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positive_eps_streak on Philip Morris International Inc. (PM)

SIC 2111 — Cigarettes · CIK 1413329 · 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 PM

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-062026-02-06-0.54%+2.57%-5.23%
FY20242025-02-062025-02-06-0.63%+2.66%+3.87%+20.23%+29.54%
FY20232024-02-082024-02-08+0.12%-0.03%+4.12%+11.00%+74.58%
FY20222023-02-102023-02-10+1.32%-0.53%-4.87%-5.30%-8.00%
FY20212022-02-112022-02-11+1.19%+3.38%-17.02%-7.17%-0.69%
FY20202021-02-092021-02-09+0.36%+1.14%+1.32%+14.59%+27.65%
FY20192020-02-072020-02-07+1.49%+1.20%-6.66%-15.96%+4.79%
FY20182019-02-072019-02-07+4.24%+6.67%+13.97%+12.34%+20.74%
FY20172018-02-132018-02-13-0.49%+0.65%+2.48%-18.59%-16.16%
FY20162017-02-142017-02-14+0.34%+1.90%+9.59%+9.39%+3.75%
FY20152016-02-172016-02-17+0.46%+0.25%+6.52%+13.17%+17.69%
FY20142015-02-202015-02-20-0.18%-0.10%-4.32%+4.91%+17.07%
FY20132014-02-212014-02-21+0.25%+2.46%+2.57%+9.86%+9.91%
FY20122013-02-222013-02-22-1.99%-2.12%-1.93%+2.64%-11.73%
FY20112012-02-242012-02-24+0.10%+1.84%+4.59%+2.97%+13.31%
FY20102011-02-252011-02-25+0.85%+2.01%+5.68%+12.14%+39.17%

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/1413329/financials