Tool Comparison
EPSMomentum vs Magic Formula Investing
- Paid from
- $9.99/mo
- Free plan
- Yes
- Platforms
- Web, API, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
Start here
EPSMomentum
Free • From $9.99/mo · Web · API · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Pick Magic Formula Investing instead if
Magic Formula Investing
Free · Web
- Go this way if it's completely free.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
EPSMomentum and Magic Formula Investing cover a lot of the same ground (2 shared categories, screeners and stock ideas), so for the basics you won't go far wrong with either. EPSMomentum simply does more: 19 categories to Magic Formula Investing's 2, including data visualizations, money flow, and portfolio, plus a mobile app. Magic Formula Investing counters by being completely free.
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EPSMomentum
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Key differences at a glance
- Real-time data
- EPSMomentum
- Broader coverage
- EPSMomentum19 vs 2 categories
- Mobile app
- EPSMomentum
- API access
- EPSMomentum
- Asset coverage
- EPSMomentumAdds ETFs
- Free plan
- Both
What EPSMomentum does best
- Screening for U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- The proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Tracking Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- Timing Momentum, Powerdays, trend, price-momentum slope, relative-market-rank slope, and EMA 20/50 context to judge entry or exit timing.
- Review PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
What Magic Formula Investing does best
- The official Magic Formula screener with two inputs, minimum market cap and either 30 or 50 results.
- Screening for companies ranked on high earnings yield and high return on capital, with the accounting adjustments described by the official methodology.
- A narrow value and quality idea list for further research.
- Focus on U.S.-listed equities because the official universe excludes foreign companies and ADRs.
- Financial and utility companies are excluded from the official screen.
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 • From $9.99/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 18 limits: Bronze: monitors: 1, Bronze: screeners: 1 +16 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Broker sync | No | — |
Integrations | TradingView | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 19 | 2 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | — |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | — |
| Try it | Visit EPSMomentum | Visit Magic Formula Investing |
Standout features
The best features of EPSMomentum and Magic Formula Investing.ShowHide
Standout features
What EPSMomentum does best
- Screening for U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- The proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Tracking Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- Timing Momentum, Powerdays, trend, price-momentum slope, relative-market-rank slope, and EMA 20/50 context to judge entry or exit timing.
- Review PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
What Magic Formula Investing does best
- The official Magic Formula screener with two inputs, minimum market cap and either 30 or 50 results.
- Screening for companies ranked on high earnings yield and high return on capital, with the accounting adjustments described by the official methodology.
- A narrow value and quality idea list for further research.
- Focus on U.S.-listed equities because the official universe excludes foreign companies and ADRs.
- Financial and utility companies are excluded from the official screen.
All details
Every attribute we track for EPSMomentum and Magic Formula Investing.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Not specified |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | MinuteEOD | EOD |
Data partners | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView | Not specified |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey | Not specified |
Import methods | Manual | Not specified |
Integrations | TradingView | Not specified |
| Plans & trust | ||
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Not specified |
Vendor & support | EPSM Inc.Country: USASupport: Email | Not specified |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Methodology 4/5Reliability 4/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Bronze”monitors: 1 · screeners: 1 · +1 more | Free |
| Entry paid plan | $9.99/mo“Silver”annual rate: $6.99/month equivalent, billed annually · monitors: 3 · +3 more | — |
| Tier 2 | $49.99/mo“Gold”annual rate: $34.99/month equivalent, billed annually · monitors: Unlimited · +3 more | — |
| Top plan | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | — |
Questions we keep getting
What's the difference between EPSMomentum and Magic Formula Investing?
EPSMomentum leans toward screeners, stock ideas, and data visualizations, while Magic Formula Investing puts more weight on screeners and stock ideas. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do EPSMomentum and Magic Formula Investing cost?
Good news: both EPSMomentum and Magic Formula Investing have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use EPSMomentum or Magic Formula Investing on my phone?
EPSMomentum lists a dedicated mobile app, so it travels better. Magic Formula Investing doesn't list a dedicated mobile app; its documented access is web.
Does EPSMomentum or Magic Formula Investing have an API?
EPSMomentum has an API for programmatic access and custom integrations. Magic Formula Investing doesn't, so you're working through its interface.
Should I choose EPSMomentum or Magic Formula Investing?
It depends on what you're after. Pick EPSMomentum if data visualizations and money flow matter to you; go with Magic Formula Investing if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do EPSMomentum and Magic Formula Investing cover?
Both cover stocks. EPSMomentum also handles ETFs.
Does EPSMomentum or Magic Formula Investing have real-time data?
EPSMomentum offers real-time data, which matters if you trade actively. Magic Formula Investing 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.
Is EPSMomentum or Magic Formula Investing better for day trading?
EPSMomentum is the one positioned more for active traders. Magic Formula Investing is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: EPSMomentum or Magic Formula Investing?
Both EPSMomentum and Magic Formula Investing include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with EPSMomentum or Magic Formula Investing?
EPSMomentum handles portfolio tracking. Magic Formula Investing is really a research tool; you'd track your portfolio elsewhere.
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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.