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accruals_quality_low on LGI Homes, Inc. (LGIH)

SIC 1531 — Operative Builders · CIK 1580670 · 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 LGIH

FYFiling dateEvent date1d5d20d60d252d
FY20222023-02-212023-02-21-0.26%-0.33%+2.95%+16.94%+8.32%
FY20212022-02-152022-02-15-1.20%-10.54%-7.19%-27.02%-9.75%
FY20192020-02-252020-02-25-2.84%+5.01%-38.26%+0.86%+45.26%
FY20182019-02-262019-02-26+1.11%-0.58%+3.61%+18.49%+32.48%
FY20172018-02-272018-02-27-9.89%-3.39%+11.77%-5.53%-5.89%
FY20162017-03-072017-03-07+0.83%-4.52%+3.88%+1.44%+89.94%
FY20152016-03-092016-03-09-2.83%-8.23%+11.93%+16.08%+34.00%
FY20142015-03-132015-03-13+0.69%+2.06%+16.31%+22.41%+53.46%
FY20132014-03-312014-03-31-3.01%-2.32%-16.12%+8.52%-3.42%

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/1580670/financials