The combination of a $4.89 increase in the forward 4-quarter estimate two weeks ago, and then the 4% drop in the SP 500 this week, has produced an usually high S&P 500 earnings yield of 6.27%. Looking at my own … Continued
Looking at overall SP 500 estimates for the 3rd and 4th quarters of 2018: Q3 ’18: As of 10/5/18: +21.5% y/y growth expected for SP 500 EPS As of 10/1/18: +21.6% y/y growth expected for SP 500 EPS As of … Continued
From Thomson Reuters “This Week in Earnings”: Forward 4-qtr est: $168.26 vs last week’s $168.23 PE ratio: 16.6x PEG ratio: 0.79x SP 500 earnings yield: +6.01% vs last week’s 6.10% Year-over-year growth of fwd est: +21.14 vs last week’s +20.85% … Continued
Here is what the Street is expecting – by sector – for Q2 ’18 revenue growth: Energy: +19.9%, vs +17.8% as of April 15, 2018 Basic Mat: +13.2%, +11.3% as of April 15, 2018 Technology: +12.4%, vs +10.9% as of … Continued
After the recent slippage in the forward estimate the last few weeks, a couple readers emailed and noted the decline and made some additional comments about the drop the forward estimate, which from a historical perspective, was almost immaterial. Readers … Continued
With the plethora of opinions out in the market about Q1 ’18 earnings expectations. the above spreadsheet should give good perspective on sector earnings and revenue growth looking all the way back to 2014. While the financial media focus on … Continued
Here is the chronology of the SP 500 “Earnings Yield” since the week of February 9th, 2018, when the stock market suffered the volatility crash: 4/6/18: 6.22% 3/30/18: 5.99% 3/23/18: 6.11% 3/16/18: 5.75% 3/9/18: 5.69% 3/2/18: 5.88% 2/23/18: 5.75% 2/16/18: … Continued
The SP 500 earnings yield ended Friday, March 23, 2018 at 6.11%, higher than the 6% print on February 9th, 2018. Of course since the week of February 9th, the SP 500 forward estimate has risen from $157.28 to this … Continued
SP 500 Earnings Data by the numbers: (Source TR I/B/E/S “This Week in Earnings” dated 1/19/2018) Fwd 4-qtr est: $151.95 P.E ratio:18.5x PEG ratio: 1.29x SP 500 earnings yield: 5.41% vs last week’s 5.40% Year-over-year growth of forward estimate: +14.31% … Continued
Check the numbers this week: Fwd 4-qtr estimate: $150.32 vs last week’s $147.94 (highly unusual to see this kind of sequential increase) P.E ratio: 18.5x PEG ratio: 1.40x SP 500 earnings yield: 5.40%, vs last weeks 5.39% (despite 3% SP … Continued