Price & Market BehaviorExtended setexperimental liveNew

Fundamental Inflection Gp Accruals

Updated quarterlyData needs: mediumlong onlylong short
paper
2013
Source
Novy-Marx 2013 JFE -- The Other Side of Value: The Gross Profitability Premium; Sloan 1996 AR -- Do Stock Prices Fully Reflect Information in Accruals?
Read the paper β†’

In plain terms

Companies where gross profit is rising while accruals are falling signal improving earnings quality that the market is slow to price.

How it works

Gross profitability improvement combined with declining accruals (Sloan 1996 accrual anomaly) identifies companies whose cash earnings quality is inflecting up. Both signals have independent explanatory power; the intersection is a high-confidence quality-improvement screen.

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
~3% ann. (GP leg); ~5-10% (accrual short leg)
Tested over
1963-2010 (Novy-Marx); 1962-1991 (Sloan)

GP + falling accruals intersection delivers ~3-5% annual alpha in the long leg.

Related families

Explore Fundamental Inflection Gp Accruals on alphactor.ai

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