VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Tegus and Trefis will find that Both Tegus and Trefis concentrate on Financials, and Data Visualizations workflows, making them natural alternatives for similar investment research jobs. Tegus leans into Transcripts, Improved Filings, and AI, which can be decisive for teams that need depth over breadth. Trefis stands out with Valuation Models, Stock Comparison, and Blogs 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
Tegus vs Trefis
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Tegus adds Transcripts, Improved Filings, AI, Alerts, and Sheets / Excel Add-ins coverage that Trefis skips.
- Trefis includes Valuation Models, Stock Comparison, Blogs, and Custom Dashboards categories that Tegus omits.
- Tegus highlights: Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..
- Trefis is known for: Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..
- Trefis keeps a free entry point that Tegus lacks.
- Tegus ships a mobile app. Trefis is web/desktop only.
Tegus
tegus.com
Tegus is a unified research platform that blends expert-call transcripts, SEC filings, financial models, and benchmarking dashboards into one workflow. It features AI-generated transcript summaries, advanced filing search, and pre-built industry comps. Analyst-built Excel models integrate directly via an add-in, and the platform offers a transparent Expert Calls service for custom interviews. Subscriptions are seat or enterprise-based through AlphaSense, with free trials available but no public pricing.
Platforms
Pricing
Quick highlights
- Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
- AI-generated summaries and topic tagging to help navigate transcripts quickly.
- Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
- Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
- Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in.
Trefis
trefis.com
Interactive valuation platform where you can build, adjust, and share stock models. It supports a full Excel round-trip (download your scenarios into Excel; upload spreadsheets back into Trefis to auto-generate dashboards). Models can be exported to PDF, Excel, or image. Market data and consensus EPS come from QuoteMedia, with a disclosed 15–20 minute exchange delay. Both free and paid plans are available.
Platforms
Pricing
Quick highlights
- Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
- Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
- Export reports, charts, and scenarios as PDF, Excel, or image files.
- Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
- Peer and ratio comparison tools make it easy to benchmark companies against competitors.
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
Tegus
Distinct strengths include:
- Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
- AI-generated summaries and topic tagging to help navigate transcripts quickly.
- Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
- Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
Trefis
Distinct strengths include:
- Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
- Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
- Export reports, charts, and scenarios as PDF, Excel, or image files.
- Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
Feature-by-feature breakdown
| Attribute | Tegus | Trefis |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Financials, Data Visualizations Unique: Transcripts, Improved Filings, AI, Alerts, Sheets / Excel Add-ins | Shared: Financials, Data Visualizations Unique: Valuation Models, Stock Comparison, Blogs, Custom Dashboards |
Asset types Supported asset classes and universes | Stocks | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Web |
Pricing High-level pricing models | Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Tegus and Trefis both support?
Both platforms cover Financials, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Trefis offers a free entry point, while Tegus requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Tegus ships a dedicated mobile experience, while Trefis focuses on web or desktop access.
What unique strengths set the two platforms apart?
Tegus differentiates itself with Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system., whereas Trefis stands out for Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..
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.