Tool Comparison
Magic Formula Investing vs Stock Analysis
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- Paid from
- $6.58/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want ETF screeners, top analysts, and stock comparison.
Use code JERA
Pick Magic Formula Investing instead if
Magic Formula Investing
Free · Web
- Go this way if it's completely free.
Start here
Stock Analysis
Free • From $79/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want ETF screeners, top analysts, and stock comparison.
Use code JERA
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Magic Formula Investing and Stock Analysis cover a lot of the same ground (2 shared categories, screeners and stock ideas), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to Magic Formula Investing's 2, including ETF screeners, top analysts, and stock comparison, plus a mobile app. Magic Formula Investing counters by being completely free.
What readers say
Magic Formula Investing
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Stock Analysis
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Key differences at a glance
- Real-time data
- Stock Analysis
- Broader coverage
- Stock Analysis32 vs 2 categories
- Mobile app
- Stock Analysis
- Global coverage
- Stock Analysis
- Asset coverage
- Stock AnalysisAdds ETFs and mutual funds
- Free plan
- Both
What Magic Formula Investing does best
- The official Magic Formula screener with two inputs, minimum market cap and either 30 or 50 results.
- Screening for companies ranked on high earnings yield and high return on capital, with the accounting adjustments described by the official methodology.
- A narrow value and quality idea list for further research.
- Focus on U.S.-listed equities because the official universe excludes foreign companies and ADRs.
- Financial and utility companies are excluded from the official screen.
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $79/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +8 more |
Categories covered | 2 | 32 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | — | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | — | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
| Try it | Visit Magic Formula Investing | Visit Stock Analysis |
Standout features
The best features of Magic Formula Investing and Stock Analysis.ShowHide
Standout features
What Magic Formula Investing does best
- The official Magic Formula screener with two inputs, minimum market cap and either 30 or 50 results.
- Screening for companies ranked on high earnings yield and high return on capital, with the accounting adjustments described by the official methodology.
- A narrow value and quality idea list for further research.
- Focus on U.S.-listed equities because the official universe excludes foreign companies and ADRs.
- Financial and utility companies are excluded from the official screen.
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
All details
Every attribute we track for Magic Formula Investing and Stock Analysis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | End of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | Not specified | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
Import methods | Not specified | ManualCSVBrokerOAuth |
Integrations | Not specified | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | Not specified | CSVExcel |
| Plans & trust | ||
Capability signals | Not specified | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | Not specified | Vefir ehf.Country: IcelandFounded 2019Support: Email |
Curation ratings | Methodology 4/5Reliability 4/5UX 3/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | — | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Top plan | — | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more |
Questions we keep getting
What's the difference between Magic Formula Investing and Stock Analysis?
Magic Formula Investing leans toward screeners and stock ideas, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Magic Formula Investing and Stock Analysis cost?
Good news: both Magic Formula Investing and Stock Analysis have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Magic Formula Investing or Stock Analysis on my phone?
Stock Analysis lists a dedicated mobile app, so it travels better. Magic Formula Investing doesn't list a dedicated mobile app; its documented access is web.
Should I choose Magic Formula Investing or Stock Analysis?
It depends on what you're after. Pick Magic Formula Investing if you prefer its overall approach; go with Stock Analysis if you'd rather have ETF screeners and top analysts. And if you only need the basics both share, let price decide.
What asset classes do Magic Formula Investing and Stock Analysis cover?
Both cover stocks. Stock Analysis adds ETFs, mutual funds, and closed-end funds on top.
Does Magic Formula Investing or Stock Analysis have real-time data?
Stock Analysis offers real-time data, which matters if you trade actively. Magic Formula Investing runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Magic Formula Investing or Stock Analysis?
Stock Analysis has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Magic Formula Investing is more region-specific, mainly North America.
Can I export data from Magic Formula Investing and Stock Analysis?
Stock Analysis exports to CSV and Excel. Magic Formula Investing is stingier about getting data out.
Which has a better stock screener: Magic Formula Investing or Stock Analysis?
Both Magic Formula Investing and Stock Analysis include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Magic Formula Investing or Stock Analysis?
Stock Analysis handles portfolio tracking. Magic Formula Investing is really a research tool; you'd track your portfolio elsewhere.
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