Equity Rank vs. Koyfin: Which Is Better for Fundamental Stock Research?

Short answer: Koyfin is a professional-grade data terminal with deep charting and macro coverage. Equity Rank is a quantitative stock valuation screener that scores 870+ stocks daily using 15+ models and a composite SAVE score. If you want flexible data exploration, choose Koyfin. If you want systematic valuation with margin of safety calculations built in, choose Equity Rank.

Both platforms are worth knowing. Here's how they compare across the metrics that matter for fundamental research.

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What Each Platform Does

Equity Rank is a stock valuation and ranking platform built specifically for fundamental investors. It calculates intrinsic value using 15+ methods — DCF, Graham Number, Peter Lynch fair value, EV/EBITDA, P/FCF, dividend discount, asset-based, and more — then combines Sentiment, Analyst Consensus, Valuation, and Earnings quality into a single SAVE score (0–100). Users can screen 870+ stocks by SAVE score, margin of safety, sector, and individual valuation model outputs.

Koyfin is a financial data terminal that aggregates market data, fundamental data, economic indicators, and analyst estimates into a Bloomberg-style interface. It offers charting tools, dashboards, watchlists, and a powerful Graphsearch query language for building custom charts and screens.

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Comparison Table

Feature	Equity Rank	Koyfin
Intrinsic value / fair value models	15+ methods	Not included
Margin of safety calculation	Yes	No
Composite ranking score	SAVE (0–100)	No
Financial data charting	Limited	Extensive
Macro / economic data	No	Yes
Analyst estimates integration	Yes (in SAVE)	Deep (EPS, revenue, revisions)
Earnings quality scoring	Yes	No
Options data	Yes (options screener)	Limited
Custom dashboards	No	Yes
Free tier	Yes	Yes (limited)
Starting price	$14.99/month	$39/month
Best for	Valuation-focused value investors	Data-driven research, portfolio monitoring

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Valuation Models: Equity Rank Wins Clearly

This is the largest gap between the two platforms. Equity Rank runs 15+ valuation methods per stock — DCF, reverse DCF, Graham Number, Buffett-style owner earnings, EPV, EV/EBITDA, P/FCF, EV/Sales, asset reproduction value, dividend discount, and more. Every model is combined into a single fair value estimate, and the distance between market price and fair value is displayed as margin of safety.

Koyfin does not calculate intrinsic value. It provides financial ratios (P/E, EV/EBITDA, P/S) and historical data to help users build their own valuations, but the actual modeling is left to the user. For investors who want a pre-built valuation framework rather than a blank canvas, Equity Rank provides significantly more structure.

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Data Depth and Flexibility: Koyfin Wins

Koyfin's core strength is data access and visualization. It aggregates financials, estimates, macro indicators, and market data in a way that rivals Bloomberg terminals at a fraction of the cost. Graphsearch lets users chart virtually any data series against another, build custom factor screens, and create institutional-quality dashboards.

Equity Rank's data interface is narrower by design: the screener, individual stock pages, and options tools are purpose-built for valuation workflows. Users who want to chart 10-year revenue CAGR against P/FCF across a custom universe, or overlay macro indicators with sector rotation, will find Koyfin more flexible.

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SAVE Score: Equity Rank's Differentiator

The SAVE score is the feature that sets Equity Rank apart from most platforms, including Koyfin. It combines four independently scored dimensions — Sentiment (8 factors), Analyst Consensus (5 factors), Valuation (2× weighted, 15+ models), and Earnings quality (4 factors) — into a single 0–100 composite. This lets users immediately identify stocks where multiple signals align, without needing to build a composite model themselves.

Koyfin has no equivalent. Users can replicate something similar using custom screens and dashboards, but it requires substantial setup time and ongoing maintenance.

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Pricing

Equity Rank's Starter plan runs $14.99/month with a 7-day free trial. The full Pro plan includes unlimited screener access, all 15+ valuation models, options tools, and the complete SAVE score breakdown.

Koyfin's free plan is fairly generous for a data terminal — basic financial data, charting, and limited watchlists are accessible without payment. The Growth plan ($39/month) unlocks real-time data, advanced charts, and the full screener. Professional plans run $79–$179/month and add analyst estimates, portfolio analytics, and multi-dashboard support.

For investors primarily focused on stock screening and valuation, Equity Rank is significantly cheaper. For analysts who need terminal-grade data access, Koyfin's pricing is competitive relative to Bloomberg alternatives.

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Which Platform Is Right for You?

Choose Equity Rank if:

• You want pre-calculated intrinsic value and margin of safety on every stock
• You value a composite ranking system that combines valuation, sentiment, and earnings quality
• Your primary workflow is identifying undervalued stocks without building models from scratch
• Budget matters and you need powerful valuation output at a lower price point

Choose Koyfin if:

• You need terminal-grade data access with full charting and macro coverage
• You prefer to build custom dashboards and models rather than use pre-built ones
• You follow analyst estimates, earnings revisions, and consensus trends closely
• You need to present or share data in professional-quality visualizations

Many fundamental investors use both: Koyfin for data research and charting, Equity Rank for systematic valuation scoring.

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Frequently Asked Questions

Does Koyfin calculate intrinsic value? No. Koyfin provides financial data, ratios, and charting tools that help users research valuations, but it does not run DCF models or calculate intrinsic value or margin of safety directly. Users would need to build their own valuation models using Koyfin's data.

Is Equity Rank cheaper than Koyfin? Yes. Equity Rank starts at $14.99/month. Koyfin's Growth plan starts at $39/month, and professional tiers are $79–$179/month. For investors primarily interested in stock valuation and screening, Equity Rank offers more valuation-specific features at a lower price.

Can I use Equity Rank and Koyfin together? Yes. A common workflow is using Koyfin for macro research, earnings tracking, and data charting, then using Equity Rank to assess fundamental valuation and SAVE score positioning on specific candidates.

What is the SAVE score? SAVE is Equity Rank's composite ranking system. It combines Sentiment, Analyst Consensus, Valuation (2× weighted), and Earnings quality into a single 0–100 score updated daily across 870+ U.S. stocks. Higher scores indicate stronger multi-factor alignment.

Which is better for value investing specifically? For value investing — where the research process involves estimating intrinsic value and calculating margin of safety — Equity Rank's 15-model framework provides more structured output. Koyfin's strength is data depth and flexibility, which complements but doesn't replace dedicated valuation tooling.

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This comparison reflects platform features as of May 2026. Pricing and feature sets are subject to change. This article is for informational purposes only and does not constitute investment advice.