Tool Comparison
Damodaran - Cost of Capital by Sector (US) vs Portfolio123
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web, API, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want screeners, data visualizations, and quant.
Pick Damodaran - Cost of Capital by Sector (US) instead if
Damodaran - Cost of Capital by Sector (US)
Free · Web
- Go this way if it's completely free.
Start here
Portfolio123
Free • From $300/yr · Web · API · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want screeners, data visualizations, and quant.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
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.
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Portfolio123
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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
What Damodaran - Cost of Capital by Sector (US) does best
- Compare 5,994 U.S. firms across industry groups using beta, cost of equity, cost of debt, tax rate, capital structure, and cost of capital.
- Download the table as an Excel file for valuation models and investment memos.
- Use the January 2026 snapshot as a dated sector reference when choosing discount-rate assumptions.
- Open Damodaran's related data pages for variable definitions, archived datasets, and non-U.S. tables.
- Adjust the industry averages for a company's business mix, debt level, tax profile, currency, and risk.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- 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.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $300/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 25 limits: Free Screener & Backtesting Access: duration days: 30, Screener (Annual): backtest history years: 5 +23 more |
| 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 | — | 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
The best features of Damodaran - Cost of Capital by Sector (US) and Portfolio123.ShowHide
Standout features
What Damodaran - Cost of Capital by Sector (US) does best
- Compare 5,994 U.S. firms across industry groups using beta, cost of equity, cost of debt, tax rate, capital structure, and cost of capital.
- Download the table as an Excel file for valuation models and investment memos.
- Use the January 2026 snapshot as a dated sector reference when choosing discount-rate assumptions.
- Open Damodaran's related data pages for variable definitions, archived datasets, and non-U.S. tables.
- Adjust the industry averages for a company's business mix, debt level, tax profile, currency, and risk.
What Portfolio123 does best
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- 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.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
All details
Every attribute we track for Damodaran - Cost of Capital by Sector (US) and Portfolio123.ShowHide
All 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 | Not specified | 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: APIKeyDocs |
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
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free“Manage (Free)” |
| Entry paid plan | — | $300/yr≈ $25/mo“Screener (Annual)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 2 | — | $35/mo“Screener (Monthly)”backtest history years: 5 · resource units: 400 · +1 more |
| Tier 3 | — | $1000/yr≈ $83.33/mo“Backtest (Annual)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 4 | — | $116/mo“Backtest (Monthly)”backtest history years: 10 · resource units: 1,000 · +1 more |
| Tier 5 | — | $1500/yr≈ $125/mo“Portfolio (Annual)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 6 | — | $174/mo“Portfolio (Monthly)”backtest history years: 15 · resource units: 5,000 · +1 more |
| Tier 7 | — | $2400/yr≈ $200/mo“Ultimate (Annual)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Top plan | — | $278/mo“Ultimate (Monthly)”backtest history years: 20 · resource units: 10,000 · +1 more |
| Custom / enterprise | — | Contact sales“Professional / API & Data Licenses” |
Questions we keep getting
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.
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