Top 200 List September 21st 2012

The time has come for me to list my view of the top 200 Magic Formula Investing stocks.  There is of course the "official" website (Magic Formula Investing), but in my view it is far from perfect.  I do my own run, which includes my calculated return on invested capital and earning yield; along with the dividend yield from the far from perfect Yahoo Finance. If you want to try at home some time, I did write an entire blog on my calculations (MFI Diary: The Calculation); you will see I match very closely when I look at the official top 50 list over $300m market cap.

Without further ado here is my list:

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield	Country
PDLI	1	9/22	7.72	1,098	27%	1027130%	7.9%	USA
CYOU	2	9/22	25.25	1,348	31%	464%	14.6%	China
BPI	3	9/22	10.96	616	62%	256%	0.0%	USA
GDOT	4	9/22	12.94	463	27%	248%	0.0%	USA
ESI	5	9/22	36.58	861	42%	209%	0.0%	USA
GTAT	6	9/22	6.49	775	35%	209%	0.0%	USA
GA	7	9/22	5.13	1,248	18%	348%	5.9%	China
UIS	8	9/22	22.28	1,142	30%	201%	0.0%	USA
DELL	9	9/22	10.37	18,170	23%	199%	0.0%	USA
APOL	10	9/22	29.31	3,482	27%	159%	0.0%	USA
RDA	11	9/22	12.14	584	14%	717%	0.0%	China
TNH	12	9/22	216.90	4,013	14%	594%	7.8%	USA
AZN	13	9/22	47.96	60,861	18%	164%	5.9%	United Kingdom
WCRX	14	9/22	13.03	3,261	14%	421%	30.8%	Ireland
CPLA	15	9/22	35.66	479	20%	150%	0.0%	USA
NTES	16	9/22	50.51	6,652	14%	485%	0.0%	China
CSCO	17	9/22	18.90	101,191	14%	305%	1.5%	USA
DLB	18	9/22	34.54	3,703	15%	242%	0.0%	USA
SPPI	19	9/22	12.51	793	13%	3137%	0.0%	USA
SAVE	20	9/22	17.22	1,250	18%	152%	0.0%	USA
VG	21	9/22	2.40	543	16%	162%	0.0%	USA
NSU	22	9/22	4.96	996	58%	103%	2.1%	Canada
SCLN	23	9/22	5.53	329	15%	164%	0.0%	USA
HRB	24	9/22	17.00	4,712	14%	287%	4.7%	USA
SOHU	25	9/22	41.75	1,601	21%	109%	0.0%	China
EGY	26	9/22	9.35	552	29%	102%	0.0%	USA
STRA	27	9/22	67.33	773	18%	117%	5.8%	USA
STX	28	9/22	30.96	13,218	23%	105%	3.3%	Ireland
GME	29	9/22	22.30	2,879	22%	105%	2.4%	USA
DLX	30	9/22	30.97	1,579	13%	281%	3.2%	USA
SPRD	31	9/22	21.26	1,097	13%	301%	1.7%	China
EXPR	32	9/22	15.93	1,402	19%	110%	0.0%	USA
MSFT	33	9/22	31.19	261,622	13%	338%	2.5%	USA
MNTA	34	9/22	14.69	740	14%	193%	0.0%	USA
JCOM	35	9/22	31.65	1,442	12%	1080%	2.7%	USA
MANT	36	9/22	24.31	898	21%	94%	4.3%	USA
CTCM	37	9/22	9.49	1,501	16%	117%	6.5%	Russia
NOC	38	9/22	66.89	17,037	17%	109%	3.1%	USA
EGL	39	9/22	18.56	299	49%	79%	0.0%	USA
NUS	40	9/22	38.84	2,495	13%	184%	2.0%	USA
KLIC	41	9/22	10.54	801	33%	79%	0.0%	USA
LPS	42	9/22	29.60	2,504	12%	363%	1.4%	USA
ICON	43	9/22	18.26	1,319	12%	320%	0.0%	USA
GAME	44	9/22	3.68	1,031	27%	81%	0.0%	China
RTN	45	9/22	58.11	19,432	14%	129%	3.2%	USA
