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fcf_ni_divergence on U-Haul Holding Co /NV/ (UHAL)

SIC 7510 — Services-Auto Rental & Leasing (No Drivers) · CIK 4457 · 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 UHAL

FYFiling dateEvent date1d5d20d60d252d
FY20242025-05-292025-05-29+1.22%-0.59%-3.61%-9.30%
FY20232024-05-302024-05-30+1.56%+3.15%-0.85%+12.85%+1.90%
FY20202021-05-262021-05-26-1.34%-0.89%-2.07%+12.26%-11.47%
FY20192020-05-272020-05-27+0.47%-3.15%-10.53%+7.57%+75.64%
FY20182019-05-292019-05-29-2.09%+0.63%-2.49%-11.22%-14.25%
FY20172018-05-302018-05-30-9.43%-5.01%-0.11%+6.87%+3.85%
FY20162017-05-242017-05-24-10.09%-6.06%-12.73%-9.08%-9.07%
FY20152016-05-252016-05-25+0.30%+0.97%+1.72%-5.98%-4.67%
FY20142015-05-272015-05-27+2.85%+1.63%+0.73%+14.48%+16.01%

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/4457/financials