$NVIDIA(NVDA)$ still very much-To The Moon - Tiger Brokers Online Investing Community - To The Moon

3
Comment
Favorite

Investordude1301
08-26

$NVIDIA(NVDA)$ still very much a growth stock with potentially 50% valuation upside

These Growth Stocks are Still Cheap, Despite the S&P 500 Being Near a Record High Price-to-Sales Valuation

Stocks' price-to-earnings ratios are down as corporate profits have soared, but the S&P 500 is near its record high when prices are compared with salesThese are three of the 11 stocks among the S&P 50

These Growth Stocks are Still Cheap, Despite the S&P 500 Being Near a Record High Price-to-Sales Valuation

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

3

Report

Comment

Top
Latest

empty

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":600806998085704,"tweetId":"600806998085704","gmtCreate":1787718363385,"gmtModify":1787718366609,"author":{"id":4092737024653350,"idStr":"4092737024653350","authorId":4092737024653350,"authorIdStr":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.14","exceedPercentage":"80.16%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-2","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":41,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> still very much a growth stock with potentially 50% valuation upside</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> still very much a growth stock with potentially 50% valuation upside</body></html>","text":"$NVIDIA(NVDA)$ still very much a growth stock with potentially 50% valuation upside","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/600806998085704","repostId":2662756569,"repostType":2,"repost":{"id":"2662756569","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1787714379,"share":"https://ttm.financial/m/news/2662756569?lang=en_US&edition=fundamental","pubTime":"2026-08-26 11:19","market":"us","language":"en","title":"These Growth Stocks are Still Cheap, Despite the S&P 500 Being Near a Record High Price-to-Sales Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=2662756569","media":"Dow Jones","summary":"Stocks' price-to-earnings ratios are down as corporate profits have soared, but the S&P 500 is near its record high when prices are compared with salesThese are three of the 11 stocks among the S&P 50","content":"<html><head></head><body><p style=\"text-align: left;\">Stocks&#39; price-to-earnings ratios are down as corporate profits have soared, but the S&amp;P 500 is near its record high when prices are compared with sales</p><p style=\"text-align: left;\">These are three of the 11 stocks among the S&amp;P 500 that passed a screen, trading below their long-term average price/sales ratios, with estimates for very strong revenue growth through 2028.</p><p style=\"text-align: left;\">The S&amp;P 500&#39;s valuation, as measured by the forward price-to-earnings ratio, has declined significantly over the past year, but the index&#39;s forward price-to-sales ratio is near a 20-year high. While that may be a warning for investors, some data highlights possible opportunities among individual stocks.</p><p style=\"text-align: left;\">Let&#39;s begin with two 20-year charts showing how these valuations have changed through Monday. First, here is how the S&amp;P 500&#39;s SPX forward P/E has moved. This is the index&#39;s price divided by rolling 12-month consensus earnings-per-share estimates among analysts polled by FactSet. The index and associated ratios are weighted by component companies&#39; market capitalization.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2e8608eae9fc782020edc89a08b14aa\" data-align=\"center\" tg-width=\"540\" tg-height=\"445\"/><span>The S&amp;P 500&#39;s forward P/E ratio has declined to 19.81 from 22.58 a year ago, even as the index has gained 18%.</span></p><p style=\"text-align: left;\">The S&amp;P 500&#39;s forward P/E has declined even though the index&#39;s price has increased 18% over the past year, because its rolling 12-month EPS estimate has increased by 35%. The S&amp;P 500&#39;s forward P/E is now slightly below its five-year average valuation of 20.23, but a bit above its 10-year average of 19.48. The index hit its 20-year peak P/E of 24.31 in September 2020.