Price & Market BehaviorExtended setexperimental liveNew

Fundamental Inflection Fscore Delta

Updated quarterlyData needs: mediumlong onlylong short
paper
2019
Source
Piotroski 2000 JAR -- Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers; Asness-Frazzini-Pedersen 2019 JFE -- Quality Minus Junk.
Read the paper β†’

In plain terms

A rising Piotroski F-Score from a weak starting level signals fundamental recovery before the sell-side catches on.

How it works

A positive quarter-over-quarter change in Piotroski F-Score (improving from a low base) is a forward-looking inflection signal that precedes earnings revisions and analyst upgrades. The delta of the F-Score is more predictive than the level.

No live results for this strategy yet. Charts appear once it has earned a top spot on at least one stock, either on its own or as part of a blend of several strategies.
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Data dependencies

  • Daily prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • Fundamentals

    Quarterly fundamentals (income, balance, cash-flow) from FMP + SEC.

Expected edge

Reported return
~23% ann. long-short (QMJ Asness-Frazzini-Pedersen)
Tested over
1976-1996 (Piotroski); 1956-2012 (QMJ)

F-score delta positive inflection from low base: ~3-5% 6-month return in cross-section.

Related families

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For informational and educational purposes only. Not financial advice. Learn more