P/E Ratio
How much you pay for each dollar of company profits
Category: Analysis & Research
Difficulty: Beginner
Definition
A number that tells you how expensive a stock is compared to the companyâs profits. Itâs calculated by dividing the stock price by the earnings per share.
Simple Formula
P/E Ratio = Stock Price á Earnings per Share
Example
- Stock price: $50
- Earnings per share: $5
- P/E ratio: 50 á 5 = 10
This means youâre paying $10 for every $1 of company profits.
How to Interpret P/E Ratios
High P/E (Above 20-25)
What it might mean: - Investors expect the company to grow fast - The stock might be expensive - People are excited about the companyâs future
Examples: Fast-growing tech companies, hot new businesses
Low P/E (Below 15)
What it might mean: - The stock might be a bargain - People think the company has problems - The business might be declining
Examples: Older industries, companies with troubles
Average P/E (15-20)
- Fairly valued compared to typical stocks
- Neither particularly expensive nor cheap
Types of P/E Ratios
Trailing P/E
- Uses last 12 months of actual profits
- Based on real numbers that already happened
- Most common type youâll see
Forward P/E
- Uses predictions of next yearâs profits
- Based on analyst guesses
- Could be wrong if predictions are off
Whatâs a âGoodâ P/E?
It Depends On:
- Industry: Tech stocks usually higher than utility stocks
- Growth rate: Fast-growing companies often have higher P/E
- Market conditions: Bull markets = higher P/E ratios
- Companyâs situation: Temporary problems can make P/E look weird
General Guidelines:
- Very high (above 30): Possibly expensive or very fast growth expected
- Moderate (15-25): Typical for many established companies
- Low (below 15): Possibly cheap or has problems
- Very low (below 10): Either great value or serious issues
Common P/E Ranges by Industry
- Technology: Often 20-40+
- Healthcare: Often 15-30
- Banks: Often 8-15
- Utilities: Often 12-18
- Retail: Often 12-25
Limitations
When P/E Doesnât Work Well
- No profits: Canât calculate P/E if company loses money
- Weird one-time events: Big one-time gains or losses mess up the ratio
- Very cyclical businesses: Profits go up and down a lot
Other Things to Consider
- P/E is just one measure - donât use it alone
- Compare companies in the same industry
- Look at the companyâs growth rate
- Consider the overall business quality
PEG Ratio (Bonus Concept)
PEG = P/E Ratio á Growth Rate
Example:
P/E ratio: 20
Growth rate: 20% per year
PEG: 20 á 20 = 1.0
PEG below 1.0: Potentially good value
PEG above 1.0: Potentially expensive
Simple Investment Rules
Value Investors Like:
- Low P/E ratios (with good reasons)
- P/E lower than industry average
- P/E lower than companyâs historical average
Growth Investors Accept:
- Higher P/E ratios if company is growing fast
- Focus on PEG ratio instead of just P/E
- Future potential over current valuation
Red Flags:
- P/E much higher than similar companies
- P/E keeps getting higher while business stays same
- Very low P/E with declining business
External Resources
- Government Education: P/E Ratio Basics - SEC explanation of P/E ratios
- Academic Research: Valuation Ratios and Market Returns - SSRN research on P/E ratio effectiveness