</p><p style=\"text-align: left;\">Now let&#39;s look at the movement of the index&#39;s forward price/sales ratio over the past 20 years:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2a3da22d3ee2d9aeda9d68140342b907\" data-align=\"center\" tg-width=\"540\" tg-height=\"445\"/><span>The S&amp;P 500&#39;s current price/sales ratio of 3.26 is close to its 20-year peak valuation of 3.35, which it reached in June.</span></p><p style=\"text-align: left;\">The reason for the continued climb is that the rolling 12-month revenue estimate has increased by &#34;only&#34; 14%, or by less than half the increase in the EPS estimate.</p><p style=\"text-align: left;\">Among the 11 sectors of the S&amp;P 500, the information technology sector stands out with a large decline in its forward P/E over the past year, and because its forward price/sales ratio is high relative to its 10-year average valuation. Here&#39;s a look at the sectors&#39; valuations, sorted by forward price/sales:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0146411703657b7ce4ad139c07e083a3\" data-align=\"center\" tg-width=\"477\" tg-height=\"441\"/><span></span></p><p style=\"text-align: left;\">Although the S&amp;P 500 has become less expensive on a P/E basis, Mark Hulbert said the stock market as a whole is expensive. &#34;Almost all valuation indicators with decent track records suggest that the stock market is not just overvalued - it&#39;s extremely overvalued,&#34; he wrote.</p><p style=\"text-align: left;\">But Hulbert pointed out that the high valuation measures didn&#39;t necessarily mean a sharp market decline was imminent. &#34;Valuation indicators are more helpful for long-term forecasting than short-term market timing,&#34; he said.</p><p style=\"text-align: left;\">And that long-term view is shared by Ed Clissold, the chief U.S. strategist at Ned Davis Research.</p><p style=\"text-align: left;\">In an email exchange with MarketWatch, Clissold wrote: &#34;When profit margins are high, like they are now, the divergence between a rising price/sales ratio and a falling price/earnings ratio matters less.&#34;</p><p style=\"text-align: left;\">What it means, he wrote, is that companies are doing a good job of converting sales into profits.</p><p style=\"text-align: left;\">But the risk is that someone looking at a P/E ratio may not see as much downside risk as there actually is, he added, because profit margins &#34;tend to compress sharply&#34; during slowdowns.</p><p style=\"text-align: left;\">&#34;With recession risks low, I would not look at it as a front burner issue, but one to keep in the back of your mind when the next recession inevitably comes,&#34; Clissold wrote.</p><p style=\"text-align: left;\">A related stock screen: Declining price/sales and high projected sales growth</p><p style=\"text-align: left;\">We screened the S&amp;P 500 for stocks trading below their 10-year average forward price/sales valuations, and then for projected revenue growth from calendar 2026 through 2028, based on consensus estimates among analysts polled by FactSet.</p><p style=\"text-align: left;\">For the full S&amp;P 500, revenue is expected to increase at a compound annual growth rate (CAGR) of 7.6% from 2026 through 2028, based on weighted estimates among analysts polled by FactSet.</p><p style=\"text-align: left;\">There are 214 stocks of S&amp;P 500 companies trading below their 10-year average forward price/sales ratios. Among those companies, there are 11 projected to increase sales at a CAGR of at least 15.2%, or double the projected CAGR for the index:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0724e997eabaf37c43f2b45f52a6a579\" data-align=\"center\" tg-width=\"474\" tg-height=\"531\"/><span></span></p><p style=\"text-align: left;\">When asked about this stock screen in the email exchange, Clissold wrote: &#34;Looking at forward sales brings into question whether those sales will come to fruition. Some analysts are concerned that data centers will not be built as planned due to supply constraints.&#34;</p><p style=\"text-align: left;\">Among the stocks that passed the screen, Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, Nvidia (NVDA), Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> and Generac <a href=\"https://laohu8.com/S/GNRC\">$(GNRC)$</a> are directly involved with the data-center build-out by supplying hardware.