Stock Market Briefing: S&P 00 Sectors & Industries Forward P/Es 09-now October, Dr. Edward Yardeni -972-763 eyardeni@ Joe Abbott 732-497-6 jabbott@ Mali Quintana 40-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box
Table Of Contents Table Of Contents S&P 00 Sector Forward P/Es 1-2 Consumer Discretionary Forward P/Es 3-4 Consumer Staples Forward P/Es Energy Forward P/Es 6 Financials Forward P/Es 7 Health Care Forward P/Es Industrials Forward P/Es 9 Information Technology Forward P/Es Materials Forward P/Es 11 Telecommunication Services & Utilities Forward P/Es October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
Figure 1. S&P 00 FORWARD P/E RATIOS* S&P 00 Sector Forward P/Es 3 S&P 00 Index (.6) Consumer Discretionary (17.) Consumer Staples (19.3) Financials (.2) Health Care (.) Industrials (.4) Information Technology (.) Materials (.4) Real Estate (3.4) Telecommunications (13.2) Utilities (17.0) 3 / 09 11 13 17 Figure 2. S&P 00 FORWARD P/E RATIOS* S&P 00 Index (.6) Consumer Staples (19.3) Health Care (.) Telcommunications (13.2) Utilities (17.0) / 09 11 13 17 Page 1 / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
Figure 3. S&P 00 FORWARD P/E RATIOS* S&P 00 Sector Forward P/Es 3 Consumer Discretionary (17.) Financials (.2) Industrials (.4) Information Technology Materials (.4) Real Estate (3.4) 3 / 09 11 13 17 60 Figure 4. S&P 00 FORWARD P/E RATIO* 60 0 0 4 4 3 / 3 Energy (3.) 09 11 13 17 Page 2 / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
3 Figure. Consumer Discretionary Forward P/Es S&P 00 FORWARD P/E RATIOS* CONSUMER DISCRETIONARY 3 Consumer Discretionary Sector (17.) Advertising (.9) Auto Parts & Equipment (.) Automobile Manufacturers (7.0) Publishing (29.0) / 09 11 13 17 P/E capped at 7 and 3 for all industries. Figure 6. S&P FORWARD P/E RATIOS:* CONSUMER DISCRETIONARY Consumer Discretionary Sector (17.) Hotels, Resorts & Cruise Lines (13.0) Movies & Entertainment (13.) Restaurants (21.1) / 09 11 13 17 P/E capped at for all industries. Page 3 / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
3 Figure 7. Consumer Discretionary Forward P/Es S&P FORWARD P/E RATIOS:* CONSUMER DISCRETIONARY 3 Consumer Discretionary Sector (17.) Apparel, Accessories, & Luxury Goods (.3) Apparel Retail (.3) Footwear (.6) Leisure Products (.0) / 09 11 13 17 3 Figure. S&P 00 FORWARD P/E RATIOS:* CONSUMER DISCRETIONARY 3 Consumer Discretionary Sector (17.) Computer & Electronics Retailers (.) Household Appliances (.0) Homebuilding (.4) Home Improvement Retailers (17.2) / 09 11 13 17 P/E capped at and for all industries. Page 4 / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
Figure 9. Consumer Staples Forward P/Es S&P 00 FORWARD P/E RATIOS:* CONSUMER STAPLES Consumer Staples Sector (19.3) Household Products (21.6) Packaged Foods (19.7) Personal Products (.) / 09 11 13 17 2 Figure. S&P 00 FORWARD P/E RATIOS:* CONSUMER STAPLES 2 26 26 Consumer Staples Sector (19.3) Brewers (.1) Drug Retail (.1) Soft Drinks (21.2) Tobacco (19.1) / 09 11 13 17 Page / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
Energy Forward P/Es 60 Figure 11. S&P 00 FORWARD P/E RATIOS:* ENERGY 60 0 0 4 4 3 Energy Sector (3.) Integrated Oil & Gas (.) Oil & Gas Refining & Marketing (13.3) / 3 09 11 13 17 P/E capped at. for all industries. 0 Figure. S&P 00 FORWARD P/E RATIOS:* ENERGY 0 4 4 Energy Sector (3.) 3 Oil & Gas Drilling (NA) Oil & Gas Equipment & Services (4.0) Oil & Gas Exploration & Production (4.0) Oil & Gas Storage & Transportation (29.6) / 3 09 11 13 17 P/E capped at and 4 for all industries. Page 6 / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
