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fcf_ni_divergence on Northwest Natural Holding Co (NWN)

SIC 4924 — Natural Gas Distribution · CIK 1733998 · 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 NWN

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-272026-02-27-0.85%-1.77%-0.40%
FY20242025-02-282025-02-28+3.64%+2.57%+4.28%+2.44%+34.29%
FY20232024-02-232024-02-23+2.09%+3.01%+0.11%+9.37%+22.38%
FY20222023-02-242023-02-24+0.36%+1.45%-2.46%-5.07%-19.41%
FY20212022-02-252022-02-25+4.65%+12.64%+10.76%+6.64%+1.13%
FY20202021-02-262021-02-26+0.54%+7.75%+9.67%+12.44%+7.65%
FY20192020-03-022020-03-02-1.89%-0.98%-1.80%-1.22%-25.14%
FY20182019-03-012019-03-01+0.97%-1.09%+1.12%+7.53%+4.91%

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/1733998/financials