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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Banksy ✸🐝🐝  😊 😞
Number: of 15056 
Subject: Re: Bloomstran on Podcast
Date: 03/20/2025 4:30 PM
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No. of Recommendations: 3
S&P500 sales growth is about 4%/yr since 2000 (4% for 8 yrs, then 1% for 8yrs, then 7% for 8yrs). Current divi yield is ~1.3%. Suggests not much more than 5%/yr total return going forward (to me, anyway; 4.1% + 1.3% = 5.4%).
10yr treasuries pay ~4.3%. Hmmmm ....

Also if the current high valuation levels of the S&P500 do return to a more normal range anytime soon, the contracting multiples will lower that 5%. Perhaps considerably.
(All depends on how far and how fast those historically normal valuations return, if ever!)
Current S&P500 P/E 28. For some perspective: In 2011 it was 14.
Current S&P500 Dividend Yield 1.3%. For some perspective: In 2011 it was 2.12%.
Current Shiller S&P500 P/E 35. In 2011 it was 20.
Current S&P500 Price To Sales Ratio 2.91. In 2011 it was 1.3.
Current S&P500 Price To Book 4.87. In 2011 it was 2.
Current S&P500 Earnings Yield 3.52%. In 2011 it was 7%.

Or perhaps it's different this time!

I used Shillers site for #'s:

https://www.multpl.com/s-p-500-price-to-book
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