Description

The Magic Formula screen essentially ranks stocks on two metrics: low relative cost ("cheap") and high returns on capital ("quality" or "good").

Latest Trade 2025-04-10 Last Run 04-11
Performance -36.38% Current Holdings 60
Rules
( MarketCap + Debt + MinorityInterest - CashAndEquivalents ) / ( OperatingIncome ) < 7;
ROIC > .50;
Performance
Buy Date Exchange Symbol Company Market Cap Debt Minority Interest Cash And Equivalents Operating Income ROIC Buy Price Current Price % Change
2025-04-04 140.56 0.00 4.82 17.06 18.50 1.09 11.53 9.63 -16.48
2025-04-03 0.42 204.92 0.00 8.59 150.92 0.59 0.00
2025-04-03 298.96 41.26 -11.13 0.82 -15.86 1.04 8.00 8.32 4.00
2025-04-02 0.26 0.64 0.00 0.03 0.27 3.71 0.25
2025-04-01 6.03 4.29 0.00 1.46 8.11 1.84 1.37
2025-04-01 10.02 1.22 0.00 0.90 -2.21 3.74 0.01
2025-04-01 1.74 0.00 0.00 3.12 1.76 0.79 0.03
2025-03-31 702.70 0.00 422.57 2,697.37 1,495.31 0.95 0.07
2025-03-31 1.01 0.15 0.00 1.59 -0.47 0.52 0.03
2025-03-31 162.37 0.15 0.00 0.91 -0.61 2.64 10.30 10.58 2.72
2025-03-31 8.09 11.93 0.00 27.65 -31.70 0.73 0.51 0.98 91.51
2025-03-28 11.32 0.00 0.00 36.95 36.65 0.96 1.85
2025-03-28 121.05 156.70 38.43 389.18 371.55 0.50 0.12
2025-03-27 26.80 0.00 0.00 1.66 -1.00 0.94 0.29
2025-03-25 6.33 0.00 0.00 0.28 -10.94 2.30 0.10
2025-03-17 5,484.42 682.10 4.20 2,052.90 -232.60 1.63 26.00
2025-03-14 25.71 0.00 0.90 7.04 52.47 1.77 0.04
2025-03-07 40.07 0.00 0.00 38.05 25.00 3.57 0.66 2.09 214.33
2025-03-03 1.83 0.12 0.10 0.40 -0.40 1.58 0.02
2025-02-28 48.70 4.37 0.00 7.73 -9.64 0.61 0.20
2025-02-25 309.30 68.11 0.00 15.35 237.29 0.52 1.20
2025-02-18 46.65 4.01 0.00 10.78 -21.34 2.73 0.09
2025-02-18 27.88 7.72 -0.03 2.39 -22.61 0.88 0.54 0.57 5.96
2025-02-18 239.45 0.18 0.00 1.00 -0.27 2.54 10.02 10.37 3.49
2024-12-24 72.42 0.00 0.00 0.27 -0.49 282.62 10.92 8.51 -22.11
2024-12-19 1.08 0.02 0.00 0.10 -0.91 9.65 0.01
2024-12-02 0.14 0.00 0.00 0.08 -0.32 0.82 0.16
2024-11-27 2.40 0.00 0.00 0.76 -0.75 13.02 0.03
2024-11-27 2.69 147.17 5.83 1.35 -38.21 0.52 0.04
2024-11-25 12.98 5,222.72 0.00 75.45 1,818.62 0.85 0.07
2024-11-22 13.07 3.35 0.00 3.12 -2.96 1.10 4.20
2024-11-21 50.22 0.00 0.00 2.32 -26.37 0.82 0.15
2024-11-18 122.11 7.17 0.00 14.61 23.17 0.52 7.31
2024-11-15 11.63 29.10 -4.54 1.19 -44.49 1.60 1.14 0.44 -61.82
2024-11-14 1.89 0.00 0.00 1.44 -4.76 4.85 0.63 16.69 2,559.34
2024-11-14 15.70 0.00 0.00 10.04 -13.54 0.57 0.07
2024-11-06 10.65 2.36 0.00 0.54 -1.47 26.72 0.07
2024-10-22 66.76 0.00 0.13 28.39 -13.71 1.02 2.64
2024-09-17 8.03 0.00 0.00 16.38 -4.50 0.50 1.88 1.07 -43.09
2024-09-16 891.45 72.00 0.00 10,854.00 14,286.00 0.56 14.65
2024-09-03 583.24 0.00 0.00 87.99 177.48 1.16 22.65
2024-08-30 14.70 1.39 0.00 0.54 -4.15 3.50 0.10
2024-08-30 2.48 0.00 0.00 4.20 -2.00 0.79 0.06
2024-08-29 0.65 0.00 0.00 0.27 -0.71 4.23 0.01
2024-08-28 6,104.00 1,450,000.00 0.00 671,180.00 4,421,572.00 0.82 0.16
2024-08-28 290.63 0.00 0.00 28.02 -11.22 0.86 5.17 4.68 -9.48
2024-08-15 9.44 3.50 0.00 2.07 -1.54 0.65 0.17
2024-08-14 178.78 0.00 0.00 152.60 -263.39 11.92 11.29 29.59 162.05
2024-08-14 2.01 0.00 0.00 0.02 -0.19 8,241.31 0.15
2024-08-05 4.95 0.08 0.00 0.04 0.85 0.63 0.18
2024-08-05 90.80 0.00 0.00 16.95 -7.18 0.63 0.50 1.43 186.75
2024-07-25 9.31 0.00 0.00 0.96 -2.68 1.14 0.13
2024-07-25 20.91 0.00 0.00 2.58 2.95 0.52 3.30
2024-07-25 198.34 0.00 0.00 172.80 -33.80 0.52 2.76
2024-07-25 0.38 0.00 0.00 0.18 -0.23 0.79 0.05
2024-05-21 0.66 0.07 0.00 0.00 -0.70 0.85 0.00 0.00 -18.18
2024-05-21 0.36 0.04 0.00 0.00 -0.71 0.86 0.02
2024-05-21 6.00 0.57 0.47 0.03 -0.39 2.59 0.20
2024-05-17 28.72 0.00 0.00 2.69 -4.84 1.04 0.71 0.66 -7.04
2024-04-12 63.37 0.00 0.00 1.28 17.65 4.57 9.81 5.95 -39.35