Proportion of Companies Beating Earnings Estimates In the third quarter of 2024, U.S. companies outperformed their counterparts in Europe, Japan, and emerging markets, with a higher percentage exceeding earnings estimates. Image: Deutsche Bank Asset Allocation
Percentage of Companies Beating Earnings Estimates by Quarter S&P 500 companies are experiencing a notable decline in their earnings performance, with the rate of companies beating earnings estimates at its lowest in nearly two years. Image: Bloomberg
Buybacks – S&P 500 Companies in Blackout Period Once the blackout period for stock buybacks ends, many U.S. companies are likely to resume buyback activities, which could substantially influence both stock performance and market dynamics. Image: Deutsche Bank Asset Allocation
Market Capitalization of Six Largest Companies as Share of S&P 500 Total With the six largest companies accounting for 29% of the S&P 500’s total market capitalization, discussions about diversification have become increasingly relevant. A well-diversified portfolio is vital for effective risk management. Image: Goldman Sachs Global Investment Research
Index Weight of 5 Largest Companies in Nasdaq 100 The Nasdaq 100 index is heavily concentrated in a few large tech companies. While this reflects the strength and innovation of these tech giants, it also introduces risks if sentiment shifts or if regulatory scrutiny increases. Image: Goldman Sachs Global Investment Research
Buybacks – Share of S&P 1500 Companies Paying a Dividend or Repurchasing Stock Over the years, the share of S&P 1500 companies engaging in share repurchases has surged. In 1995, only 3% participated, while in 2023, it reached 70%, greatly enhancing shareholder returns. Image: Goldman Sachs Global Investment Research
Share of S&P 1500 Companies by Returning Cash to Shareholders Strategy Most S&P 1500 companies are returning cash to shareholders through both dividends and buybacks, which can significantly boost shareholder returns. Image: Goldman Sachs Global Investment Research
Weighted Average Price Target for S&P 500 Companies Goldman Sachs price targets imply a +19.3% return over the next 12 months, which suggests a bullish sentiment and very optimistic outlook. Image: Goldman Sachs Global Investment Research
FAAMG vs. S&P 500 and Remaining 495 Companies Will FAAMG’s outperformance persist in a stagflation environment? Image: Goldman Sachs Global Investment Research
Average Performance of Companies that Have Announced Splits Companies that have announced a stock split tend to outperform the S&P 500 over the next 12 months. Image: BofA Research Investment Committee
Number of Annual Stock Split Announcements for S&P 500 Companies While stock splits are no longer in vogue over the past decade, Google has announced 20-for-1 stock split. Image: BofA Research Investment Committee