Updated
Updated · CNBC · Jul 10
S&P 500's 21x Forward P/E Masks Risk as 28x Trailing Multiple Signals Lofty Earnings Bets
Updated
Updated · CNBC · Jul 10

S&P 500's 21x Forward P/E Masks Risk as 28x Trailing Multiple Signals Lofty Earnings Bets

2 articles · Updated · CNBC · Jul 10

Summary

  • At 21 times next-12-month earnings versus 28 times trailing profits, the S&P 500 looks cheaper on a forward basis, but academics say that gap mainly reflects unusually aggressive earnings expectations.
  • FactSet data show spreads this wide have been rare outside extremes such as 2000, and experts say any miss on second-quarter results or guidance next week could trigger a pullback or multiple compression.
  • Itzhak Ben-David said the implied earnings growth has occurred in fewer than one in five quarters since 1989, mostly after earnings collapses—not from today's record-high profit base.
  • John Campbell said the lower forward P/E does not prove stocks are fairly valued over the long run, while Shiller's CAPE framework still points to an unusually expensive market.
  • Research cited in the report also questions reliance on analyst forecasts, arguing forward P/E often repackages embedded optimism and may be less useful than trailing P/E for judging future growth.

Insights

As real interest rates hit two-decade highs, is the stock market completely disconnected from economic reality?
With valuations at 1929 levels, are investors ignoring history for a speculative bet on future AI profits?