Simply Wall St Review 2023
|By: Jeremy Biberdorf||Apr 29, 2023|
In a nutshell: Simply Wall St is a financial technology company that provides stock research and analysis tools to individual investors. The company was founded with the goal of helping retail investors make informed financial decisions about their investments.
Simply Wall St’s platform offers a range of features, including stock research reports, historical performance data, and company reports, to help investors assess the financial health of a company and determine whether it represents a good investment opportunity.
Continue to read our full Simply Wall St review to determine if it’s right for you.
|Free - $20/mo||Company reports|
- Comprehensive stock research
- Easy-to-understand visualizations
- Free plan
- Limited coverage
- Limited customization
Compare to Other Investment Platforms:
FeesFree - $20/mo
Fees$239/year for premium membership
Fees$249/year or $34.95/month for Morningstar Premium
Simply Wall St History
Simply Wall St was founded by Al Bentley, a self-taught stock investor who like many others had a painful experience when investing in stocks for the first time. The company was initially focused on providing stock analysis tools to individual investors, but it has since expanded its target audience to include professional investors as well. In addition, the company has received positive reviews from a number of well-known publications, including Forbes, CNBC, and TechCrunch.
Simply Wall St offers a range of membership options to suit the needs of different types of investors. Here is a brief overview of the different plans:
- Free plan: Simply Wall St’s free plan includes access to stock research reports, historical performance data, and company reports. This plan is a good option for investors who want to test out the platform and see if it’s a good fit for their needs before committing to a paid subscription.
- Premium plan ($10/mo): Simply Wall St’s premium plan includes all of the features of the free plan, as well as access to in-depth stock analysis, personalized portfolio recommendations, and alerts when key events occur. This plan is a good option for investors who want more detailed and personalized information about their investments.
- Unlimited plan ($20/mo): Simply Wall St’s unlimited plan includes all of the features of the premium plan, as well as unlimited access to stock research reports and the ability to track an unlimited number of stocks. This plan is a good option for investors who need a more comprehensive and flexible platform.
Simply Wall St Features
Simply Wall St offers a range of features to help investors make informed decisions about their investments. Some of the key features include:
- Stock research reports: Simply Wall St’s stock research reports provide detailed information on individual stocks, including financial data, risk analysis, and investment recommendations.
- Historical performance data: Simply Wall St’s platform includes historical performance data for a wide range of stocks, including data on revenue growth, earnings per share, and other key metrics. This can help investors understand a company’s past performance and assess its potential for future growth.
- Company reports: Simply Wall St’s platform includes comprehensive company reports that provide detailed information on a company’s financial health, business model, and competitive landscape. This can help investors understand the risks and opportunities associated with a particular company.
- In-depth stock analysis: Simply Wall St’s premium and unlimited plans include access to more in-depth stock analysis, including personalized portfolio recommendations and alerts when key events occur. This can be a helpful tool for investors who want more detailed and personalized information about their investments.
Shareholder Payments and Portfolio Analysis
One of the standout features of Simply Wall St is its ability to provide users with detailed information about shareholder payments. This includes data on dividend payments and stock buybacks, both of which can have a significant impact on a company’s share price and overall financial health. By understanding these factors, investors can make more informed investment decisions, potentially leading to better long-term outcomes.
Simply Wall St’s portfolio analysis feature is another valuable tool for investors. This feature allows users to analyze the overall composition and performance of their investment portfolios. By identifying strengths and weaknesses in their portfolio, investors can make strategic adjustments to improve their risk-reward profile.
Evaluating Financial Ratios and Metrics
Simply Wall St’s platform provides a comprehensive analysis of stocks, including a deep dive into financial ratios and metrics. This can help investors evaluate a company’s current cash runway, cash flow, and other important financial indicators. By understanding these metrics, investors can make more informed investment decisions and better assess the risks and opportunities associated with company stocks.
