How to Read S&P 500 EV/EBITDA at 15x to 17x
The S&P 500 EV/EBITDA ratio measures the aggregate enterprise value of index constituents relative to their combined earnings before interest, taxes, depreciation, and amortization.
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516 articles — page 15 of 43
How S&P 500 Beta Measures a Stock's Market Risk
S&P 500 beta measures a stock's price sensitivity relative to the index itself, which carries a beta of exactly 1.0 by definition.
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Treasuries, Gold, and Managed Futures Hedge the S&P 500
The short list: long-duration U.S. Treasuries, gold, managed futures, and certain volatility strategies. Each has genuine historical evidence behind it.
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S&P 500 PR vs TR: How Dividends Change Your Returns
The S&P 500 Price Return and Total Return indices track the same 500 companies but tell fundamentally different stories. The PR index captures only price appreciation.
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BRK.B vs S&P 500: 58 Years of Compounding, and a Closing Gap
The BRK.B vs S&P 500 chart tells a story that shifts depending on which window you look through. Over 58 years, Berkshire has compounded at a rate that dwarfs the index.
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What S&P 500 Inclusion Does to a Stock's Price
S&P 500 inclusion triggers a predictable sequence of institutional buying, price pressure, and investor base shifts that every large-portfolio holder should understand.
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How State Street's S&P 500 Index II Securities Lending Fund Works
The S&P 500 Index II Securities Lending Series Fund is an institutional commingled fund managed by State Street Global Advisors that tracks the S&P 500 while generating incremental income by lending portfolio securities to short sellers and other borrowers. It is not a retail product. Access typical
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The S&P 500's Worst Decade Lost 24% on Price but Only 9% With Dividends
The S&P 500's worst 10-year price return on record ran from January 2000 through December 2009: a cumulative decline of roughly 24%, with the index closing near 1,469 at the end of 1999 and near 1,115 at the end of 2009, according to Federal Reserve Bank of St. Louis (FRED) historical data. On a tot
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How Much of the S&P 500 Is Actually Tech?
The S&P 500 technology sector currently represents approximately 29–31% of the index's total market capitalization, according to S&P Dow Jones Indices monthly GICS sector weightings.
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All 11 S&P 500 Sectors and How They're Weighted Today
The S&P 500 organizes its 500 constituents into 11 sectors using the Global Industry Classification Standard (GICS), a framework jointly developed by MSCI and S&P Dow Jones Indices that classifies companies into 11 sectors, 24 industry groups, 69 industries, and 158 sub-industries based on principal
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How Moody's and S&P Ratings Split on Most Rated Bonds
Moody's and S&P use different rating scales, different methodological anchors, and different weighting systems that produce divergent assessments on roughly 50-60% of rated corporate bonds.
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Venture Capital Returns vs S&P 500: Which Actually Wins?
The honest answer: top-quartile venture capital funds have historically beaten the S&P 500 by a wide margin. Median VC funds have not.
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