Search Results for: market valuation

Valuation – Global GDP vs. Global Market Capitalization Is the global market capitalization to global GDP a sign of global equity overvaluation? Image: Richardson Wealth

Valuation – U.S. Equity Market Cap to GDP and U.S. Corporate Profits to GDP Is the U.S. stock market expensive? The U.S. equity market capitalization to GDP ratio hits a new all-time high. Image: Goldman Sachs Global Investment Research

Financial Markets – Stock-to-Bond Ratio and S&P 500 Composite Valuation Index Financial markets are pricing in a major economic boom. Image: Alpine Macro

Valuation – Market Capitalization of Stock Market / M2 Money Supply Is the U.S. stock market in the danger zone? Image: Gavekal, Macrobond

Valuation – MSCI ACWI World Market Capitalization to Global GDP Ratio The MSCI ACWI World Market Capitalization to GDP ratio is at record high. Image: Morgan Stanley Research

Market Capitalization and Trading Volumes in Extremely High-Valuation U.S. Stocks Trading volumes in extremely high-valuation U.S. stocks have surged since 2020. Image: Goldman Sachs Global Investment Research

Valuation – the Ratio of S&P 500 Market Capitalization vs. M2 Money Supply What’s priced in? Currently, the S&P 500 trades well above the post-crisis valuation vs. M2 money supply. Image: BofA US Equity & Quant Strategy

Valuation – Ratio of Market Value to Total Revenues for Nasdaq 100 Index How high can the Nasdaq 100 go? Image: Financial Times

Valuation – CAPE Ratio of Major Developed Market Equities U.S. equities are at significantly higher valuations than international equities. Image: Deutsche Bank

Return and Valuation – Stocks with EV/Sales Ratios Above 20x as Share of U.S. Equity Trading Volumes and Market Capitalization The median stock with an EV/sales ratio above 20x has generated a subsequent 12-month return of -1% since 1985. Image: Goldman Sachs Global Investment Research