In addition to financial ratios, Simply Wall St’s stock analysis reports include revenue estimates, which can provide valuable insights into a company’s potential for growth. By comparing these estimates to historical data, investors can gain a clearer understanding of how a company is performing relative to its industry peers.
There are several reasons why Simply Wall St might be a good fit for individual investors. Here are a few pros to consider:
- Comprehensive stock research: Simply Wall St’s platform offers a wealth of information on individual stocks, including revenue growth, earnings per share, and other key metrics. This can help investors make more informed decisions about whether to buy, sell, or hold a particular stock.
- Easy-to-understand visualizations: Simply Wall St’s use of colorful infographics and charts makes it easier for retail investors to understand complex financial data. This can be particularly helpful for those who are new to investing or who are not comfortable with more technical financial concepts.
- Free plan: Simply Wall St offers a free plan that allows users to access a limited set of features, including stock research reports and historical performance data. This can be a great way for investors to test out the platform and see if it’s a good fit for their needs before committing to a paid subscription.
While Simply Wall St has many benefits, there are also some potential downsides to consider. Here are a few cons:
- Limited coverage: Simply Wall St’s coverage is not as extensive as some other stock research platforms. This means that you may not be able to find information on every company that you’re interested in.
- Limited customization: Some investors may find Simply Wall St’s platform to be somewhat inflexible, as it does not offer many customization options. For example, you may not be able to create your own custom reports or charts.
Who is Simply Wall St Best For?
Simply Wall St is a comprehensive and visually engaging stock analysis platform that caters to various types of investors. However, certain groups will find the platform particularly well-suited to their needs, while others may need to explore additional resources.
- Novice Investors: Simply Wall St is an excellent resource for individuals just starting in the stock market. The platform’s user-friendly interface and visually appealing data presentations make it easier for beginners to grasp essential financial concepts and develop a solid understanding of stock analysis.
- Fundamentally-focused Investors: The platform’s strength lies in its comprehensive fundamental analysis, making it ideal for investors who prioritize long-term growth potential and financial health when selecting stocks. With detailed company reports and a wealth of financial ratios, Simply Wall St helps these investors identify companies with strong prospects for future success.
- Investors Seeking Portfolio Insights: Simply Wall St offers valuable portfolio analysis tools that can help users evaluate the composition and performance of their investments. By identifying potential areas for improvement, investors can make strategic adjustments to optimize their portfolios and better manage risk.
- Visual Learners: For investors who prefer visual representations of complex financial data, Simply Wall St’s infographics and charts provide an engaging and easy-to-understand format. These visualizations can help clarify key financial metrics and trends, enabling more informed decision-making.
- Budget-conscious Investors: The availability of a free plan makes Simply Wall St an attractive option for investors seeking stock analysis tools and research without a significant financial commitment. Users can test the platform’s features with the free plan and determine if upgrading to a paid subscription aligns with their needs and goals.
Is Simply Wall St Worth It?
Ultimately, whether Simply Wall St is worth it will depend on your individual investment goals and needs. If you’re looking for a platform that can help you make more informed decisions about your investments, Simply Wall St is definitely worth considering.
Final Thoughts: Simply Wall St Review
Simply Wall St offers a valuable set of features and tools for investors looking to make more informed investment decisions. While it may not be as comprehensive as some other platforms, its emphasis on visual presentations and its user-friendly interface make it an appealing option for retail investors.
Whether you are a seasoned investor or just starting in the stock market, Simply Wall St can help you identify investment opportunities and improve your stock picks. By providing detailed stock analysis reports and insights into shareholder payments, portfolio analysis, and financial ratios, Simply Wall St helps investors make well-informed decisions that can contribute to long-term financial success.
If you’re interested in giving Simply Wall St a try, the company offers a free plan that allows you to access a limited set of features. This 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.
If you’re ready to take the next step in your investment journey, sign up for Simply Wall St today and start taking control of your financial future!