They offer everything from stock research reports to historical performance data and detailed company reports. All these tools are designed to help investors get a handle on a company’s financial health and decide whether or not it’s worth investing in.
Instead of dry, boring numbers and tables, Simply Wall St has turned stock data into stunning interactive visuals and infographics that anyone can understand. If you are a visual learner, you will really appreciate their user-friendly format.
In this Simply Wall St review, we will investigate whether it is a useful tool to add to your investment arsenal.
Simply Wall St History
Simply Wall St was founded by Al Bentley. As a self taught stock investor, Bentley understands the struggles of navigating the stock market for the first time. This was the motivation for him to start Simply Wall St.
Based out of Sydney, it started with the mission to provide stock analysis tools to individual investors. Over time, the company expanded its target audience to include professional investors who also benefit from its services.
Simply Wall St Features
- Company Reports: Simply Wall ST’s one-page company reports use visualizations to evaluate a company’s investment profile and provide a quick snapshot of its investment potential.
- Snowflake Graph: A unique graph that ranks a company’s past performance, future growth, value, dividend, and financial health on a scale of 0-6 to help determine if it’s worth researching further.
- Valuation: Simply Wall ST’s valuation feature compares a company’s current share price to its fair value based on future free cash flow, as well as other ratios compared to industry and market averages.
- Future Growth: Examines a company’s estimated future earnings and revenue growth over the next five years compared to industry and market averages.
- Financial Health: Simply Wall ST presents a graphical balance sheet to show how a company’s net worth has been affected by new rounds of debt, as well as other financial metrics.
- Dividend Payment: Simply Wall ST’s dividend payment analysis shows a company’s dividend growth over time and compares it to industry averages, along with other features such as management tenure and insider trading activity.
- Stock Discovery and Screener: The algorithm-driven Discover feature helps discover potential new stock picks, and the well-designed screener allows filtering by market and industry, as well as fundamental parameters and snowflake diagram characteristics.
- Portfolios: Simply Wall ST allows for creating watchlists and portfolios, with return calculations and the ability to import from a CSV file.
- Customization and Layout: Simply Wall ST’s layout and menus are intuitive and easy to navigate, and the platform also offers a mobile app.
Simply Wall St Pricing
Simply Wall St provides a range of pricing plans tailored to the needs of different investors. If you would like to get some of the functionality without paying, Simply Wall St offers a free plan. It includes access to stock research reports, historical performance data, and company reports. With the free plan, users won’t have access to the platform’s stock ideas or stock screener, and are limited to viewing five company reports and analyzing five stocks in their portfolio each month.
For investors who want more detailed and personalized information about their investments, the premium plan is available for $10 per month or $120 per year. This plan includes all the features of the free plan, but also allows access to in-depth stock analysis, personalized portfolio recommendations, and alerts when key events occur. Users can analyze up to 30 stocks in their portfolio each month and have access to the Simply Wall St stock screener.
For investors who require a more comprehensive and flexible platform, the unlimited plan is available for $20 per month or $240 per year. This plan includes all the features of the premium plan, but in addition you will also receive unlimited access to stock research reports, the ability to track an unlimited number of stocks, and the ability to export report data to PDFs and Excel spreadsheets.
If you would like to take it for a test drive before deciding, Simply Wall St offers a 14-day free trial with no credit card required.
Simply Wall St Review: The Pros & Cons
PROS:
- Simply Wall St has a great reputation for consistently providing comprehensive stock research and analysis.
- Easy to understand visualizations that make it easy to digest complex information.
- A free plan that provides access to stock research reports and company reports.
CONS:
- The coverage on Simply Wall St is somewhat limited
- Compared to some other competitors, the platform has limited customization options.
- The free version does not contain many features
Simply Wall St Alternatives
If you’ve reached this point in our Simply Wall St review and you’re not convinced it’s the platform for you, don’t worry, there are plenty of other options available for stock research.
Seeking Alpha is a major competitor that offers more extensive free features, as well as a thriving community of investors. Check out this Seeking Alpha review for more information. Also, for a more comprehensive list of alternatives, you can browse this article on the best stock research websites.
Final thoughts
Simply Wall St is a solid option for investors who want a comprehensive stock research platform. But whether or not Simply Wall St is worth it for you ultimately depends on your individual investment goals and needs.
If you aren’t sure, the platform offers a free plan that allows you to access a limited set of features, which is a great way to test out the platform and see if it’s a good fit for your needs before committing to a paid subscription.