GuruFocus vs Trefis comparison

GuruFocus focuses on Screeners, Stock Ideas, and Stock Comparison while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

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

GuruFocus 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.

GuruFocus 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 GuruFocus if you need Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios.. 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. GuruFocus also includes ETFs, Mutual Funds, Options, and Funds.

Both platforms let you export data to spreadsheets (Excel, Image, and PDF). This is useful for custom analysis or record-keeping.

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

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