Saturday, July 5, 2008

P/E ratio and estimated earnings growth for S&P sectors.

We are just about to start Q3 and from next week Q2 earnings reports will be coming. It is good time to have a look before what are the expectations for all sectors of S&P 500. Here are expected earnings growth (based on S&P for Q2) for sectors Y-O-Y.


Quarterly Breakdown 2007 2008 % EPS

Q2A Q2E growth
S&P 500 24 21.6 -9.9
S&P 500 Consum. Discretion. 3.8 2.9 -23.4
S&P 500 Consum. Staples 3.9 4.2 8.6
S&P 500 Energy 12.8 15.3 19.1
S&P 500 Financials 10.6 4.2 -60.4
S&P 500 Health Care 5.7 6.4 11.7
S&P 500 Industrials 5.2 5.5 3.8
S&P 500 Information Tech. 3.7 4.5 22
S&P 500 Materials 4.5 4.6 1.3
S&P 500 Telecommun. 2 2.6 29
S&P 500 Utilities 2.3 2.7 18.2



And also total picture for the year 2008. See below what is estimated P/E valuation for each sector with earnings growth for the whole year.


% Chg 08 P*/E
S&P 500 6.4% 14.5
S&P 500 Consum. Discretion. -2.2% 17.1
S&P 500 Consum. Staples 11.1% 15.7
S&P 500 Energy 26.6% 11.1
S&P 500 Financials -27.6% 16.4
S&P 500 Health Care 11.2% 13.6
S&P 500 Industrials 5.3% 13.4
S&P 500 Information Tech. 16.5% 17.6
S&P 500 Materials 4.8% 15.5
S&P 500 Telecommunication 24.7% 13.2
S&P 500 Utilities 11.8% 15.8


Related tickers: (FXG), (KXI), (RXI), (IYC), (XLE), (IYE), (IXG), (XLF), (IXJ), (XLV), (XLI), (IYJ), (IYW), (IXN), (GSP), (XME), (JXI), (XLU),
Data are based on Standard and Poor's report.

Comments

2 Responses to "P/E ratio and estimated earnings growth for S&P sectors."

Kevin H said... July 5, 2008 at 8:57 PM

Looks like energy and telecommunication are strong...

Vlada, Czech Republic said... July 5, 2008 at 10:57 PM

Yes, and I would prefer more Telco as there is no risk of oil bubble.