Outperform the Market

Harness the power of earnings results vs. investor expectations to optimize your portfolio.

Loading grade summary…

The Earnings Whisper Investor Service is built on a few durable truths:

  • The one consistently proven stock-market anomaly of the past 50+ years is the Post-Earnings Announcement Drift (PEAD).
  • PEAD happens because results shift investor sentiment.
  • Markets keep repeating the pattern because human behavior doesn't change.

Combine those truths and you get a tool that pinpoints where results diverged most from expectations — and the opportunity to meaningfully outperform the broader market.

The Investor Service is anchored by the Earnings Whisper® Grade — a system that evaluates every earnings release against investor expectations and ranks it from F to A+ on the quality of results relative to sentiment.

Since the end of 2002, companies with passing grades have consistently outperformed the market the following quarter, while failing grades have underperformed.

Investing is complex, and many factors move a stock at any moment. But there's a strong, statistically robust edge in favoring companies that report strong results when investors expected the opposite — and vice versa.

Loading A+ history…

Systematic reallocation — the snowball effect

The chart above shows average results by grade since our data begins in December 2002, including backdated results. We began publishing the Earnings Whisper Grade in 2015, and in real time the grades have continued to flag which stocks tend to outperform in a given quarter and which tend to lag. Past performance doesn't guarantee future returns, but the record since 2015 of regularly reallocating into the stocks most likely to outperform speaks for itself.

A $100,000 equally-weighted portfolio started at the beginning of 2015, targeting only companies we reported with A+ Earnings — buying at the open after the announcement and selling just before the next release — would be worth .

That's the sweet spot between passive investing and systematically reallocating into the stocks most likely to outperform over the next 13 weeks. That's the snowball effect — and the core benefit of investing with the Earnings Whisper Grade.