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Strategy profile

Earnings Quality (Sloan): Accrual Check – Backtest & Top Stocks 2026

Profit is an opinion, cash is a fact: the accrual check measures whether reported profits are backed by real money, automated across the entire market.

Save the strategy and StockScorer checks its rules for you every day. You'll get a heads-up whenever a stock crosses the upper or lower score threshold.

✓ Refreshed daily✓ Rule-based: no black box✓ Fully customisable
Total return in the backtestAvg. +13.3 % p.a.
+249.9 %

MSCI World over the same period: +240.1 %

Start: Strategy 100Q2 2016: Strategy 100Q3 2016: Strategy 103Q4 2016: Strategy 97Q1 2017: Strategy 106Q2 2017: Strategy 104Q3 2017: Strategy 107Q4 2017: Strategy 117Q1 2018: Strategy 117Q2 2018: Strategy 131Q3 2018: Strategy 124Q4 2018: Strategy 114Q1 2019: Strategy 129Q2 2019: Strategy 129Q3 2019: Strategy 132Q4 2019: Strategy 136Q1 2020: Strategy 109Q2 2020: Strategy 152Q3 2020: Strategy 146Q4 2020: Strategy 166Q1 2021: Strategy 198Q2 2021: Strategy 200Q3 2021: Strategy 208Q4 2021: Strategy 204Q1 2022: Strategy 219Q2 2022: Strategy 183Q3 2022: Strategy 192Q4 2022: Strategy 213Q1 2023: Strategy 242Q2 2023: Strategy 235Q3 2023: Strategy 223Q4 2023: Strategy 237Q1 2024: Strategy 246Q2 2024: Strategy 260Q3 2024: Strategy 278Q4 2024: Strategy 281Q1 2025: Strategy 281Q2 2025: Strategy 298Q3 2025: Strategy 350Q4 2025: Strategy 372Q1 2026: Strategy 348Q2 2026: Strategy 35075155235314394StartQ1 2021Q1 2026Q2 2026StrategyBenchmark (MSCI World)

Past performance is not a reliable indicator of future results.

+13.3 %Return p.a. (backtest)
+0.3 %vs. MSCI World p.a.
16,265Stocks analysed
SmallMidLargeCap classes
How the profile stands today

What the profile looks like today

As of 09/30/2026
12,709High
3,051Medium
505Low
Classification in the universe
High 78 %Medium 19 %Low 3 %
Distribution of scores in the market
-3
-2
-1
0
+1
+2
Score distribution as a data table
ScoreNumber of stocks
-3153
-20
-1352
03,051
+110,711
+21,998
Countries of the high-match stocks
US 25%ID 10%CN 10%AU 10%CA 5%Other 40%
How rules turn into a score

How the scoring works

Every stock runs through the same disclosed rules. The points add up to a score, traceable down to the individual rule.

01
Rules

Each rule checks a metric against a threshold, for example ROE above 15 %.

02
Points & weighting

You decide how much each rule counts: from +1 to +3 or −1 to −3.

03
Score & classification

The sum is the score. That gives three classes: high, medium, low match.

Low match
< 0 points
Medium match
exactly 0 points
High match
≥ 1 points

These terms describe only the match with the criteria, not a recommendation to buy or sell.

What the strategy measures a stock against

What is behind this strategy?

01
Is the profit backed by cash?

The Sloan ratio compares book profit with actual cash flows: the core question of earnings quality.

02
How large is the bookwork share?

Below −10% excellent (+2), −10 to +10% healthy (+1), from +10% the warning zone begins.

03
Is a reversal coming?

High accruals historically reverse: aggressive bookings are followed by weak subsequent years.

04
Is the accounting creative?

Values above +25% point to pulled-forward revenues or deferred costs: extreme danger (−3).

Excerpt from the rule profile

These exact rules run over every stock daily.

4 of 5 rules
Group:AND
+2 pts
All of these conditions must be met
Group:AND
+1 pts
All of these conditions must be met
Group:AND
−1 pts
All of these conditions must be met
Group:AND
−3 pts
Sloan accrualsisat least25
All of these conditions must be met
+ 1 more rules in the profile

After a free sign-up: the full profile in the rule editor to copy, adjust thresholds and save as your own starting profile.

See & copy all rules
What the backtest shows, and what it does not

How has the profile performed?

Strategy: +249.9%Benchmark (MSCI World): +240.1%
Start: Strategy 100Q2 2016: Strategy 100Q3 2016: Strategy 103Q4 2016: Strategy 97Q1 2017: Strategy 106Q2 2017: Strategy 104Q3 2017: Strategy 107Q4 2017: Strategy 117Q1 2018: Strategy 117Q2 2018: Strategy 131Q3 2018: Strategy 124Q4 2018: Strategy 114Q1 2019: Strategy 129Q2 2019: Strategy 129Q3 2019: Strategy 132Q4 2019: Strategy 136Q1 2020: Strategy 109Q2 2020: Strategy 152Q3 2020: Strategy 146Q4 2020: Strategy 166Q1 2021: Strategy 198Q2 2021: Strategy 200Q3 2021: Strategy 208Q4 2021: Strategy 204Q1 2022: Strategy 219Q2 2022: Strategy 183Q3 2022: Strategy 192Q4 2022: Strategy 213Q1 2023: Strategy 242Q2 2023: Strategy 235Q3 2023: Strategy 223Q4 2023: Strategy 237Q1 2024: Strategy 246Q2 2024: Strategy 260Q3 2024: Strategy 278Q4 2024: Strategy 281Q1 2025: Strategy 281Q2 2025: Strategy 298Q3 2025: Strategy 350Q4 2025: Strategy 372Q1 2026: Strategy 348Q2 2026: Strategy 35075155235314394StartQ2 2017Q3 2018Q4 2019Q1 2021Q2 2022Q3 2023Q4 2024Q1 2026Q2 2026StrategyBenchmark (MSCI World)

The backtest shows a total return of +249.9%. The MSCI World reaches +240.1% over the same period.

