Performance Derby: S&P 500 Sectors & Industries Current P/E and Year-Ago P/E

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1 Performance Derby: S&P 500 Sectors & Industries Current P/E and Year-Ago P/E September 12, 2018 Dr. Ed Yardeni Joe Abbott Please visit our sites at blog.yardeni.com thinking outside the box

2 Current P/E And Year-Ago P/E Table 1: Current P/E And Year-Ago P/E (sorted on Thursday data as of September 06, 2018) S&P 500 Industry 09/06/18 09/07/17 Internet & Direct Marketing Retail Oil & Gas Drilling 57.8 NA Residential REITs Office REITs Specialized REITs Real Estate sector Health Care REITs Industrial REITs Application Software Publishing & Printing Health Care Supplies Retail REITs Leisure Products Diversified Support Services Footwear Electronic Equipment & Instruments Hotel & Resort REITs Water Utilities Data Processing & Outsourced Services Personal Products Life Sciences Tools & Services Home Entertainment Software Health Care Technology Internet Software & Services Hypermarkets & Super Centers Oil & Gas Storage & Transportation Research & Consulting Services Distillers & Vintners Health Care Equipment Financial Exchanges & Data Oil & Gas Equipment & Services Speciality Stores Systems Software Consumer Discretionary Sector Restaurants Industrial Gasses Food Distributors Multi-Sector Holdings Environmental & Facilities Services Consumer Electronics Speciality Chemicals Soft Drinks Gold Construction Materials Electronic Components Human Resource & Employment Services Home Improvement Retail Trucking Household Products Information Technology Sector Electrical Components & Equipment Apparel Retail Casinos & Gaming Railroads Multi-Utilities Apparel & Accessories Aerospace & Defense Alternative Carriers Consumer Staples Sector Industrial Machinery Oil & Gas Exploration & Production Managed Health Care Automotive Retail Insurance Brokers Industrial Conglomerates Utilities Sector S&P Fertilizers & Agricultural Chemicals Electric Utilities Industrials Sector Page 1 / September 12, 2018 / Current P/E And Year-Ago P/E S&P 500 Industry 09/06/18 09/07/17 Cable & Satellite Communications Equipment Health Care Sector Metal & Glass Containers Energy Sector General Merchandise Stores Packaged Foods Hotels Air Freight & Couriers Technology Hardware, Storage & Peripherals Electronic Manufacturing Services Distributors Trading Companies & Distributors Pharmaceuticals Movies & Entertainment Materials Sector Computer & Electronics Retail Integrated Oil & Gas Tobacco Diversified Chemicals Food Retail Real Estate Services IT Consulting & Other Services Construction & Engineering Building Products Agricultural Products Home Furnishings Health Care Facilities Semiconductors Specialized Consumer Services Property & Casualty Insurance Brewers Biotechnology Department Stores Auto Parts & Equipment Agricultural & Farm Machinery Motorcycle Manufacturers Financials Sector Oil & Gas Refining & Marketing Regional Banks Asset Management & Custody Banks Advertising Paper Packaging Diversified Banks Investment Banking & Brokerage Construction & Farm Machinery Health Care Distributors Health Care Services Multi-Line Insurance Drug Retail Semiconductor Equipment Copper sub industry Consumer Finance Telecommunications Services Sector Independent Power Producers & Energy Tr Reinsurance Integrated Telecommunication Services Airlines Commodity Chemicals Steel Housewares & Specialities Broadcasting Life & Health Insurance Homebuilding Household Appliances Tires & Rubber Automobile Manufacturers

