Deep screening and analytics — in a dated, steep-learning-curve interface.
| Feature | Lemma Analysis | Stock Rover |
|---|---|---|
| Editable assumptions with a case on each | ✓ | Basic fair value |
| Four intrinsic-value models, side by side | ✓ | ✗ |
| Seven valuation multiples vs. the company’s own history | ✓ | vs 5-yr average |
| Investment thesis journal with review dates | ✓ | ✗ |
| Modern, fast, light/dark interface | ✓ | Dated |
| Deep fundamental screener | ✓ | ✓ |
| Portfolio factor, drawdown & correlation analytics | ✓ | ✓ |
| Research reports library | ✗ | ✓ |
| Free to start | ✓ | Limited |
Stock Rover column checked against Stock Rover’s own pages on . Its cheapest paid plan, Premium, lists at $34.00/mo · $348.00/yr in US dollars before tax and promotions — vendors change their prices, so check theirs before you buy.
Stock Rover is a powerful research tool with deep fundamental screening, strong portfolio analytics and fair-value estimates. It’s one of the closest tools to what we do — but it lives in a dense, dated desktop-style interface, and it has no place to record your thesis. It rewards the time you put into learning it: the views, the metric library and the reports are vast, and finding your way around them is part of the job. Investors who have done that work tend to stay, and the ones who have not tend to use a fraction of what they pay for.
Very deep fundamental screening across a huge library of metrics.
Strong portfolio analytics and research reports for serious US investors.
Brokerage-linked portfolios, so holdings stay in step with the account without retyping trades.
The same analytical depth without the dense, dated learning curve — a clean terminal you can actually move through quickly, in light or dark.
Go past a static fair-value figure: Advanced DCF, Ben Graham, Simple DCF and the Dividend Discount Model on one axis, every assumption editable and a bear/base/bull case behind each. Free for 3 companies a day with no account, unlimited on Ultimate.
Record why you hold each position and give it a review date — a discipline layer Stock Rover’s analytics don’t include.
Stock Rover’s screener reaches deeper than ours, and its research-report library has no counterpart here. If the screen is where you spend your time, that depth is hard to give up.
Stock Rover covers the US and Canada; Lemma Analysis covers NASDAQ and NYSE only. A portfolio with Toronto-listed holdings is better served there.
If you have spent the hours to make Stock Rover’s views your own, that investment is real. Switch for what it does not do — several valuation models read together and a thesis with a review date — not for the interface alone.
Sign up in a moment — no credit card. Seven days of Ultimate come with it; the portfolio, the watchlists and the Quality Score stay free afterwards.
Open any ticker’s Intrinsic Value tab: Advanced DCF, Ben Graham, Simple DCF and the Dividend Discount Model, drawn on one axis against today’s price, with every assumption editable and a bear/base/bull case behind each.
Screen for candidates, then track them on a watchlist with a margin-of-safety target so each name carries an undervalued / fair / rich signal.
Record why you own each position and give it a review date. Reaffirm or exit when the date comes due — a habit the other tools don’t give you.
Yes — it offers similar depth (screener, portfolio analytics, valuation) in a modern, faster interface, adds four intrinsic-value models and a thesis journal, and puts all of it in one Ultimate plan with a 7-day trial — the four models also open free for 3 companies a day.
Two things stand out: four intrinsic-value models drawn side by side on one company, with no blended figure papering over where they disagree, and an investment thesis journal with review dates. It also runs in a modern light/dark interface rather than a dense desktop-style one.
Stock Rover’s screener is genuinely deep and we don’t pretend otherwise. Lemma Analysis covers fundamental screening too, and connects it to the four valuation models and a thesis journal so a screen result flows into a decision.
Yes — every new account gets seven days of Ultimate with no credit card, which is the screener, valuing without a limit, portfolio analytics and the journal. After that the account stays, on the free plan, which still values 3 companies a day.
There is no direct import from Stock Rover. Watchlists are quick to rebuild by ticker, and a portfolio comes across as transactions — typed in on the free plan, which holds 1 portfolio of up to 10 positions, or on Ultimate imported from your broker’s CSV export or synced from Trading 212 or Interactive Brokers. Start with the positions you know least well; that is where a written thesis earns its keep.
Free to start, seven days of Ultimate with it, no credit card.