VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Damodaran — Cost of Capital by Sector (US) and Invesst will find that Both Damodaran — Cost of Capital by Sector (US) and Invesst concentrate on Valuation Models workflows, making them natural alternatives for similar investment research jobs. Damodaran — Cost of Capital by Sector (US) leans into Financials, Interest Rates, and Education, which can be decisive for teams that need depth over breadth. Invesst stands out with Screeners, Portfolio, and AI that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Damodaran — Cost of Capital by Sector (US) vs Invesst
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Damodaran — Cost of Capital by Sector (US) adds Financials, Interest Rates, and Education coverage that Invesst skips.
- Invesst includes Screeners, Portfolio, AI, and AI Chat categories that Damodaran — Cost of Capital by Sector (US) omits.
- Damodaran — Cost of Capital by Sector (US) highlights: US industry table with: Industry, # of firms, Beta, Cost of Equity, E/(D+E), Std. Dev. in stock, Cost of Debt, Tax Rate, After‑tax Cost of Debt, D/(D+E), and WACC., Direct Excel download (wacc.xls) for offline analysis., and Annual ‘Data used as of January’ snapshot; site also links to global datasets hub..
- Invesst is known for: AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..
- Damodaran — Cost of Capital by Sector (US) has a free tier, while Invesst requires a paid plan.
Damodaran — Cost of Capital by Sector (US)
pages.stern.nyu.edu
US industry-level WACC dataset compiled by Prof. Aswath Damodaran. Includes sector betas, cost of equity, cost of debt (pre/after-tax), capital structure weights, and industry counts. Updated annually (January snapshot). Best used as a sector baseline; company-specific WACC should adjust for firm capital structure, tax, and risk. See 'Cost of Capital Central' for methodology deep-dives.
Platforms
Pricing
Quick highlights
- US industry table with: Industry, # of firms, Beta, Cost of Equity, E/(D+E), Std. Dev. in stock, Cost of Debt, Tax Rate, After‑tax Cost of Debt, D/(D+E), and WACC.
- Direct Excel download (wacc.xls) for offline analysis.
- Annual ‘Data used as of January’ snapshot; site also links to global datasets hub.
- Methodology resources: lectures/notes on estimating beta, cost of equity, and WACC (bottom‑up betas, unlevering/re‑levering, ERP usage).
Invesst
invesst.ai
An AI-first research platform with screeners, automated DCF and valuation tools, and real-time market data. The site highlights “Universal Brokerage Integrations” for read-only portfolio insights. Currently in open beta with a “Start for Free” option, though full pricing is only described in the Terms as monthly or annual subscriptions. Security claims include SOC2, ISO 27001, and GDPR compliance, with a linked Trust Report (unverified).
Platforms
Pricing
Quick highlights
- AI-driven investment research with natural-language agents and data-rich search capabilities.
- Automated valuation models including DCF, along with predictive analytics and customizable screeners.
- Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
- Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
- Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Damodaran — Cost of Capital by Sector (US)
Distinct strengths include:
- US industry table with: Industry, # of firms, Beta, Cost of Equity, E/(D+E), Std. Dev. in stock, Cost of Debt, Tax Rate, After‑tax Cost of Debt, D/(D+E), and WACC.
- Direct Excel download (wacc.xls) for offline analysis.
- Annual ‘Data used as of January’ snapshot; site also links to global datasets hub.
- Methodology resources: lectures/notes on estimating beta, cost of equity, and WACC (bottom‑up betas, unlevering/re‑levering, ERP usage).
Invesst
Distinct strengths include:
- AI-driven investment research with natural-language agents and data-rich search capabilities.
- Automated valuation models including DCF, along with predictive analytics and customizable screeners.
- Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
- Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
Feature-by-feature breakdown
| Attribute | Damodaran — Cost of Capital by Sector (US) | Invesst |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Valuation Models Unique: Financials, Interest Rates, Education | Shared: Valuation Models Unique: Screeners, Portfolio, AI, AI Chat |
Asset types Supported asset classes and universes | Stocks, Real Estate | Stocks, ETFs, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Damodaran — Cost of Capital by Sector (US) and Invesst both support?
Both platforms cover Valuation Models workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Damodaran — Cost of Capital by Sector (US) offers a free entry point, while Invesst requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Damodaran — Cost of Capital by Sector (US) and Invesst?
Both Damodaran — Cost of Capital by Sector (US) and Invesst prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
Damodaran — Cost of Capital by Sector (US) differentiates itself with US industry table with: Industry, # of firms, Beta, Cost of Equity, E/(D+E), Std. Dev. in stock, Cost of Debt, Tax Rate, After‑tax Cost of Debt, D/(D+E), and WACC., Direct Excel download (wacc.xls) for offline analysis., and Annual ‘Data used as of January’ snapshot; site also links to global datasets hub., whereas Invesst stands out for AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..
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.