Old School Value alternative
Old School Value publishes 20 years of history, four valuation models and a trial that takes no card. What we could not find published is nightly monitoring.
By Javier SanzPublished
Founder of ValueScreener. Built and sold Ninety Nine, a securities services provider, and ran operations and internationalization at Alpaca, the brokerage API.
Who writes thisLinkedIn (opens in a new tab)X (opens in a new tab)
Old School Value is the closest thing on this list to a sibling. Same subject, same readers, same instinct that a valuation you cannot open is not a valuation. They have been at it since 2009. If you are choosing between the two, you are choosing between more modelling range and longer history on one side, and a filing-level trail plus nightly monitoring on the other.
What both do
Both are built for people who read accounts. Both compute the forensic scores that value investors actually use, both put a discounted cash flow in front of you with assumptions you set, and both treat a transparent formula as the point rather than as a feature. Their homepage publishes a screener that filters "40,000+ stocks using 150+ institutional metrics like Piotroski F-Score, Altman Z-Score, CROIC, and WACC". The first two of those are computed here too.
The difference that decides it
Their valuation range is wider. Their own toolkit page, read 2026-09-18, publishes a choice of "DCF, Reverse DCF, Graham Formula, and EPV models", with customisable growth rates and margins. This product ships one editable two-stage DCF with a sensitivity grid and saved versions, and no reverse model, no EPV and no Graham formula calculator.
Their history is longer, and how much longer depends which of their pages you open. Their features page publishes "20 Years of Financial History" and "up to two decades of standardized financial statements". Their FAQ says the same: "We provide up to 20 years of historical fundamental data for deep backtesting and analysis." Their toolkit page publishes "10+ years of clean financial data" and their homepage says "Review 10 years of history at a glance". All four are their own pages, all four were read on 2026-09-18, and the URLs are given here so you can check which applies to the plan you are buying. The fundamental window here is ten years, read from EDGAR.
What we could not find published on their own site, on the pricing page, the FAQ, the features page, the toolkit page or the homepage as of 2026-09-18, is monitoring: a numeric condition you set on a company, re-tested against newly filed accounts, that emails you when it breaks. Nor did we find a written note or thesis field attached to a holding. Those are absences of published evidence on the pages read, not statements that the features do not exist.
That is the shape of the trade. They give you more ways to value a business today. This product gives you one way, plus a record of why you bought and a process that re-checks that reasoning every night after the filings land, and sends exactly one email on the day a reason breaks.
The other difference is what stands behind a number. Their FAQ names SEC filings as the fundamental source, and they publish a real freshness commitment: "End-of-day price data is updated daily after market close. Fundamental data (SEC filings, quarterly earnings reports) is updated within hours of the official release to the SEC." They also publish on their features page that they standardize statements "so you can compare apples-to-apples across different industries", which is a normalisation step. Here, each figure opens into the statement line it was read from, the fiscal year and the filing date, and a figure we cannot read renders as not available rather than as zero.
What each costs
| Old School Value, as published | ValueScreener | |
|---|---|---|
| Free tier | "$0", "Free forever" | None |
| Entry paid tier | "$348/yr", or "$39/mo" | $228/year, or $29/month |
| Higher tier | "$499/yr", or "$90/mo" | Same one tier |
| Trial | "Everyone can start with a 14-day free trial", email verification only | 14 days, card required, first charge on day 15 |
| Card at signup | "Only add a credit card or pay for your subscription after your trial ends" | Required |
| Refund | Terms of Service: "Payments are non-refundable. There are no refunds or credits for partially used periods" | 30 days from your first payment |
Their figures are quoted from their own pricing page, FAQ and Terms of Service as read on 2026-09-18, with the Annually toggle active; the page opens on Monthly. On refunds their own pages differ, and both are given here rather than one being chosen: the Terms of Service quoted above carry no carve-out, while the FAQ adds one, quoted: "if you contact us within a reasonable amount of time after your annual renewal, we will refund your last payment". The Terms are the binding document, so the table quotes those.
Where Old School Value is better
Four valuation models against one. A Reverse DCF answers what the market is already assuming, which a forward DCF structurally cannot, and Earnings Power Value is a different question again. If modelling range is what you are buying, they have more of it and this product is not close.
Twenty years of standardized statements, on the figure their features page and their FAQ both publish, reaches back through 2008. Ten does not.
Their coverage goes past the three main exchanges: their FAQ publishes "all major US exchanges (NYSE, NASDAQ, AMEX) as well as over OTC stocks", and a lot of genuinely obscure deep-value work happens in OTC names that a universe restricted by design to those three exchanges cannot see.
The trial takes no card at all and does not convert by itself. Ours takes a card and charges on day 15. Theirs is the gentler entry, plainly, and a reader who dislikes handing over a card before deciding should weigh that.
Their Excel work is real: the homepage publishes "Pull 40M+ data points directly into Excel", and the Professional tier sells commercial-use rights and a downloadable Stock Analyzer spreadsheet. There is no spreadsheet add-in here, no downloadable model, and no commercial tier: our own terms grant a personal licence and do not permit redistributing what the service produces.
And they have a track record. Est. 2009 on their own copyright line.
Who should pick which
If you want the widest set of value models, the longest history, OTC reach and a spreadsheet you own, that is theirs, and their free tier and no-card trial make it cheap to find out.
If what you want is one company at a time, every figure openable down to the filing it came from, and a standing nightly check on the reasons you wrote down, that is what this product does and what it charges for. Both are research tools. Neither recommends a security, and neither does this page.
What this leaves out
Every claim about Old School Value here was read on their own pricing page, FAQ, features page, toolkit page, homepage and Terms of Service on 2026-09-18. Their own pages publish different history figures and different user counts, and all are cited above rather than resolved. Where this page says a capability was not found, that is absence of published evidence on the pages read, not a statement that it does not exist.