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Category: Style analysis

SP 500 Earnings and a StyleBox Update for March 31 ’26

April 4, 2026 Brian Gilmartin Leave a comment

The forward 4-quarter estimate (FFQE) for the SP 500 increased to $338.29 from last week’s $322.20. That a $16 and…

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Posted in: Style analysis, Weekly Earnings Update

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

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Fundamentalis

  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026
  • SP 500 Earnings: Financial Sector Looking at “Average” Quarter; A Quick Look at Goldman’s Numbers
  • Nike Earnings Summary: Continued Lack of Revenue Growth is Particularly Disheartening
  • Iran Changed Everything – Can International Equity Sustain the Strength Shown in 2025 ?
  • SP 500 Earnings and a StyleBox Update for March 31 ’26

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