S&P 500 Annual Rate of Change vs. Annual Change in GAAP Earnings The S&P 500 usually moves with earnings, so grounding an investment strategy in profit growth and consistency in 2026 looks like a smart move. Image: Real Investment Advice
S&P 500 Valuations Based On Forward Operating EPS Easy money and low rates could keep pushing S&P 500 multiples higher, but the risk is that earnings won’t rise fast enough to support them. For the moment, liquidity is driving markets far more than fundamentals. Image: Real Investment Advice
S&P 500 EPS Growth Consensus estimates suggest that 72% of S&P 500 companies are projected to report EPS growth in 3Q24, reflecting a broader trend of improving earnings outlooks across various sectors. Image: BofA US Equity & Quant Strategy
S&P 500 Current P/E Valuation Based on 2021 EPS Scenarios Goldman Sachs baseline forecast for S&P 500 earnings in 2021 is $170, and the downside forecast is $115. Today, the S&P 500 trades at 19.5x the buy-side estimate of EPS. Image: Goldman Sachs Global Investment Research