Median S&P 500 Company Year/Year EBIT Margin Growth (Excluding Financials and Energy) Profit margins for the median S&P 500 firm are expected to decline significantly. Image: Goldman Sachs Global Investment Research
S&P 500 Quarterly Net Margins Ex-Financials Analysts remain bullish on net margins, despite rising cost inflation. Image: BofA US Equity & Quant Strategy
U.S. Equities – Margin Debt and S&P 500 Is the sharp decline of margin debt a contrarian bullish signal for U.S. stocks? Image: Morgan Stanley
FINRA Margin Debt and 12-Month Z-Score The 12-month z-score for margin debt is near oversold territory, which is a contrarian bullish signal for U.S. stocks. Image: BofA Global Research
S&P 500 YoY Percent Change vs. Debit Balances in Margin Accounts YoY Net Change Investor margin accounts tend to be closely correlated with the S&P 500. Image: Morgan Stanley Research
S&P 500 Quarterly Operating Margin Will S&P 500 corporate profits keep growing? Image: Deutsche Bank Asset Allocation
S&P 500 Operating Margins Has the profitability of S&P 500 companies peaked? Image: Morgan Stanley Wealth Management
S&P 500 Adjusted Net Profit Margin and Info Tech Margins Information Technology margins remain among the highest of all industry sectors. Image: Goldman Sachs Global Investment Research
ISM Manufacturing PMI and S&P 500 Operating Margin The Manufacturing Purchasing Managers Index has peaked. Will S&P 500 operating profit margins roll over? Image: Morgan Stanley Wealth Management
S&P 500 Index Operating Margin and U.S. Corporate High Yield Index High yield bonds may suggest a decline in corporate operating margins. Image: Morgan Stanley Wealth Management