VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, November 9, 2025

Tool Comparison

Trefis vs Visual Capitalist comparison

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

Quick takeaways

Trefis adds Valuation Models, Financials, Stock Comparison, and Custom Dashboards coverage that Visual Capitalist skips.

Visual Capitalist includes Newsletters, and Education categories that Trefis omits.

In depth comparison

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

FreeSubscription

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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Visual Capitalist

visualcapitalist.com

Publisher of striking, data-driven infographics and explainers on business, markets, and the global economy. Their premium tier, VC+, offers exclusive research notes, newsletters, webinars, and ad-free browsing, while a licensing program enables organizations to reuse and reprint their visuals under set terms.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Well-known for data-rich charts, maps, and infographics across markets, energy, technology, and macroeconomics.
Coverage spans major themes like GDP trends, market share breakdowns, commodities, and economic freedom indices.
VC+ membership unlocks The Trendline newsletter (twice weekly), monthly market outlooks, special research dispatches, archives, and member-only events.
Ad-free browsing included with VC+ for a cleaner reading experience.
Content licensing available through a dedicated portal, with clear guidelines for reprints and permitted reuse.

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Where they differ

Trefis

Distinct strengths include:

Valuation Models Financials Stock Comparison 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.

Visual Capitalist

Distinct strengths include:

Newsletters Education

Well-known for data-rich charts, maps, and infographics across markets, energy, technology, and macroeconomics.
Coverage spans major themes like GDP trends, market share breakdowns, commodities, and economic freedom indices.
VC+ membership unlocks The Trendline newsletter (twice weekly), monthly market outlooks, special research dispatches, archives, and member-only events.
Ad-free browsing included with VC+ for a cleaner reading experience.

Feature-by-feature breakdown

Attribute	Trefis	Visual Capitalist
Categories Which research workflows each platform targets	Shared: Data Visualizations, Blogs Unique: Valuation Models, Financials, Stock Comparison, Custom Dashboards	Shared: Data Visualizations, Blogs Unique: Newsletters, Education
Asset types Supported asset classes and universes	Stocks	Other
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 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.	Unique Well-known for data-rich charts, maps, and infographics across markets, energy, technology, and macroeconomics. Coverage spans major themes like GDP trends, market share breakdowns, commodities, and economic freedom indices. VC+ membership unlocks The Trendline newsletter (twice weekly), monthly market outlooks, special research dispatches, archives, and member-only events. Ad-free browsing included with VC+ for a cleaner reading experience. Content licensing available through a dedicated portal, with clear guidelines for reprints and permitted reuse. VC+ has also been offered in a lifetime membership format with the same core benefits.
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 Trefis and Visual Capitalist both support?

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

Do Trefis and Visual Capitalist require subscriptions?

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

How can you access Trefis and Visual Capitalist?

Both Trefis and Visual Capitalist 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?

Trefis differentiates itself with 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., whereas Visual Capitalist stands out for Well-known for data-rich charts, maps, and infographics across markets, energy, technology, and macroeconomics., Coverage spans major themes like GDP trends, market share breakdowns, commodities, and economic freedom indices., and VC+ membership unlocks The Trendline newsletter (twice weekly), monthly market outlooks, special research dispatches, archives, and member-only events..

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