Equity Rank vs Koyfin
Koyfin is a broad data terminal that leaves valuation modeling to you. Equity Rank is a premium, valuation-first platform that ships 19 valuation methods, forward EPS, options analysis, and a composite SAVE score pre-computed on every stock.
Valuation-depth gap
Koyfin Growth ($39/mo) and Plus give you the data, but you build each valuation yourself. Equity Rank's Pro plan ($59.99/mo) is a premium, depth-first tool that pre-computes 19 valuation methods, a composite SAVE score, and margin of safety on every stock — modeling a broad data terminal does not do for you.
Equity Rank — $59.99/mo
- ✓19 valuation methods — DCF, Graham, Residual Income, EVA, Reverse DCF, DDM, and more
- ✓Forward EPS + analyst revisions included at base price
- ✓SAVE Score — sector-calibrated composite model, ready on day one
- ✓Options screener — IV percentile, real chain data, earnings play flags
- ✓Full methodology at /methodology — every weight and formula disclosed
Koyfin — from $39/mo (Plus)
- —Ratio comparables + consensus estimates — no multi-model fair-value triangulation
- —Forward EPS gated behind $39/mo Plus tier
- —No built-in composite score — user must configure custom columns
- —Strong macro dashboards (GDP, CPI, yield curve) — not the focus for equity screens
- —No options analysis
Feature-by-feature comparison
| Feature | Equity Rank | Koyfin |
|---|---|---|
| Pricing | $59.99/mo or $599/yr — one Pro plan, everything included | $39/mo (Plus) to $79/mo (Premium) — most advanced equity features gated behind Plus tier |
| Forward EPS + analyst estimates | Included in the Pro plan — forward P/E, EPS estimates, analyst revision tracking | Gated behind $39/mo Plus tier; free tier shows trailing metrics only |
| ETF screening | US equity screener across Russell 3000; ETF comparison via watchlist | ETF screener available but advanced filters require Plus tier at $39/mo |
| Valuation methods per stock | 19 methods — DCF, P/E, EV/EBITDA, DDM, Graham Number, Residual Income, EVA, Reverse DCF, and more | Ratio-based comparables and consensus estimates — no multi-model fair-value triangulation |
| Composite scoring model | SAVE Score — Safety, Analyst, Valuation, Earnings — sector-weighted per industry | No proprietary composite score — relies on user-built dashboards and raw data |
| Sector-calibrated multiples | Yes — technology, utilities, financials, REITs, and healthcare each use industry-benchmarked thresholds | Sector comparables available; user must construct sector-adjusted context manually |
| Options analysis | IV percentile, real chain data, strategy match, earnings play identification, IV-crush badge | Not available — equity and macro focus only |
| Screener universe | Russell 3000 (800+ tickers, deeply scored) | 100K+ global equities across global exchanges — breadth over sector depth |
| Data depth per ticker | 200+ data points tracked per stock across valuation, options, and quality signals | Extensive macro + chart data; strong on flow and relative performance |
| Macro / economic data | Not the focus — equity valuation first | Strong macro dashboard — GDP, CPI, yield curve, global flows |
| Price + margin-of-safety alerts | Yes — price and model fair value differential thresholds via email | Price alerts available on paid tiers |
| Methodology transparency | Full formula documentation at /methodology — every SAVE weight, every model explained | Data sourcing documented; scoring and weighting methodology not publicly disclosed |
| Weekly research digest | Personalized watchlist digest every Sunday — your holdings, your SAVE scores | Watchlist notifications available; no personalized weekly valuation summary |
| Free trial | 7-day trial · 60-day money-back guarantee | Free tier available; Plus/Pro features require paid upgrade |
Koyfin features sourced from public documentation at koyfin.com and independent reviews (April–May 2026). Pricing accurate as of May 2026; subject to change. This comparison is for informational purposes only and does not constitute investment advice.
What researchers say about Koyfin
Common friction points from published reviews — and how Equity Rank addresses each.
"Koyfin is great for macro and charts but the valuation tools feel bolted on. To get forward EPS on a screener you need Plus — which is $39."
Independent Koyfin review, 2026
Forward EPS, analyst revisions, and forward P/E are available at every Equity Rank tier including the 7-day trial. No tier upgrade required to run a forward-earnings screen.
"The composite score doesn't exist — you have to build your own watchlist columns to replicate anything like a scoring system. That takes hours to set up."
Finance community discussion, 2026
The SAVE score ships pre-built and sector-calibrated. Safety, Analyst, Valuation, and Earnings components are weighted differently for utilities vs. technology vs. REITs — the screener is ready to run on day one without configuration.
"Koyfin Plus unlocks forward metrics, but the valuation modeling is still left to me — I build the DCF myself."
Reddit r/investing, 2026
Equity Rank is a premium, valuation-first tool at $59.99/mo. Rather than a blank canvas, it ships 19 valuation methods (DCF, reverse DCF, Graham, EPV, and more), options data, and a composite SAVE score pre-computed on every stock — depth a broad data terminal does not calculate for you.
Frequently asked questions
Is there a Koyfin alternative focused on deep equity valuation?
Equity Rank is a Koyfin alternative focused on deep US equity valuation. Its Pro plan is $59.99/mo ($599/yr) and includes 19 valuation methods, forward EPS, a sector-calibrated SAVE score, and options analysis — pre-computed valuation depth that a broad data terminal like Koyfin (Plus $39/mo, Premium $79/mo) leaves for the user to build.
Does Koyfin have a built-in stock scoring model?
Koyfin does not offer a pre-built composite scoring model. Users must configure custom watchlist columns and dashboards to build scoring logic manually. Equity Rank ships a sector-calibrated SAVE score (Safety, Analyst, Valuation, Earnings) that works out of the box.
Does Equity Rank cover as many stocks as Koyfin?
Koyfin covers 100K+ equities across global exchanges. Equity Rank focuses on the Russell 3000 (800+ US-listed tickers) with deep sector-calibrated scoring on each. If you need non-US equities or macro dashboards, Koyfin has broader coverage. If you need deep US valuation analysis, Equity Rank goes deeper per stock.
Does Koyfin offer options analysis?
Koyfin does not offer options analysis. Equity Rank includes a full options screener with daily IV percentile, real chain data, strategy matching (covered calls, cash-secured puts, spreads), and earnings-play flags.
What valuation models does Equity Rank include that Koyfin does not?
Equity Rank provides 19 distinct fair-value models per ticker: DCF, Graham Number, Residual Income, Economic Value Added (EVA), Reverse DCF, Dividend Discount Model (DDM), Price-to-Earnings, Price-to-Book, Price-to-Sales, EV/EBITDA, Price-to-Free-Cash-Flow, and more. Each model is shown separately — when they diverge, the spread is visible rather than averaged away into a single number.
When Koyfin may be the better fit
Koyfin excels at macro economic dashboards — GDP, CPI, yield curves, global capital flows, and cross-asset analysis. If your research spans international equities, ETF flows, or requires a broad data terminal rather than a deep valuation screener, Koyfin's coverage breadth is a genuine advantage. Equity Rank is built for investors who want institutional-depth US equity valuation without the macro dashboard overhead.
Equity Rank currently covers 800+ US-listed tickers from the Russell 3000 index. International coverage is on the roadmap.
Free Weekly Update
800+ stocks re-scored every week.
Delivered free every Sunday.
- Top 5 most undervalued stocks by margin of safety — with valuation breakdown
- Biggest score changes from the prior week across 800+ equities
- Best options setups from the screener (covered calls, cash-secured puts)
Research and educational purposes only. Not investment advice.