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positive_eps_streak on BREAD FINANCIAL HOLDINGS, INC. (BFH)

SIC 6141 — Personal Credit Institutions · CIK 1101215 · 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 BFH

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-132026-02-13+1.09%-2.11%-3.10%
FY20242025-02-142025-02-14-0.74%-11.15%-23.15%-11.30%+20.63%
FY20232024-02-202024-02-20-2.97%-1.35%+3.71%+12.33%+53.41%
FY20222023-02-282023-02-28-0.34%-8.60%-30.56%-27.54%-4.24%
FY20212022-02-252022-02-25-0.30%-9.86%-11.75%-25.94%-38.07%
FY20202021-02-262021-02-26+3.21%+7.51%+22.99%+22.82%-11.30%
FY20192020-02-282020-02-28+0.22%-15.45%-57.53%-42.15%+17.77%
FY20182019-02-262019-02-26-0.73%-1.93%-2.62%-16.54%-46.78%
FY20172018-02-272018-02-27-0.59%-3.01%-9.60%-11.14%-27.79%
FY20162017-02-272017-02-27-1.54%-0.53%-1.35%-4.09%-0.90%
FY20152016-02-252016-02-25+0.04%+2.01%-0.39%-2.91%+15.71%
FY20142015-02-272015-02-27+1.36%+0.23%+6.19%+6.91%-24.55%
FY20132014-02-282014-02-28-2.42%+0.94%-3.82%-11.30%-0.99%
FY20122013-02-282013-02-28-0.07%-0.13%+2.02%+14.46%+79.66%

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/1101215/financials