Performance Derby: S&P 500 Sectors & Industries STRG, STEG, & LTEG

Transcription

1 Performance Derby: S&P Sectors & Industries STRG, STEG, & LTEG February, 217 Dr. Ed Yardeni Joe Abbott Please visit our sites at www. blog. thinking outside the box

2 Table Of Contents Table Of Contents Table 1: Sorted on Forward Revenue Growth (%) 1 Table 2: Sorted on Forward Earnings Growth (%) 2 Table 3: Sorted on Long-Term Earnings Growth (%) 3 S&P Sectors STRG/STEG/LTEG 4-9 February, 217 / Forecasted % Growth Rate: STRG/STEG/LTEG www.

3 Table 1: Sorted on Forward Revenue Growth (%) Table 1: Forecasted Growth Rate STRG / STEG / LTEG, Sorted on STRG-Forward Revenue Growth (Thursday data as of February 9, 217) S&P Industry STRG STEG LTEG Oil & Gas Equipment & Services Oil & Gas Exploration & Production 27.2 NA.3 Integrated Oil & Gas Energy Sector Internet & Direct Marketing Retail Internet Software & Services Casinos & Gaming Oil & Gas Refining & Marketing Metal & Glass Containers Application Software Steel Data Processing & Outsourced Services Homebuilding Construction Materials Personal Products Semiconductor Equipment Housewares & Specialities Hotels Oil & Gas Storage & Transportation Health Care Technology Specialized REITs Health Care Supplies Investment Banking & Brokerage Footwear Health Care Services Residential REITs Information Technology Sector Regional Banks Health Care Equipment Air Freight & Couriers Commodity Chemicals Semiconductors Trucking Systems Software Real Estate Services Life Sciences Tools & Services Diversified Support Services Tires & Rubber NA S&P Leisure Products Health Care Facilities Diversified Chemicals Distributors Water Utilities Apparel Retail Fertilizers & Agricultural Chemicals Managed Health Care Property & Casualty Insurance Cable & Satellite Airlines Real Estate sector Food Distributors Multi-Utilities Materials Sector Automotive Retail Consumer Discretionary Sector Food Retail Home Furnishings Electronic Equipment & Instruments Home Improvement Retail Railroads Consumer Finance Health Care Sector Consumer Electronics Movies & Entertainment Drug Retail Research & Consulting Services Insurance Brokers Household Appliances Tobacco Page 1 / February, 217 / Forecasted % Growth Rate: STRG/STEG/LTEG S&P Industry STRG STEG LTEG Diversified Banks Home Entertainment Software Health Care Distributors Technology Hardware, Storage & Peripherals Asset Management & Custody Banks Trading Companies & Distributors Financial Exchanges & Data Industrial Machinery Speciality Chemicals Paper Packaging Financials Sector Utilities Sector Distillers & Vintners Multi-Sector Holdings NA Hypermarkets & Super Centers Retail REITs Environmental & Facilities Services Electronic Components Broadcasting Electric Utilities Home Furnishing Retail Copper sub industry Electronic Manufacturing Services Speciality Stores General Merchandise Stores Pharmaceuticals Industrial REITs NA Advertising Consumer Staples Sector Industrial Conglomerates Agricultural Products Industrials Sector Apparel & Accessories Alternative Carriers Aerospace & Defense IT Consulting & Other Services Brewers Household Products Life & Health Insurance Construction & Engineering Biotechnology Motorcycle Manufacturers Agricultural & Farm Machinery Auto Parts & Equipment Independent Power Producers & Energy Tr Human Resource & Employment Services Telecommunications Services Sector Integrated Telecommunication Services Office REITs Communications Equipment Computer & Electronics Retail Hotel & Resort REITs NA Specialized Consumer Services Automobile Manufacturers Publishing & Printing Packaged Foods Construction & Farm Machinery Restaurants Department Stores Office Services & Supplies NA Health Care REITs Multi-Line Insurance Industrial Gasses Soft Drinks Electrical Components & Equipment Gold Building Products Oil & Gas Drilling NA www.

