S&P 500 Trailing 4-Quarter EPS

S&P 500 Trailing 4-Quarter EPS Goldman Sachs expects S&P 500 earnings to contract by 21% in 2020, before rebounding by 30% next year and 11% in 2022. Image: Goldman Sachs Global Investment Research

EPS Growth – Political Party and S&P 500 Profits Cycle

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 YoY EPS Growth Estimate

S&P 500 YoY EPS Growth Estimate Goldman Sachs has raised its 2020 S&P 500 EPS estimate from $115 to $130. Image: Goldman Sachs Global Investment Research

Top 5 vs. S&P 500 ex-Top 5 – YoY Contribution of EPS and P/E to Returns

Top 5 vs. S&P 500 ex-Top 5 – YoY Contribution of EPS and P/E to Returns The performance gap could widen further, as the top 5 largest stocks in the S&P 500 are superior on almost every financial metric (revenue, profit growth, margin structure, volatility and corporate leverage). Image: Credit Suisse Research

S&P 500 and EPS Forecasts

S&P 500 and EPS Forecasts Morgan Stanley is bullish and expects a V-shaped recovery. Image: Morgan Stanley Research