Magic Formula Investing vs Special Situation Investments (SSI) comparison

Both platforms cover 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 Special Situation Investments (SSI) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Both Magic Formula Investing and Special Situation Investments (SSI) prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

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 Special Situation Investments (SSI) stands out for Research blog focused on event-driven trades and low-risk arbitrage opportunities with short-term catalysts., Idea library: "currently actionable" cases are restricted to members; previous opportunities are publicly viewable., and Posts typically include key fields (e.g., current price, target price/upside, expected timeline) plus a comments section for discussion..