EPSMomentum vs Trefis comparison

EPSMomentum focuses on Screeners, Stock Ideas, and Data Visualizations while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

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

EPSMomentum has a mobile app so you can check your research on the go. Trefis is web-only, so you'll need a browser to access it from mobile devices.

EPSMomentum provides API access for programmatic data retrieval and custom integrations. Trefis doesn't currently offer an API, so you'll need to use their web interface.

Choose EPSMomentum if you need Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., and Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.. 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.

Both cover Stocks. EPSMomentum also includes ETFs.

EPSMomentum offers real-time data feeds, which is essential for active traders. Trefis uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

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

EPSMomentum is built with active traders in mind, offering features like real-time data and technical analysis. Trefis is better suited for buy-and-hold investors focused on fundamentals.

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

EPSMomentum offers portfolio tracking features. Trefis is more focused on research and analysis.