VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Magic Formula Investing View Stock Analysis Back to Home

Head-to-head

Magic Formula Investing vs Stock Analysis comparison

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

Quick takeaways

Magic Formula Investing adds Stock Ideas coverage that Stock Analysis skips.

Stock Analysis includes ETF Screeners, IPO, Top Analysts, Stock Comparison, ETF Comparison, Portfolio, Watchlist, News, Calendar, Dividends, Splits, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, Financials, ETF Overview, ETF Holdings, ETF Fundamentals, and ETF Performance categories that Magic Formula Investing omits.

Magic Formula Investing 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., and Ranks companies on two factors: high earnings yield (low P/E) and high return on capital, with minor accounting adjustments..

Stock Analysis is known for: Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., and Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)..

Stock Analysis offers mobile access, which Magic Formula Investing skips.

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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Stock Analysis

stockanalysis.com

Editor’s pick Hands-on review

A comprehensive equity and ETF research platform. The free site includes screeners, comparisons, corporate actions, and market calendars. The Pro plan unlocks unlimited CSV/Excel downloads, saved screeners, advanced analyst filters, full ETF holdings, and longer financial history. US quotes are real-time via Cboe, while international quotes are delayed or end-of-day. Financials come from S&P Global Market Intelligence, with 5 years shown free and 10 years on Pro.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens.
Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange.
Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US).
Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).
Watchlists double as a portfolio tracker, showing holdings, P/L, cash, and currencies. Supports real-time price updates and CSV/Excel exports.

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

Screeners

Where they differ

Magic Formula Investing

Distinct strengths include:

Stock Ideas

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.

Stock Analysis

Distinct strengths include:

Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens.
Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange.
Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US).
Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).

Feature-by-feature breakdown

Attribute	Magic Formula Investing	Stock Analysis
Categories Which research workflows each platform targets	Shared: Screeners Unique: Stock Ideas	Shared: Screeners Unique: ETF Screeners, IPO, Top Analysts, Stock Comparison, ETF Comparison, Portfolio, Watchlist, News, Calendar, Dividends, Splits, Delisted, Spin-offs, Ticker Changes, Acquisitions, Bankruptcy, Financials, ETF Overview, ETF Holdings, ETF Fundamentals, ETF Performance
Asset types Supported asset classes and universes	Stocks	Stocks, ETFs, Mutual Funds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile
Pricing High-level pricing models	Free	Free, Subscription
Key features Core capabilities called out by each vendor	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.	Unique Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens. Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange. Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US). Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly). Watchlists double as a portfolio tracker, showing holdings, P/L, cash, and currencies. Supports real-time price updates and CSV/Excel exports. Comparison tools for side-by-side stock or ETF analysis, with charts and fundamentals.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Highlighted

Frequently Asked Questions

Which workflows do Magic Formula Investing and Stock Analysis both support?

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

Do Magic Formula Investing and Stock Analysis require subscriptions?

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

Which tool has mobile access?

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

What unique strengths set the two platforms apart?

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 Stock Analysis stands out for Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., and Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)..

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