Tool Comparison
Trefis vs Value Sense
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web
Best if
- You want risk metrics, AI research, and blogs.
- Paid from
- $15/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want screeners, backtesting, 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 blogs.
Pick Value Sense if
Value Sense
Free • From $15/mo · Web
- You want screeners, backtesting, and watchlist.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Trefis and Value Sense cover a lot of the same ground (6 shared categories, including valuation models, financials, and data visualizations), so for the basics you won't go far wrong with either. Value Sense simply does more: 17 categories to Trefis's 9, including screeners, backtesting, and watchlist. Trefis counters by being completely free.
What readers say
Trefis
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Value Sense
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Key differences at a glance
- Broader coverage
- Value Sense17 vs 9 categories
- Free plan
- Both
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.
What Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
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 • Contact for pricing | Free • From $15/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 16 limits: Starter: annual billing usd: 129, Starter: stock views per week: 25 +14 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | No | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Value Investors +1 more |
Categories covered | 9 | 17 |
Regions | North America, Europe, APAC | — |
| Data & capabilities | ||
Data quality | Latency: 15-min Delayed and End of Day and Granularity: EOD | — |
Capabilities | Stress tests: EquityCrash | Ranking backtests and AI summaries: Transcripts |
| Try it | Visit Trefis | Visit Value Sense |
Standout features
The best features of Trefis and Value Sense.ShowHide
Standout features
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.
What Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
All details
Every attribute we track for Trefis and Value Sense.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersValue InvestorsAnalysts |
Regions | North AmericaEuropeAPAC | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | 15-min DelayedEnd of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
Export formats | Excel | ExcelImagePDF |
| Plans & trust | ||
Capability signals | Stress tests: EquityCrash | Ranking backtestsAI summaries: Transcripts |
Vendor & support | Insight Guru Inc.Country: USSupport: Email and Phone | VALUESENSE INCCountry: USASupport: Email |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Free public pages” | Free |
| Entry paid plan | — | $15/mo“Starter”annual billing usd: 129 · stock views per week: 25 · +5 more |
| Top plan | — | $29/mo“Pro”annual billing usd: 189 · stock views: Unlimited · +6 more |
| Custom / enterprise | Contact sales“Business or Enterprise” | Contact sales“ValueQuant Strategy”pricing model: Book demo / free trial |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Trefis and Value Sense?
Trefis leans toward valuation models, financials, and data visualizations, while Value Sense puts more weight on stock ideas, screeners, and backtesting. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Trefis and Value Sense cost?
Good news: both Trefis and Value Sense have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Trefis or Value Sense?
It depends on what you're after. Pick Trefis if risk metrics and AI research matter to you; go with Value Sense if you'd rather have screeners and backtesting. And if you only need the basics both share, let price decide.
Can I export data from Trefis and Value Sense?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Trefis or Value Sense?
Value Sense has a stock screener for surfacing ideas; Trefis doesn't, and focuses its energy 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.