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Jul 07 2022
Of Special Interest

Research Preview: The Impact Of Falling Estimates

  • Jul 7, 2022

The 2022 bear market has been driven entirely by a collapse in P/E ratios. Last month, we noted that the other potential driver of market declines—falling earnings—had yet to raise its ugly head. Now we examine past episodes to consider how the stock market might react when the “other shoe” (EPS) drops.

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Earnings Earnings Estimates S&P 500 EPS Margins Operating Margin Profit Margins NTM EPS Defensives

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About The Author

Scott Opsal / Director of Research & Equities

Scott Opsal Director of Research & Equities

Scott is Director of Research & Equities for The Leuthold Group, LLC. His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations.

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