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Head-to-head · Equity Research Platforms

Bloomberg Terminal vs UBS HOLT

  • Updated Oct 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Bloomberg Terminal #1 in Equity Research Platforms 9.4/10 Pricing on request ✓ 4 of 4 features Contact Bloomberg
UBS HOLT #6 in Equity Research Platforms 8.4/10 Pricing on request ✓ 4 of 4 features Contact UBS

Bloomberg Terminal leads on 0 checks, UBS HOLT on 0, and 5 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 Terminal · 9.4/10

Bloomberg Terminal scores higher on our rubric for equity research platforms: 9.4 against 8.4 out of 10; our editors rank them #1 and #6.

On data freshness, Bloomberg Terminal gives you Real_time where UBS HOLT offers Delayed.

Bloomberg Terminal is the better fit for institutional teams needing full-market research. UBS HOLT is the better fit for analysts focused on valuation and fundamental quality.

  • Bloomberg Terminal fits best

    Institutional teams needing full-market research

  • 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 Terminal 9.4/10 Visit ↗ UBS HOLT 8.4/10 Visit ↗
At a glance
Editor score 9.4 8.4
Ranking #1 in Equity Research Platforms #6 in Equity Research Platforms
Best for Institutional teams needing full-market research 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, Mobile Cloud
Platforms Web, iOS, Android Web
Integrations 1 integrations 8 integrations
Built for Mid-market, Enterprise Mid-market, Enterprise
Features Bloomberg Terminal 4/4 · UBS HOLT 4/4
Company financials ✓ ✓
Equity screening ✓ ✓
Earnings estimates ✓ ✓
Research reports ✓ ✓
Specs
Market coverage Global Global
Data freshness Real_time Delayed
Our review
Pros
  • Global, real-time coverage across markets, companies and securities
  • Combines financials, estimates, screening, research and analytics
  • Includes Instant Bloomberg messaging and mobile market access
  • 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
  • Requires contacting Bloomberg for pricing
  • Designed for mid-market and enterprise teams, not smaller buyers
  • Its breadth may exceed the needs of teams focused only on equity screening
  • 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 Terminal brings market, company and security information across asset classes into a professional research and analytics environment. Equity analysts can use company financials, earnings estimates, filings, transcripts 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 TerminalEquity Research Platforms 9.4Pricing on request
  2. UBS HOLTEquity Research Platforms 8.4Pricing on request

Strengths and trade-offs

  • Bloomberg Terminal — where it wins

    • Global, real-time coverage across markets, companies and securities
    • Combines financials, estimates, screening, research and analytics
    • Includes Instant Bloomberg messaging and mobile market access

    Where it doesn't

    • Requires contacting Bloomberg for pricing
    • Designed for mid-market and enterprise teams, not smaller buyers
    • Its breadth may exceed the needs of teams focused only on equity screening

  • 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 Terminal9.4/10 · Pricing on request

    A broad real-time research terminal for institutional market teams.

    Contact 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