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Head-to-head · Equity Research Platforms

UBS HOLT vs YCharts

  • Updated Oct 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score UBS HOLT #6 in Equity Research Platforms 8.4/10 Pricing on request ✓ 4 of 4 features Contact UBS
YCharts #7 in Equity Research Platforms 8.3/10 Paid ✓ 4 of 4 features Visit YCharts

UBS HOLT leads on 0 checks, YCharts 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 scoreUBS HOLT · 8.4/10

UBS HOLT scores higher on our rubric for equity research platforms: 8.4 against 8.3 out of 10; our editors rank them #6 and #7.

On market coverage, UBS HOLT gives you Global where YCharts offers Regional. On data freshness, YCharts gives you Near_real_time where UBS HOLT offers Delayed.

UBS HOLT is the better fit for analysts focused on valuation and fundamental quality. YCharts is the better fit for investment teams needing screening and reporting tools.

  • UBS HOLT fits best

    Analysts focused on valuation and fundamental quality

  • YCharts fits best

    Investment teams needing screening and reporting tools

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

Side by side

Feature UBS HOLT 8.4/10 Visit ↗ YCharts 8.3/10 Visit ↗
At a glance
Editor score 8.4 8.3
Ranking #6 in Equity Research Platforms #7 in Equity Research Platforms
Best for Analysts focused on valuation and fundamental quality Investment teams needing screening and reporting tools
Pricing model Paid Paid
Starting price Not published Not published
Free plan Not published —
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features UBS HOLT 4/4 · YCharts 4/4
Company financials ✓ ✓
Equity screening ✓ ✓
Earnings estimates ✓ ✓
Research reports ✓ ✓
Specs
Market coverage Global Regional
Data freshness Delayed Near_real_time
Our review
Pros
  • 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
  • Combines stock and fund screening with company fundamentals and estimates
  • Offers portfolio analysis, optimization, and custom reports
  • Professional includes an Excel add-in and compliance controls
Cons
  • 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
  • Paid product with a stated starting price of $3,000
  • Available on the web only
  • Coverage focuses on U.S. and Canadian-listed equities
Our verdict

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 →

YCharts brings screening, financial data, analysis, and reporting into a cloud-based platform for investment advisers, analysts, and asset managers. Teams can screen stocks and funds, review company financial statements and fundamental…

Read the review →
  1. UBS HOLTEquity Research Platforms 8.4Pricing on request
  2. YChartsEquity Research Platforms 8.3Paid

Strengths and trade-offs

  • 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

  • YCharts — where it wins

    • Combines stock and fund screening with company fundamentals and estimates
    • Offers portfolio analysis, optimization, and custom reports
    • Professional includes an Excel add-in and compliance controls

    Where it doesn't

    • Paid product with a stated starting price of $3,000
    • Available on the web only
    • Coverage focuses on U.S. and Canadian-listed equities
  • UBS HOLT8.4/10 · Pricing on request

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

    Contact UBSFull verdict →
  • YCharts8.3/10 · Paid

    A web-based research platform combining screening, market data, portfolio tools, and reports.

    Visit YChartsFull 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