4 Table 2: Sorted on Forward Earnings Growth (%) Table 2: Forecasted Growth Rate STRG / STEG / LTEG, Sorted on STEG-Forward Earnings Growth (Thursday data as of February 9, 217) S&P Industry STRG STEG LTEG Oil & Gas Equipment & Services Energy Sector Copper sub industry Integrated Oil & Gas Steel Oil & Gas Refining & Marketing Oil & Gas Storage & Transportation Construction Materials Internet & Direct Marketing Retail Multi-Line Insurance Agricultural Products Casinos & Gaming Specialized REITs Metal & Glass Containers Application Software Data Processing & Outsourced Services Construction & Engineering Leisure Products Publishing & Printing Semiconductor Equipment Investment Banking & Brokerage Homebuilding Home Improvement Retail Managed Health Care Food Distributors Materials Sector Restaurants Distillers & Vintners Cable & Satellite Footwear Electronic Equipment & Instruments Household Appliances Regional Banks Railroads Automotive Retail Hotels Fertilizers & Agricultural Chemicals Financials Sector Health Care Technology Semiconductors S&P Property & Casualty Insurance Multi-Sector Holdings NA Life Sciences Tools & Services Speciality Chemicals Technology Hardware, Storage & Peripherals Asset Management & Custody Banks Information Technology Sector Health Care Equipment Life & Health Insurance Insurance Brokers Consumer Discretionary Sector Industrial Conglomerates Financial Exchanges & Data Diversified Chemicals Diversified Banks Internet Software & Services Industrial Machinery Paper Packaging Distributors Health Care Supplies Speciality Stores Systems Software General Merchandise Stores Health Care Facilities Tobacco Packaged Foods Electronic Manufacturing Services Movies & Entertainment Health Care Services Page 2 / February, 217 / Forecasted % Growth Rate: STRG/STEG/LTEG S&P Industry STRG STEG LTEG Diversified Support Services Consumer Finance Apparel Retail Electronic Components Advertising Air Freight & Couriers Environmental & Facilities Services Real Estate Services Water Utilities Broadcasting Consumer Staples Sector Pharmaceuticals Housewares & Specialities Health Care Sector Tires & Rubber NA Aerospace & Defense Household Products Trucking Research & Consulting Services Soft Drinks Trading Companies & Distributors Home Furnishings Computer & Electronics Retail Industrials Sector Office Services & Supplies NA Auto Parts & Equipment Commodity Chemicals Drug Retail Apparel & Accessories Consumer Electronics Brewers Department Stores Personal Products Communications Equipment Food Retail IT Consulting & Other Services Hypermarkets & Super Centers Multi-Utilities Electrical Components & Equipment Home Furnishing Retail Motorcycle Manufacturers Specialized Consumer Services Home Entertainment Software Health Care Distributors Integrated Telecommunication Services Telecommunications Services Sector Human Resource & Employment Services Utilities Sector Biotechnology Agricultural & Farm Machinery Electric Utilities Industrial Gasses Construction & Farm Machinery Automobile Manufacturers Airlines Independent Power Producers & Energy Tr Building Products Office REITs Alternative Carriers Gold Health Care REITs Retail REITs Real Estate sector Hotel & Resort REITs NA Industrial REITs NA Residential REITs Oil & Gas Drilling NA Oil & Gas Exploration & Production 27.2 NA.3 www.

5 Table 3: Sorted on Long-Term Earnings Growth (%) Table 3: Forecasted Growth Rate STRG / STEG / LTEG, Sorted on LTEG-LongTerm Earnings Growth (Thursday data as of February 9, 217) S&P Industry STRG STEG LTEG Oil & Gas Exploration & Production 27.2 NA.3 Copper sub industry Internet & Direct Marketing Retail Integrated Oil & Gas Energy Sector Application Software Specialized REITs Steel Construction Materials Office REITs Internet Software & Services Gold Insurance Brokers Agricultural & Farm Machinery Distributors Consumer Discretionary Sector Home Entertainment Software Restaurants Electronic Equipment & Instruments Consumer Electronics Construction & Farm Machinery Broadcasting Home Improvement Retail Semiconductor Equipment Real Estate sector Cable & Satellite Distillers & Vintners Managed Health Care Data Processing & Outsourced Services Hotels Building Products Household Appliances Agricultural Products Investment Banking & Brokerage Biotechnology Construction & Engineering Information Technology Sector Speciality Stores Automotive Retail Food Distributors Trucking Footwear Multi-Line Insurance S&P Real Estate Services Packaged Foods Computer & Electronics Retail Railroads Industrial Conglomerates Auto Parts & Equipment Health Care Facilities Health Care Technology Health Care Services Communications Equipment General Merchandise Stores Housewares & Specialities Health Care Sector Homebuilding Diversified Support Services Financial Exchanges & Data Health Care Supplies Movies & Entertainment Health Care Equipment Semiconductors Life Sciences Tools & Services Drug Retail Industrials Sector Materials Sector Apparel Retail Specialized Consumer Services Page 3 / February, 217 / Forecasted % Growth Rate: STRG/STEG/LTEG S&P Industry STRG STEG LTEG Leisure Products Systems Software Oil & Gas Storage & Transportation Speciality Chemicals Asset Management & Custody Banks Apparel & Accessories Aerospace & Defense Environmental & Facilities Services Electrical Components & Equipment Industrial Machinery Tobacco Research & Consulting Services Health Care Distributors Financials Sector Trading Companies & Distributors Air Freight & Couriers Technology Hardware, Storage & Peripherals Publishing & Printing Advertising Motorcycle Manufacturers Retail REITs Pharmaceuticals Consumer Staples Sector Electronic Components Electronic Manufacturing Services Casinos & Gaming Metal & Glass Containers Life & Health Insurance Paper Packaging Diversified Banks Brewers Regional Banks Water Utilities Consumer Finance Diversified Chemicals Household Products Property & Casualty Insurance Residential REITs Human Resource & Employment Services Home Furnishings Home Furnishing Retail IT Consulting & Other Services Soft Drinks Department Stores Industrial Gasses Hypermarkets & Super Centers Personal Products Health Care REITs Multi-Utilities Oil & Gas Refining & Marketing Fertilizers & Agricultural Chemicals Food Retail Utilities Sector Integrated Telecommunication Services Oil & Gas Equipment & Services Airlines Electric Utilities Independent Power Producers & Energy Tr Telecommunications Services Sector Automobile Manufacturers Commodity Chemicals Alternative Carriers Multi-Sector Holdings NA Tires & Rubber NA Office Services & Supplies NA Hotel & Resort REITs NA Industrial REITs NA Oil & Gas Drilling NA www.

