Global institutional data and an editable P/E model — but no DCF, and no portfolio of your own.
| Feature | Lemma Analysis | TIKR |
|---|---|---|
| Discounted cash flow model | ✓ | P/E-based model |
| Four intrinsic-value models, side by side | ✓ | One model |
| Seven valuation multiples vs. the company’s own history | ✓ | Multiples, no verdict |
| Portfolio tracking with returns | ✓ | Watchlist only |
| Business quality score | 0–10, every plan | ✗ |
| Investment thesis journal with review dates | ✓ | ✗ |
| Analyst consensus estimates | ✗ | ✓ |
| Superinvestor holdings | ✗ | ✓ |
| Markets covered | US only | 92 countries |
| Valuation on the free plan | Paid after 7-day trial | Guided model |
| Free to start | ✓ | ✓ |
TIKR column checked against TIKR’s own pages on . Its cheapest paid plan, Plus, lists at $24.95/mo in US dollars before tax and promotions — vendors change their prices, so check theirs before you buy.
TIKR is a research terminal that brings institutional data — S&P Global CapitalIQ financials, consensus estimates and earnings-call transcripts — to individual investors at a retail price. Its paid plans reach more than a hundred thousand stocks in ninety-two countries with up to thirty years of history, and its superinvestor tracking follows more than ten thousand funds. Its valuation model lets you set revenue growth, operating margin and an exit P/E, with bull, base and bear cases on the paid plans; TIKR’s own help centre describes it as P/E-based, with no discount rate to set. There is a watchlist with news and events, but no tracker for your holdings, cost basis or returns, and nowhere to keep the reason you bought.
Institutional-grade financials from S&P Global CapitalIQ, up to thirty years deep, on stocks in ninety-two countries.
Consensus estimates on every plan, and earnings-call transcripts going back years.
Superinvestor holdings across more than ten thousand funds, and a Business Owner Mode that hides prices while you read.
TIKR projects earnings and applies an exit multiple. Lemma Analysis prices the company four ways — Advanced DCF, Ben Graham, Simple DCF and the Dividend Discount Model — two of them discounted cash flow with the discount rate yours to change, drawn on one axis against today’s price. Part of Ultimate, seven days of which comes with every new account.
Track holdings, transactions, dividends and value for free; on Ultimate, see the portfolio against the S&P 500 with drawdowns, correlation and factor exposure.
A Quality Score from 0 to 10 across five pillars on every company and every plan, the free one included. TIKR carries no grade of the business itself.
Every holding can carry a written thesis with a review date and a status, so the reason you bought comes back to you before you sell for a worse one.
TIKR’s paid plans reach ninety-two countries; Lemma Analysis covers companies listed on NASDAQ and NYSE and nothing else.
Thirty years of CapitalIQ financials and consensus estimates on every plan run deeper than anything here: we publish no consensus forecasts, and our statements come from US companies’ filings with the SEC.
Fund holdings across ten thousand investors and a long transcript archive are TIKR’s strengths, and Lemma Analysis has neither.
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.
TIKR’s help centre describes its valuation model as P/E-based: you set revenue growth, operating margin and an exit multiple, with no discount rate. Lemma Analysis runs two discounted cash flows beside Ben Graham’s formula and the Dividend Discount Model, all on one axis; they are part of Ultimate, and every new account gets seven days of it.
Four intrinsic-value models including two DCFs, seven multiples judged against the company’s own history, a portfolio tracker with analytics, a five-pillar Quality Score and a thesis journal with review dates. TIKR goes much further on global data, history and estimates, and we say so.
Its paid plans cover ninety-two countries with CapitalIQ data. Lemma Analysis covers companies listed on NASDAQ and NYSE only, including the ADRs of foreign companies listed there, so for a global portfolio TIKR reaches what we cannot.
TIKR’s portfolio page is a watchlist with news and events rather than a tracker of holdings, cost basis and returns. Lemma Analysis tracks 1 portfolio of up to 10 positions for free, and on Ultimate adds unlimited portfolios and analytics against the S&P 500.
There is no direct import from TIKR. 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.