Stock Analysis review (2026): free plan, Pro cost, and EU investor limits
Stock Analysis is a clean, fast stock research platform built around institutional-grade financial data. The free tier covers more ground than most investors need. The Pro upgrade unlocks deeper history, exports, and an ad-free experience. If your portfolio is mostly UCITS ETFs, this is still a useful research tool — but it has real gaps you need to know about before relying on it.
Some of the links on this site are affiliate links, meaning we may earn a commission at no extra cost to you if you sign up through them. This does not affect our reviews or recommendations — we only feature products we genuinely believe are useful for investors. This site provides educational content only, not personalized investment advice. Investments can lose value and past performance does not guarantee future results. You are responsible for your own financial decisions and for confirming the tax and legal rules that apply in your country.
TL;DR
- You research US-listed stocks and want clean, fast financial data.
- You want 10–20 years of income statements, balance sheets, and cash flow in one place.
- You invest in index funds and want to look up the underlying companies periodically.
- You want a screener with 290+ filters and no mandatory login.
- You compare US ETFs and want a side-by-side metrics view across up to 10 tickers.
- Your core holdings are UCITS ETFs — this tool was not built for them.
- You need European stock data with the same depth as US data.
- You want advanced charting or technical analysis — TradingView does that better.
- You need brokerage integration or a portfolio tracker that syncs automatically.
- You want analyst ratings, investment theses, or editorial recommendations.
What is Stock Analysis?
Stock Analysis was launched in 2019 by Kris Gunnars as a direct alternative to the cluttered, ad-heavy experience of legacy sites like Yahoo Finance and Morningstar. The core premise was straightforward: take institutional-grade financial data and present it in a way that individual investors could actually use without wading through noise.
The platform sources its financial data from S&P Global (Compustat) — the same underlying data vendor used by Bloomberg terminals and professional research platforms. That’s meaningful: when you look at an income statement on Stock Analysis, you’re reading from the same data feed a professional equity analyst would use, at a fraction of the cost (or free).
The platform covers stocks, ETFs, IPOs, earnings, and insider trading data. It is primarily built around US-listed securities. European stocks and non-US markets have coverage, but the depth drops off significantly outside the US. If you’re an investor whose research is entirely US-centric, that limitation is irrelevant. If you hold or research European equities alongside US positions, it matters.
What Stock Analysis actually does
Six core areas worth understanding before you decide whether the free tier is enough or whether Pro justifies the cost.
The income statement, balance sheet, and cash flow statement are the heart of the platform. Free users get up to 10 years of annual and quarterly history. Pro users get 30+ years. Both include a “per share” toggle and a “growth rates” toggle that recalculates every line as a year-over-year percentage — useful for spotting margin trends or revenue acceleration without building a spreadsheet. The layout is clean enough that you can read an entire set of financials without losing your place.
The screener covers fundamental filters (P/E, P/B, revenue growth, dividend yield, market cap) alongside technical ones (52-week range, moving average distance, RSI). Free users can run full screens; the results table is customisable with columns. Exporting results to CSV or Excel requires a Pro subscription. The ETF screener follows the same structure but is limited to US-listed ETFs — no UCITS screening capability.
Enter multiple tickers and Stock Analysis generates a unified comparison table covering revenue, earnings, valuation multiples, growth rates, and dividends. This is genuinely useful when you want to compare, say, five S&P 500 companies in the same sector without toggling between tabs. It’s also how you’d compare a US ETF against its index benchmark if you’re researching tracking difference on a Stateside product.
The IPO calendar covers upcoming, recent, and historical listings with price range, expected date, market cap estimate, and a link to the prospectus filing. It’s routinely cited by competitors as a standout feature. For most long-term passive investors it’s a minor addition; for anyone building a watchlist around newly listed companies it removes the need to cross-reference multiple sources.
Each stock page includes the historical earnings release calendar alongside actual vs estimated EPS and revenue going back multiple years. Forward analyst estimates (EPS and revenue projections) are visible on the free plan. This is one of the fastest ways to check whether a company has a pattern of beating or missing consensus — the data is presented in a simple table that doesn’t require interpreting a chart.
You can create multiple watchlists with real-time price updates and percentage changes. Portfolio tracking is available but limited — there is no automatic brokerage sync; positions must be entered manually. For simple “keep an eye on these companies” purposes it works well. If you want a full portfolio tracker with automatic sync and P&L reporting, a dedicated tool like Sharesight or Portseido is more appropriate.
