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positive_eps_streak on Alarm.com Holdings, Inc. (ALRM)

SIC 7372 — Services-Prepackaged Software · CIK 1459200 · default direction: long

Definition

Fires on companies with consecutive years of positive earnings — quality compounder candidates. Surfaces stable franchises with earnings durability, not speculative growth.

Every time the signal fired on ALRM

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-192026-02-19+0.86%+7.72%+2.46%
FY20242025-02-202025-02-20-1.67%-4.03%-5.98%-1.52%-26.95%
FY20232024-02-222024-02-22+2.72%+8.16%+5.13%-1.34%-15.53%
FY20222023-02-242023-02-24-0.08%+1.18%-2.85%+1.20%+48.12%
FY20212022-02-242022-02-24-5.53%-2.39%-3.72%-10.34%-26.36%
FY20202021-02-252021-02-25-0.97%-4.53%-6.01%-10.05%-22.19%
FY20192020-02-262020-02-26-3.79%-3.39%-17.07%-5.91%+84.76%
FY20182019-03-012019-03-01-3.76%-1.96%+9.43%+1.58%-15.51%
FY20172018-02-282018-02-28+1.84%+3.36%+1.67%+18.50%+64.13%
FY20162017-03-162017-03-16-0.76%-0.19%-1.30%+12.81%+23.78%

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
1d21,256+0.05%+49.53%long-0.16%22-0.04
5d21,258+0.10%+50.10%long-0.10%22-0.00
20d21,218-0.80%+49.80%long-1.03%22-0.04
60d19,852+1.64%+54.15%long+1.48%22+0.04
252d19,501+13.65%+64.44%long+13.47%22+0.27

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


Data: /api/company/1459200/financials