</p><p style=\"text-align: left;\">Heading into earnings: Nvidia is the beating heart of the AI boom and the stock market - which sets up a big test</p><p style=\"text-align: left;\">For these stocks and others that passed the screen, the question is whether or not the companies can meet or exceed these forecasts for very strong revenue growth. This is where your own opinion comes into play.</p><p style=\"text-align: left;\">You can begin your own research by clicking on the tickers for more information.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Growth Stocks are Still Cheap, Despite the S&P 500 Being Near a Record High Price-to-Sales Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Growth Stocks are Still Cheap, Despite the S&P 500 Being Near a Record High Price-to-Sales Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-08-26 11:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Stocks&#39; price-to-earnings ratios are down as corporate profits have soared, but the S&amp;P 500 is near its record high when prices are compared with sales</p><p style=\"text-align: left;\">These are three of the 11 stocks among the S&amp;P 500 that passed a screen, trading below their long-term average price/sales ratios, with estimates for very strong revenue growth through 2028.</p><p style=\"text-align: left;\">The S&amp;P 500&#39;s valuation, as measured by the forward price-to-earnings ratio, has declined significantly over the past year, but the index&#39;s forward price-to-sales ratio is near a 20-year high. While that may be a warning for investors, some data highlights possible opportunities among individual stocks.</p><p style=\"text-align: left;\">Let&#39;s begin with two 20-year charts showing how these valuations have changed through Monday. First, here is how the S&amp;P 500&#39;s SPX forward P/E has moved. This is the index&#39;s price divided by rolling 12-month consensus earnings-per-share estimates among analysts polled by FactSet. The index and associated ratios are weighted by component companies&#39; market capitalization.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2e8608eae9fc782020edc89a08b14aa\" data-align=\"center\" tg-width=\"540\" tg-height=\"445\"/><span>The S&amp;P 500&#39;s forward P/E ratio has declined to 19.81 from 22.58 a year ago, even as the index has gained 18%.</span></p><p style=\"text-align: left;\">The S&amp;P 500&#39;s forward P/E has declined even though the index&#39;s price has increased 18% over the past year, because its rolling 12-month EPS estimate has increased by 35%. The S&amp;P 500&#39;s forward P/E is now slightly below its five-year average valuation of 20.23, but a bit above its 10-year average of 19.48. The index hit its 20-year peak P/E of 24.31 in September 2020.</p><p style=\"text-align: left;\">Now let&#39;s look at the movement of the index&#39;s forward price/sales ratio over the past 20 years:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2a3da22d3ee2d9aeda9d68140342b907\" data-align=\"center\" tg-width=\"540\" tg-height=\"445\"/><span>The S&amp;P 500&#39;s current price/sales ratio of 3.26 is close to its 20-year peak valuation of 3.35, which it reached in June.</span></p><p style=\"text-align: left;\">The reason for the continued climb is that the rolling 12-month revenue estimate has increased by &#34;only&#34; 14%, or by less than half the increase in the EPS estimate.</p><p style=\"text-align: left;\">Among the 11 sectors of the S&amp;P 500, the information technology sector stands out with a large decline in its forward P/E over the past year, and because its forward price/sales ratio is high relative to its 10-year average valuation. Here&#39;s a look at the sectors&#39; valuations, sorted by forward price/sales:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0146411703657b7ce4ad139c07e083a3\" data-align=\"center\" tg-width=\"477\" tg-height=\"441\"/><span></span></p><p style=\"text-align: left;\">Although the S&amp;P 500 has become less expensive on a P/E basis, Mark Hulbert said the stock market as a whole is expensive. &#34;Almost all valuation indicators with decent track records suggest that the stock market is not just overvalued - it&#39;s extremely overvalued,&#34; he wrote.