← fcf_ni_divergence (all companies) · SO (all signals) · all methodology

fcf_ni_divergence on SOUTHERN CO (SO)

SIC 4911 — Electric Services · CIK 92122 · 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 SO

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-192026-02-19-0.79%+1.37%+1.24%
FY20212022-02-172022-02-17-0.56%+1.42%+6.08%+16.85%+6.27%
FY20172018-02-212018-02-21+0.23%+0.33%+2.28%+1.63%+23.58%
FY20162017-02-222017-02-22+1.39%+2.18%+3.55%+2.79%-7.87%
FY20092010-02-252010-02-25-0.75%+0.87%+3.12%+6.40%+23.93%

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/92122/financials