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positive_eps_streak on ESTEE LAUDER COMPANIES INC (EL)

SIC 2844 — Perfumes, Cosmetics & Other Toilet Preparations · CIK 1001250 · 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 EL

FYFiling dateEvent date1d5d20d60d252d
FY20242024-08-192024-08-19-2.02%+1.78%-4.42%-31.93%-3.43%
FY20232023-08-182023-08-18-3.70%-2.23%-1.18%-27.12%-40.81%
FY20222022-08-242022-08-24+4.48%-3.94%-11.29%-13.84%-41.62%
FY20212021-08-272021-08-27+0.94%+0.45%-6.35%+2.99%-23.16%
FY20202020-08-282020-08-28-0.54%-3.01%-3.22%+7.52%+55.20%
FY20192019-08-232019-08-23+1.53%+0.64%-1.90%-1.95%+8.59%
FY20182018-08-242018-08-24+1.96%+3.62%+6.19%+5.66%+49.57%
FY20172017-08-252017-08-25-0.51%+1.67%+1.72%+17.92%+31.31%
FY20162016-08-242016-08-24+0.81%-1.08%-1.62%-13.40%+18.95%
FY20152015-08-202015-08-20-2.86%-2.27%-5.23%+0.89%+13.09%
FY20142014-08-202014-08-20-0.40%+0.82%-1.86%-5.02%+8.56%
FY20132013-08-232013-08-23-1.29%-3.83%+4.12%+7.21%+14.52%
FY20122012-08-172012-08-17-1.66%-2.45%-1.01%-8.55%+9.58%

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/1001250/financials