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fcf_ni_divergence on Carlyle Group Inc. (CG)

SIC 6282 — Investment Advice · CIK 1527166 · default direction: short

Definition

Fires when free cash flow diverges substantially from net income — either NI >> FCF (low-quality earnings) or FCF >> NI (under-reported earnings).

Every time the signal fired on CG

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-272026-02-27+0.81%-5.94%-12.16%
FY20242025-02-272025-02-27+2.68%-10.28%-7.11%-8.12%+10.82%
FY20202021-02-112021-02-11+0.60%-1.19%-1.03%+21.17%+35.59%
FY20182019-02-132019-02-13-0.80%-0.96%+0.94%+13.18%+86.26%
FY20162017-02-162017-02-16+0.31%+1.88%+0.31%+16.91%+55.62%

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
1d1,361+0.07%+48.05%short-0.35%30-0.06
5d1,361+0.65%+47.54%short-0.22%31-0.02
20d1,357+0.02%+46.20%short+0.27%34+0.02
60d1,270+2.92%+51.18%short-3.03%45-0.11
252d1,256+13.28%+52.79%short-13.55%92-0.21

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


Data: /api/company/1527166/financials