VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Trefis and Visual Capitalist will find that Both Trefis and Visual Capitalist concentrate on Data Visualizations, and Blogs workflows, making them natural alternatives for similar investment research jobs. Trefis leans into Valuation Models, Financials, and Stock Comparison, which can be decisive for teams that need depth over breadth. Visual Capitalist stands out with Newsletters, and Education 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
Trefis vs Visual Capitalist
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.
- Trefis 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., and Export reports, charts, and scenarios as PDF, Excel, or image files..
- Visual Capitalist is known 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..
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.
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
Pricing
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.
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
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.
Visual Capitalist
Distinct strengths include:
- 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
| 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 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..
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.