Hints and tips:
...Paul Mason, an analyst with E&P, said: “This is clearly a positive development for the Altium share price....
...As of Monday, the S&P 500 was 14 per cent above its 200-day average: This is high....
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...Prospective wildfire payouts prompted S&P Global and Moody’s to downgrade PacifiCorp’s debt ratings last year....
...Payments company Visa, for example, had received a two for “E” and “S” and a three for “G”....
...We est. the value of the Services LOB (est. 1/4 of core revenues) at about 4/5 of Citi’s market cap ($75B vs $99B as of Dec. 29, 2023) assuming a P/E of 12-13x on 2024E earnings of $6B....
...Its forward P/E is just 15. We’re still searching for good stock picks. If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
.../ From E R Yescombe, YCL Consulting, London N10, UK...
...But the trailing P/E ratios are what they are, and Nvidia is even more expensive than Cisco was in 2000 on this metric....
...(Investors have never much cared about profits at Amazon, because the company has never been run to maximise them; it has always traded at an incomprehensibly high p/e)....
...That low p/e ratio may prove deceptive as the “e” declines. So, how’s that bet going?...
...But MSCI’s correlation with both S&P and Sustainalytics is below 50%. The S&P and Sustainalytics correlation is higher but still lower than expected . . ....
...That low p/e ratio may prove deceptive as the “e” declines....
...So, basically, at an out-year P/E of about 16 times. Today, 2026 expectations are $8.82, and the stock is back down to $110....
...Israeli E&P Delek acquired Ithaca from the London market in 2017. It has since featured as a North Sea consolidator, acquiring Chevron’s assets there for $1.7bn in 2019....
...But TSMC still seems cheap (note that Intel’s p/e ratio below is inflated by its crashing profits): TSMC’s competitive position within the chip industry is also no shakier....
...Compare, for example, Intel on those two metrics: 2 per cent and 12 per cent, with a P/E ratio of 20....
...Berkshire, which is the largest component in the S&P 500 value index, has fallen 6 per cent in 2022, far outperforming the 17 per cent decline in the benchmark S&P 500....
...After falling some 85 per cent from its peak when I picked it (though to a still-rich 25 p/e multiple), I saw potential for a turnround by year’s end....
...As we suspected, the answer lies in the fact that ESG is obviously about more than just the E, and the knotty unglamorous reality of how indices are created....
...Here is the sell-off in the S&P over the past month, compared with an index of the very riskiest corporate bond spreads....
...The implied purchase P/E multiple Microsoft is paying is just 26 times....
...Worries that changes to Apple’s privacy rules will hurt its advertising business have taken Facebook’s P/E ratio down to 24....
...That compares with a total expected to top $38bn, according to S&P Global. More than 50 per cent of sales should come from smoke-free products such as the IQOS e-cigarette....
International Edition