Free vs Pro: what actually changes
The free plan is a real working product, not a gated demo. Most investors will never need Pro. Here’s where the line is.
| Feature | Free | Pro |
|---|---|---|
| Financial history | Up to 10 years (annual + quarterly) | 30+ years of history |
| Data export (CSV/Excel) | Not available | Unlimited exports |
| Screener access | Full screen access, no export | Full access + CSV export |
| Ads | Present | Removed |
| Watchlists | Multiple lists, real-time prices | Same, plus priority data refresh |
| News feed | Included (Morning Update newsletter) | Included, ad-free |
| Comparison tool | Up to 10 tickers | Up to 10 tickers |
| Account required | No — most features work without login | Yes — paid subscription |
| Price | Free, no credit card | ~$149–199/year (verify on site) |
| Refund policy | N/A | 60-day money-back guarantee |
How useful is Stock Analysis if you invest in UCITS ETFs?
Most reviews of this tool are written from a US-first perspective. Here is what the platform actually looks like for a European investor whose core holdings are UCITS ETFs.
The ETF database on Stock Analysis covers US-listed funds (NYSE Arca, Nasdaq). UCITS ETFs — the Vanguard FTSE All-World accumulating share class you hold at your broker, for example — are not in the database. You will not find expense ratios, NAV history, or holdings data for your UCITS positions here. For UCITS ETF research, use a dedicated screener like justETF or extraETF.
Stock Analysis does have some European equities, but financial statement depth outside the US is inconsistent. A large-cap like LVMH or Nestle will have reasonable data. A mid-cap Dutch or Italian company may show only a few years of data or none at all. If European individual equities are part of your strategy, verify data completeness before relying on it.
If you hold a UCITS S&P 500 ETF or a MSCI World ETF and want to understand what’s inside — the top 10 holdings, how Apple or Microsoft’s earnings have grown over a decade, what the sector breakdown means — Stock Analysis is excellent for this. The underlying constituents are US-listed, so the data is as complete as it gets.
Because UCITS ETFs typically track the same indices as their US counterparts, you can use Stock Analysis’s US ETF data as a proxy for understanding your UCITS fund’s holdings and performance history. An S&P 500 UCITS ETF tracks the same index as SPY or VOO. The underlying metrics are identical; only the fund structure differs. This is a legitimate workaround for European investors using this tool.
How to actually use Stock Analysis as a long-term investor
Most reviews describe features. This is the workflow that makes those features useful.
Say you hold a UCITS MSCI World ETF and you want to understand whether the current heavy US tech weighting concerns you. Open Stock Analysis, search for Microsoft, Apple, or Nvidia individually and look at the revenue growth rates over the last five years. Toggle to the “per share” view to see earnings growth alongside revenue. Check whether margins have expanded or compressed. Do this for three or four of the top index constituents and you have a concrete picture of what’s driving the index’s recent returns — not a description of it, actual numbers.
Now use the comparison tool. Enter five companies in the same sector side by side. The resulting table shows P/E, P/B, EV/EBITDA, revenue growth, gross margin, and dividend yield in a single view. This is the kind of work that used to require a Bloomberg terminal or hours of manual data pulling from annual reports. On Stock Analysis it takes three minutes.
That’s the appropriate use case: understanding what you already own, not finding the next trade. Used for context and education rather than as a signal generator, it’s one of the more useful free tools available to individual investors.
Stock Analysis vs the alternatives
Where it wins, where it loses, and what it’s not competing with.
Stock Analysis wins on speed, data cleanliness, and the quality of the financial statements view. Yahoo Finance wins on news volume, community discussion, and brand recognition. For actual data work — reading an income statement, checking earnings history — Stock Analysis is faster and less cluttered. If you need market news and broader commentary, Yahoo Finance still has more content. Most investors end up using both.
Koyfin is a more complete platform with better macro data, more chart types, and deeper international coverage. It’s also more expensive and has a steeper learning curve. Stock Analysis is better for straightforward fundamental research on US stocks; Koyfin is better if you want a more analyst-grade workflow with macro context alongside individual company data. If you’re comparing the two free tiers, Stock Analysis is the more accessible starting point for most investors. See the full Stock Analysis vs Koyfin comparison →
TIKR is the natural paid upgrade path for investors who outgrow Stock Analysis’s free tier. It pulls deeper financial history, adds earnings transcripts, covers institutional and insider ownership globally, and includes a guided DCF model. Where Stock Analysis is US-heavy, TIKR’s global coverage is a genuine differentiator for investors researching European or Asian equities. If you are regularly hitting the limits of Stock Analysis’s free plan and need more depth, TIKR is the logical next step. See our full TIKR review and the direct TIKR vs Stock Analysis comparison.
Simply Wall St visualises financial data in charts and “snowflake” scoring, making it more accessible for investors who find raw financial tables intimidating. Stock Analysis delivers the raw numbers without interpretation — there’s no scoring, no colour-coded health ratings, no visual summaries. If you want to understand the data directly and form your own judgement, Stock Analysis is better. If you prefer guided visualisation and health signals, Simply Wall St serves a different need. See the full Simply Wall St vs Stock Analysis comparison →
Finviz is primarily a screener and chart tool; Stock Analysis is primarily a data and financials tool. Finviz has a stronger technical screening capability (chart patterns, relative strength, institutional ownership). Stock Analysis has more complete financial statement history and a cleaner company page layout. They occupy adjacent but different use cases — some investors use both, with Finviz for initial screening and Stock Analysis for deeper fundamental digging.
