Search Results for: EPS

Global EPS – Global Earnings Growth This chart highlights the strong recovery in global earnings growth. Image: Fidelity Investments

S&P 500 EPS Beat vs. Consensus Estimate Since 2000 Could the earnings season be the next stock rally? Image: BofA US Equity & Quant Strategy

S&P 500 Bottom-Up Consensus EPS Estimates There is little doubt that the bottom is in for this cycle. Image: Goldman Sachs Global Investment Research

Yield Gap – S&P 500 EPS Yield vs. U.S. 10-Year Treasury Yield The yield gap remains above average. Image: Goldman Sachs Global Investment Research

S&P 500 EPS vs. Trend S&P 500 earnings remain above the trend line. Image: J.P. Morgan

Global EPS Growth and South Korean Exports Chart suggesting that growth in South Korean exports can help forecast global EPS growth over the next 12 months. Image: BofA Global Investment Strategy

Potential Impact of Biden-Harris Policy Agenda on S&P 500 EPS The S&P 500 EPS forecast depends on fiscal stimulus and corporate tax reform.  Image: Goldman Sachs Global Investment Research

S&P 500 EPS vs. U.S. NIPA Corporate Profits This chart puts into perspective the wide divergence between S&P 500 EPS and U.S. NIPA corporate profits. Image: BofA Research Investment Committee

S&P 500 Trailing 4-Quarter EPS Goldman Sachs expects S&P 500 earnings to contract by 21% in 2020, before rebounding by 30% next year and 11% in 2022. Image: Goldman Sachs Global Investment Research

EPS Growth – Political Party and S&P 500 Profits Cycle Historically, S&P 500 volatility has increased ahead of U.S. elections, but at the end of the day, “profits matter more than politics.” Image: BofA US Equity & US Quant Strategy