S&P 500 2Q21 Earnings Remain Overstated
SPGI’s “Operating Earnings” overstate the decline and rebound in S&P 500 profits.
Get Idiosyncratic Alpha with Earnings Distortion
Our new Value Factor generates a 10% CAGR with a 1.44 Sharpe ratio in a L/S portfolio.
Dividend Growth Stocks: Model Portfolio Update
13 new stocks make this month’s Model Portfolio.
2Q21 S&P 500 & Sector Trends
The trends in fundamentals for the S&P 500 and each of its sectors. Available to Pro and higher members.
Core Earnings Vs. GAAP Earnings
ROIC vs. WACC
FCF Yield & Its Drivers
Price-to-Economic Book Value
Free: 2Q21 S&P 500 & Sector Trends
Abridged versions of our reports on the trends in fundamentals for the S&P 500 and each of its sectors.
Core Earnings Vs. GAAP Earnings
ROIC vs. WACC
FCF Yield & Its Drivers
Price-to-Economic Book Value
Featured Stock in Safest Dividend Yields Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Danger Zone Podcast: 8/16/21: This Firm May Never Earn a Profit
Already losing money and now losing market share.
Upcoming Research
- New Danger Zone: 8/30/21
- New Long Idea: 9/1/21
- Most Attractive/Most Dangerous: Model Portfolio Update: 9/2/21
- Exec Comp Aligned with ROIC: Model Portfolio Update: 9/15/21
Coverage Updates
- 1,955: 10-Qs parsed since Aug 1.
- 69: 10-Ks parsed since Aug 1.
- 100: stocks, ETFs & mutual funds added to coverage universe over the last 3 months.
- 6: IPOs added to coverage universe over the last 3 months.