FactSet Alternatives for Market Data and Company Research

FactSet is a financial data and analytics platform used by investment banks, asset managers and research teams for company fundamentals, estimates, screening, portfolio analytics and Excel models. It is very much alive and sells by quote, with no prices on its site. People look for alternatives when a renewal comes in high, when a team only uses a slice of the workstation, or when they need private-market data FactSet covers less deeply.

The tools below are the realistic swaps. Four are institutional platforms that also sell by quote, so you will still negotiate a contract. Two are self-serve research sites with public prices, which make sense for analysts, independent advisers and small funds. One naming note: if your firm still refers to Refinitiv Eikon, LSEG says Eikon was withdrawn from its product line on 30th June 2025, and Workspace is the successor.

Prices below are as of November 6, 2026. Our method is on How we review tools.

Quick comparison

Bloomberg Terminal

Bloomberg is the default comparison for any FactSet renewal. Its strengths are real-time prices across asset classes, fixed income and derivatives depth, Bloomberg News, and the messaging network traders use to talk to each other. The Bloomberg Terminal page cites "a global network of more than 350,000 influential decision makers" and a Bloomberg Intelligence team of more than 350 research professionals.

Access goes beyond the desk. The page links to Bloomberg Anywhere for remote access and says you can use your Terminal account on mobile devices. There is no price and no trial on the page, only a "Request a Demo" button.

Best for: Trading and multi-asset teams that need live markets and the Bloomberg messaging network.

Pricing:

• No public price; sold by contract through Bloomberg sales
• Demo on request; no trial offered on the product page

Watch out for:

• You cannot price it before talking to sales, which makes a side-by-side budget against a FactSet quote slow.
• For equity research teams that live in Excel models, much of what you pay for (live trading data, messaging) may go unused.

Official site: Bloomberg Terminal.

LSEG Workspace

Workspace is London Stock Exchange Group's terminal and the replacement for Refinitiv Eikon. The Workspace product page describes data, market-moving news, analytics and AI in one product, with Reuters News, StarMine and MarketPsych analytics on top. It runs on current Windows and macOS releases and in the browser, with an add-in for Microsoft Office and an app for Microsoft Teams.

Unlike FactSet and Bloomberg, LSEG offers a free trial and an online "Try or buy" path on the product page, so a small team can test it before a sales call.

Best for: Teams that want Reuters news and estimates in a terminal they can trial first.

Pricing:

• No public price; free trial and online purchase offered
• Larger contracts through LSEG sales

Watch out for:

• Old Eikon code may break. LSEG's developer upgrade guide says Workspace does not include the 32-bit COM APIs or the Eikon 4 Desktop Data API (.NET), so Excel VBA and custom apps that use them must be rewritten.

Official site: LSEG Workspace.

S&P Capital IQ Pro

For bankers and corporate development teams, Capital IQ Pro is the closest match to how FactSet gets used day to day: company tearsheets, financials, comparable company screens, transactions and an Excel plug-in feeding models. S&P Global calls it "The premier financial market intelligence platform".

Its edge is private companies. The Capital IQ Pro page cites data on 60M+ private and 109K+ public companies, which is what target screening and private credit work depend on.

Best for: Investment banking and corporate development teams that screen private companies.

Pricing:

• No public price; contact S&P Global Market Intelligence

Watch out for:

• The product page lists no price or trial, so like FactSet it is a sales-led purchase with an annual contract to negotiate.

Official site: S&P Capital IQ Pro.

PitchBook

PitchBook, owned by Morningstar, is built for private markets. Venture capital and private equity firms, fund LPs and M&A advisers use it for deal histories, valuations, fund returns, cap tables and investor lists.

The PitchBook pricing page says prices vary "depending on how many seats you need and your firm type", and lists Direct Data and CRM Integration as add-ons. Public company fundamentals are one of its listed datasets, but the depth is in private deals.

Best for: VC, private equity and M&A teams who live in private deal data.

Pricing:

• No public price; quotes depend on seats and firm type
• Add-ons: Direct Data, CRM Integration

Watch out for:

• There is no standard trial. You fill in a form and PitchBook judges if "a free trial might be right for you", per the pricing page.

Official site: PitchBook.

Koyfin

Koyfin is a browser research site for individual analysts and financial advisers. It has stock and ETF screeners, custom dashboards, charting, estimates, transcripts and filings, and portfolio analytics, all in a browser with no contract.

The Koyfin pricing page lists Free at $0 and Plus from $39 a month, with 10 years of financials and estimates. Higher plans cost more. Premium adds portfolio analytics and custom formulas, and the Advisor Core and Advisor Pro plans add model portfolios, client reports and US mutual funds. Annual plans save up to 30%.

Best for: Independent analysts and advisers who want screening and dashboards without a contract.

Pricing:

• Free: $0, 2 years of financials, 1 year of estimates
• Plus: from $39 a month
• Premium, Advisor Core and Advisor Pro: higher plans cost more
• Annual plans save up to 30%
• Teams: custom pricing

Watch out for:

• The free plan caps you at 2 watchlists, 2 screens and 2 dashboards with limited news, and has no ETF holdings or transcripts.
• Mutual fund data and the fund screener start at the $209 Advisor Core plan.

Official site: Koyfin.

TIKR

TIKR is a fundamentals-first research site aimed at long-term stock pickers. You get financial statements, valuation multiples, analyst estimates, earnings transcripts and fund holdings, and global coverage on any paid plan. It does not try to be a trading terminal.

The TIKR pricing page lists Plus at $24.95 a month with 10 years of annual data and 1 year of transcripts, Pro at $54.95 with 10 years of transcripts, and Ultimate at $119.95 with 30 years of financials and full transcript history. A 14-day money-back guarantee applies.

Best for: Fundamental investors who need global financials and transcripts at a low price.

Pricing:

• Free: $0, U.S. only, 5 years of financials
• Plus: $24.95 a month
• Pro: $54.95 a month
• Ultimate: $119.95 a month

Watch out for:

• The free plan covers U.S. companies only, with 90 days of transcripts and 1 year of estimates.
• The plan table covers research data only, with no Excel add-in or portfolio analytics listed, so it replaces FactSet's research screens rather than its analytics.

Official site: TIKR.

How to choose

When to stay with FactSet

Stay with FactSet if your analysts have years of Excel models built on FactSet formulas, or if portfolio analytics and attribution sit at the core of your workflow. Rebuilding those links in another provider's plug-in is slow, error-prone work. Use a competing quote from Capital IQ Pro or Bloomberg to bargain at renewal rather than as a reason to move.

Frequently asked questions