Search Results for: S&P 500 EPS

S&P 500 Earnings Estimates According to Morgan Stanley’s forecast, S&P 500 EPS is expected to grow to $271 in 2025 and $303 in 2026, reflecting an optimistic market view. Image: Morgan Stanley Wealth Management

S&P 500 Fwd. Earnings Growth and Russell 2000 Fwd. Earnings Growth The recovery in EPS growth has been driven by a small number of large-cap companies, which may indicate a late-cycle extension in the economic cycle. Image: Morgan Stanley Research

S&P 500 and Forward Earnings Estimates While Wall Street’s earnings expectations for 2025 are high, they may not fully reflect the underlying economic conditions, suggesting a need for careful consideration by investors. Image: Real Investment Advice

Value vs. Growth – S&P 500 Index Earnings-Per-Share Growth EPS growth helps to explain why value stocks could outperform growth stocks in 2021. Image: Morgan Stanley Weath Management

Inflation – S&P 500 LTM Sales Growth vs. Core CPI Since 1970 Rising inflation tends to boost S&P 500 earnings. According to Goldman Sachs, a 100bp increase in average annual core CPI would lift the S&P 500 EPS to $170 in 2021. Image: Goldman Sachs Global Investment Research

Valuation: Utilities vs. Tech vs. S&P 500 Nice chart showing the valuation of utilities vs. Tech and the S&P 500. Currently, utilities are valued at 19.9x forward EPS, tech at 18.7x, and the S&P 500 at 16.4x Image: Fidelity Investments

S&P 500 Index Price Average Before and After Initial Fed Rate Cut Historically, the S&P 500 Index has risen in 13 out of 16 cases after an initial Fed rate cut (since 1954). The divergence between the S&P 500 and EPS suggests that the market doesn’t care too much about other things, as long as…

S&P 500 Index vs. Earnings per Share since 1989 The consensus S&P 500 earnings for the next 12 months has increased from $173 to $175. Image: Jeroen Blokland