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

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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:

“Boring” doesn’t mean risky. This wire company is minting cash

The United States has underinvested in infrastructure for many years. As the pandemic subsided, companies couldn’t push off investments anymore, so we’re finally starting to see reinvestment...

The U.S. is investing in infrastructure, and this key commodity is in high demand

Back in August, we highlighted Steel Dynamics (STLD) as our FA Alpha 50 pick. Since then, it has outperformed the market...

Corporate spending is back on the rise

The market held up remarkably well during the pandemic. This is partly because corporate and consumer balance sheets were so strong. Government stimulus helped bolster these balance sheets, as did other programs, like pausing all student loan payments...

While every fund is struggling, this one is preparing for record returns

It has been a tough year for many funds. S&P 500 Index is down around 17% year-to-date and uncertainties all around the world have been going on throughout the year...

The need for this company’s services is booming as we continue investing in infrastructure

The U.S. remains determined to invest in infrastructure and the latest funding to keep the California nuclear power plant open shows it....

Rating agencies don’t recognize the potential of this chemical company

We have been talking about themes like the supply chain supercycle, the shale renaissance, and the at-home revolution for a long time...

The market cannot differentiate between homebuilders and other construction companies, making this stock undervalued

The outlook for the housing industry is not that bright, making investors worried about construction companies...

We’re not out of the woods yet

The market held up remarkably well during the pandemic. This is partly because corporate and consumer balance sheets were so strong...

This materials company is way safer than it gets credit for

The consumer staples industry tends to be more stable during economic downturns. That means these companies tend to be a safe haven when it comes to both equity and credit investors....

This asset management firm proves that active management isn’t dead

Everyone thinks active investment management is dying, which is true to some extent. Hedge funds failed to generate consistent excess returns, and investors are shifting to passive investment....

Student loans are coming back, and they could lead to a ‘domino effect’

One of the biggest hedge funds is following its plan of locking up client capital for longer

One of the biggest hedge funds, Millennium Management, is returning $15 billion to its investors at the end of the year to carry on its plan to lock up investors’ money for a more extended period of time...

This industrial conglomerate will help Europe rebuild, and enjoy increased profitability

...

This water utility company has more risk than what the credit market realizes

The utilities industry is recession-resistant. Its business doesn’t fluctuate much based on economic factors, so it tends to have low credit risk...

Replacing the new with the old to keep the lights on

We were committed to moving to cleaner energy sources until Russia’s invasion of Ukraine...

Two ‘surefire’ recession indicators are saying different things

There are several datapoints people use to predict when the next recession is coming. Yield curves are popular, as are labor rates, income growth, and spending—to name a few. There are other less traditional recession indicators that have been getting attention recently, although they don’t tend to work quite as well...

Let’s see how activism works for this tech-focused fund

Let’s see how activism works for this tech-focused fund...

The construction and mining giant cuts its ropes by settling for the tax disputes and is ready to supply for the Supply Chain Supercycle

Caterpillar (CAT) and its shareholders finally put the 15-year tax battle behind them and can focus on the future of the company...

Rating agencies are worried but this company has much less credit risk than many would guess

Oil and gas companies have been historically volatile due to commodity prices. When there’s a sharp fall in crude oil prices, their profitability is plummeting....

This company is helping get our hygiene back to its pre-pandemic self

We are finally getting out of our homes after the intense period of lockdowns and restrictions....

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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:

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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

No 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