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.

Valens Research’s Uniform Accounting framework applies over 130 adjustments to corporate financial reporting, giving you a clearer and more accurate understanding of a company’s true performance.

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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The market has sky-high expectations for this enigmatic software company

Since its founding in 2003, software and AI company Palantir Technologies (PLTR) has built a reputation among the mainstream media and the public due to a misunderstanding of how its business operates....

This beer maker’s stock may look cheap, but there’s more to its low valuation than meets the eye

Vice stocks like tobacco and alcohol have often been stable investments as these stocks are relatively shielded from adverse macroeconomic shifts, enabling them to generate stable and reliable returns over a long period of time....

This solar technology solutions provider is well-positioned to capitalize on solar energy’s growth

Energy demand in the U.S. is expected to rise by as much as 40% by 2040, making access to reliable power sources critical, especially in the age of AI....

Bank M&As are about to make a return

For the past few years, banking M&A activity has ground to a halt as Biden-era policies have taken a more restricted stance towards consolidation....

This entertainment giant is finally turning a corner after years of underperformance

Disney(DIS) has faced years of hardship, underperformance, and uncertainty due to pandemic-driven shutdowns and the tremendous costs associated with standing up its streaming platform, Disney+...

Even strong quarterly performance can’t prevent downward swings when expectations are too high

Upstart Holdings (UPST is an AI-powered lending platform that works with banks and credit unions in assessing the creditworthiness of borrowers...

A negative guidance revision has sent this IT consultant spiraling

Earnings calls have the potential to make or break a call. As one of the only times during the year where shareholders are able to hear directly from management, they often act as catalysts for a stock’s largest swings over the course of a year....

This engineering and infrastructure consultant is primed to capitalize on today’s trends

The Trump administration’s determination to reinvigorate manufacturing on United States soil requires significant investment in existing infrastructure...

Watch out for this retirement trap

President Trump’s executive order is opening the $12.5 trillion 401(k) market to private equity products long reserved for institutions, but those institutions are already pulling back...

The market is ignoring the growing debt crisis while valuing this company

Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna have surged in popularity, but rising credit losses and risky borrower profiles are raising red flags...

This credit card company’s latest move comes with a catch

American Express (AXP) is overhauling its Platinum Card with expanded perks and lounge access in its biggest card update ever...

The market’s expectations for this clothing brand leave ample room for upside

Consumers cutting back is weighing on premium athletic apparel, yet Lululemon’s (LULU) focus on stylish, high‑quality seasonal updates has driven double‑digit revenue growth in 10 of the last 12 quarters and sustained high profitability...

This company can become one of the unsung heroes of the AI boom

Fayetteville, Georgia is facing backlash as QTS Realty Trust and Blackstone-backed data centers rapidly expand, consuming huge amounts of electricity and prompting new high-voltage power lines that cut through neighborhoods...

A single signature can spark a new energy boom

President Trump’s Executive Order 14270 will overhaul U.S. energy regulations through sweeping deregulation...

The new nuclear directive could cause this company’s earnings to skyrocket

The U.S. government is pushing a major energy shift with new executive orders, declaring a national energy emergency, fast‑tracking reactor approvals, and rebuilding uranium supplies...

Don’t let the recent European defence rally fool you

European NATO members are gearing up to spend 5% of GDP on defense by 2032, prompting a rally in European defense stocks....

Tech giants are willing to pay hefty premiums for energy, and this company is poised to benefit

Microsoft and Meta have both agreed to pay hefty premiums for nuclear power via virtual power purchase agreements, signaling a new trend among tech giants who want immediate access to secure, clean, and reliable energy....

The biggest asset manager can’t stop growing

Investing has shifted from stock picking to passively managed index ETFs, and BlackRock (BLK) has capitalized on this transition....

The private credit market is a ticking time bomb

Private credit has surged from $500 billion in 2015 to $2 trillion today, with small outfits like Egan‑Jones Ratings, just 20 analysts grading over 3,000 deals in 2024 with a rapid, low‑fee process....

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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

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Our Methodology and Results

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See our most recent reports here:

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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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No Upcoming Events

Past Events

Recent News

Testimonials

As seen in...

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