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.

See our most recent reports here:

Jamie Dimon’s Weather Forecast Just Changed

Jamie Dimon gave investors a warning back in April. He saw some storm clouds on the horizon, but he wasn’t sure whether they’d materialize....

After a losing a third of its total gains through May, let’s see if this tech fund can recover

In the last few years, we’ve seen how tech-heavy portfolios and disruptive innovation investments have been dominating Wall Street...

With used cars still at an all-time high demand, Copart is thriving

The pandemic forced businesses to close their offices and build systems that enable their employees to work from home. As a result, people left big cities and moved to suburbs, where the cost of living is lower...

Credit ratings continue to discount the surging demand for oil and gas

Oil and natural gas prices have seen a rapid appreciation in recent months...

Despite post-pandemic struggles, Netflix still sees strong returns

In the past few months, many of the winners of the At-Home Revolution are starting to see their glory days come to an end. As people move on with their lives away from their homes, all the things they spent their money on when cooped up inside are no longer needed...

From football clubs to board rooms, this fund takes on them all

Aggressive investors have often been mentioned in headlines in many financial magazines and newspapers, with their ability to invest in distressed companies and sell them for a significant profit...

General Dynamics is taking off thanks to the rise in private jets

The unexpected restrictions that came with the pandemic put people back in their homes, wildly curtailing the use of public transportation...

Credit rating agencies need better information on ZoomInfo

Demand for data-driven insights and database solutions is at an all-time high. As companies continue to build out their capabilities, data is the currency for the next era of services...

If crypto is the new gold, it’s time to look at the pickaxe sellers instead of the miners

In a booming space like crypto, massive volatility levels can be understandable. Recently, the market has been shaking due to the Luna crash and the Bitcoin price falling down...

Financial media made earnings out to be a bloodbath…Here’s how they are missing the picture

First, it was the supply chain. Then it was inflation. Now, the news is harping on a possible recession....

Apple is making moves to envelop another industry

The FinTech industry in recent years has rapidly advanced, allowing companies to create innovative ways to make traditionally inaccessible services more accessible. With so much success, the industry has rightfully had large swaths of inflows, and the Global X FinTech ETF has been one of the most effective ways to track the industry....

Without the right numbers, investors would never know Peloton is making money

Peloton (PTON) appeared to be one of the winners of the At-Home Revolution. Everyone turned to its stationary bikes when workout classes and gyms shut down....

Concerned about surging resource prices and reduced demand, the credit rating agencies consider Century Aluminum much riskier than reality

Rising natural resource prices, particularly aluminum, have people wondering whether these prices can sustain themselves, or if materials are in a bubble....

Even as technology stocks slide, the role of MaxLinear in the IoT means improving profitability

In the past few months, many of the largest tech companies have seen a downturn thanks to slowing growth, which has investors pessimistic around tech. But if you look past the biggest names, there are still several firms doing well, particularly those that support the Internet of Things (IoT)....

Markets are getting stronger thanks to this changing debt metric

Currently, the talk of high rates is dominated by what impact it will have on the housing market, as even small rate changes vastly impacts profitability...

Strive is telling ESG investors to protect profits, not trees

ESG and impact investing have gained a lot of traction in recent years. In fact, many investors are implementing mandates to invest in these companies....

Pfizer just made its biggest acquisition in years… let’s understand exactly why

Pfizer, along with the other large pharmaceutical companies, has long justified its sky-high drug prices on expensive R&D processes. Part of this cost is the company doesn’t run its own R&D, instead let small companies do the hard work before acquiring them...

Spooked by rising interest rates, credit rating agencies make Forestar Group out to be much riskier than reality

Rising interest rates have people wondering where the booming housing market is headed...

Expeditors International of Washington sees profitability climb as supply chain constraints continue to be an issue

One of the most repeated headlines over the past few months is the endless amount of supply chain issues companies are facing thanks to high demand and shipping bottlenecks...

Tiger Global lost more than two-thirds of their total gains…let’s see if further troubles lie ahead

In March, we did a deep dive into a hedge fund manager who made his name by investing in venture capital and high-growth technology stocks at the turn of the centur...

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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

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Past Events

Recent News

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