Factors Directory

Quantitative Trading Factors

Expected P/E Adjustment

Value FactorGrowth Factors

factor.formula

Expected P/E adjustment:

in:

  • :

    Represents the expected price-to-earnings ratio at the current point in time, usually calculated using analysts' earnings forecasts for one or more future periods.

  • :

    It represents the expected P/E ratio three months ago, also calculated based on analysts' earnings forecasts at the time.

  • :

    It represents the absolute value of the expected P/E ratio three months ago, which is used to normalize the change to avoid the denominator being zero and ensure that the result is a relative change percentage.

factor.explanation

The expected P/E ratio adjustment reflects the historical percentage change of the current market's earnings expectations for the company relative to past earnings expectations. If the value is positive, it means that the current expected P/E ratio has increased compared to three months ago, which may indicate that the market is more optimistic about the company's profitability, or the stock price has risen by more than the EPS expectation has been adjusted upward; conversely, if the value is negative, it means that the current expected P/E ratio has decreased compared to three months ago, which may indicate that the market is less optimistic about the company's profitability, or the stock price has fallen by more than the EPS expectation has been adjusted downward. This factor can be used as an auxiliary indicator to measure the expected value of stocks, capturing opportunities for the market to overreact or underreact to changes in earnings expectations.

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