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positive_eps_streak on SELECT MEDICAL HOLDINGS CORP (SEM)

SIC 8060 — Services-Hospitals · CIK 1320414 · 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 SEM

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-192026-02-19-6.65%-7.21%+1.61%
FY20242025-02-202025-02-20-7.24%-3.15%-11.39%-18.84%-21.09%
FY20232024-02-222024-02-22+9.83%+5.42%+12.89%+31.92%+39.22%
FY20222023-02-232023-02-23-7.92%-10.34%-17.86%-3.93%-4.77%
FY20212022-02-242022-02-24-1.70%+1.98%+4.76%+4.51%+18.29%
FY20202021-02-252021-02-25+18.45%+23.05%+26.98%+45.91%-11.16%
FY20192020-02-202020-02-20+8.13%-6.44%-49.21%-45.42%+5.67%
FY20182019-02-212019-02-21+0.97%-4.26%-6.20%-5.10%+82.24%
FY20172018-02-222018-02-22+1.08%-3.25%-1.90%-0.27%-15.07%
FY20162017-02-232017-02-23+8.85%+10.00%-6.15%+7.31%+43.46%
FY20152016-02-262016-02-26+1.24%+12.41%+17.37%+27.51%+50.98%
FY20142015-02-252015-02-25+2.57%+6.01%+15.75%+28.88%-31.16%
FY20132014-02-252014-02-25+1.55%+5.88%+6.25%+29.85%+20.73%
FY20122013-02-262013-02-26+4.00%+0.44%+0.11%-9.78%+28.12%

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/1320414/financials