</p><p style=\"text-align: left;\">But Hulbert pointed out that the high valuation measures didn&#39;t necessarily mean a sharp market decline was imminent. &#34;Valuation indicators are more helpful for long-term forecasting than short-term market timing,&#34; he said.</p><p style=\"text-align: left;\">And that long-term view is shared by Ed Clissold, the chief U.S. strategist at Ned Davis Research.</p><p style=\"text-align: left;\">In an email exchange with MarketWatch, Clissold wrote: &#34;When profit margins are high, like they are now, the divergence between a rising price/sales ratio and a falling price/earnings ratio matters less.&#34;</p><p style=\"text-align: left;\">What it means, he wrote, is that companies are doing a good job of converting sales into profits.</p><p style=\"text-align: left;\">But the risk is that someone looking at a P/E ratio may not see as much downside risk as there actually is, he added, because profit margins &#34;tend to compress sharply&#34; during slowdowns.</p><p style=\"text-align: left;\">&#34;With recession risks low, I would not look at it as a front burner issue, but one to keep in the back of your mind when the next recession inevitably comes,&#34; Clissold wrote.</p><p style=\"text-align: left;\">A related stock screen: Declining price/sales and high projected sales growth</p><p style=\"text-align: left;\">We screened the S&amp;P 500 for stocks trading below their 10-year average forward price/sales valuations, and then for projected revenue growth from calendar 2026 through 2028, based on consensus estimates among analysts polled by FactSet.</p><p style=\"text-align: left;\">For the full S&amp;P 500, revenue is expected to increase at a compound annual growth rate (CAGR) of 7.6% from 2026 through 2028, based on weighted estimates among analysts polled by FactSet.</p><p style=\"text-align: left;\">There are 214 stocks of S&amp;P 500 companies trading below their 10-year average forward price/sales ratios. Among those companies, there are 11 projected to increase sales at a CAGR of at least 15.2%, or double the projected CAGR for the index:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0724e997eabaf37c43f2b45f52a6a579\" data-align=\"center\" tg-width=\"474\" tg-height=\"531\"/><span></span></p><p style=\"text-align: left;\">When asked about this stock screen in the email exchange, Clissold wrote: &#34;Looking at forward sales brings into question whether those sales will come to fruition. Some analysts are concerned that data centers will not be built as planned due to supply constraints.&#34;</p><p style=\"text-align: left;\">Among the stocks that passed the screen, Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, Nvidia (NVDA), Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> and Generac <a href=\"https://laohu8.com/S/GNRC\">$(GNRC)$</a> are directly involved with the data-center build-out by supplying hardware.</p><p style=\"text-align: left;\">Heading into earnings: Nvidia is the beating heart of the AI boom and the stock market - which sets up a big test</p><p style=\"text-align: left;\">For these stocks and others that passed the screen, the question is whether or not the companies can meet or exceed these forecasts for very strong revenue growth. This is where your own opinion comes into play.</p><p style=\"text-align: left;\">You can begin your own research by clicking on the tickers for more information.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCX":"2倍做多SMCI ETF-Defiance","GBXB":"Goldman Sachs U.S. Large Cap Buffer 2 ETF","PTL":"Inspire 500 ETF","HJUN":"Corgi U.S. Equities 100% Structured Buffer ETF - June Series","HELO":"JPMorgan Hedged Equity Laddered Overlay ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","PTLC":"Pacer Trendpilot US Large Cap ETF","SMCZ":"2倍做空SMCI ETF-Defiance","SSS":"Cyber Hornet S&P 500 and Solana 75/25 Strategy ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","ACLC":"AMERICAN CENTURY LARGE CAP EQUITY ETF","XPAY":"Roundhill S&P 500 Target 20 Managed Distribution ETF","ISSXF":"IShares Core S&P  500 Index ETF","FEBT":"AllianzIM U.S. Equity Buffer10 Feb ETF","ANV":"GraniteShares Autocallable NVDA ETF","ORCL":"甲骨文","RDDC":"Corgi RDDT 2x Daily ETF","SCHG":"Schwab U.S. Large -Cap Growth ET","XXX":"Cyber Hornet S&P 500 and XRP 75/25 Strategy ETF","DSPY":"Tema S&P 500 Historical Weight ETF Strategy","CGUS":"Capital