Percent of S&P 500 Companies Beating Revenue and EPS Estimates
Percent of S&P 500 Companies Beating Revenue and EPS Estimates To date, 86% of the companies in the S&P 500 have reported actual EPS above estimates. Image: J.P. Morgan Asset Management
Percent of S&P 500 Companies Beating Revenue and EPS Estimates To date, 86% of the companies in the S&P 500 have reported actual EPS above estimates. Image: J.P. Morgan Asset Management
Impact on U.S. Small Business Revenue Since Coronavirus Became a Widespread Concern in Early March Around 59% of U.S. small businesses saw revenue drop by 75% or more due to the coronavirus pandemic. Image: CNBC
Estimated Revenue Losses by Industry, Based on News Anecdotes This table shows the estimated revenue losses by industry, based on company announcements and press reports. Image: Goldman Sachs Global Investment Research
Expected Impact of the Coronavirus on 2020 Revenues Chart suggesting the revenue impact from the coronavirus in 2020. Image: Gavekal, Macrobond
U.S. Sources of Federal Tax Revenue since 1940 This chart puts into perspective the U.S. sources of federal tax revenue since 1940. Image: Deutsche Bank Global Research
Percentage of Company Revenue from International Trade European companies are highly dependent on foreign markets for their revenues. A rebound in world trade may benefit them directly. Image: Charles Schwab
Where Do State Tax Revenues Come From? The most important category of revenue is individual income, followed by general sales. Income taxes paid by corporations rank fourth. Image: howmuch.net
World’s Largest Companies by Revenue The visualization presents the top 100 companies making the most money in 2019 Image: howmuch.net
S&P 1500 Software & Services Median Shorts Short bets on software stocks have climbed to their highest level since the GFC, even as many firms keep turning in solid revenue growth. That crowding could spark painful squeeze rallies if the group starts to recover. Image: Deutsche Bank Asset Allocation
Valuations – 12-Month Fwd P/E Multiple. Worldscope Europe Sector Indices If you look at today’s valuation at 16.8x P/E and consensus revenues growth at around 9% annually, the risk of a slowdown in Software & IT Services is at least partly priced in already. Image: Goldman Sachs Global Investment Research
S&P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations Consensus expects S&P 500 earnings to rise 7% year on year in 4Q 2025, but results so far are tracking closer to 11%, lifted by stronger revenues. Image: Goldman Sachs Global Investment Research