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.

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Our economic example continues into 1949

Editor’s note: Every Monday for the past few weeks, we have spent some time digging into the similarities between the U.S. economy after World War II and today. Be sure to keep checking back each week as we continue to cover the timeline....

Let’s see if investing based on political views pays

With the popularity of ESG funds, there was bound to be a pushback. People are now questioning how it has caused a lack of asset allocation in the energy industry...

Data quality brings quality returns to Mastercard

We generate data at every step we take. All information we generate about ourselves and our environment is stored somewhere in the world. In the information age, data is the new oil...

This truck manufacturer is made to deal with the driver shortage

The trucking industry was forced to endure a tumultuous few years as a result of the pandemic. As supply chains begin to recover, commercial truck companies like Wabash National that weathered the storm see an opportunity to capitalize...

Fast Fashion has an innovative player that’s being overlooked

The biggest and sometimes most controversial headlines in the fashion industry these days are around the growth of fast fashion...

An Economics Lesson From 1947 and 1948, Part 2

Editor’s note: Every Monday for the next few weeks, we’ll spend some time digging into the similarities between the U.S. economy after World War II and today. Be sure to check back each week to keep up with our coverage of the timeline...

Flying could be the worst part of your vacation and your portfolio

This summer was supposed to be the summer of returning to travel. Instead, travel has been plagued with the worst parts of the experience, like delays, cancellations, and other unpleasant issue...

A Cyclical Energy name is about to reap big rewards

The last 12 months have seen total chaos in the oil & gas (“O&G”) markets as demand has boomed...

Nuclear technology is saving lives, but credit agencies miss Lantheus’ role in it

Nuclear technology can sound intimidating, and there is a good reason for that. One of its first uses was the atomic bomb...

Whether you bet for or against the supply chain, this name will always come out on top

The supply chain and the disaster that is such is a hot topic in the market. Everyone knows there are delays and everybody recognizes there is a problem...

An Economics Lesson from 1947 and 1948, part 1

A note from Joel & Rob: Continuing our series from the past few weeks, we’ll spend some time digging into the similarities between the post-World War II U.S. economy and today...

Has this critical sector lost its magic, or is this an opportunity to buy in at a discount?

For investors chasing strong returns, communication service companies have been the poster child for the last decade. As the world has gone more digital, subscription models and advertising have become the strategies of the future....

Solid supply chains are a must, and Emerson Electric can be the solution

The COVID-19 pandemic taught us just how important supply chains are. After the difficulties of the past few years, companies are now investing into their suppliers more than ever. We are calling this huge amount of spending the supply chain supercycle....

While Nikola Tesla may have gone bankrupt, there is little chance his namesake will

...

The market rush away from the home has left behind a few gems

The “At-Home Revolution” (AHR) was an often-covered topic here at Valens during the pandemic. Consumers massively shifted their spending to the home during the lockdown. But, with the world reopening and consumers going elsewhere, consumers are spending on trips instead of their homes....

We are looking to post-war America to understand inflation in 2022

A note from Joel & Rob: Every Monday for the next few weeks, we’ll spend some time digging into the similarities between the post-World War II U.S. economy and today. Keep checking back each week to keep up with our coverage of the timeline....

With the general slowdown for growth funds, let’s check in on one of the best

The last 13 years up until late 2021 were some of the best years for growth stocks in the past century. Low interest rates and asset-light business models that could scale for massive potential footprints meant growth opportunities were the apple of investors’ eyes...

Coal is back, and Alliance Resource Partners is ready to supply it

The Russian invasion has caused a shift in macroeconomic dynamics around the world. We have talked before about how this could benefit the U.S. natural gas companies. Now there might be another winner...

Even after the world’s recovery, credit rating agencies are still behind the ball for Live Nation

Last year, we highlighted how the credit ratings agencies rated concert venue Live Nation as a risky credit. However, even when concert venues were forced to shutter their doors, the company was able to secure funding to keep the lights on through the lockdowns...

Builders FirstSource is Protected Under the Roof of Its Massive Profitability

Over the last few years, few industries have seen as big of a renaissance as the homebuilding industry. After a decade of slow growth following the Great Recession, the pandemic and the At-Home Revolution sent the industry into its zenith as folks moved into the suburbs and needed homes...

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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