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Help me set up FinLab and analyze CLMT Calumet Inc.. Please read: https://finlab.finance/en/setup?stock=CLMT

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CLMT

Calumet Inc. Basic Materials As of 2026-09-02 Updated daily after market close

quality needs a look, discounted valuation.

2 active signals
52-week adjusted-price high Top-quintile 6-month momentum
Valuation 79Quality 53Growth 37Momentum 96Risk / liquidity 63

Is Calumet Inc. a buy? Fundamentals and valuation first

  • Quality is weaker than peers. Operating margin is only around the 35th percentile. TTM ROE is about 18.1%.

  • Valuation is cheaper than most peers. TTM P/E is in the 10th percentile, lower than most liquid US common stocks.

  • Recent volatility is moderate. 60-day annualized volatility is near the 56th percentile. Average 20-day dollar volume is about $61.0M.

  • Signals are active now. 52-week adjusted-price high, Top-quintile 6-month momentum currently holds; the tables below show what followed in this stock’s own history.

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Historical evidence

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

52-week adjusted-price high

Active

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

21 historical occurrences (since 2017-08-15)
Average forward return after 52-week adjusted-price high。20-day: Win 52.4%, Sample 21, Median +0.89%, Excess +3.36%, Beat mkt rate 52.4%；60-day: Win 70%, Sample 20, Median +4.31%, Excess +9.46%, Beat mkt rate 45%；120-day: Win 41.2%, Sample 17, Median -6.38%, Excess +12.26%, Beat mkt rate 52.9%

120 days after: historical avg +15.72%

20-day +4.35%
60-day +12.52%
120-day +15.72%
20-day
60-day
120-day
Win
52.4%
70%
41.2%
Sample
21
20
17
Median
+0.89%
+4.31%
-6.38%
Excess
+3.36%
+9.46%
+12.26%
Beat mkt rate
52.4%
45%
52.9%

Over 17 occurrences, 120-day forward avg gained 15.72%, beat the market by 12.26 pts; win rate 41.2%.

Top-quintile 6-month momentum

Active · now 95.34292972057578%

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

22 historical occurrences (since 2016-11-16)
Average forward return after Top-quintile 6-month momentum。20-day: Win 68.2%, Sample 22, Median +9.18%, Excess +10.72%, Beat mkt rate 72.7%；60-day: Win 72.7%, Sample 22, Median +11.49%, Excess +12.37%, Beat mkt rate 68.2%；120-day: Win 68.2%, Sample 22, Median +20.08%, Excess +25.57%, Beat mkt rate 63.6%

120 days after: historical avg +32.22%

20-day +10.96%
60-day +15.22%
120-day +32.22%
20-day
60-day
120-day
Win
68.2%
72.7%
68.2%
Sample
22
22
22
Median
+9.18%
+11.49%
+20.08%
Excess
+10.72%
+12.37%
+25.57%
Beat mkt rate
72.7%
68.2%
63.6%

Over 22 occurrences, 120-day forward avg gained 32.22%, beat the market by 25.57 pts; win rate 68.2%.

Market-wide momentum baseline

Across 97,519 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.31%, a 58.1% positive-return rate, and +2.95 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

Filed revenue acceleration

Pending

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

EPS surprise beat

Pending

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

25 times historically; 60-day forward avg +12.18%, win rate 68.2%, beating the market by +8.82 pts on average.

Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.