November 29, 20230CommentsS&P 500 & Sectors: ROIC Update for 3Q23 (Free, Abridged)This report is a free and abridged version of S&P 500 & Sectors: ROIC Update for 3Q23. by Hakan Salt, Associate Investment Analyst
November 29, 20230CommentsS&P 500 & Sectors: ROIC Update for 3Q23This report presents the drivers of economic earnings, ROIC, NOPAT margin, invested capital turns, and WACC, for the S&P 500. by Hakan Salt, Associate Investment Analyst
November 29, 20230CommentsS&P 500 & Sectors: GAAP vs Core Earnings Update for 3Q23 (Free, Abridged)This report is an abridged and free version of S&P 500 & Sectors: GAAP vs Core Earnings Update for 3Q23. by Kyle Guske II, Senior Investment Analyst, MBA
November 29, 20230CommentsS&P 500 & Sectors: GAAP vs Core Earnings Update for 3Q23This report analyzes the Core Earnings and GAAP earnings of the S&P 500 and each of its sectors. by Kyle Guske II, Senior Investment Analyst, MBA
September 19, 20230CommentsS&P 500 Earnings Projection for 2H23: More Misses than Beats – No Juice Left in the Kitchen SinkInvestors should expect more negative earnings surprises in 2H23 than usual. The numerous earnings beats in 1H23 were artificially set up. by Kyle Guske II, Senior Investment Analyst, MBA
September 8, 20230CommentsS&P’s Operating Earnings Growth in 2Q23 Remains An IllusionTTM Operating Earnings per share for the S&P 500 are higher than TTM Core Earnings for the first time since 1Q22. by Kyle Guske II, Senior Investment Analyst, MBA
September 8, 20230CommentsSector & Industry Fundamentals 2Q23 UpdateWe’ve published an update to our Sector & Industry fundamentals page with 2Q23 data. by Kyle Guske II, Senior Investment Analyst, MBA
September 7, 20230CommentsAll Cap Index & Sectors: Economic Earnings Continue to Fall in 2Q23 (Free, Abridged)This report is an abridged and free version of All Cap Index & Sectors: Economic Earnings Continue to Fall in 2Q23. by Kyle Guske II, Senior Investment Analyst, MBA
September 7, 20230CommentsAll Cap Index & Sectors: Economic Earnings Continue to Fall in 2Q23This report analyzes the Economic Earnings and GAAP earnings of the NC 2000 and its sectors. by Kyle Guske II, Senior Investment Analyst, MBA
September 7, 20230CommentsAll Cap Index & Sectors: Price-to-Economic Book Value Ratio Flat in 2Q23 (Free, Abridged)This report is a free and abridged version of All Cap Index & Sectors: Price-to-Economic Book Value Ratio Flat in 2Q23. by Kyle Guske II, Senior Investment Analyst, MBA
September 7, 20230CommentsAll Cap Index & Sectors: Price-to-Economic Book Value Ratio Flat in 2Q23This report analyzes market cap, economic book value, and the trailing price-to-economic book value (PEBV) ratio for the NC 2000 and each of its sectors. by Kyle Guske II, Senior Investment Analyst, MBA
September 7, 20230CommentsAll Cap Index & Sectors: Free Cash Flow Yield Is Flat Through 8/15/23 (Free, Abridged)This report is an abridged and free version of All Cap Index & Sectors: Free Cash Flow Yield Is Flat Through 8/15/23. by Kyle Guske II, Senior Investment Analyst, MBA
September 7, 20230CommentsAll Cap Index & Sectors: Free Cash Flow Yield Is Flat Through 8/15/23This report analyzes free cash flow (FCF), enterprise value, and the trailing FCF yield for the NC 2000 and each of its sectors. by Kyle Guske II, Senior Investment Analyst, MBA
August 29, 20230CommentsAll Cap Index & Sectors: ROIC Keeps Falling in 2Q23 (Free, Abridged)This report is an abridged and free version of All Cap Index & Sectors: ROIC Keeps Falling in 2Q23. by Hakan Salt, Associate Investment Analyst
August 29, 20230CommentsAll Cap Index & Sectors: ROIC Keeps Falling in 2Q23This report analyzes the ROIC, NOPAT margin, invested capital turns, and weighted average cost of capital for the NC 2000 and its sectors. by Hakan Salt, Associate Investment Analyst
August 29, 20230CommentsAll Cap Index & Sectors: GAAP Earnings’ Misleading Trend Continues in 2Q23 (Free, Abridged)This report is an abridged and free version of All Cap Index & Sectors: GAAP Earnings’ Misleading Trend Continues in 2Q23. by Kyle Guske II, Senior Investment Analyst, MBA
August 29, 20230CommentsAll Cap Index & Sectors: GAAP Earnings’ Misleading Trend Continues in 2Q23This report analyzes the Core Earnings and GAAP earnings of the NC 2000 and each of its sectors. by Kyle Guske II, Senior Investment Analyst, MBA
August 29, 20230CommentsStreet Earnings Understated for 29% of S&P 500 in 2Q23Five S&P 500 companies with understated Street Earnings and a Very Attractive Stock Rating. by Kyle Guske II, Senior Investment Analyst, MBA
August 29, 20230CommentsStreet Earnings Overstated for 70% of S&P 500 in 2Q23Five S&P 500 companies with overstated Street Earnings and an Unattractive Stock Rating. by Kyle Guske II, Senior Investment Analyst, MBA
August 25, 20230CommentsS&P 500 Economic Earnings: Downward Trend Continues In 2Q23 (Free, Abridged)This report is an abridged and free version of S&P 500 Economic Earnings: Downward Trend Continues In 2Q23. by Kyle Guske II, Senior Investment Analyst, MBA