Jeremy Biberdorf
By: Jeremy Biberdorf
Feb 25, 2024

GuruFocus Review 2025

Jeremy Biberdorf
By: Jeremy Biberdorf
Feb 25, 2024

Disclosure

Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links.
Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links.
GuruFocus

4.3/5

4.3 rating based on 5 ratings

LEARN MORE

In a nutshell: GuruFocus is a unique platform that believes successful investing starts with emulating the “gurus.”

The service allows you to track the market, the gurus, and even institutional investors.

This GuruFocus review will offer you everything you need to know about this intriguing value investment platform.

FeesService Type Promotion
$0-$5,210 per yearValue investing platform7-day free trial
Pros & Cons
Pros
  • Allows you to track guru investments
  • 30 years of financial data
  • Powerful stock screeners
Cons
  • No monthly billing options
  • Expensive annual plans
  • Regional data packs cost extra

Compare to Other Investment Platforms:

GuruFocus
4.3 rating based on 5 ratings
4.3/5
Learn More

Fees$0-$5,210 per year

Seeking Alpha
4.6 rating based on 5 ratings
4.6/5
Learn More

Fees$29.99/month for premium membership

Morningstar
4.5 rating based on 5 ratings
4.5/5
Learn More

Fees$249/year or $34.95/month for Morningstar Premium

What is GuruFocus?

GuruFocus is an online platform established in 2004 by Charlie Tian, focusing on value investing. Serving as a tool for individual investors, GuruFocus offers resources to identify and invest in undervalued stocks by emulating strategies of renowned “gurus” in the financial sector.

The platform is equipped with features such as interactive charts, stock screeners, and the ability to monitor the moves of prominent investors across the stock industry. It caters to both professional and institutional investors looking for long-term investment insights grounded in historical data and value-driven strategies.

GuruFocus is not just a platform but a comprehensive ecosystem tailored for investors who cherish the principles of value investing, drawing inspiration from the investment strategies of market gurus. It equips users with a suite of tools including advanced stock screeners, detailed financial data spanning over three decades, and the ability to closely monitor the investment choices of leading financial minds.

For those seeking a blend of guru-inspired insights and community-driven investment discussions, Seeking Alpha serves as an excellent companion to GuruFocus, offering a platform where diverse market perspectives converge, enriching the value investing approach with broader market dialogues.

GuruFocus Overview

Founded by Charlie Tian in 2004, GuruFocus is one of the many online services that claim to help individual investors maximize their gains. At the heart of GuruFocus lies the conviction that mimicking the investment patterns of seasoned market gurus can pave the way to financial success.

The platform is a treasure trove of insights for investors inclined towards undervalued assets, providing not just data but a narrative that contextualizes the investment philosophies of renowned investors.

While GuruFocus excels in distilling complex financial data into actionable insights for value investors, those looking for a wider array of investment opinions and analysis might find Seeking Alpha’s extensive repository of articles and community discussions an invaluable addition to their investment research arsenal.

GuruFocus is best for…

Dedicated to the long-term investor, GuruFocus is an arsenal of investment tools designed to unearth undervalued gems in the stock market. It’s a haven for those who invest with a horizon that stretches beyond the immediate fluctuations of the market, offering deep dives into the financial health and prospects of companies. However, for investors who value not just the data but also the narrative around stocks, Seeking Alpha complements GuruFocus by providing a platform where investment strategies and ideas are debated and discussed, offering a more nuanced view of the market’s potential.

External GuruFocus Reviews & Ratings

SiteRating
Trade Reviewers5
Trustpilot4.5 from 93 reviews
Newton Advisor4.5

Here are some reviews from traders who have experienced the platform firsthand:

“Gurufocus offers an incredible array of information that covers all you really need to know to evaluate a company as an investment. And that is on a global basis. Beyond the basic value offered, the team there is incredibly responsive to suggestions. I have had most of my suggestions for new data fields or workflow changes implemented, often within a day. No other provider I use has been more resposive to user input.”
“I’m a private investor and already use Gurufocus for 2 years. The platform has really improved the way I analyze businesses. Furthermore, the support answers very quickly. I texted them recently wether they could provide a specific visualization per business, which was well received and implemented. The monthly meetings are great to ask questions around functionalities.”
“I subscribed to GuruFocus before the pandemic, and spent quite a lot of time learning from it. If you’ve ever traveled to a place where you keep discovering new things, the site is that kind of experience. Little by little I have grown more confident in my own investment strategy, because the site encourages the user to consider investing through the eyes of the best of the best (gurus, i.e. Warren Buffett, Charlie Munger, Joel Greenblatt, Jim Simmons, Cathie Wood, etc..). I love that it wasn’t created by a finance person, but rather a research person. It shows. The price might seem steep on first glance, but the continued knowledge it has provided has more than made up for the cost. Love this site! It’s worth at least a trial for those interested in investing.”
“Analytics are amazing and the ways to customize screeners are amazing. They are constantly adding new stuff and have created plugins and APIs that can fully automate the data they provide to you own models. It’s all real data you can actually use. Highly recommend.”

Plans & Pricing

Currently, GuruFocus offers three premium plans in addition to a small variety of free features.

Free (Basic Access)

As the name implies, it doesn’t cost anything to make a free Basic Access account on GuruFocus. However, like most stock research platforms, GuruFocus severely limits the features available to non-paid users.

