★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Damodaran - Cost of Capital by Sector (US) vs Portfolio123
Pick Damodaran - Cost of Capital by Sector (US) instead if
Damodaran - Cost of Capital by Sector (US)
Best for valuation models and financials
Free · Web · 100% positive (1 vote)
- Go this way if it's completely free.
Start here
Portfolio123
Best for screeners and data visualizations
Free • From $25/mo · Web · API · Desktop · 75% positive (4 votes)
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You care about screeners, data visualizations, and quant, things Damodaran - Cost of Capital by Sector (US) doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Damodaran - Cost of Capital by Sector (US) and Portfolio123 cover a lot of the same ground (4 shared categories, including valuation models, financials, and macro data), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Damodaran - Cost of Capital by Sector (US)'s 4, including screeners, data visualizations, and quant. Damodaran - Cost of Capital by Sector (US) counters by being completely free.
Key differences at a glance
- Real-time data
- Portfolio123
- Broader coverage
- Portfolio12319 vs 4 categories
- Desktop app
- Portfolio123
- API access
- Portfolio123
- Broker sync
- Portfolio123
- Global coverage
- Portfolio123
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | Free Screener & Backtesting Access: duration days: 30 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | No | Yes |
Integrations | — | Interactive Brokers and Tradier |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +5 more |
Categories covered | 4 | 19 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: End of Day and Timezone: America/New_York | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | — | 4 partners: FactSet, S&P Global Market Intelligence +2 more |
Capabilities | — | 6 signals: Custom formulas, Ranking backtests +4 more |
| Try it | Visit Damodaran - Cost of Capital by Sector (US) | Visit Portfolio123 |
Standout features
What Damodaran - Cost of Capital by Sector (US) does best
- Review U.S. industry-level cost-of-capital assumptions in one table, including industry name, number of firms, beta, cost of equity, cost of debt, tax rate, leverage weights, and WACC.
- Download the direct Excel file for offline valuation models, investment memos, and spreadsheet workflows.
- Use the dataset as a starting sector baseline when estimating discount rates for DCF or corporate-finance analysis.
- Reference the January data snapshot when documenting the vintage of WACC, beta, debt-cost, tax-rate, and capital-structure assumptions.
- Use the linked methodology resources to understand bottom-up beta estimation, unlevering and relevering, equity risk premiums, debt costs, and WACC construction.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Run simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Use point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- Use AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksReal Estate | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers |
Regions | North America | North AmericaEurope |
Coverage details | Countries: US | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | Not specified | FactSetS&P Global Market IntelligenceICE Data ServicesFRED |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: PythonDocs |
Import methods | Not specified | BrokerOAuthCSV |
Integrations | Not specified | Interactive BrokersTradier |
Export formats | Excel | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation |
Vendor & support | Aswath Damodaran (NYU Stern School of Business)Country: US | Portfolio123Support: Forum |
Curation ratings | Methodology 5/5Reliability 4/5UX 3/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
Free
Lower starting price
Plans & pricing
$25/mo
Starting price
Plans & pricing
- duration days: 30
Coverage overlap
Shared categories
4Where the two tools cover the same ground.
Damodaran - Cost of Capital by Sector (US) strengths
0What you only get with Damodaran - Cost of Capital by Sector (US).
No unique categories.
Portfolio123 strengths
15Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between Damodaran - Cost of Capital by Sector (US) and Portfolio123?
Damodaran - Cost of Capital by Sector (US) leans toward valuation models, financials, and macro data, while Portfolio123 puts more weight on screeners, data visualizations, and quant. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Damodaran - Cost of Capital by Sector (US) and Portfolio123 cost?
Good news: both Damodaran - Cost of Capital by Sector (US) and Portfolio123 have free plans, so you can run them side by side and only pay if you hit a wall.
Does Damodaran - Cost of Capital by Sector (US) or Portfolio123 have an API?
Portfolio123 has an API for programmatic access and custom integrations. Damodaran - Cost of Capital by Sector (US) doesn't, so you're working through its interface.
Should I choose Damodaran - Cost of Capital by Sector (US) or Portfolio123?
It depends on what you're after. Pick Damodaran - Cost of Capital by Sector (US) if you prefer its overall approach; go with Portfolio123 if you'd rather have screeners and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Damodaran - Cost of Capital by Sector (US) and Portfolio123 cover?
Both cover stocks. Damodaran - Cost of Capital by Sector (US) also handles real estate. Portfolio123 adds ETFs and closed-end funds on top.
Does Damodaran - Cost of Capital by Sector (US) or Portfolio123 have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Damodaran - Cost of Capital by Sector (US) runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Damodaran - Cost of Capital by Sector (US) or Portfolio123?
Portfolio123 has documented international coverage (North America and Europe), so it's the safer bet if you hold non-US stocks. Damodaran - Cost of Capital by Sector (US) is more region-specific, mainly North America.
Can I export data from Damodaran - Cost of Capital by Sector (US) and Portfolio123?
Yes, both export to spreadsheets (Damodaran - Cost of Capital by Sector (US): Excel; Portfolio123: CSV), which is handy if you like running your own numbers.
Can Damodaran - Cost of Capital by Sector (US) or Portfolio123 connect to my broker?
Portfolio123 syncs with brokers automatically. With Damodaran - Cost of Capital by Sector (US), you're entering holdings by hand or importing files.
Which has a better stock screener: Damodaran - Cost of Capital by Sector (US) or Portfolio123?
Portfolio123 has a stock screener for surfacing ideas; Damodaran - Cost of Capital by Sector (US) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Damodaran - Cost of Capital by Sector (US) or Portfolio123?
Portfolio123 handles portfolio tracking. Damodaran - Cost of Capital by Sector (US) is really a research tool; you'd track your portfolio elsewhere.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Browse every screener, tracker, data platform, and research tool.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.