These tools barely compete. TradingView is a charting and alert platform; Stock Analysis is a fundamental data platform. The right comparison is: use Stock Analysis to understand a company’s financials, use TradingView to visualise its price history and set alerts. Many investors use both tools for entirely different jobs. If you can only pick one, the answer depends on whether your workflow is fundamentals-first or price-action-first.
Pros and cons
- Institutional-grade data (S&P Global) at a consumer price point.
- Fast, clean UI that doesn’t fight you when you’re trying to read data.
- Free plan is genuinely usable without constant upgrade prompts.
- 10–20 years of financial history on free, 30+ on Pro.
- Side-by-side comparison across up to 10 tickers.
- 290+ screener filters, accessible without an account.
- IPO calendar is one of the best free versions available.
- 60-day money-back guarantee removes the risk from trying Pro.
- UCITS ETFs are not covered. This is a hard limit for European investors.
- International (non-US) stock coverage is inconsistent.
- No technical charting to speak of — no indicators, no drawing tools.
- No brokerage integration; portfolio tracking is fully manual.
- No investment recommendations, analyst ratings, or editorial content.
- CSV export is paywalled on the Pro plan.
- Mobile app experience is functional but not best-in-class.
Who should use Stock Analysis
You hold UCITS index ETFs and you occasionally want to understand what’s inside them — how the top holdings have performed, what valuations look like at index level. Stock Analysis gives you that context for free without requiring you to build a research workflow around it. Use it as a reference, not a daily tool.
If you hold or research US-listed equities alongside your ETF core, Stock Analysis is among the best free tools available for fundamental research. Financial history, earnings trends, screener capability, and comparison tools — it covers the full workflow without requiring a subscription.
If you build DCF models or financial trackers in Excel, Pro pays for itself quickly. The alternative is pulling data manually from SEC filings or paying for a Bloomberg subscription. Pro at ~$150–199/year is inexpensive relative to the time it replaces.
If your entire portfolio is UCITS ETFs and you have no interest in the individual company data underneath, Stock Analysis adds limited value. Use a dedicated UCITS screener instead. There is no point paying for Pro if your core use case isn’t served by the platform.
The free plan requires no credit card and covers most research use cases. If you want 30+ year history and CSV exports, Pro includes a 60-day money-back guarantee. Verify current plan pricing on the Stock Analysis website before subscribing.
Go deeper
Common questions
Is Stock Analysis accurate? Where does it get its data?
Stock Analysis sources its financial data primarily from S&P Global (Compustat) — the same institutional-grade data vendor used by Bloomberg terminals and professional research platforms. For US-listed stocks and ETFs, the data is reliable. For international stocks listed outside the US, coverage depth varies and should be treated as directional rather than definitive. Always cross-reference with the company’s own filings for critical decisions.
Is Stock Analysis Pro worth the cost?
For most long-term ETF investors, the free plan is enough. Pro unlocks 30+ years of financial history (vs 10 on free), unlimited CSV/Excel exports, an ad-free experience, and access to additional screener filters. If you regularly export data for analysis outside the browser, or if 10 years of history isn’t deep enough for your valuation work, Pro pays for itself quickly. If you mostly look up earnings or check a stock occasionally, there is no need to upgrade.
Does Stock Analysis cover European stocks and UCITS ETFs?
Stock Analysis covers some European stocks listed on major exchanges, but depth is noticeably thinner than for US-listed companies. UCITS ETFs are not covered in any meaningful way — the ETF database is US-centric (US-listed ETFs on NYSE Arca and Nasdaq). For European investors whose core holdings are UCITS ETFs, Stock Analysis is a useful tool for researching the underlying index constituents and the US ETF equivalents, but it should not be your primary UCITS research tool.
Does Stock Analysis offer a free trial of the Pro plan?
Stock Analysis offers a 60-day money-back guarantee on Pro subscriptions rather than a time-limited trial. This means you pay upfront but can request a full refund within 60 days if the Pro features do not meet your needs. Always verify current terms on the Stock Analysis website before subscribing.
How does Stock Analysis compare to Yahoo Finance?
Stock Analysis is faster, cleaner, and more data-dense for fundamental research. Yahoo Finance has broader news coverage, more community interaction, and is better known. For serious financial data work — reading income statements, checking earnings history, running comparisons — Stock Analysis is the stronger tool. Yahoo Finance edges it for news aggregation and general market commentary.