Head-to-head · Equity Research Platforms
I/B/E/S Estimates vs UBS HOLT
I/B/E/S Estimates leads on 0 checks, UBS HOLT on 2, and 2 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 scoreI/B/E/S Estimates · 8.7/10
- Most featuresUBS HOLT · 4 of 4
I/B/E/S Estimates scores higher on our rubric for equity research platforms: 8.7 against 8.4 out of 10; our editors rank them #5 and #6.
UBS HOLT offers company financials; I/B/E/S Estimates doesn't publish it. On data freshness, I/B/E/S Estimates gives you Near_real_time where UBS HOLT offers Delayed. UBS HOLT offers research reports; I/B/E/S Estimates doesn't publish it.
I/B/E/S Estimates is the better fit for analysts focused on broker estimates and forecast history. UBS HOLT is the better fit for analysts focused on valuation and fundamental quality.
- I/B/E/S Estimates fits best
Analysts focused on broker estimates and forecast history
- UBS HOLT fits best
Analysts focused on valuation and fundamental quality
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Side by side
| Feature | I/B/E/S Estimates 8.7/10 Visit ↗ | UBS HOLT 8.4/10 Visit ↗ |
|---|---|---|
| At a glance | ||
| Editor score | 8.7 | 8.4 |
| Ranking | #5 in Equity Research Platforms | #6 in Equity Research Platforms |
| Best for | Analysts focused on broker estimates and forecast history | 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, Self-hosted, Desktop | Cloud |
| Platforms | Web, Windows | Web |
| Built for | Mid-market, Enterprise | Mid-market, Enterprise |
| Features I/B/E/S Estimates 2/4 · UBS HOLT 4/4 | ||
| Company financials | Not published | ✓ (best) |
| Equity screening | ✓ | ✓ |
| Earnings estimates | ✓ | ✓ |
| Research reports | Not published | ✓ (best) |
| Specs | ||
| Market coverage | Global | Global |
| Data freshness | Near_real_time | Delayed |
| Our review | ||
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| Cons |
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| Our verdict | I/B/E/S Estimates is LSEG’s data service for analyst forecasts and company-level consensus, aimed at investment research, valuation, screening and forecast comparison workflows. It is suited to analysts who need broker-level estimates,… 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 → |
Strengths and trade-offs
I/B/E/S Estimates — where it wins
- Combines broker-level estimates with company-level consensus.
- Includes SmartEstimates, Analyst Rankings and recommendations.
- Offers historical estimates and multiple delivery channels.
Where it doesn't
- It is a data service, not a standalone research application.
- Package details require contacting LSEG.
- Its focus is narrower than a full research platform.
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
- I/B/E/S Estimates8.7/10 · Pricing on request
A specialist source for broker forecasts, consensus and estimate history.
Visit LSEGFull verdict → - UBS HOLT8.4/10 · Pricing on request
A valuation-focused research platform with CFROI analysis, screening, and portfolio risk tools.
Contact UBSFull verdict →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update