Quant BuffetRelax, Not Over Thinking

Using Machine Learning to Predict Stock Earnings

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Academic paper

You Have a Point – But a Point Is Not Enough: The Case for Distributional Forecasts of Earnings

AuthorsIlia D. Dichev; Xinyi Huang; Donald Lee; Jianxin Zhao

Institute
  • Emory University
  • ?Emory University - Department of Accounting
  • Chinese University of Hong Kong, Shenzhen
  • ?Emory University - Goizueta Business School
  • ?The Chinese University of Hong Kong, Shenzhen
  • ?Emory University - Dept of Biostatistics & Bioinformatics

Strategy in a nutshell

The strategy develops distributional forecasts of firm earnings using both parametric and nonparametric (BoXHED) methods. By leveraging financial predictors, it estimates the probability of firms beating or missing analyst expectations and builds long–short trading portfolios.

Economic rationale

Earnings are central to firm valuation, yet point forecasts ignore uncertainty. Distributional forecasts capture the full range of possible outcomes, improving forecast calibration and enabling stronger trading strategies around earnings surprises.

Backtest performance

Annualised return51%