Magic Formula Investing in Excel: Greenblatt's Screen and Classic Value Screens
Magic formula investing in Excel: build Greenblatt's screen, then classic value screens from Benjamin Graham, O'Shaughnessy and Peter Lynch, an NCAV screen and a Graham Number screener.
- 1Magic Formula Investing Screener in Excel
How Joel Greenblatt's magic formula ranks stocks on earnings yield and return on capital, and how to build the screen in Excel with MarketXLS formulas.
- 2The Defensive Investor (Utility) Strategy by Benjamin Graham
Benjamin Graham's Defensive Investor screen: rules for size, financial strength, earnings and dividend history, growth, and P/E, plus a MarketXLS template.
- 3Leveraging O'Shaughnessy's Investing Strategy
O’Shaughnessy’s investing strategy combines value, growth and momentum filters in a quantitative stock screen. How it works and how to run it in Excel.
- 4Lynch Screen (Screening Stocks Using Excel)
The Peter Lynch screen looks for profitable, low-debt companies growing earnings about 20% to 25% a year at a P/E no higher than that growth rate. Criteria and how to check a stock in Excel.
- 5Ncav Screener
An NCAV screener finds stocks priced below two-thirds of net current asset value (current assets minus total liabilities, per share), the Benjamin Graham deep value test.
- 6Magic Formula Screener Excel: 2026 ROC and Earnings Yield Dashboard
An Excel template that ranks a 30-stock universe on Greenblatt's Return on Capital and Earnings Yield, with a top-10 watchlist, four blend modes, and MarketXLS formulas.
- 7Graham Number Screener Excel: Deep Value Dashboard (June 2026)
Graham Number Screener Excel - rank 30 large-cap US stocks against Benjamin Graham's defensive ceiling, measure margin of safety, and build a Graham-style value sleeve with live MarketXLS formulas.