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:

Cleveland-Cliffs should be at the center of the upcoming capex cycle

Every investor should be waking up to the upcoming massive spending cycle for infrastructure and large physical assets...

Supply chain disruptions aren’t going to stop Amazon’s market dominance

The retail shopping experience in America and around the world has changed dramatically over the past 10 years...

The U.S. is facing an unprecedented need for investment which will directly impact this industry

After much fanfare, the current administration has finally passed the infrastructure bill that has been stuck in congress these past few months. This will act as a catalyst to the underlying need for U.S. corporations to finally invest in the capex they have been putting off for so long...

As infrastructure spending returns this is the ETF to watch

Biden just passed a historic infrastructure bill that’s going to help kickstart a massive wave of capital expenditure spending across the U.S....

The Valspar acquisition looks like Sherwin-Williams’ biggest mistake

Mergers and acquisitions (“M&A”) are a routine part of life in Corporate America....

Supply chain headwinds are occluding common sense for MKS Instruments

The supply chain breakdown in the semiconductor business has shrouded the industry in a cloud of uncertainty. Equity investors don’t know where to turn, and we can’t blame them....

Don’t listen to Wall Street—Salesforce has mastered the SaaS sales model

In the late 1990s and early 2000s, a wave of investor enthusiasm over the growing internet economy pushed scores of companies, many of which did not generate a single dollar of revenue, to multi-billion dollar valuations...

Tracing our broken supply chain back to the source

The global supply chain breakdown is a dominant theme throughout the business world right now. We at Valens hear about it constantly on almost every management earnings call...

When David Tepper speaks, the market listens, and you should pay attention

David Tepper can move the markets with a single sentence. His reputation for predicting macroeconomic trends precedes him, and investors would be foolish not to pay attention to what he has to say...

PayPal may want to reconsider passing on this rumored acquisition target

Potential M&A rumors always make for great fanfare on Wall Street...

If you’ve ever worn sweatpants to a Zoom meeting, you understand something the rating agencies don’t

If you used to go to work wearing a suit, chances are that you don’t anymore. Today’s company stands to benefit enormously from this post-pandemic casualization trend...

This month’s screen yields a name that would never appear on investors’ radar without Uniform Accounting

Even those who created and oversaw corporate America’s accounting rules were aware of their inherent inconsistencies...

Revenue estimates for the third quarter are breaking all the wrong kinds of records

Here at Valens, we always spend some time digging through the S&P 500 Index’s website every month....

Daniel Loeb of Third Point is putting a new strategy to the test

Earlier this year, a tiny hedge fund waged war on one of the biggest corporations in the world, and won. But it wasn’t the sort of war you’d expect a hedge fund to wage...

EPR Properties may be the dark horse of the pandemic recovery

While the COVID-19 pandemic has cast a long shadow on many industries, those in the movie and entertainment business have been hit especially hard...

Mylan may now be called Viatris, but the story still looks bleak

Sometimes, when companies find themselves between a rock and a hard place, they take desperate measures to change their optics...

Nova’s meteoric rise would be tough to spot without this unique screen

It is no secret that the world’s greatest investors understand the simple fact that as-reported financial metrics are unreliable...

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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

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...

Institutional Investor
Research Solutions