VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

Head-to-head

Calcbench vs Stock Analysis comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Calcbench adds Improved Filings, Flags, Management Compensation, Data APIs, APIs & SDKs, Sheets / Excel Add-ins, Blogs, and Regulatory Filings Monitoring coverage that Stock Analysis skips.

Stock Analysis includes Screeners, ETF Screeners, IPO, Top Analysts, Stock Comparison, ETF Comparison, Portfolio, Watchlist, News, Calendar, Dividends, Splits, Delisted, Spin-offs, Bankruptcy, ETF Overview, ETF Holdings, ETF Fundamentals, and ETF Performance categories that Calcbench omits.

Calcbench highlights: As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics., Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts., and Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API..

Stock Analysis is known for: Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., and Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)..

Stock Analysis offers mobile access, which Calcbench skips.

Calcbench logo

Calcbench

calcbench.com

SEC-filings and earnings‑release data platform built for analysts. Coverage includes as‑reported financial statements, footnotes/disclosures text, segments & breakouts, earnings press‑release numerics (incl. non‑GAAP and guidance), proxies, 8‑Ks, and SEC comment letters. ‘Trace’ any number back to the source filing. Point‑in‑time fundamentals with publication timestamps are available for backtests. Excel (Windows) add‑in is full‑featured; Office 365 (Mac/Web) and Google Sheets add‑ins are lighter. API access is separate from standard subscriptions.

Platforms

Web
Desktop
API

Pricing

Free
Subscription

Quick highlights

  • As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics.
  • Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts.
  • Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API.
  • Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias.
  • Auditor & auditor‑fee dataset with flags; M&A purchase‑price‑allocation dataset.

Community votes (overall)

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Stock Analysis logo

Stock Analysis

stockanalysis.com

Editor’s pick Hands-on review

A comprehensive equity and ETF research platform. The free site includes screeners, comparisons, corporate actions, and market calendars. The Pro plan unlocks unlimited CSV/Excel downloads, saved screeners, advanced analyst filters, full ETF holdings, and longer financial history. US quotes are real-time via Cboe, while international quotes are delayed or end-of-day. Financials come from S&P Global Market Intelligence, with 5 years shown free and 10 years on Pro.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens.
  • Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange.
  • Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US).
  • Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).
  • Watchlists double as a portfolio tracker, showing holdings, P/L, cash, and currencies. Supports real-time price updates and CSV/Excel exports.

Community votes (overall)

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Financials, Acquisitions, and Ticker Changes.

Where they differ

Calcbench

Distinct strengths include:

  • As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics.
  • Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts.
  • Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API.
  • Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias.

Stock Analysis

Distinct strengths include:

  • Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens.
  • Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange.
  • Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US).
  • Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).

Feature-by-feature breakdown

AttributeCalcbenchStock Analysis
Categories

Which research workflows each platform targets

Shared: Financials, Acquisitions, Ticker Changes

Unique: Improved Filings, Flags, Management Compensation, Data APIs, APIs & SDKs, Sheets / Excel Add-ins, Blogs, Regulatory Filings Monitoring

Shared: Financials, Acquisitions, Ticker Changes

Unique: Screeners, ETF Screeners, IPO, Top Analysts, Stock Comparison, ETF Comparison, Portfolio, Watchlist, News, Calendar, Dividends, Splits, Delisted, Spin-offs, Bankruptcy, ETF Overview, ETF Holdings, ETF Fundamentals, ETF Performance

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs, Mutual Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Desktop, API

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics.
  • Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts.
  • Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API.
  • Point‑in‑time fundamentals: standardized metrics stamped with first‑available timestamps to avoid look‑ahead bias.
  • Auditor & auditor‑fee dataset with flags; M&A purchase‑price‑allocation dataset.
  • Excel add‑in (Windows, full), Office 365 add‑in (Mac/Web, limited), and Google Sheets add‑on; Python API client.

Unique

  • Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens.
  • Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange.
  • Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US).
  • Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).
  • Watchlists double as a portfolio tracker, showing holdings, P/L, cash, and currencies. Supports real-time price updates and CSV/Excel exports.
  • Comparison tools for side-by-side stock or ETF analysis, with charts and fundamentals.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Calcbench and Stock Analysis both support?

Both platforms cover Financials, Acquisitions, and Ticker Changes workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Calcbench and Stock Analysis require subscriptions?

Both Calcbench and Stock Analysis keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Stock Analysis ships a dedicated mobile experience, while Calcbench focuses on web or desktop access.

What unique strengths set the two platforms apart?

Calcbench differentiates itself with As‑reported financials with drill‑through ‘Trace to source’ into the filing; multi‑company time‑series and standardized metrics., Interactive disclosures/footnotes search across 10‑K/10‑Q (and other docs); segment & geographic breakouts., and Earnings press‑release data within minutes of wire: GAAP, non‑GAAP, guidance, KPIs; model‑ready via Excel or API., whereas Stock Analysis stands out for Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., and Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)..

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.