VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Finbox View Magic Formula Investing Back to Home

Head-to-head

Finbox vs Magic Formula Investing comparison

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

Quick takeaways

Finbox adds Data Visualizations, Stock Comparison, Watchlist, Investor Holdings, Financials, Valuation Models, Analyst Forecasts, 13F, Dividend, and Blogs coverage that Magic Formula Investing skips.

Finbox highlights: Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)..

Magic Formula Investing is known for: Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50)., Universe restricted to U.S.-listed equities, excluding financial and utility companies., and Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments..

Magic Formula Investing keeps a free entry point that Finbox lacks.

Finbox

finbox.com

Hands-on review

A global fundamentals platform that combines screeners, valuation models, investment ideas, and watchlists. CSV exports require a Data Boost add-on with Starter or are bundled with Professional. No public API is offered. Regional exchange coverage can be added to plans.

Platforms

Web

Pricing

Subscription

Quick highlights

Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.
Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets.

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Magic Formula Investing

magicformulainvesting.com

Free stock screener based on Joel Greenblatt’s Magic Formula strategy. Covers only U.S.-listed equities, excluding financials and utilities. Users choose a minimum market cap and get either 30 or 50 ranked results. Prices are updated daily on trading mornings, and fundamentals refresh quarterly. Free registration is required.

Platforms

Web

Pricing

Free

Quick highlights

Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50).
Universe restricted to U.S.-listed equities, excluding financial and utility companies.
Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments.
Update cadence: price data refreshed daily around 8:00 AM ET on trading days; financial data updated quarterly.
Underlying data source is S&P Compustat. Official guidance suggests focusing on larger caps for less volatility and holding at least 20 stocks.

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Screeners, and Stock Ideas.

Where they differ

Finbox

Distinct strengths include:

Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.

Feature-by-feature breakdown

Attribute	Finbox	Magic Formula Investing
Categories Which research workflows each platform targets	Shared: Screeners, Stock Ideas Unique: Data Visualizations, Stock Comparison, Watchlist, Investor Holdings, Financials, Valuation Models, Analyst Forecasts, 13F, Dividend, Blogs	Shared: Screeners, Stock Ideas
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web
Pricing High-level pricing models	Subscription	Free
Key features Core capabilities called out by each vendor	Unique Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa. Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics. CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional). Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates. Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets. Smart Watchlists allow bulk adding of tickers, custom views, price targets, and CSV export.	Unique Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50). Universe restricted to U.S.-listed equities, excluding financial and utility companies. Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments. Update cadence: price data refreshed daily around 8:00 AM ET on trading days; financial data updated quarterly. Underlying data source is S&P Compustat. Official guidance suggests focusing on larger caps for less volatility and holding at least 20 stocks. Suggested rules: equal-dollar weighting, annual holding period (sell losses just before 1 year, gains just after 1 year) to optimize after-tax results.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Finbox and Magic Formula Investing both support?

Both platforms cover Screeners, and Stock Ideas workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Magic Formula Investing offers a free entry point, while Finbox requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Finbox and Magic Formula Investing?

Both Finbox and Magic Formula Investing prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Finbox differentiates itself with Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)., whereas Magic Formula Investing stands out for Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50)., Universe restricted to U.S.-listed equities, excluding financial and utility companies., and Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments..

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