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Category: Style analysis

Style-Box Update: Value Outperforms Across All Market-Caps

February 16, 2026 Brian Gilmartin Leave a comment

(Click on spreadsheet to enlarge. Annual return data from Morningstar.) This spreadsheet analysis which is typically posted to the blog…

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Posted in: Coca-Cola (KO), Style analysis, WMT

Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022

January 6, 2026 Brian Gilmartin Leave a comment

(Click on spreadsheet to enlarge) Readers know that every 6 weeks, the “style-box” update is posted to this blog. What’s…

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Posted in: Style analysis

SP 500 Earnings and Style-Box Update

November 17, 2025 Brian Gilmartin Leave a comment

Starting off a little differently this week, click on the above excel spreadsheet and note the expected annual SP 500…

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Posted in: Style analysis, Weekly Earnings Update

Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps

June 29, 2025 Brian Gilmartin Leave a comment

Return data courtesy of Morningstar, Inc. Probably of little surprise to readers, but the growth style of investing continues to…

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Posted in: Russell 2000, SP 400 MidCap, Style analysis

Style-Box Update: Growth Comes Roaring Back

May 16, 2025 Brian Gilmartin Leave a comment

The above spreadsheet is an easy way for me to stay updated on the various style box returns based on…

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Posted in: Style analysis

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Fundamentalis

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