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margin_compression_severe on Concrete Leveling Systems Inc (CLEV)

SIC 3590 — Misc Industrial & Commercial Machinery & Equipment · CIK 1414382 · default direction: short

Definition

Fires on >500 bps year-over-year decline in operating margin. Captures the 'good business getting worse' pattern.

Every time the signal fired on CLEV

FYFiling dateEvent date1d5d20d60d252d
FY20212021-10-292021-10-29+0.00%-2.86%-28.57%-2.86%+82.86%
FY20182018-10-292018-10-29+1.45%-1.74%-13.04%-27.54%-7.25%
FY20162016-10-262016-10-26+11.90%+11.90%+11.90%-2.38%+114.29%
FY20152015-10-262015-10-26+6.25%+6.25%+5.63%+3.12%+34.38%
FY20132013-10-282013-10-28+0.00%-25.00%-25.00%-6.25%-25.00%

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
1d2,429+2.00%+36.27%short-2.03%46-0.02
5d2,429+3.35%+38.74%short-2.80%47-0.02
20d2,364+6.26%+38.32%short-4.81%52-0.03
60d2,266+78.74%+40.47%short-75.14%65-0.03
252d2,195+41.39%+39.77%short-31.94%126-0.09

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See margin_compression_severe methodology for the full audit.


Data: /api/company/1414382/financials