Weekly SP 500 Earnings Update

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

Is SP 500 Earnings Growth Topping Out ?

Here is 6-year detail (both historical and prospective) of SP 500 earnings growth: 2020: +9% (est) 2019: +10% (est) 2018: +22% (est) 2017: +12% 2016: +1% 2015: -1% Source: Thomson Reuters IBES     The Excel table just above shows … Continued

Tracking the SP 500 “Earnings Yield”

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

SP 500 Weekly Earnings Update

Thomson Reuters IBES data (by the numbers):¬† Fwd 4-qtr est: $163.80 vs last week’s $164.11 P.E ratio: 16.6x PEG ratio: 0.78x SP 500 earnings yield: 6.02% Year-over-year growth of forward estimate: +21.4% vs last week’s 21.75% Commentary:¬†This week we saw … Continued

Is it 1994 All Over Again ?

Fwd 4-qtr est: $164.11 vs last week’s $163.16 P.E ratio: 16.5x PEG ratio: 0.76x SP 500 earnings yield: 6.05% vs 5.98% last week Year-over-year growth of fwd est: +21.75% vs last week’s 20.9% (Source: Forward estimate from Thomson Reuters “This … Continued