GP

Gross Profitability — Novy-Marx 2013

Profitability

Quick facts

Factor ID GP
Display name Gross Profitability
Family Predictor
Category Profitability
Direction higher_expected_return
Status supported
Paper Novy-Marx 2013
Source tables fina_indicator;income;balancesheet
Required fields grossprofit_margin;revenue;total_assets
PIT required yes
Coverage 2010-04-27 – 2026-05-15 · 664,521 rows · 97.0% of panel

Formula

(grossprofit_margin/100) * revenue / total_assets

Gross profit scaled by total assets using fina_indicator grossprofit_margin.

China adaptation

Uses Tushare fina_indicator grossprofit_margin which is (revenue-COGS)/revenue*100.

Direction-adjusted cumulative return

0.95 1.59 2.23 2.87 3.51 2010-04 2014-04 2018-04 2022-04 2026-04

Return metrics

Metric Value
Months in sample 193
Monthly mean 0.5548%
Monthly std 3.6514%
Annualized Sharpe 0.53
t-stat (simple) 2.11
Hit rate (months > 0) 58.0%
Last 12M compounded -9.14%
Cumulative wealth (start = 1) 2.564

Recent 12 months

Month L/S return Cumulative Names
2025-05 -2.37% 2.756 5024
2025-06 +2.07% 2.813 5034
2025-07 +1.78% 2.863 5035
2025-08 -1.82% 2.811 5047
2025-09 -2.87% 2.730 5054
2025-10 -3.18% 2.643 5060
2025-11 +1.63% 2.687 5064
2025-12 +0.98% 2.713 5077
2026-01 -3.87% 2.608 5076
2026-02 -1.44% 2.570 5081
2026-03 +0.32% 2.579 5082
2026-04 -0.55% 2.564 5081

Known data issues

grossprofit_margin can be null for financial firms.

Notes

Uses fina_indicator grossprofit_margin as the source rather than reconstructing from income statement line items.

See also: Profitability family, Factor library, Factor returns.