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Head-to-head · Equity Research Platforms

Bloomberg Intelligence vs UBS HOLT

  • Updated Oct 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Bloomberg Intelligence #3 in Equity Research Platforms 9.1/10 Pricing on request ✓ 3 of 4 features Visit Bloomberg
UBS HOLT #6 in Equity Research Platforms 8.4/10 Pricing on request ✓ 4 of 4 features Contact UBS

Bloomberg Intelligence leads on 0 checks, UBS HOLT on 1, and 4 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreBloomberg Intelligence · 9.1/10
  • Most featuresUBS HOLT · 4 of 4

Bloomberg Intelligence scores higher on our rubric for equity research platforms: 9.1 against 8.4 out of 10; our editors rank them #3 and #6.

UBS HOLT offers equity screening; Bloomberg Intelligence doesn't publish it. On data freshness, Bloomberg Intelligence gives you Near_real_time where UBS HOLT offers Delayed.

Bloomberg Intelligence is the better fit for teams focused on analyst research and company estimates. UBS HOLT is the better fit for analysts focused on valuation and fundamental quality.

  • Bloomberg Intelligence fits best

    Teams focused on analyst research and company estimates

  • UBS HOLT fits best

    Analysts focused on valuation and fundamental quality

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Bloomberg Intelligence 9.1/10 Visit ↗ UBS HOLT 8.4/10 Visit ↗
At a glance
Editor score 9.1 8.4
Ranking #3 in Equity Research Platforms #6 in Equity Research Platforms
Best for Teams focused on analyst research and company estimates Analysts focused on valuation and fundamental quality
Pricing model Paid Paid
Starting price Not published Not published
Free plan — Not published
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Integrations 2 integrations 8 integrations
Built for Mid-market, Enterprise Mid-market, Enterprise
Features Bloomberg Intelligence 3/4 · UBS HOLT 4/4
Company financials ✓ ✓
Equity screening Not published ✓ (best)
Earnings estimates ✓ ✓
Research reports ✓ ✓
Specs
Market coverage Global Global
Data freshness Near_real_time Delayed
Our review
Pros
  • Combines analyst research with fundamentals, valuation data and estimates
  • Interactive charts and filters support scenario analysis
  • Exports data to Excel or through a REST API
  • Combines CFROI analysis with traditional financial metrics and company screening
  • Supports user-forecast valuation scenarios, peer analysis, and balance-sheet risk review
  • Offers API integrations and portfolio risk analysis against an index or benchmark
Cons
  • Research is positioned as a Bloomberg Terminal offering
  • Pricing requires contacting sales
  • A narrower research focus than broader terminal platforms
  • Underlying pricing data is delayed rather than real-time
  • Pricing requires contacting sales
  • Its emphasis on company valuation may not suit buyers seeking a broad research workstation
Our verdict

Bloomberg Intelligence (BI) brings Bloomberg analyst research and data together for investment and financial professionals analyzing companies, industries and global markets. Its coverage includes company fundamentals, financial and…

Read the review →

UBS HOLT is an equity research and valuation service for professional investors, including equity analysts, asset managers, hedge funds, quantitative analysts, and activist investors. Its HOLT Lens web platform brings together company…

Read the review →
  1. Bloomberg IntelligenceEquity Research Platforms 9.1Pricing on request
  2. UBS HOLTEquity Research Platforms 8.4Pricing on request

Strengths and trade-offs

  • Bloomberg Intelligence — where it wins

    • Combines analyst research with fundamentals, valuation data and estimates
    • Interactive charts and filters support scenario analysis
    • Exports data to Excel or through a REST API

    Where it doesn't

    • Research is positioned as a Bloomberg Terminal offering
    • Pricing requires contacting sales
    • A narrower research focus than broader terminal platforms

  • UBS HOLT — where it wins

    • Combines CFROI analysis with traditional financial metrics and company screening
    • Supports user-forecast valuation scenarios, peer analysis, and balance-sheet risk review
    • Offers API integrations and portfolio risk analysis against an index or benchmark

    Where it doesn't

    • Underlying pricing data is delayed rather than real-time
    • Pricing requires contacting sales
    • Its emphasis on company valuation may not suit buyers seeking a broad research workstation
  • Bloomberg Intelligence9.1/10 · Pricing on request

    A research-led platform for company, industry and market analysis with Excel and API export.

    Visit BloombergFull verdict →
  • UBS HOLT8.4/10 · Pricing on request

    A valuation-focused research platform with CFROI analysis, screening, and portfolio risk tools.

    Contact UBSFull verdict →

More comparisons

All equity research platforms comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update