About us
What we do
We empower investors and analysts by providing a user-friendly and powerful platform that aggregates, analyzes, and visualizes financial data, making company research both efficient and effective. By integrating advanced analytics with an intuitive interface, we enable our users to uncover investment opportunities, assess company valuations, and build robust investment strategies.
Who we are
We are dedicated to simplifying value investing, and financial research for analysts and investors. At Valuein, our goal is to become the leading global platform for financial research by providing our users with a reliable platform and comprehensive tools for researching financial statements, calculating valuations, and sharing their findings and analysis with peers, clients, and community.
- Mission
- Empowering value investors with the most comprehensive and intuitive platform for in-depth business research and financial analysis, enabling informed investment decisions with confidence.
- Vision
- To become the leading global platform for fundamental analysis, investment research, revolutionizing how investors analyze company performance to build sustainable and profitable portfolios.
A seamless experience
Our main goal as a financial research platform is to offer top-notch resources that meet the unique needs of Value Investors and Analysts, regardless of their level of experience. We are committed to providing state-of-the-art tools, comprehensive data, and insightful analysis that empower our users to make better informed decisions and achieve their investment goals with confidence.
- Easy to use
- Intuitive, clean, and concise design for great research and analysis.
- Reliable
- Based on financial historical data (30+ years) we offer metrics, charts, and valuation models backtested by statistics and AI models.
Our community thrive
on Collaboration
A community created for value investors. Connect with your team, and like-minded individuals and clients to share or sell your financial analysis.
- Engaging and Supportive
- We welcome all opinions, from all levels, and perspectives.
- Resourceful and Insightful
- The goal is to learn, make better research by adding our own and other opinions to our analysis and covering all blind spots.
Features
Business Analysis with
everything you need.
Our approach emphasizes building a circle of competence, doing great fundamental analysis, conservative valuations with a margin of safety, and using the power of opportunity cost to your advantage. We provide you with a reliable and trustworthy framework for analysis and investing.
Value Investing
A true Value Investing framework that empowers investors to make informed decisions and achieve financial success.
Circle of Competence
Focus on sectors and industries where you have an edge on and save time and energy screening out thousands of unworthy companies.
Fundamental Analysis
Research Capital Allocation, Ownership, and Financial Statements thoroughly. We build business stories from facts.
Valuations
Based on Owner-Earnings (CAGR) and your expected return (discount-rate), calculate the intrinsic value of a business.
Margins Of Safety
By buying business at a significant discount to their intrinsic value we mitigate investors' risk and ensure potential profits.
Opportunity Cost
Invest your money wisely by prioritizing, and identifying wonderful businesses with lower risks, and better returns.
Portfolio Management
Setting investment goals, strategies, criteria for asset selection, and monitoring parameters to achieve desired outcomes.
Stock Watchlist
Organize and track your favorite companies based on different categories such as growth, income, blend, or industry.
Alerts & Notifications
Real-time alerts for buying and selling based on intrinsic value previously calculated and stock watchlist target prices.
Community Engagement
Shared a platform where investors can share analysis, opinions, and insights, fostering a collaborative environment for growth, learning, and better investments.
Risk Management Strategies
Follow our analysis framework to identify, assess, and mitigate risks associated with business operations, investments, ensuring capital preservation and sustainable returns.
Long-term Investing
Encouraging investors to focus on the long-term potential of their investments not just increase their chances for return returns but also reduce their tax liability.
Pricing
A plan for every need
Our plans are designed to meet most common needs. Pick yours.
Free
Great for testing our dashboard.
$0
/year
- Access to S&P500 companies data.
- Business Screener.
- Fundamental Analysis.
- Valuations.
Professional
Great for picking undervalued stocks.
$200
/year
- Includes our Free plan.
- Access to all US public financial data.
- 1GB of storage for reports and notes.
- Portfolio Management.
- Stock Watchlist.
- Community tools.
- Support via email.
Institutions
Great for large teams at hedge funds, investment firms, and private banks.
$2000
/year
- Includes our Professional plan.
- Access to the world public financial data.
- Access to the 10M private financial data.
- 10GB of storage for reports and notes.
- Teams and Organization Billing.
- Sharing reports with peers and clients.
- Support via phone call, chat, and email.
Testimonials
What our customers are saying.
We improve with every feedback.
A game-changer for my investing strategy! I’ve tried many platforms, but this one truly stands out. The depth of financial analysis and the focus on long-term value has transformed the way I approach my portfolio. I’ve made smarter decisions and feel more confident in my investments.
Ashley R.
Individual Investor
Made investing simple and profitable! As someone who’s relatively new to value investing, this platform was exactly what I needed. The insights are clear, actionable, and based on sound principles.
Milton R.
Value Investor
Finally, a platform I trust with my long-term goals. I’ve been burned by short-term tactics before, but this platform has helped me build a solid, sustainable investment strategy.
Miguel S.
Long-Term Investor
An indispensable tool for professional analysis. As a financial analyst, I’m always looking for the most efficient and intuitive tools. This platform delivers on both fronts.
Tyler S.
Senior Financial Analyst
The research quality is top-notch. The combination of comprehensive financial reports and real-time data makes it my go-to tool for analyzing undervalued stocks. It’s perfect for anyone who takes fundamental analysis seriously.
Kaleb M.
Equity Research Analyst
Brilliant for deep value analysis. This platform brings together all the key elements that financial analysts need to assess true stock value. From detailed balance sheets to insightful valuation models, it offers everything I need to make well-informed recommendations to my clients.
Jazmin M.
Investment Analyst
FAQ
Frequently asked questions
Find answers to your questions about our services, plan, policies, and more.
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