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positive_eps_streak on MORGAN STANLEY (MS)

SIC 6211 — Security Brokers, Dealers & Flotation Companies · CIK 895421 · 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 MS

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-192026-02-19+0.60%+1.79%-9.07%
FY20242025-02-212025-02-21-1.31%+1.08%-8.77%+0.15%+31.61%
FY20232024-02-222024-02-22+0.82%+0.22%+8.79%+17.82%+55.97%
FY20222023-02-242023-02-24-1.02%+0.64%-14.07%-15.06%-8.95%
FY20212022-02-242022-02-24+2.98%-4.39%+0.35%-12.81%+9.15%
FY20202021-02-262021-02-26+2.98%+5.20%+4.05%+17.17%+26.16%
FY20192020-02-272020-02-27-0.84%-6.21%-21.36%-10.85%+74.12%
FY20182019-02-262019-02-26+0.35%-1.20%-1.25%+3.19%+14.56%
FY20172018-02-272018-02-27-1.23%-0.28%-6.29%-3.72%-24.14%
FY20162017-02-272017-02-27-0.37%+1.59%-9.29%-7.04%+26.12%
FY20152016-02-232016-02-23+0.00%+10.04%+8.98%+15.52%+100.74%
FY20142015-03-022015-03-02-1.16%-1.57%+0.19%+7.00%-26.67%
FY20132014-02-252014-02-25+0.77%+4.68%+6.33%+1.34%+24.66%
FY20122013-02-262013-02-26+2.05%+1.34%-0.98%+10.33%+34.43%
FY20112012-02-272012-02-27-0.21%-2.45%+12.91%-28.81%+21.71%
FY20102011-02-282011-02-28-2.90%-4.58%-8.42%-20.57%-36.34%

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/895421/financials