S&P 500 Weekly Update: $4 Jump In ’21 Estimate; 2022 Still Murky

Nov 8, 2021

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The 2021 full-year calendar estimate rose this week to $205.21 from $201.34, which might be a operate of the truth that, just like the final week of July ’21, the “Large 5” all reported their earnings within the final week of October ’21. The S&P 500 EPS sequential greenback enhance the final week of July ’21 was over $5.

S&P 500 Full Yr 2021-2022 Estimates

S&P 500 Full Yr 2021-2022 Estimates

Knowledge supply: IBES by Refinitiv

Have a look at the change within the 2021 EPS estimate this week, after which between July 23 and July 30. As defined above, the frequent issue was the Large 5 launched their Q2 ’21 monetary outcomes all in the identical week.

Be aware too the steadiness in 2022’s S&P 500 estimate whereas 2023 rose $4 this week, which in and of itself is uncommon. Unsure why a strategist boosted the 2023 EPS estimate so sharply once we are nonetheless 12 months away from the beginning of the yr. Refinitiv (IBES knowledge) doesn’t give subscribers the 2023 4 quarterly bottom-up estimates till late March ’22 or roughly 8 – 9 months prematurely of the yr.

S&P 500 metrics tracked weekly

  • The ahead 4-quarter estimate declined sequentially this week to $214.95 from final week’s $215.32. In regular (non-pandemic) years there could be sequential declines within the ahead estimate as ahead quarters are tweaked and impacted by present occasions. It’s been uncommon since Might ’20 {that a} week has seen a sequential decline within the ahead estimate, the truth is there have solely been 5 sequential declines within the estimate since July 1, ’20 or the final 72 weeks.
  • The PE ratio on the ahead estimate is now 21.85 vs final week’s 21.4x.
  • The S&P 500 earnings yield fell to 4.58% from 4.68% final week because of the two% rise within the S&P 500 this week.
  • The third quarter bottom-up estimate this previous week completed at $53.25, above the 2nd quarter bottom-up precise EPS of $52.58. Nick Colas over at Datatrek raised the problem in August ’21 and Josh Brown picked up on it and talked about it briefly on CNBC, in order that was worthwhile.
  • Talking of quarterly bottom-up estimates, This fall ’21 is simply $51 and has been rotating round $51 since July 30 (see hooked up s/sheet above). It’s now under Q3 ’21, however that ought to start to alter after Jan 10 ’22.

2022 by quarter

S&P 500 Quaterly Growth Rates

S&P 500 Quaterly Development Charges

This fall ’21 continues to be seeing regular upward revisions to the S&P 500 “anticipated” EPS and income progress charges however that’s about it. Understandably, the 2022 metrics are leaping in all places since no analyst desires to stay his or her neck out.

As a comparability, precisely one yr in the past, on Nov. 6, ’20, the “anticipated” S&P 500 EPS progress charges for Q1 and Q2 of ’21 had been 15% and 43.8%, respectively. Precise S&P 500 EPS progress charges for Q1 and Q2 ’20 had been 52.8% and 96.3%, respectively.

2022 gained’t see that sort of “upside shock” however readers can see that these EPS estimates could be nicely off the mark, notably once we see an occasion like a pandemic.

The “common S&P 500 EPS upside shock” (Jeff Miller and I used to speak about this regularly and which Ed Yardeni has written about, who’s one other good supply of S&P 500 EPS knowledge) is 2% – 6% per quarter in a “regular” economic system and regular markets. (A weblog publish this week talked about upside surprises.)

Abstract/conclusion

Until we begin seeing upside earnings preannouncements in December ’21, which I wouldn’t count on, it isn’t possible that we get grasp on what 2022 will appear to be till the This fall ’21 earnings releases begin on Jan. 10 ’22, which additionally then will present earnings steering for full-year 2022.

The story is similar now, and has been for some time. The factor is corporations are saying demand is robust however materials and labor shortages and different constraints are maintaining a lid on what is probably going a really robust economic system. Q3 ’21 progress was depressed for various causes, however in response to JP Morgan, This fall ’21 GDP progress ought to rebound to 4% – 6%, which ought to bode nicely for 2022.

We’ll hold displaying the info each week however “value” (that means market motion) is all the pieces.

The and Treasury yields traded up 1.6% and a pair of% throughout the Powell on Wednesday after which the Treasury curve flattened sharply the subsequent two days because the longer Treasury maturities rallied. (Most likely not an excellent situation for the .)

2022 could become a reasonably regular yr. Buyers most likely shouldn’t count on a 25% annual return for the S&P 500 once more. Predictions and forecasts are simple although. Being proper is so much more durable.

Take all the pieces you learn on the weblog with a variety of skepticism. Within the capital markets, circumstances change shortly.



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