Joel Greenblatt's Magic Formula

In 1985, Joel Greenblatt started Gotham Capital with $7m. Over the next
21 years, he went on to achieve impressive annualised returns of over 40%.
In 2005, he wrote The little book that beats the market in which he outlines
his Magic Formula, an approach to buying and selling shares.

Rules: UK-listed, no Finance/Insurance/Utilities stocks, a P/E>5, EBIT/(Net
Fixed Assets + Net Working Capital) ranked high to low, and EBIT/EV ranked high to low

 

Joel Greenblatt

Joel Greenblatt achieved annualised returns of over 40% in 21 years. In 2005, he wrote The little book that beats the market

Companies listed in the UK (No Finance/ Insurance/ Utilities), with a P/E>5, EBIT/(Net Fixed Assets + Net Working Capital) ranked high to low, and EBIT/EV ranked high to low

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Research Tree aggregates the latest equity research from 367 analysts at 31 city brokerages and research houses in one platform, giving users full access to the latest valuations, target prices, analysis, and financial models on the companies they care about, in real-time.