Bringing investors unbiased, actionable research.

Uniform Adjusted Financial Reporting Standards are the foundation for better analysis, leaning on industry expertise and proven results, and a global team of over 100 trained accounting analysts.

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.

Individual Investor Research Solutions

Valens’ individual investor arm, Altimetry, brings the same high-quality UAFRS-driven research we provide institutional investors right to your home. Get access to monthly newsletters highlighting the best hidden gems, and unknown stock ideas, as well as the same data institutional investors are using.

Get access to solutions ranging from daily newsletters, to the full UAFRS Database.

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UAFRS Database

Access to the full Uniform Accounting Database, to see the real profitability and valuation metrics for companies you want to invest in.

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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.

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  • 8,300+
    Companies Covered & Restated to Uniform Accounting
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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:

As-reported metrics make this company’s content data look like a commodity, UAFRS shows the unbiased truth just like the company’s ratings

Today’s company has helped an entire sub-industry monetize their assets. When it publishes its data, everyone pays attention. Bad results could mean the cancellation of your favorite TV show ...

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Commoditized businesses fail major strategy tenets, but UAFRS highlights that alone doesn’t make this one a bad credit investment

Commoditized businesses often get a bad reputation, and rightfully so. These companies have limited power over suppliers and offer nothing to customers that a competitor couldn’t also offer ...

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Being too early can sometimes be worse than being too late. Uniform Accounting helps uncover whether that is the case for this utilities company

Everyone knows ESG is important, but sometimes the costs of implementing those strategies can be prohibitive. In an industry where efficiency is paramount, being an ...

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News and Events

Upcoming Events

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15

MAY

Conviction Short Idea Release and Special Webinar

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12

MAY

Release of Conviction Short List

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08

MAY

Marine Corps Presentation

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30

APR

Equity Research Luncheon

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CNBC: How one analyst cuts out the “noise” to identify overlooked risks to investors

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Professor Joel Litman: “Investing During The Pandemic; What Should I Do With My Money Considering All of the Volatility and Uncertainty Today”

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MarketWatch: Nine stocks that face dividend-cut risks from analysts who ‘restate’ the earnings reports of 32,000 companies

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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

“...provides a framework for placing any business discipline in the perspective of overall business strategy...”

- Belverd E. Needles, Jr. PhD. CPA

“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

“There is a powerful, undeniable, link between earnings quality and business values - one very difficult to see without Uniform Accounting, UAFRS.”

- Dave Daglio

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- Ralph Nach

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- Bartley J. Madden

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