RPXC	46	9/22	11.95	619	11%	1578%	0.0%	USA
UBNT	47	9/22	12.00	1,130	12%	279%	0.0%	USA
CACI	48	9/22	54.23	1,478	15%	115%	0.0%	USA
FRX	49	9/22	35.69	9,600	13%	161%	0.0%	USA
PBI	50	9/22	14.29	2,874	14%	128%	10.4%	USA
TW	51	9/22	55.52	3,914	13%	155%	0.7%	USA
SAI	52	9/22	12.59	4,192	18%	86%	1.9%	USA
KLAC	53	9/22	47.66	8,111	16%	97%	3.1%	USA
TZOO	54	9/22	23.76	380	11%	1006%	0.0%	USA
QCOR	55	9/22	30.13	1,932	11%	3846%	0.0%	USA
DHX	56	9/22	8.39	554	11%	679%	0.0%	USA
VECO	57	9/22	34.96	1,363	17%	81%	0.0%	USA
CF	58	9/22	218.70	14,259	19%	75%	0.7%	USA
PWRD	59	9/22	10.41	507	42%	68%	18.7%	China
CRWN	60	9/22	1.65	593	12%	188%	0.0%	USA
XLS	61	9/22	10.47	1,974	24%	70%	4.0%	USA
BAH	62	9/22	13.80	1,969	16%	86%	59.6%	USA
UNTD	63	9/22	5.56	503	12%	154%	7.3%	USA
GTIV	64	9/22	12.14	370	13%	130%	0.0%	USA
HFC	65	9/22	41.62	8,594	30%	66%	6.0%	USA
VCI	66	9/22	25.97	1,109	14%	105%	0.0%	USA
USNA	67	9/22	48.94	739	12%	141%	0.0%	USA
LO	68	9/22	122.44	15,977	11%	671%	4.9%	USA
CSGS	69	9/22	22.98	742	13%	115%	0.0%	USA
CA	70	9/22	26.77	12,502	11%	397%	3.0%	USA
QSII	71	9/22	18.42	1,094	12%	174%	3.8%	USA
VIAB	72	9/22	54.32	28,809	11%	357%	0.0%	USA
WNR	73	9/22	26.99	2,983	29%	63%	0.6%	USA
WU	74	9/22	18.67	11,447	10%	743%	2.0%	USA
AMD	75	9/22	3.60	2,718	16%	74%	0.0%	USA
QLGC	76	9/22	12.14	1,194	16%	72%	0.0%	USA
GD	77	9/22	66.15	23,640	15%	74%	3.0%	USA
CJES	78	9/22	21.52	1,158	23%	60%	0.0%	USA
HLF	79	9/22	47.32	5,749	10%	302%	2.3%	Cayman Islands
TPX	80	9/22	30.10	1,937	13%	105%	0.0%	USA
IOSP	81	9/22	32.60	779	16%	68%	0.0%	United Kingdom
PRIM	82	9/22	13.25	682	16%	67%	0.9%	USA
CHE	83	9/22	71.33	1,382	11%	186%	0.9%	USA
TRLG	84	9/22	22.05	558	20%	60%	1.8%	USA
AVG	85	9/22	10.03	550	10%	621%	0.0%	Netherlands
HPQ	86	9/22	17.59	34,670	17%	64%	2.8%	USA
MRVL	87	9/22	9.82	5,598	13%	84%	1.2%	Bermuda
NSP	88	9/22	25.65	645	14%	75%	2.5%	USA
ABC	89	9/22	38.97	9,966	11%	145%	1.4%	USA
DECK	90	9/22	38.71	1,466	19%	59%	0.0%	USA
GPN	91	9/22	44.03	3,487	11%	123%	0.2%	USA
JOY	92	9/22	59.41	6,349	16%	65%	1.2%	USA
VPHM	93	9/22	30.31	2,103	10%	1586%	0.0%	USA
EXEL	94	9/22	5.56	826	10%	1306%	0.0%	USA
KFY	95	9/22	15.60	743	14%	71%	0.0%	USA
LMT	96	9/22	91.29	30,016	12%	93%	4.4%	USA
BKE	97	9/22	46.30	2,207	12%	102%	6.6%	USA
CATO	98	9/22	30.20	870	17%	60%	3.1%	USA
DV	99	9/22	23.05	1,525	21%	55%	1.3%	USA
SJT	100	9/22	13.61	634	10%	676%	8.4%	USA
EDMC	101	9/22	3.57	446	22%	54%	0.0%	USA
UTHR	102	9/22	57.79	3,117	13%	87%	0.0%	USA
MDF	103	9/22	8.75	399	11%	163%	0.0%	USA
PWER	104	9/22	6.34	988	19%	54%	0.0%	USA
GMAN	105	9/22	17.88	348	14%	67%	0.0%	USA
KRO	106	9/22	16.22	1,880	27%	51%	3.6%	USA
MCK	107	9/22	86.72	20,813	11%	144%	0.9%	USA
INTC	108	9/22	23.13	120,227	15%	62%	3.7%	USA
