VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

Wednesday, June 3, 2026

Tool Comparison · Wednesday, June 3, 2026

Magic Formula Investing vs Stock Analysis

Magic Formula Investing vs Stock Analysis: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.

Quick verdict
Magic Formula Investing logo

Magic Formula Investing

magicformulainvesting.com

Best for screeners, and stock ideas

Pricing
Free
Platforms
Web
VS
Stock Analysis logo

Stock Analysis

Pick

stockanalysis.com

Best for etf screeners, and top analysts

Pricing
Free • From $79/yr
Platforms
Web, Mobile

Outbound links may include affiliate or sponsor codes.

Comparison snapshot

Attribute
Magic Formula Investing
Stock Analysis
Starting price
Free
Free • From $79/yr
Categories covered
2
38
Web app
Yes
Yes
Mobile app
No
Yes
API access
No
No
Regions
North America
North America, Europe, APAC, LatAm, Middle East, Africa

Who should choose which?

Choose

Magic Formula Investing if…

  • You need straightforward screener with only two inputs: minimum market cap (usd, millions) and number of results (30 or 50).
  • You need universe restricted to u.s.-listed equities, excluding financial and utility companies.
  • You need ranks companies on two factors: high earnings yield (low p/e) and high return on capital, with minor accounting adjustments.
  • You need update cadence: price data refreshed daily around 8:00 am et on trading days; financial data updated quarterly.

Choose

Stock Analysis if…

  • You need a mobile app for on-the-go research
  • You’re a long-term or value-focused investor
  • You need real-time data, not delayed quotes
  • You need research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all s&p 500 companies.

Consider alternatives if…

  • You want broader category coverage in one tool.
  • Neither pricing tier fits your budget.
See alternatives

Side-by-side feature breakdown

AttributeMagic Formula InvestingStock Analysis
Asset types
Stocks
StocksETFsMutual FundsClosed-End FundsFundsOther
Experience
BeginnerIntermediateAdvanced
BeginnerIntermediateAdvanced
Regions
North America
North AmericaEuropeAPACLatAmMiddle EastAfrica
Data freshness
End of Day
StreamingReal-time15-min DelayedEnd of Day
API access
Not specifiedNot specified
Export formats
Not specified
CSVExcel

Seen enough? Open either tool and try it now.

Pricing breakdown

Pricing details

Tool

Magic Formula Investing

Starting price

Free tierYes
Free trial

Plans & pricing

FreeFree

Tool

Stock Analysis

$6.58/mo

Starting price

Free tierYes
Free trial

Plans & pricing

FreeFree
Pro$79/yr
Unlimited$199/yr

Coverage overlap

Community category leaders

PortfolioStock Analysis
WatchlistStock Analysis
NewsStock Analysis
DividendsStock Analysis
FinancialsStock Analysis
Data VisualizationsStock Analysis
Valuation ModelsStock Analysis
Browse the #1 tool in 90+ categories

Vote sentiment comparison

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Still deciding? Get hands-on with both — most plans offer a free tier or trial.

Frequently Asked Questions

What's the difference between Magic Formula Investing and Stock Analysis?

Magic Formula Investing focuses on Screeners, and Stock Ideas while Stock Analysis specializes in Stock Ideas, Screeners, and ETF Screeners. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

How much do Magic Formula Investing and Stock Analysis cost?

Good news—both Magic Formula Investing and Stock Analysis offer free plans. You can try each platform without commitment and only pay when you need premium features.

Can I use Magic Formula Investing or Stock Analysis on my phone?

Stock Analysis has a mobile app so you can check your research on the go. Magic Formula Investing is web-only, so you'll need a browser to access it from mobile devices.

Should I choose Magic Formula Investing or Stock Analysis?

Choose Magic Formula Investing if you need Straightforward screener with only two inputs: minimum market cap (USD, millions) and number of results (30 or 50)., and Universe restricted to U.S.-listed equities, excluding financial and utility companies.. Go with Stock Analysis if Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., and Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news. better fits how you invest.

What asset classes do Magic Formula Investing and Stock Analysis cover?

Both cover Stocks. Stock Analysis adds coverage for ETFs, Mutual Funds, Closed-End Funds, Funds, and Other.

Does Magic Formula Investing or Stock Analysis have real-time data?

Stock Analysis offers real-time data feeds, which is essential for active traders. Magic Formula Investing uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Can I export data from Magic Formula Investing and Stock Analysis?

Stock Analysis supports data exports to CSV, and Excel. Magic Formula Investing has more limited export options.

Can Magic Formula Investing or Stock Analysis connect to my broker?

Stock Analysis connects with brokers for portfolio syncing. Magic Formula Investing requires manual portfolio entry or data import.

Which has a better stock screener—Magic Formula Investing or Stock Analysis?

Both Magic Formula Investing and Stock Analysis include stock screeners. Try each to see which filtering options and interface you prefer.

Can I track my portfolio with Magic Formula Investing or Stock Analysis?

Stock Analysis offers portfolio tracking features. Magic Formula Investing is more focused on research and analysis.

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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.