Value Line (NASDAQ:VALU – Get Free Report) and Jupiter Fund Management (OTCMKTS:JFHHF – Get Free Report) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, institutional ownership, profitability, analyst recommendations, risk, dividends and valuation.
Volatility & Risk
Value Line has a beta of 1.03, indicating that its stock price is 3% more volatile than the S&P 500. Comparatively, Jupiter Fund Management has a beta of 0.35, indicating that its stock price is 65% less volatile than the S&P 500.
Analyst Recommendations
This is a summary of current ratings for Value Line and Jupiter Fund Management, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Value Line | 0 | 1 | 0 | 0 | 2.00 |
| Jupiter Fund Management | 2 | 2 | 0 | 0 | 1.50 |
Earnings and Valuation
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Value Line | $35.08 million | 10.44 | $20.69 million | $2.34 | 16.67 |
| Jupiter Fund Management | N/A | N/A | N/A | N/A | N/A |
Value Line has higher revenue and earnings than Jupiter Fund Management.
Insider and Institutional Ownership
6.3% of Value Line shares are held by institutional investors. 0.0% of Value Line shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
Profitability
This table compares Value Line and Jupiter Fund Management’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Value Line | 65.05% | 21.16% | 14.88% |
| Jupiter Fund Management | N/A | N/A | N/A |
Summary
Value Line beats Jupiter Fund Management on 8 of the 8 factors compared between the two stocks.
About Value Line
Value Line, Inc. produces and sells investment periodicals and related publications. Its investment periodicals and related publications cover a range of investments, including stocks, mutual funds, exchange traded funds (ETFs), and options. The company's research services include The Value Line Investment Survey, The Value Line Investment Survey – Small and Mid-Cap, The Value Line 600, and The Value Line Fund Advisor Plus that provide statistical and text coverage of various investment securities, with an emphasis placed on its proprietary research, analysis, and statistical ranks. It also provides niche newsletters comprising Value Line Select: Dividend Income & Growth, Value Line Select: ETFs, The Value Line Special Situations Service, The Value Line M&A Service, The Value Line Climate Change Investing Service, and The Value Line Information You Should Know Wealth Newsletter that offer information on a less comprehensive basis for securities that are of particular interest to subscribers; digital versions of its products through its Website, www.valueline.com; The Value Line Research Center online platform; and investment analysis software, such as The Value Line Investment Analyzer and The New Value Line ETFs Service. In addition, the company offers current and historical financial databases comprising fundamental DataFile, estimates and projections, and mutual funds; and copyright products, which include unit investment trusts, variable annuities, managed accounts, and ETFs. Further, it operates as publishing unit for the investment related periodical publications and copyrights; places advertising on behalf of the company's publications; and distributes print publications. It serves individual and professional investors, as well as institutions, including municipal and university libraries, and investment firms. The company was founded in 1931 and is headquartered in New York, New York. Value Line, Inc. is a subsidiary of Arnold Bernhard & Co., Inc.
About Jupiter Fund Management
Jupiter Fund Management Plc is a publicly owned investment manager. The firm manages mutual funds, hedge funds, client focused portfolios, and multi-manager products for its clients. It invests in the public equity markets across U.K., Europe and global emerging markets. The firm also invests in fixed income markets, fund of funds products, hedge funds, and absolute return funds. Jupiter Fund Management Plc was founded in 1985 and is based in London, United Kingdom.
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