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.

12 Copyright (c) 17. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on blog., and YRI s Apps for ipads and iphones are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company s stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed on any product, service, report, or website are proprietary to and constitute valuable intellectual property. No material from any part of blog., and YRI s Apps for ipads and iphones may be downloaded, transmitted, broadcast, transferred, assigned, reproduced or in any other way used or otherwise disseminated in any form to any person or entity, without the explicit written consent of All unauthorized reproduction or other use of material from Yardeni Research, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Yardeni Research, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights. The recipient should check any and any attachments for the presence of viruses. accepts no liability for any damage caused by any virus transmitted by this company s s, website, blog and Apps. Additional information available on request. requests@

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