Tool Comparison
TIKR vs Trefis
- Paid from
- $24.95/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want screeners, portfolio, and watchlist.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web
Best if
- You want risk metrics, AI research, and custom dashboards.
Pick TIKR if
TIKR
Free • From $24.95/mo · Web
- You want screeners, portfolio, and watchlist.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Trefis if
Trefis
Free • Contact for pricing · Web
- You want risk metrics, AI research, and custom dashboards.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
TIKR and Trefis cover a lot of the same ground (6 shared categories, including stock ideas, data visualizations, and stock comparison), so for the basics you won't go far wrong with either. TIKR simply does more: 18 categories to Trefis's 9, including screeners, portfolio, and watchlist. Trefis counters by being completely free.
What readers say
TIKR
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Trefis
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Key differences at a glance
- Broader coverage
- TIKR18 vs 9 categories
- Free plan
- Both
What TIKR does best
- Research coverage for common stocks through a terminal-style workspace focused on financial statements, ratios, valuation multiples, estimates, filings, transcripts, ownership, news, and watchlists.
- Screening for a global equity universe of more than 100,000 stocks across 92 countries and 136 exchanges using regions, industries, financial metrics, ratios, valuation, forecasts, growth, margins, and other criteria.
- Analysis of company fundamentals with income statement, balance sheet, cash flow, ratio views, chartable line items, peer comparison, and plan-based historical depth.
- Tools for building valuation work with trailing and forward multiples, historical multiple charts, competitor comparisons, guided valuation models, and advanced valuation model settings.
- Review Wall Street estimates for revenue, EBITDA, EPS, and other metrics alongside historical actuals, with deeper forward estimate access on higher tiers.
What Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $24.95/mo | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 31 limits: Free: geographic coverage: US only, Free: financial history years: 5 +29 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 18 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | — | Latency: 15-min Delayed and End of Day and Granularity: EOD |
Data partners | 4 partners: S&P Global Market Intelligence, Morningstar +2 more | — |
Capabilities | Universe builder | Stress tests: EquityCrash |
| Try it | Visit TIKR | Visit Trefis |
Standout features
The best features of TIKR and Trefis.ShowHide
Standout features
What TIKR does best
- Research coverage for common stocks through a terminal-style workspace focused on financial statements, ratios, valuation multiples, estimates, filings, transcripts, ownership, news, and watchlists.
- Screening for a global equity universe of more than 100,000 stocks across 92 countries and 136 exchanges using regions, industries, financial metrics, ratios, valuation, forecasts, growth, margins, and other criteria.
- Analysis of company fundamentals with income statement, balance sheet, cash flow, ratio views, chartable line items, peer comparison, and plan-based historical depth.
- Tools for building valuation work with trailing and forward multiples, historical multiple charts, competitor comparisons, guided valuation models, and advanced valuation model settings.
- Review Wall Street estimates for revenue, EBITDA, EPS, and other metrics alongside historical actuals, with deeper forward estimate access on higher tiers.
What Trefis does best
- Review company pages with valuation ratios, financial results, forward consensus estimates, ETF exposure, peer comparisons, and price behavior.
- Compare annual returns, monthly win rates, maximum drawdowns, and past market-shock losses against peers and the S&P 500.
- Browse current trade ideas and their forward return and drawdown records by strategy.
- Use Trefis Price models to change business-driver forecasts and produce a personal valuation estimate where a model is available.
- Inspect the sum-of-the-parts and DCF assumptions behind a Trefis Price estimate.
All details
Every attribute we track for TIKR and Trefis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsAnalystsFinancial Advisors+1 more | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | 15-min DelayedEnd of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarReutersFinancial Modeling Prep | Not specified |
| Access & integrations | ||
Export formats | Excel | Excel |
| Plans & trust | ||
Capability signals | Universe builder | Stress tests: EquityCrash |
Vendor & support | TIKRSupport: Email | Insight Guru Inc.Country: USSupport: Email and Phone |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freegeographic coverage: US only · financial history years: 5 · +3 more | Free“Free public pages” |
| Entry paid plan | $24.95/mo“Plus”geographic coverage: Global · financial history years: 10 · +7 more | — |
| Tier 2 | $54.95/mo“Pro”geographic coverage: Global · financial history years: 10 · +7 more | — |
| Top plan | $119.95/mo“Ultimate”geographic coverage: Global · financial history years: 30 · +6 more | — |
| Custom / enterprise | — | Contact sales“Business or Enterprise” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between TIKR and Trefis?
TIKR leans toward screeners, stock ideas, and data visualizations, while Trefis puts more weight on valuation models, financials, and data visualizations. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do TIKR and Trefis cost?
Good news: both TIKR and Trefis have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose TIKR or Trefis?
It depends on what you're after. Pick TIKR if screeners and portfolio matter to you; go with Trefis if you'd rather have risk metrics and AI research. And if you only need the basics both share, let price decide.
Can I export data from TIKR and Trefis?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: TIKR or Trefis?
TIKR has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy elsewhere.
Can I track my portfolio with TIKR or Trefis?
TIKR handles portfolio tracking. Trefis is really a research tool; you'd track your portfolio elsewhere.
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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.