S&P 500 Income Statement & Ratios
Corporate Finance Briefing: S&P 500
Income Statement & Ratios
Yardeni Research, Inc.
August 12, 2019
Dr. Ed Yardeni
516-972-7683 eyardeni@
Joe Abbott
732-497-5306 jabbott@
Please visit our sites at blog.
thinking outside the box
Table Of Contents Table Of Contents
S&P 500 Cost of Goods Sold S&P 500 Gross Profit S&P 500 Selling, General & Administrative S&P 500 Interest Expense S&P 500 EBITDA S&P 500 OIADP S&P 500 Depreciation & Amortization S&P 500 Pretax Profit S&P 500 Income Tax S&P 500 Cash Flow S&P 500 Capital Expenditures S&P 500 Leverage Ratios S&P 500 Liquidity Ratios S&P 500 Asset Management Ratios
3 4 5 6-9 10 11 12 13 14 15 16-17 18 19 20
August 12, 2019 / S&P 500 Income Statement & Ratios
Yardeni Research, Inc.
S&P 500 Cost of Goods Sold
Figure 1.
900
S&P 500 COST OF GOODS SOLD (ratio scale, dollars per share)
800
700
Cost of Goods Sold (786.4)
600
500
400
900
2017
800
700
600
500
400
300
300
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's Corporation.
Figure 2.
70
70
S&P 500 COST OF GOODS SOLD MARGIN
(percent of sales)
69
69
(63.9)
68
68
67
67
66
66
65
65
64
2017
64
63
63
62
62
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's Corporation.
Page 3 / August 12, 2019 / S&P 500 Income Statement & Ratios
Yardeni Research, Inc.
S&P 500 Gross Profit
Figure 3.
500
S&P 500 GROSS PROFIT (SALES - COST OF GOODS SOLD) 450 (ratio scale, dollars per share)
400 Gross Profit (445.1)
350
300
250
200
500
2017
450
400
350
300
250
200
150
150
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's Corporation.
Figure 4.
38
S&P 500 GROSS PROFIT MARGIN (percent of sales)
37
36
(36.1)
38
37
2017
36
35
35
34
34
33
33
32
32
31
31
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's Corporation.
Page 4 / August 12, 2019 / S&P 500 Income Statement & Ratios
Yardeni Research, Inc.
S&P 500 Selling, General & Administrative
Figure 5.
265
S&P 500 SELLING, GENERAL & ADMINISTRATIVE EXPENSES (SG&A) 240 (ratio scale, dollars per share)
265 240 2017
215
215
SG&A (234.0)
190
190
165
165
140
140
115
115
90
90
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's Corporation.
Figure 6.
19.5
S&P 500 SG&A RATIO (percent of sales)
19.0
(19.0)
19.5
2017
19.0
18.5
18.5
18.0
18.0
17.5
17.5
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's Corporation.
Page 5 / August 12, 2019 / S&P 500 Income Statement & Ratios
Yardeni Research, Inc.
S&P 500 Interest Expense
Figure 7.
60
60
S&P 500 INTEREST EXPENSE
(dollars per share)
50
Interest Expense (25.02)
50
40
40
30
30
2017
20
20
10
10
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's.
Figure 8.
6
S&P 500 INTEREST EXPENSE MARGIN (percent of sales)
5
6
(2.0) 5
4
4
3
3
2
2017
2
1
1
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's Corporation.
Page 6 / August 12, 2019 / S&P 500 Income Statement & Ratios
Yardeni Research, Inc.
S&P 500 Interest Expense
Figure 9.
30
30
S&P 500 INTEREST EXPENSE MARGIN
(percent of EBITDA)
(9.6)
25
25
20
20
15
15
10
2017
10
5
5
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's.
Figure 10.
250
S&P 500 INTEREST EXPENSE MARGIN (percent of net income)
200
250
(22.2) 200
150
150
100
100
50
50
2017
0
0
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's Corporation.
Page 7 / August 12, 2019 / S&P 500 Income Statement & Ratios
Yardeni Research, Inc.
S&P 500 Interest Expense
Figure 11.
100
100
S&P 500 INTEREST EXPENSE MARGIN
(percent of pretax income)
(16.3)
80
80
60
60
40
40
20
20
2017
0
0
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's Corporation.
Figure 12.
50
50
S&P 500 INTEREST EXPENSE MARGIN
(percent of pretax income without interest expense)
(14.0)
40
40
30
30
20
20
2017
10
10
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
Source: Haver Analytics and Standard & Poor's Corporation.
Page 8 / August 12, 2019 / S&P 500 Income Statement & Ratios
Yardeni Research, Inc.
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