Beanvest vs Trefis comparison

Beanvest focuses on Screeners, Stock Ideas, and Scores while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 1 categories, so choose based on your preferred workflow and pricing.

Good news—both Beanvest and Trefis offer free plans. You can try each platform without commitment and only pay when you need premium features.

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Choose Beanvest if you need Stock research reports with an overall Quality Score and section scores for Moat, Pricing Power, Predictability, Financial Strength, Capital Allocation, and Management., and Quality Stocks screener/list (S&P 500) with configurable columns and filters; Premium unlocks valuation and per-component score filters.. Go with Trefis if Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. better fits how you invest.

Trefis supports data exports to Excel, PDF, and Image. Beanvest has more limited export options.

Beanvest includes a stock screener for finding investment ideas. Trefis focuses on other analytical tools.