Market Briefing: S&P 500 Revenues, Earnings, & Dividends
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1 Market Briefing: S&P Revenues, Earnings, & Dividends November 24, 17 Dr. Edward Yardeni Joe Abbott Debbie Johnson Mali Quintana Please visit our sites at www. blog. thinking outside the box
2 Table Of Contents Table Of Contents S&P Earnings & Revenue Growth 1 Revenues & Earnings 2 S&P Revenues 3 S&P Operating Earnings 4-6 S&P Dividend Yield 7 S&P Dividends 8 S&P Write-Offs 9 November 24, 17 / Market Briefing: S&P Revenues, Earnings, & Dividends www.
3 Figure 1. S&P Earnings & Revenue Growth S&P EARNINGS PER SHARE GROWTH* (yearly percent change) Latest data thru 11//17 Actual y/y growth Estimated y/y growth** Q * Yearly growth rates capped at +1% and -1% due to extreme values. ** Industry analysts consensus expected earnings growth. Source: Standard & Poor s. Figure 2. S&P REVENUES PER SHARE (yearly percent change) Latest (6.) Source: Standard & Poor s Page 1 / November 24, 17 / Market Briefing: S&P Revenues, Earnings, & Dividends www.
4 Revenues & Earnings Figure 3. S&P REVENUES PER SHARE: FORWARD & ACTUAL (dollars) 11/ Revenues Per Share Forward Revenues* Revenues** (4Q sum) * Time-weighted average of consensus estimates for current and next year. ** Actual 4Q sum from Standard & Poor s. Source: Thomson Reuters I/B/E/S and Standard & Poor s Figure 4. S&P EARNINGS & REVENUES Revenues (trailing 4-quarter sum) Earnings* (trailing 4-quarter sum) * Operating earnings. Source: Standard & Poor s. Page 2 / November 24, 17 / Market Briefing: S&P Revenues, Earnings, & Dividends www.
5 3 32 Figure. S&P REVENUES (dollars per share) S&P Revenues Source: Census Bureau and Standard & Poor s. Figure 6. S&P REVENUES* (yearly percent change) * Using dollars per share. Source: US Department of Commerce, Bureau of the Census and Standard & Poor s Corporation. Page 3 / November 24, 17 / Market Briefing: S&P Revenues, Earnings, & Dividends www.
6 S&P Operating Earnings 3 Figure 7. S&P OPERATING EARNINGS (dollars per share) Total (33.4) Source: Thomson Reuters I/B/E/S. 6 Figure 8. S&P OPERATING EPS (yearly percent change) Capped at 6 4 Total (7.) Source: Thomson Reuters I/B/E/S. -8 Page 4 / November 24, 17 / Market Briefing: S&P Revenues, Earnings, & Dividends www.
7 S&P Operating Earnings 3 Figure 9. S&P AGGREGATE NET INCOME (billion dollars) Operating (27.4) Reported (244.7) Source: Standard & Poor s Corporation Figure 1. S&P OPERATING EPS: THOMSON REUTERS vs. S&P MEASURES (dollars per share) Thomson (33.4) S&P (31.7) Source: Standard & Poor s Corporation and Thomson Reuters I/B/E/S. - Page / November 24, 17 / Market Briefing: S&P Revenues, Earnings, & Dividends www.
8 14 Figure 11. S&P Operating Earnings S&P TRAILING 4-QUARTER OPERATING EPS THOMSON VS. S&P Thomson (128.16) 1 S&P (118.8) Source: Standard & Poor s and Thomson Reuters I/B/E/S. Figure 12. S&P TRAILING 4-QUARTER OPERATING EPS THOMSON VS. S&P 1 Dollar Difference in 4-Quarter Operating EPS Thomson less S&P Percent Difference in 4-Quarter Operating EPS Thomson divided by S&P Source: Standard & Poors and Thomson Reuters I/B/E/S Page 6 / November 24, 17 / Market Briefing: S&P Revenues, Earnings, & Dividends www.
9 Figure 13. S&P Dividend Yield TREASURY BILL YIELD VS S&P DIVIDEND YIELD (percent) Three-Month Treasury Bill Yield S&P Dividend Yield* * S&P four-quarter trailing dividends per share divided by quarterly closing value of the S&P index. Source: Standard & Poor s and Federal Reserve Board. 6 Figure 14. S&P DIVIDEND YIELD (trailing 4-quarter sum) Invested in 197 (.8) Invested in 198 (3.8) Invested in 199 (14.6) Invested in (3.) Source: Standard & Poor s. Page 7 / November 24, 17 / Market Briefing: S&P Revenues, Earnings, & Dividends www.
10 Figure. S&P Dividends S&P DIVIDENDS & RETAINED EARNINGS PER SHARE (dollars, trailing 4-quarter sum, ratio scale) Dividends Retained Earnings* * Reported earnings minus dividends per share. Source: Standard & Poor s Corporation Figure 16. S&P DIVIDEND PAYOUT RATIOS* (percent) S&P S&P Industrials S&P COMPANIES PAYING A DIVIDEND (percent of total) * Four-quarter trailing dividends per share divided by four-quarter trailing reported earnings. Source: Standard & Poor s Corporation and FactSet. Page 8 / November 24, 17 / Market Briefing: S&P Revenues, Earnings, & Dividends www.
11 3 3 Figure 17. S&P Write-Offs S&P OPERATING & REPORTED EARNINGS PER SHARE (S&P data) (dollars, quarterly) Operating (S&P data) (31.6) Reported (S&P data) (28.6) Source: Standard & Poor s Figure 18. S&P WRITE-OFFS PER SHARE* (dollars) 4-Quarter Sum Actual x * S&P Operating less S&P reported earnings per share. Source: Standard & Poor s Corporation. Page 9 / November 24, 17 / Market Briefing: S&P Revenues, Earnings, & Dividends www.
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