Gross Margin: S&P 500 Large Cap vs. S&P 600 Small Cap and S&P 400 Mid Cap Gross margins between large and small caps are widening. Industries with highest concentrations are getting all of the gross margin improvement. Image: Arbor Research & Trading LLC
Profit Margins of S&P Large Caps and Small Caps Profit margins between small and large caps are widening. Industries with highest concentrations are getting all of the profit margin improvement. Image: Arbor Research & Trading LLC
FMS Global Yield Curve Expectations vs. U.S. Large/Small Cap Price Relative History suggests that U.S. small cap stocks outperform large cap stocks, when the yield curve steepens. Image: BofA Merrill Lynch Global Fund Manager Survey
Russel 2000 and Unprofitable Small Caps The proportion of small caps that are unprofitable has climbed to nearly 30%. This level is generally only observed during recessions. Image: BofA Merrill Lynch Global Research
Small Caps Debt-to-Equity Exceeds Large Caps The debt-to-equity ratio of small caps exceeds large caps for the first time. Image: Arbor Research & Trading LLC
Small Caps Relative Performance Leads the S&P 500 Index This chart suggests that small caps relative performance leads the S&P 500 Index by six months. Image: Oxford Economics, Macrobond
Are Small Cap Stocks Overvalued? Small Cap Stocks Valuation: based on the forward PE ratio, the valuation of small cap stocks seems reasonable, with no sign of bubble. You may also like our “Stock Market Valuation.” Image: Bianco Research
Growth Stocks vs. Value Stocks and Large-Cap vs. Small-Cap Around first rate cut, when growth stocks and large-cap stocks outperform, it does not suggest a recession is coming. Image: Goldman Sachs Global Investment Research
Number of Small-Cap M&A Deals At 10-Year High The number of small-cap deals is expected to continue to grow, because CEOs are under pressure to increase profits Image: Legg Mason
Zombies Walking Amongst the Smallest Companies Interesting chart showing the rise of zombie companies and their market capitalization. Image: Arbor Research & Trading LLC