Magic Formula Investing vs Smartkarma comparison

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.

Both Magic Formula Investing and Smartkarma keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Smartkarma ships a dedicated mobile experience, while Magic Formula Investing focuses on web or desktop access.

Magic Formula Investing differentiates itself with 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., whereas Smartkarma stands out for AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors-Value, Dividend, Growth, Resilience, and Momentum-with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..