EPSMomentum adds Stock Ideas, Data Visualizations, Money Flow, Portfolio, Backtesting, Market Sentiment, Dark Pool & Off-Exchange, Scores, Short Interest, AI, AI Report, Education, Videos, and Custom Dashboards coverage that Monexa skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Friday, December 19, 2025
Tool Comparison
EPSMomentum vs Monexa comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Monexa includes Calendar, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, 13F, 13D/13G, Investor Holdings, and US Government Trades categories that EPSMomentum omits.
EPSMomentum ships a mobile app. Monexa is web/desktop only.
In depth comparison
EPSMomentum
epsmomentum.com
Web‑based US stock & ETF analytics platform focused on earnings momentum, estimate revisions, and proprietary timing signals (Timing Momentum, Powerdays, PEAD Drift). Combines real‑time prices, unique scanners, sector/market dashboards, AI Analyst and chat rooms to help growth‑oriented investors and traders identify high‑potential names and optimize entries/exits.
Categories
Platforms
WebAPIMobile
Pricing
FreeSubscription
Quick highlights
- Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view.
- 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.
- Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process.
- Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
- Timing Momentum framework combining five proprietary intraday signals-Trend, Price Momentum Slope, Relative Market Rank Slope, Powerdays and EMA 20/50-to help decide when to enter or exit positions.
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Monexa
monexa.ai
AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
- Earnings call Transcripts with gated full history and transcript analysis in Pro.
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Where they differ
EPSMomentum
Distinct strengths include:
Stock IdeasData VisualizationsMoney FlowPortfolioBacktestingMarket SentimentDark Pool & Off-ExchangeScores
- Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view.
- 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.
- Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process.
- Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
Monexa
Distinct strengths include:
CalendarValuation ModelsAnalyst ForecastsAnalyst Price TargetsDividendsInsider DataInstitutional Data13F
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
Feature-by-feature breakdown
| Attribute | EPSMomentum | Monexa |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Watchlist, News, News Sentiment, Financials, Transcripts, AI Chat Unique: Stock Ideas, Data Visualizations, Money Flow, Portfolio, Backtesting, Market Sentiment, Dark Pool & Off-Exchange, Scores, Short Interest, AI, AI Report, Education, Videos, Custom Dashboards | Shared: Screeners, Watchlist, News, News Sentiment, Financials, Transcripts, AI Chat Unique: Calendar, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, 13F, 13D/13G, Investor Holdings, US Government Trades |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API, Mobile | Web |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do EPSMomentum and Monexa both support?
Both platforms cover Screeners, Watchlist, News, News Sentiment, Financials, Transcripts, and AI Chat workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do EPSMomentum and Monexa require subscriptions?
Both EPSMomentum and Monexa keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
EPSMomentum ships a dedicated mobile experience, while Monexa focuses on web or desktop access.
What unique strengths set the two platforms apart?
EPSMomentum differentiates itself with Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., 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., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., whereas Monexa stands out for Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
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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.