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fcf_ni_divergence on GATX CORP (GATX)

SIC 4700 — Transportation Services · CIK 40211 · 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 GATX

FYFiling dateEvent date1d5d20d60d252d
FY20232024-02-162024-02-16-0.97%-1.10%+2.99%+8.13%+31.86%
FY20222023-02-162023-02-16+0.11%-1.67%-8.05%+1.35%+15.72%
FY20212022-02-172022-02-17-0.03%+1.34%+17.34%+5.05%+3.73%
FY20202021-02-182021-02-18+3.23%+0.26%-5.37%+5.90%+14.26%
FY20192020-02-192020-02-19+2.44%-4.36%-30.00%-30.20%+26.64%
FY20182019-02-252019-02-25-0.41%-0.79%-7.87%-1.88%-2.09%
FY20152016-02-242016-02-24-0.38%+9.14%+12.62%+4.06%+43.66%
FY20142015-02-252015-02-25+0.21%-3.06%-5.92%-11.60%-31.65%
FY20132014-02-252014-02-25+1.73%+4.12%+10.44%+0.96%+2.42%
FY20122013-03-012013-03-01+0.38%+2.35%+3.32%+4.38%+32.49%
FY20112012-03-072012-03-07+2.06%+0.82%-4.01%-13.08%+22.64%
FY20102011-02-232011-02-23-1.86%-1.65%+6.12%+13.96%+28.31%

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/40211/financials