# Koyfin vs TIKR

Both resell S&P Capital IQ fundamentals and consensus, so the numbers are not what you are choosing. History depth, export and breadth are.

*https://stockmarketstack.com/compare/koyfin-vs-tikr*

- https://stockmarketstack.com/tools/tikr.md
- https://stockmarketstack.com/tools/koyfin.md

## The numbers are the same numbers

Start with the fact that removes most of the comparison. Koyfin's FAQ says its global equity
fundamentals, consensus estimates and valuation are "sourced from S&P Capital IQ". TIKR's help
centre names S&P Global Capital IQ and Morningstar as its data partners, with Financial Modeling
Prep as a secondary dataset. Its Financials tab is Capital IQ's standardised GAAP, and its
Estimates tab is sell-side consensus, which TIKR describes as adjusted, non-GAAP data.

So on the default dataset, a company's ten-year operating margin and next year's consensus EPS
come from the same supplier on both screens. A reader who subscribes to both to cross-check the
numbers is paying twice for one source. The real differences are in what each vendor lets you do
with that supplier's data, and in what else each one licenses.

## The same licence, two answers to the export question

Capital IQ restricts what its resellers let you take out, and the two vendors handle that in
opposite ways.

- **Koyfin** accepts the restriction. Its download FAQ says financials, estimates and valuation
  for global equities are "restricted from download by our data vendor, in tables and charts".
  What does leave is price, performance, technicals, percentile ranks, economic data and fund data.
  Koyfin also has no API, and says its data providers are the reason.
- **TIKR** licensed a second supplier to get round it. Its help centre says some partners
  "restrict data export altogether" and that it added the Morningstar dataset "with better export
  capabilities". Pick Morningstar from the Dataset dropdown and a Pro subscriber can export the
  table to Excel. Plus subscribers can copy and paste. TIKR has no API or Excel add-in either, and
  warns that scraping ends in a permanent account closure.

So if the work ends in your own spreadsheet model, the choice is already made. Only TIKR gets
financial statements out of the browser, and the numbers it hands you are Morningstar's, not the
Capital IQ figures you were reading a moment earlier. Two suppliers standardise statements
separately, so check a few lines of the export against the default dataset before you build on
it.

## How far back each one goes

This is the other difference that settles the choice for some readers.

- **Koyfin** lists two years of financials on Free and ten on Plus. Premium and the Advisor plans
  add tools, not years: the pricing page lists no plan with more than ten.
- **TIKR** runs five years and eight quarters on Free, ten years and 20 quarters on Plus, 20 years
  and 40 quarters on Pro, and 30 years on Ultimate. The [TIKR card](https://stockmarketstack.com/tools/tikr) records one
  catch: on the S&P Global dataset only the first ten years of Pro's twenty render in a table, and
  the Morningstar dataset shows all twenty.

Ten years covers one cycle, at best. If you need to see how a business came through 2008, or
how its margins moved across two rate cycles, TIKR sells that and Koyfin does not.

## What Koyfin has that TIKR does not carry at all

TIKR covers common equities, and the [TIKR card](https://stockmarketstack.com/tools/tikr) records that it carries no
preferred shares, no bonds and no short interest. It has no alerts, and no portfolio tracking
beyond a watchlist with valuation columns.

[Koyfin](https://stockmarketstack.com/tools/koyfin) is a broader terminal built on the same equity data. It adds FRED and
Trading Economics macro series, bond yields, FX, and ETF holdings and flows, and it arranges all
of it into dashboards you lay out yourself. Portfolio analytics and alerts start on Premium, at
$110 a month or $79 billed annually. Morningstar mutual fund data now sits on the Advisor plans
only.

If your research moves between a company, its sector ETF, the yield curve and a macro series,
TIKR is not a cheaper Koyfin. It does not carry most of that material.

## Two free plans, fenced differently

The free plans are limited in different ways. Neither is a smaller copy of the paid product.

- **TIKR Free** is fenced by **geography**. It covers US stocks only, with five years of
  financials and one year of forward estimates.
- **Koyfin Free** is fenced by **index membership**. Analyst price targets, consensus estimates
  and earnings history are available for the S&P 500 only, with two years of actuals.

For a US small-cap the free TIKR plan shows consensus estimates and the free Koyfin plan does
not. Global coverage of estimates starts on Plus at both vendors.

## Which one, and when

**Choose [TIKR](https://stockmarketstack.com/tools/tikr)** when the job is one company's statements. Pick Pro if the work ends
in Excel or needs more than ten years of history: it is the cheapest plan of either vendor that
does both, at $54.95 a month or $37.95 billed annually. Plus at $24.95 is enough while you only read
and copy.

**Choose [Koyfin](https://stockmarketstack.com/tools/koyfin)** when the job is the context around the company: ETFs, rates,
macro series, and on Premium a tracked portfolio and alerts. Ten years of Capital IQ financials
comes with it, and you should expect to read those numbers on screen rather than export them.

**Do not subscribe to both to check one against the other.** They draw on the same supplier. If
you need a second source for the fundamentals, TIKR's Morningstar dataset is that source, and
comparing it with the default dataset shows you where the two classifications part. The rest of
the section is in [fundamentals and research platforms](https://stockmarketstack.com/categories/fundamentals-research).

## FAQ

### Do Koyfin and TIKR show different numbers?

Mostly not. Both name S&P Capital IQ as the source of their global equity fundamentals and consensus estimates, so paying for both does not get you a second opinion on a company's margins or on what analysts expect. TIKR also offers a Morningstar dataset from a dropdown, which is a second supplier's standardisation of the same statements. What the two products sell differently is how far back you can see, what you can take out, and what sits around the equities.

### Which one lets me get financial statements into Excel?

TIKR, from the Pro plan at $54.95 a month or $37.95 billed annually, on its Morningstar dataset. TIKR's help centre says some of its data partners restrict export altogether and points to the Morningstar dataset for export. Koyfin says financials, estimates and valuation for global equities are blocked from download by its data vendor, in tables and in charts, on every plan.

### Which free plan is more useful?

For US stocks outside the S&P 500, TIKR's. Its free plan covers US stocks with five years and eight quarters of financials and one year of forward estimates. Koyfin's free plan gives two years of financials and one year of estimates, and limits analyst price targets, consensus estimates and earnings history to S&P 500 members. Koyfin's free plan is the better look at macro dashboards, which TIKR does not have.

### Which is cheaper?

TIKR at every step where the two overlap. TIKR Plus is $24.95 a month, or $17.95 billed annually, against Koyfin Plus at $49, or $39 billed annually. TIKR Pro, with Excel export and 20 years of history on a chart or in a Morningstar table, is $54.95 monthly. Koyfin's pricing page lists no plan with more than ten years of financials, and its Premium plan, where alerts and portfolio analytics start, is $110 monthly or $79 billed annually.