Provider Overview
ValuEngine
Stock & ETF Research, Valuations, Recommendations
ValuEngine (VE) is a stock valuation and forecasting service founded by Ivy League finance academics and Wall Street professionals in 1996. ValuEngine utilizes the most advanced quantitative techniques and analysis available. Our research team continues to develop, test, and improve the ValuEngine stock valuation and econometric models for forecasting stock price movement. In recent years, VE has expanded its research program to include Exchange Traded Funds (ETFs). Our primary products include a complete stock, sector, industry, and ETF reports updated daily, our retail-oriented website www.ValuEngine.com, and customized data feeds/portfolio strategies.
ValuEngine uses quantitative modeling and techniques as the basis of its stock market research. The company’s goal has always been the application of advanced academic research to stock market investment strategies. What differentiates ValuEngine from numerous other independent research providers is that VE is the only company able to provide near real-time valuation, forecast, and rating information on such a large universe of stocks. ValuEngine provides coverage of @5000 stocks traded on US and Canadian markets—including @1000 ADRs and other foreign companies. All equity research findings are updated every trading day. Approximately 500 US ETF’s are covered weekly.
ValuEngine research and content is currently distributed through some of the largest research distribution networks in
the world including Refinitive, Factset, Interactive Brokers, Standard and Poors, Markit, Bloomberg, Hedge Funds of all sizes,
and many others.
Product Details
Research:
ValuEngine Models: ValuEngine models take into account company specific fundamental data, industry/sector factors, and macroeconomic factors as well as various technical data points such as momentum, liquidity, size, volatility and
relative strength to index. The system is highly complex, but it provides an accurate, efficient, systematic, and—above all
objective means of assessing huge quantities of information for any given index, sector, industry, individual stock, or ETF.
Combined with our various stock screening, portfolio creation and optimization capabilities, and our extensively researched
and back-tested benchmark portfolio strategies, VE provides its clients with a powerful application of financial theory that
consistently beats the market over time.
ValuEngine Portfolios: ValuEngine has created and tracked a variety of investment portfolio strategies which reflect
various common investment objectives for risk and return. Known as “Benchmark Portfolios,” these strategies provide an
excellent starting point for using ValuEngine’s cutting-edge research to select a basket of stocks. Currently, VE offers
aggressive, diversified, conservative and REIT strategies. Other strategies can be created at client request/spec.
Products and Services:
VE Stock Reports: ValuEngine publishes and distributes a large variety of individual stock, industry, sector and ETF
reports that are updated every trading day. All reports can be customized to fit client needs.
VE Retail Services: www.ValuEngine.com represents VE’s own website for individual investors.
Institutional Services: Distribution of reports, data-feeds, customized portfolio strategies, and our professional
website package. Our systems are highly automated, agile, and can be configured to meet any client need for format,
delivery, etc.
