Old School Value
Old School Value is a subscription SaaS platform providing institutional-grade stock valuation models (DCF, Graham, EPV), fundamental screening across 40,000+ equities, and AI-powered qualitative analysis for 50,000+ retail value investors. It operates as a wholly-owned subsidiary of Chronim Investments following a 2025 acquisition.
- Company typePrivate
- Founded2009
- HeadquartersRye, United States
- Headcount1–10
- GTM typeB2C
- OfferingSoftware
What Old School Value does
Old School Value is a subscription SaaS platform that delivers institutional-grade equity valuation and fundamental analysis tooling to individual and professional value investors. The web-based product centers on automated valuation models — Discounted Cash Flow, Reverse DCF, Benjamin Graham's Graham Formula, and Earnings Power Value — backed by a standardized dataset of 20 years of financials across roughly 40,000 global equities and 150+ institutional metrics. A proprietary OSV Rating System combines Quality, Value, and Growth scores into an Action Score, while three academic risk models (Piotroski F-Score, Altman Z-Score, Beneish M-Score) flag accounting irregularities and bankruptcy risk. An Excel Add-in exposes 40M+ data points via GET() function calls for power users building custom spreadsheet models.
The platform's go-to-market is fully self-serve and product-led: a free tier with stock summary, financials, and valuation overview funnels users into a 14-day Pro trial (no credit card required), converting to Premium ($348/yr or $39/mo) or Professional ($499/yr or $90/mo) subscriptions. The Professional tier adds commercial-use rights, the OSV Stock Analyzer Spreadsheet, and CSV import/export, targeting investment advisors and finance professionals. Distribution is entirely digital, U.S.-focused, with no resellers or channel partners; customer acquisition is driven primarily by an extensive library of always-free SEO content covering valuation methods and ratio analysis. The company claims 50,000+ value investors using the platform globally.
Founded in 2009 by Jae Jun as a personal blog and Excel spreadsheet toolkit, Old School Value moved to the web in 2014 and underwent a major data-partnership upgrade in 2018 that established the current 40,000+ stock coverage. In 2025 the company was acquired by Chronim Investments Inc. (a Texas-based investor-education holding company), and in 2026 it released OSV 2.0, a ground-up platform rebuild that introduced an AI-Powered Valuation Analysis module capable of synthesizing SEC filings and earnings call transcripts into qualitative narratives. The company operates with 1-10 employees from Chronim's Irving, TX headquarters.
Old School Value firmographics
Firmographics- Name
- Old School Value
- Legal name
- Chronim Investments Inc.
- Website
- https://oldschoolvalue.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Old School Value is a subscription SaaS platform providing institutional-grade stock valuation models (DCF, Graham, EPV), fundamental screening across 40,000+ equities, and AI-powered qualitative analysis for 50,000+ retail value investors. It operates as a wholly-owned subsidiary of Chronim Investments following a 2025 acquisition.
- Ownership category
- akta.pro rank
Old School Value industry classification
Industry- Product category
- Investment Analysis Software
- NAICS
- Software Publishers (513210), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)
Keywords
Where Old School Value is headquartered
LocationHeadquarters
- HQ city
- Rye
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Old School Value business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription - Free Tier: Free forever access to stock summary data, financials, and valuation overview. Serves as a lead-generation and educational tier to drive conversion to paid plans.
- Subscription - Premium Plan: Annual or monthly subscription unlocking AI-Powered Value Report, stock screener, and portfolio tracker. Priced at $348/year or $39/month, billed annually or monthly respectively.
- Subscription - Professional Plan: Full suite for investment professionals and advisors. Includes everything in Premium plus commercial use rights, OSV Stock Analyzer Spreadsheet, and CSV import/export. Priced at $499/year or $90/month, billed annually or monthly respectively.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Annual | Free forever tier for beginners |
| Subscription | Annual | Advanced tools for serious individual investors |
| Subscription | Annual | Full suite for investment professionals and advisors |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Old School Value product offering
Product offeringCore offering
Old School Value provides a web-based SaaS platform that delivers institutional-grade stock valuation models (DCF, Reverse DCF, Graham Formula, Earnings Power Value), a fundamental screener covering 40,000+ global equities with 150+ metrics, proprietary OSV Quality/Value/Growth rating scores, risk-detection models (Piotroski, Altman, Beneish), and an AI-powered valuation analysis engine. The platform serves individual value investors and investment professionals with tiered subscriptions ranging from free to $499/year.
Product overview
Old School Value is a unified SaaS platform providing institutional-grade stock analysis and valuation tools for individual investors. The platform centers on the core OSV Platform with multiple integrated valuation models including DCF, Reverse DCF, Graham Formula, Earnings Power Value, and Absolute P/E. Users access fundamental screening across 40,000+ stocks with 150+ metrics, supplemented by proprietary scoring systems (Quality, Value, Growth, Action Score) and three risk-detection models (Piotroski F-Score, Altman Z-Score, Beneish M-Score). The Excel Add-in provides spreadsheet integration for power users. The AI-Powered Valuation Analysis module, available on Pro plans, adds natural language processing for earnings call analysis and knowledge retrieval for investment thesis generation. Visual Financials and Automated Peer Comparison provide charting and competitive analysis. The platform offers tiered pricing: Free (essential tools), Premium ($348/yr - AI reports, screener, portfolio tracker), and Professional ($499/yr - adds commercial use and CSV export).
Differentiator
Problem solved
Functional benefit
Products and services
- Old School Value Platform The Operating System for Value Investors — a comprehensive web-based SaaS platform providing institutional-grade valuation models, screening tools, and AI-powered analysis for individual investors to streamline stock research and intrinsic value calculation.
