FactSet vs. YCharts

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
FactSet
Score 7.9 out of 10
N/A
FactSet is a provider of financial data and analytic applications for investment management and investment banking professionals.N/A
YCharts
Score 9.1 out of 10
N/A
YCharts is an investment research platform from the company of the same name in Chicago, that drives smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals.N/A
Pricing
FactSetYCharts
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
FactSetYCharts
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details——
More Pricing Information
Community Pulse
FactSetYCharts
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Features
FactSetYCharts
Financial Research
Comparison of Financial Research features of Product A and Product B
FactSet
4.2
1 Ratings
53% below category average
YCharts
10.0
1 Ratings
32% above category average
Private Company Data1.01 Ratings00 Ratings
Industry-Specific Information3.01 Ratings10.01 Ratings
Independent Research Access5.01 Ratings10.01 Ratings
M&A Analysis6.01 Ratings00 Ratings
Macroeconomic News5.01 Ratings10.01 Ratings
Search Tools5.01 Ratings10.01 Ratings
ESG Data00 Ratings10.01 Ratings
Credit Ratings Reports00 Ratings10.01 Ratings
Best Alternatives
FactSetYCharts
Small Businesses

No answers on this topic

No answers on this topic

Medium-sized Companies
S&P Capital IQ
S&P Capital IQ
Score 7.9 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.9 out of 10
Enterprises
S&P Capital IQ
S&P Capital IQ
Score 7.9 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.9 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
FactSetYCharts
Likelihood to Recommend
6.0
(5 ratings)
10.0
(1 ratings)
Likelihood to Renew
10.0
(1 ratings)
-
(0 ratings)
Usability
6.0
(1 ratings)
-
(0 ratings)
Support Rating
7.0
(1 ratings)
-
(0 ratings)
User Testimonials
FactSetYCharts
Likelihood to Recommend
FactSet
Often has data where other sources would not have Well suited for large sets of data and analyses on public company data with a lot of public companies, getting the formulas to pull data is very helpful and saves a lot of time. Less appropriate for pulling investor data and co-investment data that PitchBook seems more suited
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YCharts
I use YCharts to perform my client reviews. It helps me demonstrate the performance and decision making process. It helps me show the deep dive of investment selection, and clients can see the thought process that goes into investment decision making.
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Pros
FactSet
  • curating outside in intelligence
  • enabling account plans target addressable market estimation
  • competitors tracking
  • value proposition pitching
  • RFP deal support
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YCharts
  • Reporting
  • Investment research
  • Review capabilities with clients
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Cons
FactSet
  • Faster load time
  • API integration
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YCharts
  • Sandbox approach to models
  • Branding
  • Alacart reports
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Likelihood to Renew
FactSet
The technical support motivates us to continue using FactSet, we will not stop using the advantages that this software offers us.
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YCharts
No answers on this topic
Usability
FactSet
FactSet is great because it has a plethora of data, so much so that it is often hard to even find a company that I am looking for. However, sometimes this can make it more difficult than normal because you need to sift through tons of data. The webpage often glitches out.
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YCharts
No answers on this topic
Support Rating
FactSet
I think the data delivery could be improved, but it's a good data set.
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YCharts
No answers on this topic
Alternatives Considered
FactSet
Global Data, AlphaSense, Hoovers, S&P, etc.
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YCharts
No answers on this topic
Return on Investment
FactSet
  • improved time to complete an analysis
  • Often data is incorrect or no source provided
  • Only source we've found to support a rights plan and takeover defense analysis
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YCharts
  • Shows the high caliber of research by my firm
  • User interface is great
  • Research is amazing
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ScreenShots