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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Investors might consider being more exposed to safe havens like this ETF

Today’s market has been highly volatile and the possibility of entering a recession seems imminent.....

This company still has not recovered from the pandemic, and inflation makes it worse

Inflation has affected different industries in different ways. While sectors like consumer staples enjoyed high margins, others have had problems on the supply side....

Credit markets seem to misunderstand the underlying risk for this company

Spin-offs, re-organizations, and mergers and acquisitions (M&A) are among the most strategic moves a company usually takes....

Here is another big beneficiary of the scarce home supply

We have been talking about how homebuilders stayed stronger than expected as interest rates increased....

That may have been the Fed’s last rate hike for a while… here’s what that means

If you’ve been paying attention to interest rate hike odds, you may have noticed the odds look very different than they did at the beginning of March. After Silicon Valley Bank collapsed, investors started to panic. They didn’t think the Fed would be able to keep raising rates to fight inflation and strong job growth....

The ETFs based on infamous TV host’s stock picks are now tradable

In November, we talked about the emergence of a new set of exchange-traded funds (ETFs) that are based on the stock picks of one of the most famous TV hosts, Jim Cramer....

Funding of energy companies continues unlike what the market thinks

Banks committing to achieve net-zero emissions created a pessimistic atmosphere in the market about energy companies....

Some boring businesses are much safer than they look

Some businesses are highly important to economies, companies, and consumers. As they continue to grow by providing these vital services, they become stable and turn into sleepy businesses...

Homebuilders are more resilient than they seem

The financial environment we are in is very different from five years ago. Companies cannot find the financing they require so easily, and the high-interest rates put pressure on consumption...

Mortgage Backed Securities: This Time Is Different

Having watched several banks fail in the last week, investors are looking for answers. Folks who were around during the Great Recession may recoil whenever someone mentions that mortgage backed securities are once again involved...

The infamous activist short-seller made a living from a massive COVID trade

Bill Ackman is one of the most famous figures in the investment industry these days....

The need for nurses means more demand for this staffing company

The U.S. healthcare sector enjoyed high demand during and after the pandemic, but now they are facing the harsh truth: they do not have the capacity for that demand...

This expected transaction could change the fate of Italy’s largest telecom operator

Some companies rely highly on debt to continue their operations or to drive growth. But when the debt repayments come due, problems start to arise...

These bank runs aren’t as they seem

We just witnessed some of the first old-school bank runs since the Great Depression. Silvergate Capital and Silicon Valley Bank both failed. Only, this isn’t exactly the same...

How to tell we had a ‘FOMO’ rally to start the year

The markets got off to a hot start this year, before starting to give it all back in late February and early March...

This quant legend is concerned with the rise of competition

Quant funds did pretty well in 2022. With the volatility and uncertainty in the market, focusing on very short-term pricing discrepancies has turned out to be an advantage for them as opposed to betting on the market’s direction....

China is back, and the big opportunity of this miner goes unnoticed by the markets

China’s extended “Zero Covid” policy halted the economy for years, and it could never truly recover because of it...

This utility company is much riskier than rating agencies think

The utility sector is usually known to be safe and recession-resilient due to its business models and how these companies operate....

This materials company is collecting all the Capex

Capex Supercycle is here, and companies have already started investments in supply chains and infrastructure....

Don’t look at the banks to understand the next recession

Banks are some of the earliest companies to report each earnings cycle, and their results can be a harbinger for the rest of the economy....

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Global Economic Power Briefing: Financial Intel From Inside The Pentagon
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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

Upcoming Events

Past Events

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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...

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