VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
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Wednesday, June 3, 2026
Tool Comparison · Wednesday, June 3, 2026
EPSMomentum vs Magic Formula Investing
EPSMomentum vs Magic Formula Investing: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
EPSMomentum
epsmomentum.com
Best for data visualizations, and money flow
- Pricing
- Free • From $9.99/mo
- Platforms
- Web, API, Mobile
Magic Formula Investing
magicformulainvesting.com
Best for screeners, and stock ideas
- Pricing
- Free
- Platforms
- Web
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
EPSMomentum if…
- You build with APIs or automate workflows
- You need a mobile app for on-the-go research
- You actively trade and need real-time tooling
- You’re a long-term or value-focused investor
Choose
Magic Formula Investing if…
- You need straightforward screener with only two inputs: minimum market cap (usd, millions) and number of results (30 or 50).
- You need universe restricted to u.s.-listed equities, excluding financial and utility companies.
- You need ranks companies on two factors: high earnings yield (low p/e) and high return on capital, with minor accounting adjustments.
- You need update cadence: price data refreshed daily around 8:00 am et on trading days; financial data updated quarterly.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | EPSMomentum | Magic Formula Investing |
|---|---|---|
Asset types | StocksETFs | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North America | North America |
Data freshness | Real-timeEnd of Day | End of Day |
API access | REST | Not specified |
Export formats | Not specified | Not specified |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
EPSMomentum
$9.99/mo
Starting price
Plans & pricing
Tool
Magic Formula Investing
—
Starting price
Plans & pricing
Coverage overlap
Categories covered by EPSMomentum only.
Categories covered by Magic Formula Investing only.
No unique categories.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between EPSMomentum and Magic Formula Investing?
EPSMomentum focuses on Screeners, Stock Ideas, and Data Visualizations while Magic Formula Investing specializes in Screeners, and Stock Ideas. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do EPSMomentum and Magic Formula Investing cost?
Good news—both EPSMomentum and Magic Formula Investing offer free plans. You can try each platform without commitment and only pay when you need premium features.
Can I use EPSMomentum or Magic Formula Investing on my phone?
EPSMomentum has a mobile app so you can check your research on the go. Magic Formula Investing is web-only, so you'll need a browser to access it from mobile devices.
Does EPSMomentum or Magic Formula Investing have an API?
EPSMomentum provides API access for programmatic data retrieval and custom integrations. Magic Formula Investing doesn't currently offer an API, so you'll need to use their web interface.
Should I choose EPSMomentum or Magic Formula Investing?
Choose EPSMomentum if you need Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., and Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.. Go with Magic Formula Investing if Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50)., and Universe restricted to U.S.-listed equities, excluding financial and utility companies. better fits how you invest.
What asset classes do EPSMomentum and Magic Formula Investing cover?
Both cover Stocks. EPSMomentum also includes ETFs.
Does EPSMomentum or Magic Formula Investing have real-time data?
EPSMomentum offers real-time data feeds, which is essential for active traders. Magic Formula Investing uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Is EPSMomentum or Magic Formula Investing better for day trading?
EPSMomentum is built with active traders in mind, offering features like real-time data and technical analysis. Magic Formula Investing is better suited for buy-and-hold investors focused on fundamentals.
Which has a better stock screener—EPSMomentum or Magic Formula Investing?
Both EPSMomentum and Magic Formula Investing include stock screeners. Try each to see which filtering options and interface you prefer.
Can I track my portfolio with EPSMomentum or Magic Formula Investing?
EPSMomentum offers portfolio tracking features. Magic Formula Investing is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.