WDC	109	9/22	40.16	10,442	23%	51%	0.0%	USA
LXK	110	9/22	23.44	1,676	31%	49%	4.6%	USA
BLC	111	9/22	8.21	854	12%	87%	3.3%	USA
SYNA	112	9/22	25.81	891	12%	95%	0.0%	USA
TEO	113	9/22	10.54	2,075	44%	47%	8.9%	Argentina
BR	114	9/22	23.72	3,027	10%	190%	2.8%	USA
COH	115	9/22	56.62	16,520	10%	186%	1.8%	USA
TRW	116	9/22	45.54	5,902	18%	51%	0.0%	USA
DNB	117	9/22	82.55	3,880	9%	1124%	1.8%	USA
MHP	118	9/22	54.50	15,549	9%	324%	1.9%	USA
ENDP	119	9/22	32.68	3,957	10%	136%	0.0%	USA
WTW	120	9/22	53.57	3,061	9%	914%	1.3%	USA
ORCL	121	9/22	32.47	160,369	9%	459%	0.7%	USA
MD	122	9/22	75.23	3,727	10%	179%	0.0%	USA
OFIX	123	9/22	44.60	857	14%	62%	0.0%	Netherlands Antilles
SIMO	124	9/22	15.60	522	13%	65%	0.0%	Taiwan
CUB	125	9/22	50.14	1,341	12%	85%	0.5%	USA
CYD	126	9/22	12.82	478	996%	44%	7.0%	Singapore
SCHL	127	9/22	34.04	1,093	18%	50%	1.4%	USA
ALSN	128	9/22	19.50	3,635	11%	107%	0.6%	USA
EME	129	9/22	29.77	2,015	13%	66%	0.7%	USA
APEI	130	9/22	36.47	662	11%	89%	0.0%	USA
LEA	131	9/22	39.36	3,960	21%	47%	1.4%	USA
NVDA	132	9/22	13.67	8,515	11%	101%	0.0%	USA
HITK	133	9/22	32.80	444	17%	51%	0.0%	USA
BIRT	134	9/22	6.61	350	9%	392%	0.0%	USA
CSTR	135	9/22	46.52	1,544	15%	52%	0.0%	USA
IPG	136	9/22	11.58	5,532	10%	150%	2.1%	USA
HRS	137	9/22	51.16	5,756	13%	60%	2.6%	USA
UEPS	138	9/22	9.56	436	15%	53%	0.0%	South Africa
SCCO	139	9/22	33.97	28,856	12%	66%	4.8%	USA
DLPH	140	9/22	31.78	10,365	15%	51%	0.0%	United Kingdom
TARO	141	9/22	46.35	2,069	12%	66%	0.0%	Israel
FMCN	142	9/22	23.76	3,163	10%	112%	1.2%	Hong Kong
ADTN	143	9/22	19.94	1,284	13%	63%	1.8%	USA
GCI	144	9/22	18.75	4,446	14%	54%	3.6%	USA
STO	145	9/22	26.82	85,343	34%	42%	4.2%	Norway
ALV	146	9/22	63.84	6,071	15%	52%	2.9%	Sweden
MKSI	147	9/22	25.87	1,376	17%	47%	2.4%	USA
CHH	148	9/22	32.33	1,858	9%	375%	34.6%	USA
LLL	149	9/22	72.46	7,137	15%	51%	2.7%	USA
MLHR	150	9/22	19.23	1,127	11%	73%	0.8%	USA
JDAS	151	9/22	31.87	1,368	9%	230%	0.0%	USA
RES	152	9/22	12.47	2,695	18%	44%	2.4%	USA
HHS	153	9/22	7.09	447	13%	57%	4.8%	USA
VCLK	154	9/22	17.31	1,391	9%	233%	0.0%	USA
ATVI	155	9/22	12.08	13,469	9%	633%	1.5%	USA
CAH	156	9/22	38.61	13,475	13%	59%	2.3%	USA
GDI	157	9/22	60.40	3,008	13%	55%	0.3%	USA
CBI	158	9/22	39.37	3,844	10%	136%	0.5%	Netherlands
RAI	159	9/22	43.99	25,115	9%	248%	5.2%	USA
PRX	160	9/22	49.93	1,857	10%	119%	0.0%	USA
LH	161	9/22	91.58	8,975	10%	116%	0.0%	USA
REV	162	9/22	15.44	808	10%	88%	0.0%	USA
EZPW	163	9/22	24.52	1,259	14%	49%	0.0%	USA
RGR	164	9/22	48.97	964	10%	113%	2.1%	USA
MDP	165	9/22	36.28	1,634	10%	104%	4.2%	USA
PLT	166	9/22	36.15	1,539	11%	69%	0.8%	USA
AAP	167	9/22	68.47	5,073	13%	53%	0.4%	USA
FLR	168	9/22	59.20	10,031	11%	79%	1.0%	USA
