Search Results for: profit

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

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

S&P 500 Companies and Profit Guidance Over the last three months, 80% of S&P 500 companies failed to provide guidance. That’s a record going back to 2001. Image: BofA US Equity & Quant Strategy

S&P 500 Index vs. U.S. Corporate Profits After Tax Index Do valuations still matter? This chart puts into perspective the wide divergence between the S&P 500 and U.S. corporate profits after tax. Image: Morgan Stanley Research

S&P 500 vs. Profit Margins Do valuations still matter? The current divergence between the S&P 500 and profit margins is huge. Image: Crescat Capital LLC

Corporate Profits After Tax vs. S&P 500 Do valuations still matter? The current divergence between the S&P 500 and corporate profits after tax is the widest on record. Image: Real Investment Advice

Average Performance by S&P 500 Quality Ranks when the Profits Cycle Decelerated Historically, high quality stocks (A+) have outperformed when the profits cycle decelerates, as investors tend to pay up for stable earnings growth. Image: BofA US Equity and Quant Strategy

Global Corporate Profits, Level and Cumulative Loses J.P. Morgan expects global corporate profits to fall by about 70% in the first half of 2020. Image: J.P. Morgan

S&P 500 Earnings: S&P 500 Peak-to-Trough Profit Decline in a Recession S&P 500 earnings fall about 16% in an average recession. Image: UBS

S&P 500 vs. Corporate Profits After Tax The current divergence between the S&P 500 and corporate profits after tax is the widest on record. It is possible to close the gap “down” with a recession. Image: Real Investment Advice