VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View TIKRView TrefisBack to Home

Head-to-head

TIKR vs Trefis comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

TIKR adds Screeners, Watchlist, Investor Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Transcripts, News, and Dividends coverage that Trefis skips.

Trefis includes Data Visualizations, Stock Comparison, Blogs, and Custom Dashboards categories that TIKR omits.

TIKR highlights: Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., and Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ..

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..

TIKR logo

TIKR

tikr.com

Editor’s pick Hands-on review

A global equities research terminal and screener covering more than 100,000 stocks. Free plans are limited to US coverage, while Plus expands to global markets with 10 years of history, and Pro extends to 20 years, five years of analyst estimates, full transcript history with search, Excel exports, and deep fund ownership search. The platform is web-only, with no public API or dedicated mobile app.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges.
  • Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates).
  • Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ.
  • Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).
  • Ownership data includes Top 40 “guru” funds on Free, with Pro unlocking 10,000+ fund filings and international disclosures.

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Trefis logo

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

Web

Pricing

Free
Subscription

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.

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Financials, and Valuation Models.

Where they differ

TIKR

Distinct strengths include:

Screeners
Watchlist
Investor Holdings
Analyst Forecasts
Analyst Price Targets
Analyst Recommendations
Transcripts
News
  • Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges.
  • Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates).
  • Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ.
  • Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).

Trefis

Distinct strengths include:

Data Visualizations
Stock Comparison
Blogs
Custom Dashboards
  • 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

AttributeTIKRTrefis
Categories

Which research workflows each platform targets

Shared: Financials, Valuation Models

Unique: Screeners, Watchlist, Investor Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Transcripts, News, Dividends

Shared: Financials, Valuation Models

Unique: Data Visualizations, 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

Web

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges.
  • Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates).
  • Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ.
  • Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).
  • Ownership data includes Top 40 “guru” funds on Free, with Pro unlocking 10,000+ fund filings and international disclosures.
  • Custom market newsfeeds with Reuters-sourced real-time coverage.

Unique

  • 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.
  • Embeddable charts and forecast widgets available for both free and paid users.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do TIKR and Trefis both support?

Both platforms cover Financials, and Valuation Models workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do TIKR and Trefis require subscriptions?

Both TIKR and Trefis keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access TIKR and Trefis?

Both TIKR and Trefis 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?

TIKR differentiates itself with Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., and Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ., 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..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.