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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Our highly-acclaimed daily newsletter, bringing Uniform Accounting insights right to your inbox. You can sign up for this free newsletter here.

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The market isn’t fully pricing in the recovery of this specialty chemicals manufacturer

Surfactants are key ingredients in everyday cleaning and emulsification processes, and Stepan Company (SCL) stands out as a major producer of these chemicals, alongside polymers and specialty products...

This company is benefiting from rising demand for orthopedic implants

As the population ages, the need for orthopedic care continues to rise, driven by a growing demand for knee and hip implants that help restore mobility and alleviate chronic pain...

The market is not fully pricing in the potential of this payment solutions provider

We are steadily moving toward a cashless, paperless society. This change has led companies like Shift4 Payments (FOUR) to focus on innovative payment solutions...

The $5.5 trillion confusion

President Trump wants to extend or permanently implement the 2017 tax cuts, potentially reducing tax revenue by $5.5 trillion...

Data center expansion continues, and this semiconductor equipment manufacturer stands to benefit from it

Microsoft’s planned $80 billion data center investment highlights the growing need for advanced semiconductor chips to power AI and cloud computing....

The market isn’t fully accounting for the risks facing this chip manufacturer

The semiconductor market has suffered a downturn, especially in smartphones and computers, but areas like AI, automotive, and data centers are showing resilience....

The market thinks eFaxing is dead, but this company proves otherwise

Despite skepticism that faxing is outdated, industries like healthcare, legal, and government still rely on secure digital fax solutions for critical, regulated document workflows....

This company is supplying the coal needed for the supply chain supercycle

Decades of underinvestment in U.S. infrastructure are fueling a “Supply Chain Supercycle,” with major new spending on roads, bridges, and other projects....

While credit may appear concerning, there’s more to the story

The stock market’s recent highs have been driven mostly by a handful of giant corporations, while smaller businesses are still struggling financially....

It matters not only what you sell but also who you sell to

The semiconductor industry is growing, but not all companies are benefiting....

The recovery of this tools company is on the horizon

Stanley Black & Decker (SWK) has struggled with inflation and high interest rates, which hurt margins and profitability as demand in housing, construction, and manufacturing slowed...

This company enhances efficiency in data centers

Despite concerns about overspending on AI infrastructure, Microsoft plans to invest $80 billion in data centers in fiscal 2025, signaling strong demand for supporting technologies...

This healthcare company is focusing on women’s health while others are not

Women’s healthcare has historically been underserved, with drug trials often excluding women due to concerns about risks like pregnancy, leading to adverse reactions in female patients...

Investor confidence is making a comeback

The yield curve has normalized for the first time since 2022, signaling potential economic growth....

This ERP giant is helping businesses implement AI

The latest CES highlighted the rapid advancements in AI, but the real challenge for businesses lies in integrating AI into existing systems and delivering measurable ROI...

Don’t invest in quantum if you don’t have the stomach for volatility

Quantum computing, often hailed as the next technological frontier, holds immense promise with potential applications in fields like AI, finance, and medical research...

This company’s acquisition is positioning it as a leading energy provider, though the upside might already be priced in

The U.S. energy landscape may shift with Donald Trump’s return, emphasizing fossil fuels and reducing support for renewables...

This company delivers power to where it’s needed

Power demand in the U.S. is projected to reach record highs, driven by AI, data centers, and steady residential and commercial consumption, with further growth expected in 2025...

Drill, baby, drill!

With Trump’s return, U.S. energy policy is shifting back toward fossil fuels, focusing on oil and natural gas, with plans to support domestic drilling and reduce renewable energy incentives....

There is still a long way to go before quantum computing becomes profitable

Quantum computing has the potential to solve complex problems far beyond classical computers by leveraging principles like superposition and entanglement, but the field is still in its early stages with significant technical hurdles....

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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:

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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

No 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