+13.3%Return p.a.
+13.0%Benchmark p.a.
-19.6%Largest decline
+0.67Sharpe Ratio

Survivorship-free since June 30, 2015: the index composition is applied point-in-time.

Historical period, quarterly rebalancing, no taxes or fees. Past performance is not a reliable indicator of future results.

The way of working this profile suits

Who is this strategy for?

For fundamental investors as a quality filter over any earnings-based strategy: a low P/E is worthless if the "E" in it is mere bookwork. Particularly valuable before entering a position after strong earnings jumps.

Adopt, customise & track this strategy
What people usually ask before starting

Frequently asked questions

Is this based on Richard Sloan's research?
Yes, the accrual anomaly was demonstrated by Richard Sloan in 1996: companies with high accruals systematically delivered weaker subsequent returns. Since the fidelity round, StockScorer implements the metric per the Hribar/Collins refinement of Sloan's formula as an automated zone system; the percentage bands themselves are a practitioner convention, the original works with deciles.
Is a strongly negative Sloan ratio always good?
Usually yes: it shows more money actually flowing than the profit reports, for instance through high non-cash depreciation. Extremely negative values can, however, also point to massive one-off write-downs; a look into the report remains worthwhile.
Is this a recommendation to act?
No. StockScorer provides automated, rule-based assessments for information only. Nothing here replaces individual financial advice or constitutes a solicitation to buy or sell securities.
Can I adjust the zone boundaries?
Yes. After free registration you can copy the profile and modify it in the rule editor: zone boundaries and point values are fully configurable.

Method & Criteria

The accrual anomaly is one of the most robust findings in accounting research: Richard Sloan showed in 1996 that investors fixate on reported net income ("earnings fixation") and overlook how much of it is mere bookwork. Accruals (non-cash profit components such as pulled-forward revenues or deferred costs) reverse over time. Since the fidelity round, StockScorer measures them faithfully to Sloan, following the Hribar/Collins definition: (net income − operating cash flow) relative to average total assets, without the investing cash flow that the previously used practitioner variant additionally subtracted. Strongly negative values mean overflowing tills with an accounting-wise understated profit; values above +25% signal extreme danger: manipulation or impending write-downs.

How does the accrual check work?

The metric is calculated faithfully to Sloan as (net income − operating cash flow) divided by average total assets, per the Hribar/Collins refinement of Sloan's original. A value below −10% means excellent cash coverage (+2): the company really earns more than the income statement shows, typical with high non-cash depreciation. The zone from −10 to +10% counts as healthy (+1). For financials, accruals are not meaningfully measurable; they are held neutral.

From +10% the warning level begins (−1): a growing share of profit is not covered by payments. Above +25% extreme danger prevails (−3): such values arise from aggressive receivables booking, pulled-forward revenues or costs pushed into the future. The upper threshold is a uniform 1 point across all size classes (Sloan's finding is size-independent); without a computable metric the classification stays neutral in the middle.

The zones at a glance

Accruals < −10%: excellent cash coverage, cash flow clearly exceeds book profit (+2).

−10 to +10%: healthy zone, profit and cash flows match (+1).

+10 to +25%: warning level, high share of book profits (−1).

≥ +25%: extreme danger, indication of manipulation or impending write-downs (−3).

Financial: accruals not applicable, neutral middle classification (+1).

Strengths, limits and deviations from the original

The strength: the check is a pure cash-flow reconciliation and thus hard to dress up: whoever pulls revenues forward cannot book the missing cash flow into existence. As a cross-check for any earnings-based metric (P/E, ROE, EPS growth) it exposes when their foundation wobbles. The StockScorer Score uses exactly this check as a knockout gate.

Fidelity update as of 23 August 2026: the metric now follows Sloan's own definition (net income minus operating cash flow, relative to total assets) instead of the previously used practitioner "Sloan ratio", which additionally subtracted investing cash flow. The percentage bands (±10%, ±25%) themselves remain a practitioner convention: Sloan's original works with deciles across the whole market, not fixed percentage cutoffs. Extremely negative accruals (below −25%) count as the best decile in Sloan's own work; StockScorer deliberately awards no extra bonus for them, since such values more often signal one-off effects than durable strength.

Limits: single years can be distorted by legitimate one-offs (acquisitions, large projects, working-capital build-up before expansion); a high value is a prompt to investigate, not a verdict. The strategy also measures quality only, not valuation or growth; it unfolds its value above all in combination.

Who is this strategy for?

For sceptical fundamental investors who want to cross-check earnings quality systematically, as a filter over watchlists, before adding to positions, and over any strategy built on reported profits.