IDCC	169	9/22	33.55	1,481	9%	1515%	1.2%	USA
STAN	170	9/22	23.51	374	9%	245%	0.0%	USA
WWE	171	9/22	8.60	644	13%	56%	5.5%	USA
BBBY	172	9/22	61.57	14,118	12%	61%	0.0%	USA
SPLS	173	9/22	12.36	8,394	17%	43%	2.6%	USA
AZK	174	9/22	5.34	880	14%	50%	0.0%	Canada
MYGN	175	9/22	27.38	2,364	9%	295%	0.0%	USA
HI	176	9/22	18.85	1,178	11%	66%	4.1%	USA
WXS	177	9/22	70.12	2,741	9%	384%	0.0%	USA
SNDK	178	9/22	45.24	11,064	10%	88%	0.0%	USA
MTOR	179	9/22	4.59	446	16%	43%	0.0%	USA
NTGR	180	9/22	38.32	1,479	12%	57%	0.0%	USA
LHCG	181	9/22	18.53	341	13%	49%	0.0%	USA
FINL	182	9/22	23.30	1,197	14%	47%	1.0%	USA
FCN	183	9/22	27.45	1,155	12%	58%	0.0%	USA
DGX	184	9/22	63.00	10,066	10%	109%	1.0%	USA
RNDY	185	9/22	6.98	314	15%	43%	3.3%	USA
TUP	186	9/22	55.45	3,133	11%	72%	2.5%	USA
VGR	187	9/22	16.95	1,416	9%	245%	9.4%	USA
CROX	188	9/22	17.19	1,557	12%	55%	0.0%	USA
FICO	189	9/22	45.95	1,622	9%	442%	0.2%	USA
NCMI	190	9/22	15.92	867	9%	303%	5.8%	USA
DOX	191	9/22	33.25	5,596	9%	126%	0.0%	Channel Islands
TWX	192	9/22	45.90	44,716	10%	96%	2.2%	USA
CR	193	9/22	42.12	2,469	12%	50%	2.5%	USA
FIZZ	194	9/22	15.00	697	11%	68%	0.0%	USA
OMC	195	9/22	53.74	14,607	9%	232%	2.2%	USA
ROK	196	9/22	71.82	10,306	10%	75%	2.4%	USA
GRMN	197	9/22	41.94	8,231	9%	112%	4.1%	Cayman Islands
KNM	198	9/22	23.14	3,208	17%	38%	0.0%	Japan
SHOO	199	9/22	42.65	1,874	9%	106%	0.0%	USA
PFE	200	9/22	24.52	184,770	10%	72%	3.5%	USA

Then here is the official list and where the stocks stand on my list. It is a close match, n'est pas?:

Ticker	Mkt Cap	Date	My Ranking
APOL	3,323.02	21-Sep	10
HRB	4,608.87	21-Sep	24
BAH	1,840.51	21-Sep	62
CACI	1,336.12	21-Sep	48
CPLA	470.75	21-Sep	15
CF	13,700.24	21-Sep	58
CSCO	100,132.20	21-Sep	17
CRWN	593.47	21-Sep	60
DELL	17,941.81	21-Sep	9
DLX	1,563.99	21-Sep	30
DHX	526.04	21-Sep	56
DLB	3,635.02	21-Sep	18
XLS	1,955.80	21-Sep	61
EXPR	1,382.04	21-Sep	32
FRX	9,586.16	21-Sep	49
GME	2,776.35	21-Sep	29
GTIV	369.47	21-Sep	64
GTAT	770.18	21-Sep	6
HFC	8,712.44	21-Sep	65
ICON	1,294.16	21-Sep	43
ESI	853.01	21-Sep	5
JCOM	1,422.45	21-Sep	35
KLAC	7,945.40	21-Sep	53
KLIC	780.86	21-Sep	41
LPS	2,504.16	21-Sep	42
MANT	897.91	21-Sep	36
MSFT	261,403.40	21-Sep	33
MNTA	758.68	21-Sep	34
NSU	989.71	21-Sep	22
NUS	2,338.17	21-Sep	40
PDLI	1,078.59	21-Sep	1
PBI	2,862.90	21-Sep	50
QCOR	1,797.92	21-Sep	55
RTN	19,292.52	21-Sep	45
RPXC	621.95	21-Sep	46
SAI	4,305.78	21-Sep	52
STX	12,018.59	21-Sep	28
SAVE	1,248.85	21-Sep	20
STRA	799.48	21-Sep	27
TW	3,980.90	21-Sep	51
TZOO	379.26	21-Sep	54
UBNT	1,103.50	21-Sep	47
UIS	978.09	21-Sep	8
USNA	702.29	21-Sep	67
EGY	534.06	21-Sep	26
VCI	1,032.23	21-Sep	66
VECO	1,368.44	21-Sep	57
VG	543.70	21-Sep	21
WCRX	3,263.91	21-Sep	14
WNR	2,968.20	21-Sep	73