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positive_eps_streak on Essent Group Ltd. (ESNT)

SIC 6351 — Surety Insurance · CIK 1448893 · 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 ESNT

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-182026-02-18-1.68%-1.31%-4.84%
FY20242025-02-192025-02-19+0.45%+0.86%-0.23%+6.34%+9.30%
FY20232024-02-162024-02-16-0.80%-0.10%+4.46%+7.82%+9.21%
FY20222023-02-172023-02-17-2.71%-1.08%-12.42%+0.86%+23.76%
FY20212022-02-162022-02-16-4.05%-7.67%-10.80%-12.41%-4.78%
FY20202021-02-262021-02-26+5.24%+2.52%+8.15%+15.62%+9.41%
FY20192020-02-182020-02-18-4.13%-5.65%-30.44%-47.91%-8.45%
FY20182019-02-192019-02-19-0.60%-3.14%+3.43%+4.84%+6.15%
FY20172018-02-202018-02-20+0.62%-2.37%-12.66%-23.63%-5.59%
FY20162017-02-162017-02-16-1.49%-4.91%-0.61%+2.37%+30.40%
FY20152016-02-292016-02-29+3.64%+3.43%+5.92%+10.39%+80.83%

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/1448893/financials