Based on 4 reviews
MAVI, the Market-Adjusted Value Index, is an equity valuation framework developed by Dr. Mohamed Elrefai that combines earnings yield, public-float accessibility, and tradable market depth into a single composite score. It is designed for S&P 500 constituents, with stocks having negative earnings or a P/E ratio above 500 excluded, and the website offers methodology details, research, and an online calculator.
The most common complaint is that its reliance on price-only returns and exclusion of stocks with negative earnings limits practical applicability, with one reviewer also noting that backtest results underperformed the S&P 500 in some years.
Domain registered: 2026-08-01.
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The MAVI index uses a unique formula combining earnings yield, float ratio, and market depth. The backtest shows it outperformed the S&P 500 in some years but lagged in others. Since results are hypothetical and exclude dividends, it serves better as a research model than a guaranteed investment strategy.
The MAVI framework provides a clear and logical way to measure value by adjusting for market depth and float accessibility in a single score.
Reading through the methodology, the MAVI framework offers a distinct perspective on equity valuation by adjusting for public-float accessibility and market depth. The formula incorporates earnings yield, float ratio, and log-scaled market depth. It is notable that the index excludes stocks with negative earnings or P/E ratios exceeding 500. The backtest covering January 2021 through June 2026 shows a cumulative return of 129.1 percent for the MAVI portfolio versus 127.1 percent for the equal-weighted S&P 500. The quarterly rebalancing and equal-weighted construction are clearly defined. Since dividends are not reinvested and results are hypothetical, it serves best as a research tool rather than a direct trading signal.
The MAVI index methodology seems robust, combining earnings yield and float accessibility into a single score. It is interesting to see how it penalizes low-float stocks. The backtest results look promising compared to the S&P 500, especially during value rotations. However, the reliance on price-only returns and the exclusion of stocks with negative earnings might limit applicability. For someone considering this company, the educational focus is clear, but the practical investment implications remain hypothetical.
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MAVI, the Market-Adjusted Value Index, is an equity valuation framework developed by Dr. Mohamed Elrefai that combines earnings yield, public-float accessibility, and tradable market depth into a single composite score. It is calculated using trailing twelve-month earnings data from SEC filings, applying the formula MAVI = (100 ÷ P/E) × (Float Shares ÷ Total Shares) × log₁₀(Float Shares × Price). The framework is designed for S&P 500 constituents, with stocks that have negative earnings or a P/E ratio above 500 excluded from the universe. The website provides a description of the methodology, accompanying research, and an online calculator for users to compute MAVI scores.