Search Results for: EPS growth

S&P 500 EPS Growth Estimates with Potential Lockdowns Goldman Sachs baseline forecast for S&P 500 EPS is $175 by the end of 2021. Image: Goldman Sachs Global Investment Research

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

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

U.S. Economic Growth vs. S&P 500 EPS Growth Goldman Sachs expects a rebound in earnings similar to the 2009-2010 period. Image: Goldman Sachs Global Investment Research

Annual S&P 500 EPS Growth Through 2022 Goldman Sachs expects S&P 500 earnings to contract by 21% this year, before rebounding by 30% in 2021 and 11% in 2022. Image: Goldman Sachs Global Investment Research

S&P 500 YoY EPS Growth Estimate Goldman Sachs has raised its 2020 S&P 500 EPS estimate from $115 to $130. Image: Goldman Sachs Global Investment Research

S&P 500 Year/Year EPS Growth Goldman Sachs maintains the 2020 S&P 500 EPS estimate of $110 and adjusts the quarterly path of earnings growth. Image: Goldman Sachs Global Investment Research

Aggregate EPS Growth U.S. earnings are outperforming the rest of the world in Q1:2020, because the U.S. was the slowest to lock down its economy. Image: Deutsche Bank Asset Allocation

S&P 500 EPS Growth vs. Buyback Growth This chart shows the historical correlation between S&P 500 EPS growth and buyback growth (R² = 0.32). Goldman Sachs expects buybacks to fall by 50% during 2020 and EPS by 33%. Image: Goldman Sachs Global Investment Research

Valuation – GS Top-Down vs. Consensus Bottom-Up Estimates of 2020 EPS Growth This chart suggests that equity market valuations are too high, as current stock prices do not reflect the scale of earnings declines in a recession. Image: Goldman Sachs Global Investment Research