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Head-to-head · Equity Research Platforms

FactSet Workstation vs UBS HOLT

  • Updated Oct 2026
  • Both researched from official sources
  • 4 checks side by side
Higher score FactSet Workstation #2 in Equity Research Platforms 9.3/10 Pricing on request ✓ 4 of 4 features Contact FactSet
UBS HOLT #6 in Equity Research Platforms 8.4/10 Pricing on request ✓ 4 of 4 features Contact UBS

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

Our verdict

  • Highest scoreFactSet Workstation · 9.3/10

FactSet Workstation scores higher on our rubric for equity research platforms: 9.3 against 8.4 out of 10; our editors rank them #2 and #6.

On data freshness, FactSet Workstation gives you Real_time where UBS HOLT offers Delayed.

FactSet Workstation is the better fit for institutional analysts needing broad research and data. UBS HOLT is the better fit for analysts focused on valuation and fundamental quality.

  • FactSet Workstation fits best

    Institutional analysts needing broad research and data

  • 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 FactSet Workstation 9.3/10 Visit ↗ UBS HOLT 8.4/10 Visit ↗
At a glance
Editor score 9.3 8.4
Ranking #2 in Equity Research Platforms #6 in Equity Research Platforms
Best for Institutional analysts needing broad research and data Analysts focused on valuation and fundamental quality
Pricing model Paid Paid
Starting price Not published Not published
Free plan Not published Not published
Free trial — —
Deployment Cloud, Desktop, Mobile Cloud
Platforms Web, Windows, iOS, Android Web
Integrations 1 integrations 8 integrations
Built for Mid-market, Enterprise Mid-market, Enterprise
Features FactSet Workstation 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
  • Screens public and private companies with custom criteria and stock-selection models
  • Combines streaming news and quotes with research, filings and transcript search
  • Covers portfolio risk and performance, company relationships and geographic revenue
  • 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
  • Pricing requires contacting sales
  • Microsoft Office is the only named integration
  • Support channels listed here are limited to documentation
  • 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

FactSet Workstation brings company, market and portfolio research into one platform for investment professionals. It is suited to mid-market and enterprise teams that need to screen public and private companies, review research, 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. FactSet WorkstationEquity Research Platforms 9.3Pricing on request
  2. UBS HOLTEquity Research Platforms 8.4Pricing on request

Strengths and trade-offs

  • FactSet Workstation — where it wins

    • Screens public and private companies with custom criteria and stock-selection models
    • Combines streaming news and quotes with research, filings and transcript search
    • Covers portfolio risk and performance, company relationships and geographic revenue

    Where it doesn't

    • Pricing requires contacting sales
    • Microsoft Office is the only named integration
    • Support channels listed here are limited to documentation

  • 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
  • FactSet Workstation9.3/10 · Pricing on request

    Broad company research, market data and portfolio analysis across desktop, web and mobile.

    Contact FactSetFull 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