VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View CB Insights View GuruFocus Back to Home

Head-to-head

CB Insights vs GuruFocus comparison

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

Quick takeaways

CB Insights adds Data APIs, Data Visualizations, Acquisitions, Newsletters, and AI coverage that GuruFocus skips.

GuruFocus includes Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, News, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Transcripts, Insider Data, 13F, ETF Overview, ETF Holdings, and APIs & SDKs categories that CB Insights omits.

CB Insights highlights: Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets..

GuruFocus is known for: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..

GuruFocus keeps a free entry point that CB Insights lacks.

CB Insights

cbinsights.com

An enterprise-grade market intelligence platform covering both private and public companies. CB Insights combines company profiles, deal tracking, and predictive scoring with AI-powered search and visual analytics. APIs and enterprise integrations (Salesforce, Excel, Snowflake, Microsoft 365 Copilot) are available on paid plans. A 10-day free trial is offered for new users.

Platforms

Web

Mobile

API

Pricing

Subscription

Quick highlights

Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
Salesforce integration to embed company and investor insights into CRM workflows.
Microsoft 365 Copilot Graph Connector to surface CB Insights data directly inside Copilot experiences.

Community votes (overall)

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GuruFocus

gurufocus.com

Editor’s pick Hands-on review

A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.

Platforms

Web

Mobile

API

Pricing

Free

Subscription

Quick highlights

All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
Specialty trackers for insider trading and U.S. politician trades.
ETF profiles with current and historical holdings, including N-PORT data and timestamps.

Community votes (overall)

0% upvotes 0% downvotes

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Sheets / Excel Add-ins, and Screeners.

Where they differ

CB Insights

Distinct strengths include:

Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
Salesforce integration to embed company and investor insights into CRM workflows.

GuruFocus

Distinct strengths include:

All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
Specialty trackers for insider trading and U.S. politician trades.

Feature-by-feature breakdown

Attribute	CB Insights	GuruFocus
Categories Which research workflows each platform targets	Shared: Sheets / Excel Add-ins, Screeners Unique: Data APIs, Data Visualizations, Acquisitions, Newsletters, AI	Shared: Sheets / Excel Add-ins, Screeners Unique: Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, News, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Transcripts, Insider Data, 13F, ETF Overview, ETF Holdings, APIs & SDKs
Asset types Supported asset classes and universes	Stocks, Other	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, Mobile, API	Web, Mobile, API
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Global company intelligence platform covering private and public companies, investors, deals, and M&A activity. APIs and enterprise data feeds providing structured access to company, funding, and investor datasets. Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets. Salesforce integration to embed company and investor insights into CRM workflows. Microsoft 365 Copilot Graph Connector to surface CB Insights data directly inside Copilot experiences. Snowflake data delivery with feeds optimized for AI and analytics use cases.	Unique All-in-One Screener with hundreds of filters, historical screening, and custom filter creation. Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries. Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel. Specialty trackers for insider trading and U.S. politician trades. ETF profiles with current and historical holdings, including N-PORT data and timestamps. Valuation and scoring tools: discounted cash flow calculators, GF Value, and GF Score frameworks.
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 CB Insights and GuruFocus both support?

Both platforms cover Sheets / Excel Add-ins, and Screeners workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

GuruFocus offers a free entry point, while CB Insights requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access CB Insights and GuruFocus?

Both CB Insights and GuruFocus support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

CB Insights differentiates itself with Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets., whereas GuruFocus stands out for All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.