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margin_compression_severe on ENERGY FOCUS, INC/DE (EFOI)

SIC 3640 — Electric Lighting & Wiring Equipment · CIK 924168 · 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 EFOI

FYFiling dateEvent date1d5d20d60d252d
FY20222023-03-232023-03-23+1.92%-3.85%-3.85%-46.15%-56.87%
FY20212022-03-172022-03-17-0.71%+2.13%-16.31%+73.76%-65.96%
FY20182019-04-012019-04-01-55.65%-45.22%-46.09%-66.09%-71.30%
FY20162017-02-232017-02-23-0.81%-12.13%-12.40%-14.29%-30.46%

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/924168/financials