Simply Wall St vs Trefis comparison

Simply Wall St focuses on Stock Ideas, Screeners, and Data Visualizations while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

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

Simply Wall St 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.

Choose Simply Wall St if you need Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., and Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs.. 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. Simply Wall St also includes ETFs, and Funds.

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

Simply Wall St connects with brokers for portfolio syncing. Trefis requires manual portfolio entry or data import.

Simply Wall St includes a stock screener for finding investment ideas. Trefis focuses on other analytical tools.

Simply Wall St offers portfolio tracking features. Trefis is more focused on research and analysis.