VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View Magic Formula Investing View Stock Rover Back to Home

Head-to-head

Magic Formula Investing vs Stock Rover 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 Rover skips.

Stock Rover includes ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Monte Carlo, Portfolio, Watchlist, News, Alerts, Calendar, Dividends, Financials, Scores, Valuation Models, Transcripts, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, and Videos 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 Rover is known for: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..

Stock Rover 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 Rover

stockrover.com

Editor’s pick Hands-on review

A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
Flexible screening: ranked screening, historical screening, and custom equation builders.
Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more.

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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 Rover

Distinct strengths include:

Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
Flexible screening: ranked screening, historical screening, and custom equation builders.
Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.

Feature-by-feature breakdown

Attribute	Magic Formula Investing	Stock Rover
Categories Which research workflows each platform targets	Shared: Screeners Unique: Stock Ideas	Shared: Screeners Unique: ETF Screeners, Stock Comparison, ETF Comparison, Data Visualizations, Correlation, Monte Carlo, Portfolio, Watchlist, News, Alerts, Calendar, Dividends, Financials, Scores, Valuation Models, Transcripts, ETF Overview, ETF Holdings, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, Videos
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 Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier). Flexible screening: ranked screening, historical screening, and custom equation builders. Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support. Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view. Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more. Research Reports add-on covers 7,000+ US and Canadian stocks, available interactively or as downloadable PDFs.
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 Rover 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 Rover require subscriptions?

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

Which tool has mobile access?

Stock Rover 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 Rover stands out for Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..

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