Magic formula investing is a disciplined investing strategy that teaches people a relatively simple and easy-to-understand method for value investing.

Formula investing promises investors a systematic, rules-based approach to outperforming the market. In their December 2024 paper "Formula Investing," Marcel Schwartz and Matthias Hanauer evaluated ...

Home Investing Magic Formula Investing The investment strategy outlined in Joel Greenblatt's <i>The Little Book That Beats the Market</i> may disappoint you over short periods. But that's not the ...

Does Magic Formula Investing work? Greenblatt claims in his book that the Magic Formula has averaged a 17-year annual return of 30.8% and beats the Samp;P 500 96% of the time.

In this piece, we will take a look at the 11 best magic formula stocks to buy now. If you want to skip our coverage of what magic formula investing is all about, then you can take a look at the 5 ...

Joel Greenblatt’s Magic Formula method of investing has outperformed the S&P500 over time.

"Magic Formula Investing" Conjures Up 4 New Stock Funds Hedge-fund manager Joel Greenblatt’s system for stock picking has produced impressive results. But will his funds perform as well as the hype?

The Magic Formula looks for a yield higher than 10%. To find profitable companies, Greenblatt's Magic Formula seeks businesses that generate pre-tax returns on assets (ROA) greater than 25%.

The Magic Formula, however, identifies stocks that are undervalued relative to their income-generating ability -- as evidenced by a high earnings yield.

The Magic Formula looks for a yield higher than 10%. To find profitable companies, Greenblatt's Magic Formula seeks businesses that generate pre-tax returns on assets (ROA) greater than 25%.