Group Core Equity ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax",".SPX":"S&P 500 Index","LGDX":"INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF","ORAC":"Corgi ORCL 2x Daily ETF","LGH":"HCM Defender 500 Index ETF","MRCP":"PGIM S&P 500 Buffer 12 ETF - March","VYM":"红利股ETF-Vanguard","SPDF":"Defender Risk Adaptive 500 ETF","RDTL":"2倍做多RDDT ETF-GraniteShares","ORCS":"1倍做空ORCL ETF-Direxion","TOPC":"iShares S&P 500 3% Capped ETF","ORCU":"2倍做多ORCL ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","FELC":"FIDELITY ENHANCED LARGE CAP CORE ETF","ORCX":"2倍做多ORCL ETF-Defiance","SMCI":"超微电脑","FLAO":"AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF","07388":"南方两倍做空英伟达","ORCZ":"Tradr 2X Short ORCL Daily ETF","RDYY":"YIELDMAX RDDT OPTION INCOME STRATEGY ETF","BKLC":"BNY Mellon US Large Cap Core Equity ETF","TSPA":"T. Rowe Price U.S. Equity Research ETF","NVC":"Corgi NVDA 2x Daily ETF","CFO":"VictoryShares US 500 Enhanced Volatility Wtd ETF","RDDT":"Reddit","NVD":"2倍做空NVDA ETF-GraniteShares","FLCC":"Federated Hermes MDT Large Cap Core ETF","NVDB":"ProShares Ultra NVDA ETF","OALC":"OneAscent Large Cap Core ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","VOO":"Vanguard标普500ETF","CPST":"Calamos S&P 500 Structured Alt Protection ETF - September","SPY":"标普500ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","VOOG":"Vanguard标普500成长ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","ABIG":"Argent Large Cap ETF","UOCT":"Innovator U.S. Equity Ultra Buffer ETF - October","07788":"南方两倍做多英伟达","NVDU":"2倍做多NVDA ETF-Direxion","GPIX":"GOLDMAN SACHS S&P 500 CORE PREMIUM INCOME ETF","VOOX":"Corgi U.S. Large-Cap 2x Daily ETF","NVDW":"NVDA周配息ETF-Roundhill","UXAP":"FT Vest U.S. Equity Uncapped Accelerator ETF - April","XUSP":"Innovator Uncapped Accelerated U.S. Equity ETF","GSUS":"Goldman Sachs MarketBeta U.S. Equity ETF","NVDX":"2倍做多NVDA ETF-T-Rex","VSL":"Volshares Large Cap ETF","PBJL":"PGIM S&P 500 Buffer 20 ETF - July","NVDY":"NVDA期权收益策略ETF-YieldMax","UXJA":"FT Vest U.S. Equity Uncapped Accelerator ETF - January","SMCC":"2倍做多SMCI ETF-Corgi","UXJL":"FT Vest U.S. Equity Uncapped Accelerator ETF - July","SMYY":"GraniteShares YieldBOOST SMCI ETF","NVII":"Rex NVDA Growth & Income ETF","SPYM":"投资组合标普500指数ETF-SPDR","SMCL":"2倍做多SMCI ETF-Graniteshares","XSPI":"NEOS Boosted S&P 500 High Income ETF","AMCR":"AMCOR PLC","VUG":"成长股指数ETF-Vanguard MSCI","NVDA":"英伟达"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2662756569","content_text":"Stocks' price-to-earnings ratios are down as corporate profits have soared, but the S&P 500 is near its record high when prices are compared with salesThese are three of the 11 stocks among the S&P 500 that passed a screen, trading below their long-term average price/sales ratios, with estimates for very strong revenue growth through 2028.The S&P 500's valuation, as measured by the forward price-to-earnings ratio, has declined significantly over the past year, but the index's forward price-to-sales ratio is near a 20-year high. While that may be a warning for investors, some data highlights possible opportunities among individual stocks.Let's begin with two 20-year charts showing how these valuations have changed through Monday. First, here is how the S&P 500's SPX forward P/E has moved. This is the index's price divided by rolling 12-month consensus earnings-per-share estimates among analysts polled by FactSet. The index and associated ratios are weighted by component companies' market capitalization.The S&P 500's forward P/E ratio has declined to 19.81 from 22.58 a year ago, even as the index has gained 18%.The S&P 500's forward P/E has declined even though the index's price has increased 18% over the past year, because its rolling 12-month EPS estimate has increased by 35%. The S&P 500's forward P/E is now slightly below its five-year average valuation of 20.23, but a bit above its 10-year average of 19.48. The index hit its 20-year peak P/E of 24.31 in September 2020.Now let's look at the movement of the index's forward price/sales ratio over the past 20 years:The S&P 500's current price/sales ratio of 3.26 is close to its 20-year peak valuation of 3.35, which it reached in June.The reason for the continued climb is that the rolling 12-month revenue estimate has increased by \"only\" 14%, or by