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.

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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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This contractor is capitalizing on the surge in defense budgets

Rising geopolitical tensions have led to a significant boost in global defense spending, with budgets increasing to $2.5 trillion in 2024 and the U.S. DoD budget climbing from $700 billion in 2021 to over $850 billion by 2025....

The surge in electricity demand is already priced in for this utility company

Global electricity demand is rising rapidly, driven by technologies like AI, data centers, and EVs....

This payment platform will grow alongside digital transactions

Digital payments continue to grow rapidly, with total transaction value expected to nearly double from $20 trillion in 2025 to $37 trillion by 2029....

Tariffs are back, and the potential consequences could be severe

Recent U.S. trade actions are aggressively using tariffs against key partners like Canada, Mexico, and China—echoing the approach taken with the 1930 Smoot-Hawley Tariff Act....

Earnings aren’t going to quit on this tobacco giant anytime soon

Tobacco products, due to their addictive nature, remain a reliable staple market despite rising prices and stricter regulations...

This company’s earnings will rise alongside defense spending

Rising geopolitical tensions have led nations to significantly boost defense spending, reaching $2.46 trillion in 2024 with increased allocations from the US, Russia, and Europe....

This company is arming Europe as defense spending increases

European nations are boosting defense spending with plans to invest around €500 billion in the next decade and shift at least 65% of new contracts to local companies to address security concerns stemming from the conflict in Ukrain...

This E-commerce staple is taking ownership of its next chapter

Digital payments continue to grow rapidly, with total transaction value expected to nearly double from $20 trillion in 2025 to $37 trillion by 2029...

This company will be cementing the future of America’s infrastructure

The U.S. is moving forward with major plans to rebuild and modernize its infrastructure, covering everything from roads to bridges and public buildings...

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...

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“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.”
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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:

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