6 3 2 2 Figure 1. S&P STRG, STEG, & LTEG S&P Sectors STRG/STEG/LTEG LTEG* (12.3) STEG* (1.) STRG* (.) * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. 6 Figure 2. S&P CONSUMER DISCRETIONARY STRG, STEG, & LTEG STEG capped at % LTEG* (18.3) STEG* (9.4) STRG* (4.8) * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. Page 4 / February, 217 / Forecasted % Growth Rate: STRG/STEG/LTEG www.

7 S&P Sectors STRG/STEG/LTEG 2 Figure 3. S&P CONSUMER STAPLES STRG, STEG, & LTEG LTEG* (8.2) STEG* (6.7) STRG* (2.7) * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. 1 7 Figure 4. S&P ENERGY STRG, STEG, & LTEG LTEG* (3.8) STEG* (8.) STRG* (23.1) STEG capped at 8% * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. Page / February, 217 / Forecasted % Growth Rate: STRG/STEG/LTEG www.

8 Figure. S&P Sectors STRG/STEG/LTEG S&P FINANCIALS STRG, STEG, & LTEG LTEG* (8.8) STEG* (1.8) STRG* (3.) STEG capped at % * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. 2 Figure 6. S&P HEALTH CARE STRG, STEG, & LTEG 2 1 LTEG* (1.6) STEG* (6.3) STRG* (4.) * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. Page 6 / February, 217 / Forecasted % Growth Rate: STRG/STEG/LTEG www.

9 S&P Sectors STRG/STEG/LTEG 2 2 Figure 7. S&P INDUSTRIALS STRG, STEG, & LTEG LTEG* (1.2) STEG* (.2) STRG* (2.4) * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. 6 4 Figure 8. S&P INFORMATION TECHNOLOGY STRG, STEG, & LTEG LTEG* (12.7) STEG* (9.7) STRG* (6.7) * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. Page 7 / February, 217 / Forecasted % Growth Rate: STRG/STEG/LTEG www.

10 6 Figure 9. S&P Sectors STRG/STEG/LTEG S&P MATERIALS STRG, STEG, & LTEG STEG capped at % LTEG* (1.1) STEG* (12.9) STRG* (4.8) * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. 7 Figure 1. S&P REAL ESTATE STRG, STEG, & LTEG LTEG* (14.4) STEG* (-2.3) STRG* (4.9) * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. Page 8 / February, 217 / Forecasted % Growth Rate: STRG/STEG/LTEG www.

11 3 2 2 Figure 11. S&P Sectors STRG/STEG/LTEG S&P TELECOMMUNICATIONS SERVICES STRG, STEG, & LTEG LTEG* (2.2) STEG* (1.3) STRG* (.6) * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. 2 Figure 12. S&P UTILITIES STRG, STEG, & LTEG LTEG* (3.6) STEG* (.9) STRG* (3.4) * STEG: 12-month (2-week) forward consensus expected earnings growth. STRG: 12-month (2-week) forward consensus expected revenue growth. LTEG: -year consensus expected earnings growth. Monthly data through 2, weekly thereafter. Page 9 / February, 217 / Forecasted % Growth Rate: STRG/STEG/LTEG www.

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