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Fundamental Macro Trends & Sector Fundamentals

Sector & Industry Fundamentals
March 11, 20220Comments

Sector & Industry Fundamentals 4Q21 Update

We’ve published an update to our Sector & Industry fundamentals page with 4Q21 data.
by Kyle Guske II, Senior Investment Analyst, MBA
Understated Earnings
December 10, 20210Comments

S&P 500 Companies That Understated EPS by up to 73% in 3Q21

Five S&P 500 companies with understated Street Earnings and a Very Attractive Stock Rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Overstated Earnings
December 10, 20210Comments

S&P 500 Companies That Overstated EPS by Over 75% in 3Q21

Five S&P 500 companies with overstated Street Earnings and a Very Unattractive Stock Rating.
by Kyle Guske II, Senior Investment Analyst, MBA
December 3, 20210Comments

Overstated Operating Earnings Increase Downside Risk for the S&P 500

The Operating Earnings from S&P Global (SPGI) for the S&P 500 overstate Core Earnings, which increases downside risk for the index. 3Q21 Update
by Kyle Guske II, Senior Investment Analyst, MBA
December 3, 20210Comments

All Cap Index & Sectors: Core Earnings Vs. GAAP Earnings Through 3Q21 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: Core Earnings Vs. GAAP Earnings Through 3Q21, one of our quarterly series on fundamental market and sector trends.
by Kyle Guske II, Senior Investment Analyst, MBA
S&P 500 PEBV Ratio Analysis
December 3, 20210Comments

All Cap Index & Sectors: Price to Economic Book Value Through 3Q21 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: Price to Economic Book Value Through 3Q21, one of our quarterly series on fundamental market and sector trends.
by Kyle Guske II, Senior Investment Analyst, MBA
Economic Earnings
December 3, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 3Q21 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: ROIC vs. WACC Through 3Q21, one of our quarterly series on fundamental market and sector trends.
by Kyle Guske II, Senior Investment Analyst, MBA
December 3, 20210Comments

All Cap Index & Sectors: Free Cash Flow Yield Through 3Q21 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: Free Cash Flow Yield Through 3Q21, one of the reports in our quarterly series on fundamental market and sector trends.
by Kyle Guske II, Senior Investment Analyst, MBA
December 3, 20210Comments

All Cap Index & Sectors: Core Earnings Vs. GAAP Earnings Through 3Q21

Within the NC 2000, all eleven sectors saw a year-over-year (YoY) rise in Core Earnings in 3Q21.
by Matt Shuler, Investment Analyst II
Sector & Industry Fundamentals
December 3, 20210Comments

Sector & Industry Fundamentals Updated Through 11/19/21

We’ve published an update to our Sector & Industry fundamentals page with data through 11/19/21.
by Kyle Guske II, Senior Investment Analyst, MBA
December 2, 20210Comments

All Cap Index & Sectors: Price to Economic Book Value Through 3Q21

This 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 Matt Shuler, Investment Analyst II
Most Likely to Beat Earnings
December 2, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 3Q21

This report analysis the return on invested capital (ROIC), NOPAT margin, invested capital turns, and weighted average cost of capital (WACC) for the NC 2000.
by Matt Shuler, Investment Analyst II
December 1, 20210Comments

All Cap Index & Sectors: Free Cash Flow Yield Through 3Q21

This report analyzes free cash flow (FCF), enterprise value, and the trailing FCF yield for the NC 2000.
by Kyle Guske II, Senior Investment Analyst, MBA
PEBV Ratio Analysis
November 24, 20210Comments

S&P 500 & Sectors: Price-to-Economic Book Value Through 3Q21 (Free, Abridged)

This report is an abridged and free version of  S&P 500 & Sectors: Price-to-Economic Book Value Through 3Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
November 24, 20210Comments

S&P 500 & Sectors: Free Cash Flow Yield Through 3Q21 (Free, Abridged)

This report is an abridged and free version of S&P 500 & Sectors: Free Cash Flow Yield Through 3Q21.
by Matt Shuler, Investment Analyst II
November 24, 20210Comments

S&P 500 & Sectors: ROIC vs. WACC Through 3Q21 (Free, Abridged)

This report is an abridged and free version of S&P 500 & Sectors: ROIC vs. WACC Through 3Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
Core v. GAAP Abridged
November 24, 20210Comments

S&P 500 & Sectors: Core Earnings Vs. GAAP Earnings Through 3Q21 (Free, Abridged)

This report is an abridged and free version of S&P 500 & Sectors: Core Earnings Vs. GAAP Earnings Through 3Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
S&P 500 PEBV Ratio Analysis
November 24, 20210Comments

S&P 500 & Sectors: Price-to-Economic Book Value Through 3Q21

This report analyzes market cap, economic book value, and the trailing price-to-economic book value (PEBV) ratio for the S&P 500 and each of its sectors.
by Kyle Guske II, Senior Investment Analyst, MBA
Free Cash Flow & FCF Yield
November 24, 20210Comments

S&P 500 & Sectors: Free Cash Flow Yield Through 3Q21

This report analyzes free cash flow, enterprise value, and the FCF yield for the S&P 500 and each of its sectors.
by Matt Shuler, Investment Analyst II
ROIC vs. WACC
November 24, 20210Comments

S&P 500 & Sectors: ROIC vs. WACC Through 3Q21

Ten of eleven S&P 500 sectors saw an improvement in return on invested capital (ROIC) year-over-year (YoY) based on 3Q21 financial data.
by Kyle Guske II, Senior Investment Analyst, MBA
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