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fcf_ni_divergence on GRAHAM CORP (GHM)

SIC 3560 — General Industrial Machinery & Equipment · CIK 716314 · 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 GHM

FYFiling dateEvent date1d5d20d60d252d
FY20212022-06-092022-06-09+2.44%-16.63%-23.50%-3.55%+44.12%
FY20202021-06-022021-06-02-1.06%-5.01%-7.76%-17.15%-49.73%
FY20112012-06-072012-06-07+0.90%+1.68%+2.86%+6.91%+53.29%

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/716314/financials