Re-Examine Valuation And Growth At New Record High

DWS
By November 20, 2019 09:01

Re-Examine Valuation And Growth At New Record High

  • S&P 500 record high plus anemic EPS growth equals rich valuation
  • Fair P/E is driven by real EPS growth plus dividend yield vs. real cost of equity
  • Median S&P 500 ex-Financials trailing P/E is 21x, median forward P/E 19.5x
  • Healthy S&P 500 EPS growth needs recovery in manufacturing, GDP less so
  • Holiday cheer or holiday gloom?: What are the next catalysts for equities?
DWS
By November 20, 2019 09:01

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