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Price-to-Earnings Ratio: Beyond the Basics

Master the most important valuation metric and its variations.

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Understanding P/E Ratio

The P/E ratio divides a stocks price by its earnings per share. A P/E of 20 means investors are paying $20 for every $1 of earnings.

Trailing vs Forward P/E

  • Trailing P/E - Uses last 12 months earnings (historical)
  • Forward P/E - Uses estimated future earnings (predictive)

Forward P/E is more useful but relies on analyst estimates that may be wrong.

What Affects P/E?

  • Growth rate - Faster growing companies have higher P/Es
  • Risk - Riskier companies have lower P/Es
  • Interest rates - Higher rates reduce P/Es
  • Industry - Tech typically has higher P/Es than utilities

PEG Ratio

Divides P/E by growth rate. A PEG of 1 means the P/E equals the growth rate. PEG under 1 may indicate undervaluation; over 2 may indicate overvaluation.

When P/E Fails

P/E doesnt work well for companies with negative earnings, highly cyclical businesses, or companies with one-time charges. Use other metrics in these cases.