3 YOY P/E % Change and Current P/E Table 2: YOY P/E % Change And Current P/E (sorted on Thursday data as of September 06, 2018) S&P 500 Industry 1-Year % Chg 09/06/18 Leisure Products Electronic Equipment & Instruments Footwear Diversified Chemicals Speciality Stores Food Retail Human Resource & Employment Services Health Care Facilities Department Stores Publishing & Printing Health Care Supplies Communications Equipment Research & Consulting Services Apparel Retail Diversified Support Services Hypermarkets & Super Centers Automotive Retail Health Care Equipment Computer & Electronics Retail Food Distributors Consumer Electronics Technology Hardware, Storage & Peripherals Apparel & Accessories Consumer Discretionary Sector Airlines General Merchandise Stores Home Improvement Retail Industrial REITs Health Care REITs Life Sciences Tools & Services Systems Software Real Estate Services Data Processing & Outsourced Services Movies & Entertainment Electronic Components IT Consulting & Other Services Application Software Railroads Information Technology Sector Hotel & Resort REITs Water Utilities Specialized Consumer Services Trading Companies & Distributors Financial Exchanges & Data Specialized REITs Real Estate sector Managed Health Care Personal Products Electrical Components & Equipment Pharmaceuticals Speciality Chemicals Motorcycle Manufacturers Retail REITs Industrial Gasses Electronic Manufacturing Services Health Care Sector Residential REITs Commodity Chemicals Property & Casualty Insurance Industrial Conglomerates Auto Parts & Equipment Health Care Services Regional Banks Diversified Banks Industrial Machinery S&P Internet & Direct Marketing Retail Environmental & Facilities Services Industrials Sector Health Care Technology Page 2 / September 12, 2018 / Current P/E And Year-Ago P/E S&P 500 Industry 1-Year % Chg 09/06/18 Automobile Manufacturers Financials Sector Metal & Glass Containers Distillers & Vintners Office REITs Insurance Brokers Consumer Finance Multi-Utilities Multi-Sector Holdings Electric Utilities Internet Software & Services Agricultural Products Utilities Sector Home Entertainment Software Multi-Line Insurance Aerospace & Defense Restaurants Consumer Staples Sector Semiconductors Distributors Air Freight & Couriers Tires & Rubber Reinsurance Advertising Soft Drinks Packaged Foods Building Products Construction & Engineering Asset Management & Custody Banks Household Products Hotels Copper sub industry Investment Banking & Brokerage Trucking Life & Health Insurance Materials Sector Oil & Gas Refining & Marketing Biotechnology Construction Materials Integrated Telecommunication Services Telecommunications Services Sector Semiconductor Equipment Oil & Gas Storage & Transportation Oil & Gas Equipment & Services Health Care Distributors Home Furnishings Casinos & Gaming Agricultural & Farm Machinery Homebuilding Steel Household Appliances Drug Retail Broadcasting Independent Power Producers & Energy Tr Paper Packaging Fertilizers & Agricultural Chemicals Tobacco Brewers Cable & Satellite Gold Housewares & Specialities Construction & Farm Machinery Integrated Oil & Gas Energy Sector Alternative Carriers Oil & Gas Exploration & Production Oil & Gas Drilling NA 57.8

4 2-Year P/E % Change and Current P/E Table 3: 2-Year P/E % Change And Current P/E (sorted on Thursday data as of September 06, 2018) S&P 500 Industry 2-Year % Chg 09/06/18 Health Care Supplies Leisure Products Human Resource & Employment Services Electronic Equipment & Instruments Consumer Electronics Trucking Technology Hardware, Storage & Peripherals Internet & Direct Marketing Retail Footwear Managed Health Care Hypermarkets & Super Centers Communications Equipment Airlines Systems Software Speciality Stores Computer & Electronics Retail Consumer Discretionary Sector Auto Parts & Equipment Electronic Components Commodity Chemicals Data Processing & Outsourced Services Health Care Equipment Life Sciences Tools & Services Publishing & Printing Hotels Home Entertainment Software Research & Consulting Services Diversified Support Services Information Technology Sector Movies & Entertainment Health Care Facilities Aerospace & Defense Specialized Consumer Services Multi-Sector Holdings Railroads Home Improvement Retail Application Software Electronic Manufacturing Services Health Care Sector General Merchandise Stores Department Stores Electrical Components & Equipment Metal & Glass Containers Apparel & Accessories Industrial Gasses Biotechnology IT Consulting & Other Services Automobile Manufacturers Diversified Banks Internet Software & Services Regional Banks Water Utilities Personal Products Environmental & Facilities Services Insurance Brokers Consumer Finance Property & Casualty Insurance Life & Health Insurance Food Retail Apparel Retail Speciality Chemicals S&P Pharmaceuticals Industrials Sector Motorcycle Manufacturers Electric Utilities Multi-Utilities Tires & Rubber Industrial Machinery Utilities Sector Page 3 / September 12, 2018 / Current P/E And Year-Ago P/E S&P 500 Industry 2-Year % Chg 09/06/18 Health Care Technology Air Freight & Couriers Restaurants Diversified Chemicals Food Distributors Gold Construction & Engineering Multi-Line Insurance Soft Drinks Cable & Satellite Automotive Retail Distillers & Vintners Trading Companies & Distributors Investment Banking & Brokerage Asset Management & Custody Banks Oil & Gas Refining & Marketing Industrial Conglomerates Materials Sector Casinos & Gaming Financials Sector Construction Materials Consumer Staples Sector Agricultural Products Health Care Services Semiconductors Household Products Distributors Home Furnishings Fertilizers & Agricultural Chemicals Broadcasting Semiconductor Equipment Oil & Gas Storage & Transportation Packaged Foods Paper Packaging Health Care Distributors Homebuilding Household Appliances Telecommunications Services Sector Integrated Telecommunication Services Advertising Building Products Alternative Carriers Tobacco Independent Power Producers & Energy Tr Drug Retail Brewers Steel Agricultural & Farm Machinery Construction & Farm Machinery Integrated Oil & Gas Housewares & Specialities Energy Sector Oil & Gas Equipment & Services Oil & Gas Drilling NA 57.8 Oil & Gas Exploration & Production NA 17.6 Financial Exchanges & Data NA 22.3 Reinsurance NA 10.0 Real Estate sector NA 39.0 Health Care REITs NA 38.7 Hotel & Resort REITs NA 26.2 Industrial REITs NA 37.9 Office REITs NA 47.9 Real Estate Services NA 14.2 Residential REITs NA 49.9 Retail REITs NA 30.2 Specialized REITs NA 44.5 Copper sub industry NA 10.4

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