Financials Forward P/Es Figure 13. S&P 00 FORWARD P/E RATIOS:* FINANCIALS Financials Sector (.2) Asset Management & Custody Banks (.9) Consumer Finance (9.7) Diversified Banks (.9) Investment Banking & Brokerage (.3) Regional Banks (.) / 6 11 13 17 6 P/E capped at for all industries. Figure. S&P 00 FORWARD P/E RATIOS:* FINANCIALS / 0 Financials Sector (.2) Insurance Brokers (.4) Life & Health Insurance (9.0) Multi-Line Insurance (11.7) Property & Casualty Insurance (.9) 09 11 13 17 0 Page 7 / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
Figure. S&P 00 FORWARD P/E RATIOS:* HEALTH CARE Health Care Forward P/Es Health Care (.) Biotechnology (11.6) Health Care Distributors (13.2) Health Care Equipment (.) Managed Health Care (.3) Pharmaceuticals (.7) / 09 11 13 17 Page / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
Figure. S&P 00 FORWARD P/E RATIOS:* INDUSTRIALS Industrials Forward P/Es Industrials Sector (.4) Construction Machinery & Heavy Trucks (19.) Industrial Conglomerates (17.7) Industrial Machinery (17.) / 09 11 13 17 Figure 17. S&P 00 FORWARD P/E RATIOS:* INDUSTRIALS Industrials Sector (.4) Aerospace & Defense (.3) Electrical Components & Equipment (17.) Environmental & Facilities Services (19.) / 09 11 13 17 * Price divided by -month forward consensus expected operating earnings per share using mid-month data. Page 9 / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
0 4 3 Information Technology Forward P/Es Figure. S&P 00 FORWARD P/E RATIOS:* INFORMATION TECHNOLOGY Information Technology Sector (.) Application Software (33.9) Data Processing & Outsourcing (21.) Internet Software & Services (23.0) IT Consulting & Other Services (13.0) Systems Software (17.) 0 4 3 / 09 11 13 17 P/E capped at 7 and 0 for all industries. 26 Figure 19. S&P 00 FORWARD P/E RATIOS:* INFORMATION TECHNOLOGY 26 Information Technology Sector (.) Communications Equipment (.6) Semiconductor Equipment (13.0) Semiconductors (.0) Technology Hardware, Storage & Peripherals (.) / 6 09 11 13 17 6 P/E capped at 7 and 4 for all industries. Page / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
4 3 Figure. S&P 00 FORWARD P/E RATIOS:* MATERIALS Materials Sector (.4) Aluminum (19.0) Copper (.) Gold (.7) Steel (.1) Materials Forward P/Es 4 3 / 0 09 11 13 17 0 P/E capped at and for all industries. 26 Figure 21. S&P 00 FORWARD P/E RATIOS:* MATERIALS Materials Sector (.4) Diversified Chemicals (.2) Industrial Gases (.3) Specialty Chemicals (19.2) 26 / 09 11 13 17 Page 11 / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
Telecommunication Services & Utilities Forward P/Es Figure. S&P 00 FORWARD P/E RATIOS:* TELECOMMUNICATION SERVICES 3 3 Telecommunication Services Sector (13.2) Alternative Carriers (23.) Integrated Telecommunication Services (13.0) / 09 11 13 17 Figure 23. S&P 00 FORWARD P/E RATIOS:* UTILITIES Utilities Sector (17.0) Electric Utilities (.4) Multi-Utilities (.2) / 09 11 13 17 Page / October, / S&P 00 Sectors & Industries Forward P/Es 09-now www.
Copyright (c). 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 www., blog., http://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, email or website are proprietary to and constitute valuable intellectual property. No material from any part of www., blog., http://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 email and any attachments for the presence of viruses. accepts no liability for any damage caused by any virus transmitted by this company s emails, website, blog and Apps. Additional information available on request. requests@