- Discounted Cash Flow (DCF) Model Automated DCF valuation model that projects future cash flows and discounts them back to present value using customizable templates, supporting multiple cash flow inputs including EPS, FCF, and Owner Earnings.
- Reverse DCF Inverts traditional DCF logic by inputting the current stock price to determine exactly what growth rate the market is implying, used for reality checks on valuations.
- Graham Formula Benjamin Graham's classic formula for valuing stable growth companies, modernized with current bond yields and safety margins; calculates intrinsic value based on EPS and estimated growth rate.
- Earnings Power Value (EPV) Values a company based purely on its current distributable cash flow assuming zero future growth; a conservative metric focused on sustainable earning power, particularly effective for mature companies.
- Fundamental Screener Filters 40,000+ stocks using 150+ institutional metrics including Piotroski F-Score, Altman Z-Score, CROIC, and WACC for idea generation across global equities.
- Excel Add-in Spreadsheet integration allowing users to pull clean historical data and pre-calculated metrics directly into custom Excel models using GET function syntax (e.g., GET('AAPL', 'FCF')); provides 40M+ data points for power users.
- AI-Powered Valuation Analysis Proprietary AI engine that synthesizes complex financial data into clear, actionable valuation narratives including Qualitative Score, Investment Thesis, and Earnings Call Analysis; analyzes SEC filings, earnings transcripts, and financial statements for competitive moat, management quality, risk, and value-trap signals.
- OSV Rating System Proprietary scoring system providing Quality, Value, and Growth ratings (0-100 scale) plus an Action Score; flags accounting irregularities, identifies undervalued stocks, and measures top-line momentum based on metrics like P/FCF, EV/EBIT, Piotroski F-Score, ROIC, CROIC, and sales growth rates.
Companies that use Old School Value
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles2 records
Old School Value technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability6 records
Feature5 records
Old School Value partnerships and signals
Strategic signalScale indicators5 records
Recent moves5 records
Expansion highlights5 records
Old School Value competitors and assessment
Company assessmentBroad incumbents
- Yahoo Finance: Yahoo Finance is the dominant free retail-investor portal offering screening, fundamentals, and portfolio tools — a broad incumbent setting the baseline expectation for retail investors that Old School Value's premium tier must justify.
- Morningstar: Morningstar is a broad incumbent offering stock analytics, screeners, and proprietary ratings (e.g., moat, fair value) at retail and professional tiers — overlapping functionally with Old School Value but serving a much wider audience.
- Seeking Alpha: Seeking Alpha is a large investment-research platform with quantitative ratings, screeners, and contributor analysis — a broad incumbent whose premium tiers compete for the same discretionary-research wallet share.
Direct peers
- Stock Rover: Stock Rover provides screening, comparison, and portfolio analysis tools for self-directed investors with deep fundamental data and charting — a direct peer in retail-investor SaaS analytics.
- Koyfin: Koyfin is a modern financial analytics platform offering institutional-grade data and visualization for individual investors and advisors — competing head-on with Old School Value in the prosumer analytics category.
- GuruFocus: GuruFocus is a subscription-based investment research platform focused on value investors, offering screeners, DCF/Graham-number calculators, and proprietary scoring models — directly overlapping with Old School Value's core offerings and target persona.
- Simply Wall St: Simply Wall St delivers visual, infographic-style fundamental analysis and snowflake valuation outputs for retail investors — a direct peer targeting the same self-directed investor segment with differentiated UX.
- ValueLine: ValueLine is a legacy investment-research subscription service that has served individual value investors for decades with proprietary rankings and fundamental data — closely comparable in customer persona and analytical framework to Old School Value.
- AAII Stock Investor: AAII (American Association of Individual Investors) provides the Stock Investor subscription service with screeners, model portfolios, and valuation education — a niche peer serving the same do-it-yourself value-investor demographic.
Emerging players
- TipRanks: TipRanks aggregates analyst consensus, hedge-fund holdings, and insider transactions into retail-facing dashboards — an emerging analytics platform with partial overlap in fundamentals-and-sentiment tooling for self-directed investors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Old School Value social profiles
Digital presenceOld School Value financial estimates
Financial estimateRevenue estimate
Valuation estimate
Old School Value leadership team
Management profileNumber of profiles
Profiles1 record
Old School Value funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Old School Value M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Old School Value
What does Old School Value do?
Old School Value provides a web-based SaaS platform that delivers institutional-grade stock valuation models (DCF, Reverse DCF, Graham Formula, Earnings Power Value), a fundamental screener covering 40,000+ global equities with 150+ metrics, proprietary OSV Quality/Value/Growth rating scores, risk-detection models (Piotroski, Altman, Beneish), and an AI-powered valuation analysis engine. The platform serves individual value investors and investment professionals with tiered subscriptions ranging from free to $499/year.
Is Old School Value a public or private company?
Old School Value is a private company. It is classified as corporate owned and is currently operating.
When was Old School Value founded?
Old School Value was founded in 2009. It employs 1 to 10 people.
Where is Old School Value based?
Old School Value is headquartered in Rye, United States, in the North America region.
How does Old School Value make money?
Three revenue lines are on record. Subscription - Free Tier is the primary driver. The others are subscription - Premium Plan and subscription - Professional Plan.
Who are Old School Value's main competitors?
Broad incumbents on record are Yahoo Finance, Morningstar and Seeking Alpha. Direct peers are Stock Rover, Koyfin, GuruFocus, Simply Wall St, ValueLine and AAII Stock Investor. TipRanks is listed as an emerging player.
Does Old School Value have an API?
No public API is recorded for Old School Value.
What industry is Old School Value in?
Old School Value's product category is Investment Analysis Software. Its primary akta.pro industry code is CRAFAIAB, Software/SaaS Subscriptions (Consumer & Prosumer). Its NAICS code is 513210 and its SIC code is 6282.