Tool Comparison
Magic Formula Investing vs Value Sense
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- Paid from
- $15/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want backtesting, stock comparison, and data visualizations.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Magic Formula Investing instead if
Magic Formula Investing
Free · Web
- Go this way if it's completely free.
Start here
Value Sense
Free • From $15/mo · Web
- You want backtesting, stock comparison, and data visualizations.
- You're a long-term investor who cares more about fundamentals than headlines
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 Value Sense 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. Value Sense simply does more: 17 categories to Magic Formula Investing's 2, including backtesting, stock comparison, and data visualizations. Magic Formula Investing counters by being completely free.
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Magic Formula Investing
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Key differences at a glance
- Broader coverage
- Value Sense17 vs 2 categories
- 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 Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
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 $15/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 16 limits: Starter: annual billing usd: 129, Starter: stock views per week: 25 +14 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Value Investors +1 more |
Categories covered | 2 | 17 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | — |
Capabilities | — | Ranking backtests and AI summaries: Transcripts |
| Try it | Visit Magic Formula Investing | Visit Value Sense |
Standout features
The best features of Magic Formula Investing and Value Sense.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 Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
All details
Every attribute we track for Magic Formula Investing and Value Sense.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersValue InvestorsAnalysts |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
Export formats | Not specified | ExcelImagePDF |
| Plans & trust | ||
Capability signals | Not specified | Ranking backtestsAI summaries: Transcripts |
Vendor & support | Not specified | VALUESENSE INCCountry: USASupport: 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 | Free |
| Entry paid plan | — | $15/mo“Starter”annual billing usd: 129 · stock views per week: 25 · +5 more |
| Top plan | — | $29/mo“Pro”annual billing usd: 189 · stock views: Unlimited · +6 more |
| Custom / enterprise | — | Contact sales“ValueQuant Strategy”pricing model: Book demo / free trial |
Questions we keep getting
What's the difference between Magic Formula Investing and Value Sense?
Magic Formula Investing leans toward screeners and stock ideas, while Value Sense puts more weight on stock ideas, screeners, and backtesting. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Magic Formula Investing and Value Sense cost?
Good news: both Magic Formula Investing and Value Sense have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Magic Formula Investing or Value Sense?
It depends on what you're after. Pick Magic Formula Investing if you prefer its overall approach; go with Value Sense if you'd rather have backtesting and stock comparison. And if you only need the basics both share, let price decide.
Can I export data from Magic Formula Investing and Value Sense?
Value Sense exports to Excel. Magic Formula Investing is stingier about getting data out.
Which has a better stock screener: Magic Formula Investing or Value Sense?
Both Magic Formula Investing and Value Sense include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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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.