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.

Valens Research’s Uniform Accounting framework applies over 130 adjustments to corporate financial reporting, giving you a clearer and more accurate understanding of a company’s true performance.

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

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This vehicle manufacturer could have a much better cycle than the market expects

The U.S. is undergoing a major infrastructure investment boom, driven by public spending under the Bipartisan Infrastructure Law and corporate efforts to upgrade aging assets and reshore supply chains....

You might be overlooking Europe’s best performing market

Poland’s stock market has quietly become Europe’s top performer, with the iShares MSCI Poland Fund (EPOL) up over 45% in 2025....

This sports retailer is being crushed by tariffs

Markets tumbled when Trump’s tariff plan hit, and Nike’s (NKE) latest results laid bare the impact...

This retail giant might overpay for its next acquisition

QXO (QXO) surprised the market with an unsolicited $5 billion all-cash bid for GMS (GMS), prompting Home Depot (HD) to counter as part of its Pro division expansion...

This Magnificent Seven company is trying to turn things around in the AI race

As companies grow, finding new sources of revenue becomes harder once core markets mature, and Apple (AAPL) is feeling that squeeze...

This biotech firm is trying to prove to the market that it’s not a one-trick pony

Investing in early-stage biotech is high-risk and capital-intensive, with long, regulated development cycles that often see many failures before any commercial success....

The U.S. industrial rebound is here

China has become a dominant industrial superpower, controlling a significant portion of the world’s essential resources and boasting a massive manufacturing workforce, which has raised concerns in the West...

This brand’s secret might be better left hidden

Activist investors are targeting Victoria’s Secret (VSCO) due to its prolonged underperformance and failure to adapt to shifting consumer preferences....

The government might pull the plug on solar

The U.S. Senate’s proposal to phase out wind and solar tax credits by 2028 poses a major threat to the solar industry...

This bus manufacturer is benefiting from both EV adoption and a long overdue replacement cycle

School buses must be replaced regularly for safety and efficiency, and with nearly half of the U.S. fleet over 10 years old and orders lagging since the pandemic, a surge in replacements is likely...

This rule change could spark a surge in U.S. lending

After the 2008 crisis, regulators introduced the Supplementary Leverage Ratio (SLR) to force banks to hold capital against all assets, even low-risk ones like U.S. Treasuries...

This retailer might not be growing, but it can certainly pay its debts

Although online shopping is growing, over 83% of U.S. retail still happens in physical stores, and most purchase journeys now blend online research with in-store visits....

This firm has emerged from its rough patch and can now reap the full benefits of its transformation

Adobe’s move from boxed software to Creative Cloud subscriptions in 2011 transformed its revenue from lumpy, product-based spikes into predictable, recurring income, driving market cap growth from roughly $16 billion to over $175 billion...

The creative software king has begun monetizing AI

Artificial intelligence spending has surged with U.S. companies investing over $300 billion in the last five years and tech giants poised to pour in over $1 trillion more...

This firm proves that active management isn’t dead

Investors have steadily shifted from active mutual funds toward low-fee index funds, with active funds’ share of AUM falling from 82% in 2009 to 49% today...

Bubbles can spark innovation and foster growth

Innovations from the telegraph to AI often spark intense, short-lived rallies in the companies behind them that don’t topple the wider market but flood pioneers with funding....

The market doesn’t find this merger very appealing

Expansion is often seen as a sign of strength and future growth for companies. However, this isn’t always the case...

As-reported metrics are hiding this cybersecurity company’s true potential

Cybersecurity is now critical as remote work, cloud use, and sophisticated threats grow, with phishing up nearly 30% globally and VPN attacks hitting over half of companies...

It’s hard to quit on this company when its earnings keep rising

Tobacco products have remained a reliable staple because nicotine’s addictiveness keeps demand steady even when prices rise or regulations tighten...

This firm will continue to benefit from the growth of digital advertising

Businesses are shifting ad budgets online, with digital spending rising to 73% of the $1.1 trillion global total in 2024, driven by video, influencers and mobile optimization...

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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

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Our Methodology and Results

Bringing you the Investor Essentials Daily

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See our most recent reports here:

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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

No Upcoming Events

Past Events

Recent News

Testimonials

As seen in...

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Please fill out the fields below so that our client relations team can contact you