates investments based on timeliness, safety, and financial strength.

Subscription Options

Value Line offers subscription plans tailored to different investor needs, from casual market followers to those conducting in-depth research. Pricing and features vary by access level, with options for individual and institutional users.

The Value Line Investment Survey, the most popular plan for retail investors, covers approximately 1,700 stocks with analyst commentaries, proprietary rankings, and fundamental data. The Investment Survey – Small & Mid-Cap Edition expands coverage by 1,800 additional companies, focusing on firms with smaller market capitalizations.

For the most extensive research, the Value Line Investment Survey – Premium package combines both editions, covering over 3,500 stocks. This tier includes historical data and advanced screening tools for identifying investment opportunities based on financial metrics.

Beyond stock research, Value Line provides specialized subscriptions for mutual funds, exchange-traded funds (ETFs), and options, offering performance metrics, risk assessments, and strategy recommendations.

Coverage Scope

Value Line’s research spans multiple asset classes, analyzing industries, economic trends, and sector-specific risks. Industry reports compare companies within the same sector, evaluating financial strength, growth potential, and competitive positioning. These reports help investors understand how economic factors like interest rates and inflation impact industries.

For fixed-income investors, Value Line provides corporate and government bond analysis, including credit ratings, yield comparisons, and interest rate sensitivity assessments. This information helps those balancing portfolios with lower-risk investments or seeking income through fixed-income securities.

Value Line also offers model portfolios tailored to different risk levels. Built using proprietary ranking methodologies, these portfolios are updated regularly to reflect market conditions, guiding investors in asset allocation and stock selection.

Access Channels

Subscribers can access Value Line’s research through its online platform, which features an interactive interface for browsing reports, screening stocks, and tracking market updates. Users can customize dashboards, set alerts, and save reports for future reference. The platform is mobile-friendly, allowing access from smartphones or tablets.

For those who prefer traditional formats, Value Line offers print editions of its reports, mailed regularly in a structured format for offline review.

Institutional subscribers, such as financial advisors and portfolio managers, can integrate Value Line’s research into proprietary systems via data feeds and API access. Universities and libraries also provide access for students and researchers.

Analytical Tools

Value Line’s proprietary ranking system assigns numerical ratings to stocks based on expected short-term performance, financial stability, and long-term growth potential. These rankings use quantitative models analyzing earnings momentum, balance sheet strength, and valuation metrics.

Investors can refine research using screening tools, filtering stocks by earnings growth, price-to-earnings ratios, dividend yields, and return on equity. The platform also includes charting capabilities, displaying historical price movements, earnings trends, and valuation shifts. Investors can overlay technical indicators like moving averages or relative strength index (RSI) levels to identify patterns and refine trade strategies.

Renewal and Cancellation

Value Line subscriptions renew automatically, charging the payment method on file at the end of each billing cycle—monthly, quarterly, or annually. Subscribers receive renewal notifications, allowing them to review and modify plans if needed.

For cancellations, online subscribers can manage accounts via the Value Line website to disable auto-renewal or request cancellation. Print edition subscribers may need to contact customer service. Refund policies vary—monthly plans generally do not offer refunds, while annual subscribers may receive prorated reimbursements for early cancellations. Understanding these policies helps users avoid unexpected charges.