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fcf_ni_divergence on EVERSOURCE ENERGY (ES)

SIC 4911 — Electric Services · CIK 72741 · 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 ES

FYFiling dateEvent date1d5d20d60d252d
FY20242025-02-142025-02-14-0.05%+2.42%+1.14%+3.46%+22.13%
FY20222023-02-152023-02-15-1.45%-2.30%-2.99%-2.63%-23.34%
FY20212022-02-172022-02-17+0.66%-0.57%+2.21%+9.36%-1.88%
FY20202021-02-172021-02-17+0.26%-2.71%+0.26%+3.65%+2.66%
FY20192020-02-272020-02-27-3.42%+9.51%-11.51%-11.19%-8.81%
FY20182019-02-262019-02-26+0.00%-0.77%+4.09%+7.45%+37.95%
FY20122013-02-282013-02-28+0.70%+1.95%+4.70%+3.20%+10.97%

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/72741/financials