Search Results for: profit

Cumulative Change in Real S&P 500 and Real Profits The gap between the S&P 500 and real profits is widening, suggesting that a new bubble is being formed. Image: Real Investment Advice

After-Tax Corporate Profits as a Share of GDP Profit margins have risen sharply to an all-time high in the third quarter of 2021. Image: Goldman Sachs Global Investment Research

U.S. NIPA Profit Margins and Recessions U.S. corporate profits are booming. Image: Oxford Economics

S&P 500 vs. Peaks in Real Profit Margins When will the S&P 500 fall? Keep an eye on real profit margins. Image: Real Investment Advice

Story Counts on “Profit Warnings” Should investors be worried that 3Q21 had the third highest number of “profits warnings” story counts since 2011? Image: BofA Global Research

S&P 500 – 2021E Sales and Profits Relative to 2019 Levels Will earnings growth drive the S&P 500 higher by the end of 2021? Image: Goldman Sachs Global Investment Research

Corporate Profits – S&P 500 Index Trailing 12-Mo. Operating Margin and U.S. CPI Less U.S. PPI The gap between CPI and PPI is deeply negative. Are U.S. coporate profits at risk in the next 12 months? Image: Morgan Stanley Wealth Management

Valuation – U.S. Equity Market Cap to GDP and U.S. Corporate Profits to GDP Is the U.S. stock market expensive? The U.S. equity market capitalization to GDP ratio hits a new all-time high. Image: Goldman Sachs Global Investment Research

Corporate Profits After Tax vs. S&P 500 Do valuations still matter? The gap between the S&P 500 and corporate profits after tax remains very wide. Image: Real Investment Advice

FMS Investors and Profit Expectations Have global corporate profits peaked? Image: BofA Global Fund Manager Survey