Valens Research's Uniform Accounting framework is the foundation for better decision making.

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Valens offers solutions ranging from newsletters to full institutional support for integrating Uniform Accounting data in your research process. Macroeconomic research, fixed income idea generation, and long/short lists are all available to help asset managers generate alpha for clients.

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Our Methodology and Results

Even honestly prepared, standards-compliant financial statements fail to accurately reflect the economics of the company preparing them. This isn’t an indictment of CEOs or CFOs. This is an indictment of GAAP, IFRS, and everything in between.

Current accounting guidelines allow companies to do all sorts of things to their books, or even force management teams to make accounting electives that misrepresent economic reality. That means investors using as-reported financials to make decisions are leaving results up to pure luck.

The most successful investors of our generation know this, and are already way ahead of the pack. They have been taking as-reported financials and making adjustments for years, to make sure the numbers match reality. It’s the only way to make money.

Now, Valens Research is bringing the same high-quality accounting adjustments to all investors. We are bringing Uniform Adjusted Financial Reporting Standards, or UAFRS, to everyone. Even individuals, or small advisors can get the same, economically accurate financial data that some of the best investors in the world are using.

25,000+ Companies Covered & Restated to Uniform Accounting
300+ Institutional Investors Reading UAFRS Research
70,000+ Professionals Reading Valens Research Monthly

Bringing you the Investor Essentials Daily

Our highly-acclaimed daily newsletter, bringing Uniform Accounting insights right to your inbox. You can sign up for this free newsletter here.

See our most recent reports here:

This Oil and Gas ‘pickaxe seller’ is priced to fail despite the booming oil market

Commodity prices are surging all over the world, a result of a demand-fueled economic recovery that is running up against tight supplies....

This is the unlikely turnaround management story you don’t want to miss, but the rating agencies are!

While it may be difficult to take the shoes that Crocs (CROX) sells too seriously, apt investors are taking the firm and its textbook turnaround management story very seriously...

Centene shows that operating a government healthcare system is more profitable than you might imagine

Investors often dislike government contractors for a reason. Accountability to Congress and the American taxpayer forces the federal government to save as much money as possible in its dealings with the private sector....

These sectors are navigating inflation the best

Inflation seems the only thing people are talking about in the wake of massive federal spending to float the economy through the pandemic....

Cleveland-Cliffs should be at the center of the upcoming capex cycle

Every investor should be waking up to the upcoming massive spending cycle for infrastructure and large physical assets...

Supply chain disruptions aren’t going to stop Amazon’s market dominance

The retail shopping experience in America and around the world has changed dramatically over the past 10 years...

The U.S. is facing an unprecedented need for investment which will directly impact this industry

After much fanfare, the current administration has finally passed the infrastructure bill that has been stuck in congress these past few months. This will act as a catalyst to the underlying need for U.S. corporations to finally invest in the capex they have been putting off for so long...

As infrastructure spending returns this is the ETF to watch

Biden just passed a historic infrastructure bill that’s going to help kickstart a massive wave of capital expenditure spending across the U.S....

The Valspar acquisition looks like Sherwin-Williams’ biggest mistake

Mergers and acquisitions (“M&A”) are a routine part of life in Corporate America....

Supply chain headwinds are occluding common sense for MKS Instruments

The supply chain breakdown in the semiconductor business has shrouded the industry in a cloud of uncertainty. Equity investors don’t know where to turn, and we can’t blame them....

Don’t listen to Wall Street—Salesforce has mastered the SaaS sales model

In the late 1990s and early 2000s, a wave of investor enthusiasm over the growing internet economy pushed scores of companies, many of which did not generate a single dollar of revenue, to multi-billion dollar valuations...

Tracing our broken supply chain back to the source

The global supply chain breakdown is a dominant theme throughout the business world right now. We at Valens hear about it constantly on almost every management earnings call...

When David Tepper speaks, the market listens, and you should pay attention

David Tepper can move the markets with a single sentence. His reputation for predicting macroeconomic trends precedes him, and investors would be foolish not to pay attention to what he has to say...

PayPal may want to reconsider passing on this rumored acquisition target

Potential M&A rumors always make for great fanfare on Wall Street...

If you’ve ever worn sweatpants to a Zoom meeting, you understand something the rating agencies don’t

If you used to go to work wearing a suit, chances are that you don’t anymore. Today’s company stands to benefit enormously from this post-pandemic casualization trend...

This month’s screen yields a name that would never appear on investors’ radar without Uniform Accounting

Even those who created and oversaw corporate America’s accounting rules were aware of their inherent inconsistencies...

Revenue estimates for the third quarter are breaking all the wrong kinds of records

Here at Valens, we always spend some time digging through the S&P 500 Index’s website every month....

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Testimonials

“…a breakthrough that will change the way investing is done. It offers a simple and comprehensive framework for taking on today’s complex financial statements...”
- Hitendra Patel
“There is a powerful, undeniable, link between earnings quality and business values - one very difficult to see without Uniform Accounting, UAFRS.”
- Dave Daglio
“...provides a framework for placing any business discipline in the perspective of overall business strategy...”
- Belverd E. Needles, Jr. PhD. CPA
“Uniform Accounting provides a needed solution—removing many of the inconsistent financial reporting policies. It creates a ‘level playing field’ providing a far clearer view of the financial activity of a firm for investors, creditors, and other users of the financial statements.”
- Ralph Nach
“The macro research has an unbelievable track record over 10 years, where I often disagreed...only to find out later they were right.”
- Whitney George
“...insights are needed to connect core principles of wealth creation to both reported financial performance and firm valuations in the stock market. They've put it all together for you...”
- Bartley J. Madden

Valens Research's Uniform Accounting framework is the foundation for better decision making.

Institutional Investor
Research Solutions

Our Methodology and Results

Bringing you the Investor Essentials Daily

Our highly-acclaimed daily newsletter, bringing Uniform Accounting insights right to your inbox. You can sign up for this free newsletter here.

See our most recent reports here:

News and Events

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Past Events

Recent News

Testimonials

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Valens Research's Uniform Accounting framework is the foundation for better decision making.

Institutional InvestorResearch Solutions

Our Methodology and Results

Bringing you the Investor Essentials Daily

Our highly-acclaimed daily newsletter, bringing Uniform Accounting insights right to your inbox. You can sign up for this free newsletter here.

See our most recent reports here:

News and Events

Upcoming Events

Past Events

Recent News

Testimonials

As seen in...

Institutional Investor
Research Solutions