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margin_compression_severe on Resonate Blends, Inc. (KOAN)

SIC 7372 — Services-Prepackaged Software · CIK 897078 · 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 KOAN

FYFiling dateEvent date1d5d20d60d252d
FY20232024-04-162024-04-16+0.00%-11.11%-1.27%-13.54%-97.85%
FY20192020-05-142020-05-14-8.03%-11.12%+22.25%+36.26%+278.20%
FY20172018-06-202018-06-20+0.00%+0.00%-53.00%+460.00%+0.33%
FY20162017-04-242017-04-24-7.71%-11.43%-48.57%-77.14%-97.14%
FY20142015-04-152015-04-15-10.00%-36.25%-62.50%-75.00%+123.75%

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/897078/financials