VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 19, 2025

Tool Comparison

EPSMomentum vs Uncle Stock comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

EPSMomentum adds Stock Ideas, Data Visualizations, Money Flow, News, News Sentiment, Market Sentiment, Dark Pool & Off-Exchange, Short Interest, Transcripts, AI, AI Chat, AI Report, Videos, and Custom Dashboards coverage that Uncle Stock skips.

Uncle Stock includes Data APIs, Valuation Models, and Checklist categories that EPSMomentum omits.

EPSMomentum ships a mobile app. Uncle Stock 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.

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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Uncle Stock

unclestock.com

Hands-on review

Global, fundamentals‑first stock screener with detailed metrics and built‑in backtesting. Covers 60k+ stocks across all continents with up to ~35 years of US history (20 years elsewhere). US fundamentals from Sharadar; non‑US fundamentals and price history from EOD Historical Data. Prices are delayed; Nasdaq shows prior‑day when market is open. API access (Gold) delivers CSV/JSON with explicit rate limits.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more-formulas publicly documented.
Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.
Lightweight portfolio: positions, limits & email notifications (Gold).

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Where they differ

EPSMomentum

Distinct strengths include:

Stock Ideas Data Visualizations Money Flow News News Sentiment Market Sentiment Dark Pool & Off-Exchange Short Interest

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.

Uncle Stock

Distinct strengths include:

Data APIs Valuation Models Checklist

Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more-formulas publicly documented.
Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.

Feature-by-feature breakdown

Attribute	EPSMomentum	Uncle Stock
Categories Which research workflows each platform targets	Shared: Screeners, Portfolio, Watchlist, Backtesting, Financials, Scores, Education Unique: Stock Ideas, Data Visualizations, Money Flow, News, News Sentiment, Market Sentiment, Dark Pool & Off-Exchange, Short Interest, Transcripts, AI, AI Chat, AI Report, Videos, Custom Dashboards	Shared: Screeners, Portfolio, Watchlist, Backtesting, Financials, Scores, Education Unique: Data APIs, Valuation Models, Checklist
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web, API, Mobile	Web, API
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. Post Earnings Announcement Drift (PEAD) “Stock Drift” model that uses the first 24 hours after earnings (pre/post-market and first trading session) plus up to 10 years of history to project a 90‑day price path with bands.	Unique Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters. Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino). Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more-formulas publicly documented. Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals. Lightweight portfolio: positions, limits & email notifications (Gold). API (Gold): CSV/JSON endpoints for symbols, universes, indicators, saved queries, stock history; monthly cap 300 calls and 1 request/minute.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do EPSMomentum and Uncle Stock both support?

Both platforms cover Screeners, Portfolio, Watchlist, Backtesting, Financials, Scores, and Education workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do EPSMomentum and Uncle Stock require subscriptions?

Both EPSMomentum and Uncle Stock 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 Uncle Stock 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 Uncle Stock stands out for Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters., Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino)., and Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more-formulas publicly documented..

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