Magic Formula (Joel Greenblatt) — Investment Legends stock screen for NSE and BSE companies
Earnings Yield + ROC combo (Greenblatt's Magic Formula strategy) The screen evaluates investment legends criteria across quarterly consolidated filings and surfaces Price, P/E, ROCE, Market cap for every matching company, alongside price, market capitalisation and valuation context.
Results are rebuilt from quarterly filings: anchor to a reporting period with the period control, switch between a focused metric view and the full column set, sort any column, and follow each symbol into its company page for statements, shareholding history and ratio analysis.
The methodology, column definitions and analysis guidelines on this page are free to read; the live results table is a JustTicks premium feature. Screening output is a research starting point — verify the underlying filings before acting, since a company can pass numerical filters while carrying risks the selected metrics never capture.
What does the Magic Formula (Joel Greenblatt) screener identify?
Earnings Yield + ROC combo (Greenblatt's Magic Formula strategy) The screen ranks matching companies on Price, P/E, ROCE, Market cap using quarterly consolidated filings, with every row linking to the company's full fundamentals workspace.
How often is the Magic Formula (Joel Greenblatt) screener updated?
The underlying data refreshes with quarterly shareholding and fundamental filings. A reporting-period control lets you anchor results to the latest quarter or compare earlier windows, and the reporting basis is consolidated.
Is the Magic Formula (Joel Greenblatt) screener free to use?
The methodology, metric definitions and analysis guide on this page are free to read. The live results table requires a JustTicks premium subscription — this screen is classified as a value, low-risk strategy.
Related JustTicks tools: All fundamental screeners, Peter Lynch Growth Stocks, Buffett's Quality at Fair Price
Magic Formula (Joel Greenblatt)
Earnings Yield + ROC combo (Greenblatt's Magic Formula strategy)
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Strategies from Investment Legends
Earnings Yield + ROC combo (Greenblatt's Magic Formula strategy) Results are rebuilt from quarterly consolidated filings for NSE and BSE listed companies, with a reporting-period control to anchor or compare windows.
Key analysis points
- Magic Formula combines Earnings Yield and Return on Capital
- Peter Lynch's PEG ratio finds growth at reasonable price
- Buffett's strategy focuses on high-quality compounding businesses
- Each legendary investor has a proven methodology tested over decades
- Understanding the philosophy behind the strategy is as important as the metrics
Analysis guidelines
- Magic Formula ranks stocks by (Earnings Yield × ROC)
- PEG < 1 indicates growth is reasonably priced
- Buffett looks for high ROE companies with durable competitive advantages
- Don't blindly follow strategies - understand the business context
- Combine different legends' approaches for diversification
Pro tips
- Magic Formula works best with patience (hold for 1+ year)
- Lynch's PEG is ideal for consistent growth companies
- Buffett's quality at fair price requires long holding periods
- Backtest strategies before implementing with real money
Frequently asked questions
Frequently asked questions
What does the Magic Formula (Joel Greenblatt) screener identify?
Earnings Yield + ROC combo (Greenblatt's Magic Formula strategy) The screen ranks matching companies on Price, P/E, ROCE, Market cap using quarterly consolidated filings, with every row linking to the company's full fundamentals workspace.
How often is the Magic Formula (Joel Greenblatt) screener updated?
The underlying data refreshes with quarterly shareholding and fundamental filings. A reporting-period control lets you anchor results to the latest quarter or compare earlier windows, and the reporting basis is consolidated.
Is the Magic Formula (Joel Greenblatt) screener free to use?
The methodology, metric definitions and analysis guide on this page are free to read. The live results table requires a JustTicks premium subscription — this screen is classified as a value, low-risk strategy.
For educational and informational purposes only — not investment advice. Data from quarterly consolidated filings (NSE/BSE); verify against exchange disclosures before acting.