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accruals_quality_low on Ameresco, Inc. (AMRC)

SIC 1700 — Construction - Special Trade Contractors · CIK 1488139 · default direction: short

Definition

Fires when total accruals exceed 10% of total assets while net income is positive. Captures 'earnings of low cash quality' (Sloan accruals).

Every time the signal fired on AMRC

FYFiling dateEvent date1d5d20d60d252d
FY20222023-02-282023-02-28+6.23%+4.00%+3.44%+0.89%-52.31%
FY20212022-03-012022-03-01+0.86%+19.43%+29.86%-15.21%-31.12%
FY20192020-03-042020-03-04-2.72%-19.69%-31.13%-7.34%+107.90%
FY20172018-03-072018-03-07+1.01%+15.58%+30.15%+20.60%+63.12%
FY20132014-03-172014-03-17+0.53%+4.81%-6.42%-4.81%-5.88%
FY20112012-03-152012-03-15+0.28%-3.22%-10.44%-22.49%-50.11%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d858-0.20%+45.45%short-0.29%33-0.04
5d857+1.15%+46.67%short-0.47%34-0.04
20d848+0.26%+46.93%short+0.13%38+0.01
60d798+9.36%+45.49%short-9.54%49-0.05
252d774+22.52%+48.71%short-22.54%99-0.11

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See accruals_quality_low methodology for the full audit.


Data: /api/company/1488139/financials