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

Institutional Investor
Research Solutions

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.

Learn More

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:

Don’t expect interest rates to fade any time soon

The markets have rallied to start the year. One reason seems to be that investors are getting comfortable with inflation. It looks like inflation peaked last summer, and it’s been falling ever since...

This fund almost lost everything, but made a strong comeback

London-based Jupiter Asset Management’s GEAR Fund almost lost everything it had—its assets had fallen more than 90% from 2018 to late 2020....

The market wants to believe energy prices are finally going down, but it will not be that easy

A lot of industries have been impacted by the Russian invasion of Ukraine, but the energy and agricultural space has seen the biggest effect....

This specialty retailer is much safer than rating agencies think

Before the pandemic hit our lives in 2020, the way we worked and how we spent our time and money were much different than what we are used to now....

Supply chains are finally improving, a game changer for this wire business

The U.S. is finally improving its supply chains and infrastructure. Investments into this space have been ignored for the past 10 years, but now, the Supply Chain Super Cycle is coming....

Unpacking the unemployment rate

There seems to be a disconnect between the unemployment rate and what’s going on in the rest of the economy. People are trying to figure out how to reconcile the increasingly tenuous economic outlook with historically strong employment....

This billionaire fund manager is pumped up for winning both in baseball and investments

There are lots of wealthy, or highly successful people in the world of the investment industry. But it’s extremely difficult to find someone else so iconic as Steve A. Cohen...

This office REIT is losing customers left and right, yet the market still loves it

The first thing we had to do because of the pandemic was figure out how to live from home. That includes working remotely...

Rating agencies fail to recognize the tailwinds this tech company is about to get

Technology companies had a difficult time last year due to geopolitical risks, supply chain issues, and inflation...

This supply chain gem is hidden by the as-reported metrics

We are finally improving our supply chains, and various companies, from industrials to technology, are contributing to it...

This fund made record-breaking returns while others got crushed by the market

Last year has been tough for many investors and hedge funds. Most of them even performed worse than the market...

This logistics company is ready to prosper, as Silicon Valley is all-in on supply chain technology

Finally, we see investments surging in the supply chain space, as the government and private companies try to solve the problems unearthed by the pandemic...

This company has seen soaring demand but rating agencies seem to miss this fact

As working from home started to become increasingly popular all around the world, the need for one particular thing has increased immensely...

This healthcare equipment company enjoys high demand as people see themselves more on camera

The pandemic changed the way we live and work, and we were introduced to new online tools to communicate and hold meetings. As we saw other people less, we started to see ourselves more on applications like Zoom (ZM)...

Gearing up for a sideways market in 2023

Stock market performance follows earnings growth. In other words, if you don’t have earnings growth, it’s tough for the market to expand...

This famous long-only investor continues on finding mispriced opportunities

Long-only investing could be really difficult because of restrictions like short selling or taking highly leveraged positions....

Manufacturing is coming home, bringing customers of this semiconductor supplier closer

Pax Americana explains that the U.S. is going to stay the dominant economic power for at least the next 80 years, and how it is going to do it....

Credit markets overstate the risk for this healthcare staffing company

The pandemic proved to us how important the healthcare industry is and how understaffed we are....

The market is pricing the wrong geopolitical risks, resulting in the undervaluation of this semiconductor business

Geopolitical conflicts usually bring adverse effects on companies and their stocks. However, this time it creates an opportunity....

News and Events

Upcoming Events

See more events

1February

Financial Armageddon 2023: Insights from Inside The Pentagon @Northeastern
Learn More

Past Events

17January

Independent Research Forum – Financial Armageddon 2023: Insights from Inside The Pentagon
Learn More
11January

2023 Stocks & Markets: Insights from Inside The Pentagon, Direct from D.C.
Learn More

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

Upcoming Events

Past Events

Recent News

Testimonials

As seen in...

You don’t have access to the Valens Research Premium Application.

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

Please leave us your contact details so we can reach out to you as soon as we can.

Request A Demo

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...

You don’t have access to the Valens Research Premium Application.

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

Institutional Investor
Research Solutions