VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, December 4, 2025

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Tool Comparison

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 Visualizations, Acquisitions, and Newsletters 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, 13D/13G, ETF Overview, ETF Holdings, ETF Valuation, ETF Performance, APIs & SDKs, and AI Chat categories that CB Insights omits.

GuruFocus keeps a free entry point that CB Insights lacks.

In depth comparison

CB Insights logo

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

WebMobileAPI

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 logo

GuruFocus

gurufocus.com

Editor’s pick Hands-on review

Global equity research and value-investing platform with deep fundamental data, guru/insider/politician portfolios, powerful screeners and backtesting, macro dashboards, and spreadsheets/API access. Best for fundamentals‑driven investors and pros willing to pay for depth; UI is dense but incredibly data‑rich.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

  • All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
  • Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
  • Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
  • Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.
  • Proprietary valuation and quality metrics including GF Score, GF Value Line, predictability scores, warning signs, Peter Lynch charts, and DCF/WACC calculators.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
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Where they differ

CB Insights

Distinct strengths include:

Data VisualizationsAcquisitionsNewsletters
  • 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:

Stock IdeasStock ComparisonPortfolioBacktestingInvestor HoldingsUS Government TradesNewsAlerts
  • All‑In‑One Screener with hundreds of fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
  • Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
  • Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
  • Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.

Feature-by-feature breakdown

AttributeCB InsightsGuruFocus
Categories

Which research workflows each platform targets

Shared: Data APIs, Sheets / Excel Add-ins, Screeners, AI

Unique: Data Visualizations, Acquisitions, Newsletters

Shared: Data APIs, Sheets / Excel Add-ins, Screeners, AI

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, 13D/13G, ETF Overview, ETF Holdings, ETF Valuation, ETF Performance, APIs & SDKs, AI Chat

Asset types

Supported asset classes and universes

Stocks, Other

Stocks, ETFs, Mutual Funds, 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 fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields.
  • Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades.
  • Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals.
  • Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.
  • Proprietary valuation and quality metrics including GF Score, GF Value Line, predictability scores, warning signs, Peter Lynch charts, and DCF/WACC calculators.
  • Macro & market‑valuation suite: Buffett Indicator, Shiller P/E (by market and sector), yield curves, global market valuation, Fed net liquidity, debt‑to‑GDP, and more.
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 Data APIs, Sheets / Excel Add-ins, Screeners, and AI 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 fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields., Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades., and Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals..

Keep exploring

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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.