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Sector Earnings Update: May 2021

S&P 500

The S&P 500 index has gained 12.1% returns year-to-date with a 3-year annualized returns of 18.5%. The index has earned $136.96 per share over the last 12 months and is expected to earn $182.83 per share in the current fiscal year. Current dividend yield is 1.39% and is expected to yield 1.44% over the next 12 months.
The index is currently trading cheaper at a PE of 30.31 relative to its 10-year average of 35.9. S&P 500 index is bullish given 94.83% of its members are trading above their 200-day moving average price. Over the last 12 months, the index earned a positive return 63.46% of the time with 20.99% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

Consumer Discretionary

The Consumer Discretionary sector has gained 7.9% returns year-to-date with a 3-year annualized returns of 20.6%. The group has earned $24.33 per share over the last 12 months and is expected to earn $37.94 per share in the current fiscal year. Current dividend yield is 0.56% and is expected to yield 0.66% over the next 12 months.
The sector is currently trading expensive at a PE of 57.67 relative to its 10-year average of 54.64. Consumer Discretionary sector is bullish given 100.0% of its members are trading above their 200-day moving average price. Over the last 12 months, the sector earned a positive return 48.08% of the time with 34.92% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

Consumer Staples

The Consumer Staples sector has gained 3.7% returns year-to-date with a 3-year annualized returns of 15.3%. The group has earned $31.67 per share over the last 12 months and is expected to earn $33.09 per share in the current fiscal year. Current dividend yield is 2.77% and is expected to yield 2.64% over the next 12 months.
The sector is currently trading cheaper at a PE of 22.59 relative to its 10-year average of 28.25. Consumer Staples sector is bullish given 84.38% of its members are trading above their 200-day moving average price. Over the last 12 months, the sector has been range bound with 18.75% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

Energy

The Energy sector has gained 35.8% returns year-to-date with a 3-year annualized returns of -7.1%. The group has earned $-4.19 per share over the last 12 months and is expected to earn $18.04 per share in the current fiscal year. Current dividend yield is 4.26% and is expected to yield 4.33% over the next 12 months.
The sector is currently trading cheaper at a PE of 0.0 relative to its 10-year average of 14.49. Energy sector is bullish given 95.65% of its members are trading above their 200-day moving average price. Over the last 12 months, the sector earned a positive return 57.69% of the time with 4.35% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

Financials

The Financials sector has gained 24.7% returns year-to-date with a 3-year annualized returns of 12.8%. The group has earned $37.3 per share over the last 12 months and is expected to earn $41.57 per share in the current fiscal year. Current dividend yield is 1.71% and is expected to yield 1.75% over the next 12 months.
The sector is currently trading cheaper at a PE of 16.3 relative to its 10-year average of 22.59. Financials sector is bullish given 98.46% of its members are trading above their 200-day moving average price. Over the last 12 months, the sector earned a positive return 67.31% of the time with 38.46% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

Health Care

The Health Care sector has gained 8.3% returns year-to-date with a 3-year annualized returns of 17.0%. The group has earned $62.04 per share over the last 12 months and is expected to earn $83.48 per share in the current fiscal year. Current dividend yield is 1.55% and is expected to yield 1.61% over the next 12 months.
The sector is currently trading cheaper at a PE of 22.98 relative to its 10-year average of 33.41. Health Care sector is bullish given 83.87% of its members are trading above their 200-day moving average price. Over the last 12 months, the sector earned a positive return 59.62% of the time with 17.74% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

Industrials

The Industrials sector has gained 16.9% returns year-to-date with a 3-year annualized returns of 15.0%. The group has earned $15.06 per share over the last 12 months and is expected to earn $30.45 per share in the current fiscal year. Current dividend yield is 1.31% and is expected to yield 1.43% over the next 12 months.
The sector is currently trading expensive at a PE of 57.94 relative to its 10-year average of 31.67. Industrials sector is bullish given 100.0% of its members are trading above their 200-day moving average price. Over the last 12 months, the sector has been range bound with 22.97% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

Information Technology

The Information Technology sector has gained 4.8% returns year-to-date with a 3-year annualized returns of 28.1%. The group has earned $71.72 per share over the last 12 months and is expected to earn $89.32 per share in the current fiscal year. Current dividend yield is 0.9% and is expected to yield 0.93% over the next 12 months.
The sector is currently trading cheaper at a PE of 33.39 relative to its 10-year average of 56.12. Information Technology sector is bullish given 93.33% of its members are trading above their 200-day moving average price. Over the last 12 months, the sector earned a positive return 59.62% of the time with 4.0% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

Materials

The Materials sector has gained 17.5% returns year-to-date with a 3-year annualized returns of 16.2%. The group has earned $17.93 per share over the last 12 months and is expected to earn $26.46 per share in the current fiscal year. Current dividend yield is 1.61% and is expected to yield 1.75% over the next 12 months.
The sector is currently trading cheaper at a PE of 29.72 relative to its 10-year average of 31.07. Materials sector is bullish given 100.0% of its members are trading above their 200-day moving average price. Over the last 12 months, the sector has been range bound with 32.14% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

Real Estate

The Real Estate sector has gained 16.8% returns year-to-date with a 3-year annualized returns of 14.6%. The group has earned $3.97 per share over the last 12 months and is expected to earn $4.97 per share in the current fiscal year. Current dividend yield is 2.52% and is expected to yield 2.65% over the next 12 months.
The sector is currently trading cheaper at a PE of 66.55 relative to its 10-year average of 72.82. Real Estate sector is bullish given 96.43% of its members are trading above their 200-day moving average price. Over the last 12 months, the sector has been range bound with 13.79% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

Communication Services

The Communication Services sector has gained 14.6% returns year-to-date with a 3-year annualized returns of 22.3%. The group has earned $8.67 per share over the last 12 months and is expected to earn $11.32 per share in the current fiscal year. Current dividend yield is 0.84% and is expected to yield 0.88% over the next 12 months.
The sector is currently trading cheaper at a PE of 29.21 relative to its 10-year average of 40.45. Communication Services sector is bullish given 88.46% of its members are trading above their 200-day moving average price. Over the last 12 months, the sector earned a positive return 59.62% of the time with 11.54% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

Utilities

The Utilities sector has gained 6.7% returns year-to-date with a 3-year annualized returns of 12.7%. The group has earned $15.71 per share over the last 12 months and is expected to earn $17.63 per share in the current fiscal year. Current dividend yield is 3.25% and is expected to yield 3.29% over the next 12 months.
The sector is currently trading cheaper at a PE of 21.47 relative to its 10-year average of 24.92. Utilities sector is bullish given 100.0% of its members are trading above their 200-day moving average price. Over the last 12 months, the sector earned a positive return 55.77% of the time with 10.34% of the members closing at its new 52-week high price and none of the members closing at a new 52-week low price.

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