less than half the increase in the EPS estimate.Among the 11 sectors of the S&P 500, the information technology sector stands out with a large decline in its forward P/E over the past year, and because its forward price/sales ratio is high relative to its 10-year average valuation. Here's a look at the sectors' valuations, sorted by forward price/sales:Although the S&P 500 has become less expensive on a P/E basis, Mark Hulbert said the stock market as a whole is expensive. \"Almost all valuation indicators with decent track records suggest that the stock market is not just overvalued - it's extremely overvalued,\" he wrote.But Hulbert pointed out that the high valuation measures didn't necessarily mean a sharp market decline was imminent. \"Valuation indicators are more helpful for long-term forecasting than short-term market timing,\" he said.And that long-term view is shared by Ed Clissold, the chief U.S. strategist at Ned Davis Research.In an email exchange with MarketWatch, Clissold wrote: \"When profit margins are high, like they are now, the divergence between a rising price/sales ratio and a falling price/earnings ratio matters less.\"What it means, he wrote, is that companies are doing a good job of converting sales into profits.But the risk is that someone looking at a P/E ratio may not see as much downside risk as there actually is, he added, because profit margins \"tend to compress sharply\" during slowdowns.\"With recession risks low, I would not look at it as a front burner issue, but one to keep in the back of your mind when the next recession inevitably comes,\" Clissold wrote.A related stock screen: Declining price/sales and high projected sales growthWe screened the S&P 500 for stocks trading below their 10-year average forward price/sales valuations, and then for projected revenue growth from calendar 2026 through 2028, based on consensus estimates among analysts polled by FactSet.For the full S&P 500, revenue is expected to increase at a compound annual growth rate (CAGR) of 7.6% from 2026 through 2028, based on weighted estimates among analysts polled by FactSet.There are 214 stocks of S&P 500 companies trading below their 10-year average forward price/sales ratios. Among those companies, there are 11 projected to increase sales at a CAGR of at least 15.2%, or double the projected CAGR for the index:When asked about this stock screen in the email exchange, Clissold wrote: \"Looking at forward sales brings into question whether those sales will come to fruition. Some analysts are concerned that data centers will not be built as planned due to supply constraints.\"Among the stocks that passed the screen, Oracle $(ORCL)$, Nvidia (NVDA), Super Micro $(SMCI)$ and Generac $(GNRC)$ are directly involved with the data-center build-out by supplying hardware.Heading into earnings: Nvidia is the beating heart of the AI boom and the stock market - which sets up a big testFor these stocks and others that passed the screen, the question is whether or not the companies can meet or exceed these forecasts for very strong revenue growth. This is where your own opinion comes into play.You can begin your own research by clicking on the tickers for more information.","news_type":1,"symbols_score_info":{"NVYY":0.6,"NVC":0.6,"SMCX":0.6,"NVDL":0.6,"VUG":1.5,"CPST":1.5,"SMCC":0.6,"DSPY":1.5,"FELC":1.5,"FLCC":1.5,"VOOX":1.5,"PBJL":1.5,"SPYM":1.5,"SPY":1.5,"OALC":1.5,"VOOG":1.5,"NVDS":0.6,"FLAO":1.5,"SMCI":2,"NVDO":0.6,"XPAY":1.5,"RDDC":0.6,"NVDA":2,"CGUS":1.5,"ORAC":0.6,".SPX":1.5,"VYM":1.5,"NVD":0.6,"07788":0.6,"NVDW":0.6,"HELO":1.5,"SMCY":0.6,"UXJL":1.5,"NVDX":0.6,"NVDU":0.6,"VSL":1.5,"NVDY":0.6,"DIPS":0.6,"PTL":1.5,"BKLC":1.5,"XSPI":1.5,"LGDX":1.5,"ABIG":1.5,"SSS":1.5,"GBXB":1.5,"ISSXF":1.5,"NVDQ":0.6,"TOPC":1.5,"NVDD":0.6,"ORCU":0.6,"PTLC":1.5,"SPDF":1.5,"NVII":0.6,"ORCS":0.6,"07388":0.6,"FEBT":1.5,"RDDT":2,"HJUN":1.5,"VOO":1.5,"UXAP":1.5,"CFO":1.5,"AMCR":2,"SMCL":0.6,"ANV":0.6,"XXX":1.5,"SCHG":1.5,"NVDG":0.6,"UOCT":1.5,"XUSP":1.5,"NVDB":0.6,"UXJA":1.5,"GPIX":1.5,"ORCL":2,"SMCZ":0.6,"TSPA":1.5,"ORCZ":0.6,"SMYY":0.6,"RDTL":0.6,"MRCP":1.5,"RDYY":0.6,"GSUS":1.5,"ORCX":0.6,"LGH":1.5,"ACLC":1.5}},"isVote":1,"tweetType":1,"viewCount":293,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":72,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}