Free users can enjoy limited access to news articles, forums, and stock screeners. They will also be able to view guru holdings, but most of the crucial information that they will need to form a feasible investment strategy won’t be accessible without a paid membership,

Premium Membership

A Premium membership will set you back a minimum of $499 per year (every plan will cost more if you decide to purchase additional regional stock information packs).

For this price, you’ll have instant access to a comprehensive summary of each stock, interactive charts with 30 years of financial data, and the all-in-one stock screener.

You’ll also be able to backtest up to five years prior by using the screener, be able to view the holdings & trade history of 140+ gurus, and export data in Excel format.

Premium Plus Membership

A Premium Plus membership will set you back $1,348 per year. In addition to all the features included with a Premium membership, a Premium Plus subscription also enables you to backtest from 2006, download up to 5,000 rows of data from the Stock Screener, and access the trade history/holdings of over 8,000 institutional investors.

You’ll also have full access to the manual of stocks, be able to view the quarterly holdings of over 15,000 top mutual funds, make 20,000 monthly queries using the API, and have unlimited use of customizable fields.

Professional Membership

Most traders won’t need access to this comprehensive level of data, but if you do, it will set you back a minimum of $2,398 per year. Despite this cost, it’s important to note that you will still need to pay extra for access to data from international markets.

A Professional membership includes all of the benefits offered by a Premium Plus membership. However, it expands the number of monthly API queries you can make to 50,000 per month, grants access to data for delisted stocks, and provides you with a dedicated account manager.

Navigating the investment landscape with GuruFocus can be likened to having a seasoned guide, with tiered access ensuring investors have the tools they need at various levels of engagement. From the casual observer to the deeply committed, GuruFocus offers a range of plans to suit varied investment appetites.

Yet, for those who seek not just the guidance of gurus but also the collective wisdom of a broader investment community, Seeking Alpha emerges as a vibrant counterpart, offering a dynamic blend of expert analysis and investor sentiment to complement GuruFocus’s rich data offering.

Key Takeaways

Lastly, we’ll take a quick look at the key takeaways of this platform. There are many additional aspects of the service worth considering beyond those listed below, but we’ve collected the ones we’ve deemed most note-worthy for value-driven investors.

Positives

  • Offers interactive charts, stock screeners, and portfolio tracking
  • Allows you to track guru movements throughout the entire stock industry
  • Provides data for multiple financial market regions around the world

Negatives

  • Expensive annual Premium/Premium Plus plans, yet no monthly billing is offered
  • May provide more data than the average investor will be able to take advantage of
  • Real-time news isn’t as in-depth as alternative services

GuruFocus Competitors

Seeking Alpha

Seeking Alpha logo

Seeking Alpha stands out as a formidable competitor to GuruFocus, especially for investors who value the depth of community insights and the breadth of financial analysis. Unlike GuruFocus, which focuses on emulating the strategies of investment gurus, Seeking Alpha provides a platform where both seasoned analysts and everyday investors contribute to a rich tapestry of investment discourse.

This democratized approach to investment analysis offers a more varied perspective on market trends, stock analysis, and investment strategies. Seeking Alpha also excels in real-time market news, earnings call transcripts, and a highly active community forum, making it a comprehensive resource for investors seeking to complement the data-driven insights of GuruFocus with broader market commentary and analysis.

Motley Fool

Motley Fool logo

Another noteworthy alternative to GuruFocus is The Motley Fool, renowned for its investment advisory services and stock recommendations. The Motley Fool differentiates itself with a more narrative-driven approach to investment advice, offering detailed analyses and recommendations on stocks through various subscription services.

It’s particularly well-known for its Stock Advisor service, which has a strong track record of outperforming the market. This approach contrasts with GuruFocus’s emphasis on value investing and following the investment moves of renowned gurus. For investors looking for direct stock picks and a more guided investment strategy, The Motley Fool offers a compelling service.

Behind the Markets

Behind the Markets logo

Behind the Markets is a newer entrant in the investment research arena, offering a blend of quantitative analysis and fundamental research to identify investment opportunities. Its approach combines rigorous data analysis with market insights to provide recommendations that cater to both short-term traders and long-term investors.

While GuruFocus leans heavily on the value investing philosophy, Behind the Markets adopts a more diversified strategy, incorporating various market dynamics and financial models to offer well-rounded investment advice. This makes it an interesting option for investors seeking a mix of traditional and innovative investment methodologies.

Is GuruFocus Right for You?

There’s no doubt about it: GuruFocus is one of the best stock research platforms for both professional investors and institutional investors whose investment strategy is centered around value investing

While it’s definitely excellent for making long-term informed investment decisions, we’d recommend alternative platforms for day traders and others engaging in short-term trading. The high cost of membership isn’t worthwhile if you’re only utilizing a fraction of the GuruFocus has to offer.

However, if you’d like to start investing using stock ideas and investment ideas based on the strategies, holdings, and history of “Guru” investors, then you won’t find a service superior to GuruFocus!

Try GuruFocus Premium free for 7 days by clicking here!

Jeremy Biberdorf

About the Author:

Jeremy Biberdorf is the founder of Modest Money. He’s a father of 2 beautiful girls, a dog owner, a long-time online entrepreneur and an investing enthusiast.