Average Median Forward P/E Ratio for US, UK and Eurozone Stocks vs. S&P 500 Could the S&P 500’s run slow down, as valuations in the U.S. and Europe are lofty? Image: Longview Economics
S&P 500 Sectors (Tech, Consumer Dis., Financials and Energy), Increase in Market Value Are tech sector valuations a cause for concern? Image: Financial Times
S&P 500 Index Earnings per Share Estimate for 2021 and 2022 S&P 500 earnings growth could improve to 25% in 2021 and should ultimately help equity valuations. Image: LPL Research
Returns – S&P 500 Is on Pace for Its Fifth Consecutive Month of Gains Does the U.S. stock market rally have more legs, even though valuations are high? Image: Bloomberg
S&P 500 Index Market Capitalization, YTD Performance Higher returns YTD, but higher valuations for the top five stocks. Image: Morgan Stanley Wealth Management
S&P 500 Growth vs. U.S. Real GDP Growth vs. S&P 500 Sales Growth Do valuations still matter? This chart puts into perspective the wide divergence between the S&P 500 and the U.S. economy. Image: Real Investment Advice
Net Investor U.S. Equity Futures Positions vs. Robinhood Distinct User Positions in S&P 500 Stocks Is this going to end well? Goldman Sachs is starting to worry about valuation. Image: Goldman Sachs Global Investment Research
S&P 500 Index vs. U.S. Corporate Profits After Tax Index Do valuations still matter? This chart puts into perspective the wide divergence between the S&P 500 and U.S. corporate profits after tax. Image: Morgan Stanley Research
S&P 500 vs. Profit Margins Do valuations still matter? The current divergence between the S&P 500 and profit margins is huge. Image: Crescat Capital LLC
S&P 500 vs. 60/40 Portfolio Since the valuation peak in january 2018, a 60/40 portfolio is up +7%, while the S&P 500 is flat. Image: Fidelity Investments
Bank Reserves and S&P 500 J.P. Morgan suggests that Fed-injected liquidity is not the reason for the rise in the valuation of risk assets. Image: J.P. Morgan