Search Results for: russell

Russell 1000 Value Index vs. Russell 1000 Growth Index Russell 1000 value vs. growth retests lows, but value stocks should outperform growth stocks in the recovery phase. Image: Morgan Stanley

Russell 3000 Growth vs. Value – Percentage of Index Represented by Ten Largest Companies The gap between the Russell 3000 Growth Index and the Russell 3000 Value Index (% of ten largest companies) is widening. Image: Strategas Research Partners

Valuation – Russell 2000 vs. S&P 500 The price to book ratio suggests that the Russell 2000 is cheap relative to the S&P 500. Image: Morgan Stanley Research

Valuation – P/E Ratio Spread Between Russell 1000 Growth and Russell 1000 Value The P/E valuation spread for Growth vs. Value at 12.88 is nowhere near the 46.47 level seen at the 2000 peak and suggests that Growth should continue to beat value. Image: BofA Global Research

Russell 1000 Growth vs. Russell 1000 Value BofA suggests that the relative strength for Growth could continue, as the P/E valuation spread for Growth vs Value at 12.88 is nowhere near the 46.47 level seen at the 2000 peak. Image: BofA Global Research

S&P 500 vs. Russell 2000 The Russell 2000 has underperformed recently. Tech accounts for 25% of the S&P 500 vs. 15% of the Russell 2000. Image: Goldman Sachs Global Investment Research

Small Caps – Russell 2000 Performance Relative to S&P 500 The small cap Russell 2000 index relative to the S&P 500 is at 18-year low. Image: Deutsche Bank Asset Allocation

Small Caps: Russell 2000 Last 12 Month Performance Grouped by Stocks > 10-Years Old and < 2-Years Old Chart suggesting more alpha among “newer” Russell 2000 small cap stocks over the last 12 months. Image: Strategas

Median Stock EV/Sales Valuation: Russell 3000 Software vs. Total Russell 3000 The valuation of software stocks is close to the highest levels since the internet bubble. Image: Goldman Sachs Global Investment Research

Small Caps: Russell 2000 vs. MSCI USA Select Strong Balance Sheet Index Chart suggesting that it makes sense to avoid balance sheet risk in U.S. small caps. Image: Societe Generale Cross Asset Research