The PBR1000 December 2021 Snapshots Analytics

January 17, 2022 by

The PBR1000 December 2021 Snapshots Analytics

Stocks PBR1000 PBR25 Investing Analytics

Empowering Astute Business Leaders and Shrewd Investors Through The PBR1000 Analytics!

By Larry C. Paxton

The PBR1000 Snapshots

December 2021 Analytics Summary
Last 
12 Months
Ending
Year 2019 2020 October 2021* 
The PBR1000 Total Revenues(Trillions) 15.233 14.828 15.271
  Percent Change -2.66% 2.99%
Total Profits(Trillions) 1.303 0.837 0.990
  Percent Change -35.76% 18.28%
Average Profits to Revenues 8.55% 5.64% 6.48%
Average Earnings Per Share $4.23 $2.03 $2.61
  Percent Change -52.01% 28.57%
Assets(Trillions) 47.605 53.144 53.537
Stockholders Equity 9.291 9.631 9.796
Equity/Assets 19.52% 18.12% 18.30%
Number of Companies Paying Dividends 701 700 681
  Total Annual Dividends 1,236.25 1,205.88 1,144.29
  Average Annual Dividend/Company 1.76 1.72 1.68
  Percent Change -2.32% -2.46%
Number of Employees(Millions) 36.469 36.662 37.154
  Percent Change 0.53% 1.34%
12/31/19 12/31/20 12/31/21
The PBR1000 Total of Stock Prices 97,247.20 112,417.23 141,554.42
  12 Months Percent Change 15.60% 25.92%
  DJIA 28,538.44 30,606.48 36,338.30
  Percent Change 7.25% 18.73%
  NASDAQ 8,972.60 12,888.28 15,644.97
  Percent Change 43.64% 21.39%
  S&P500 3,230.78 3,756.07 4,766.18
  Percent Change 16.26% 26.89%
Total Market Capitalization(Trillion $) 30.25 36.54 45.72
  Percent Change 20.79% 25.12%
Analyst Estimates 12/31/19 12/31/20 12/31/21
Total Number of Analyst Estimates 14,922 15,176 15,869
Number of Companies by Estimate:
  Buy(>4.50 to 5.00 Weighted Average) 108 148 155
  Overweight (>3.50 to 4.50) 538 547 615
  Hold (>2.50 to 3.50) 311 273 204
  Underweight (>1.50 to 2.50) 32 23 24
  Sell (1.00 to 1.50) 6 5 1
  No Estimate 5 4 1
    Totals 1,000 1,000 1,000
  Average Weighted Estimate 3.81/5.00 3.90/5.00  3.97/5.00 

PBRMarketTools reviews summaries from the most recently released The PBR1000 Snapshots and those from one and two calendar years earlier to produce some analytics to help understand what is happening in this unique set of companies. This is the December 2021 edition.

*Note: All companies on The PBR1000 with a fiscal year ending October 2021 filed their annual 10-K reports with the US Securities and Exchange Commission by December 31, 2021, from which most of this financial data is derived.

Some observations:

Revenues: Retailers, hospitality, and travel related industries have been significantly adversely affected during the pandemic. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 2.69% from 2019 to 2020, but for the last 12 months through October 2021 indications are that a recovery is in progress. But profits, earnings per share, and to some extent dividends were significantly impacted. While there were negative and positive shifts in revenues, the bottom line is that it was almost a wash. Of course, these numbers and analytics reflect The PBR1000, the largest publicly held corporations in the US. Smaller businesses certainly were much more affected.

Stock Market: The stock market, which was in a long term bull market, took some big hits at the beginning of the pandemic. But as the analytics show, the recovery was also very dramatic, one of the best years for equities investors. The Average Weighted Analyst Estimates shows an uptick and there was a nice growth in the number of Buy stocks.

Some Conclusions:

There was a shift and rebalancing of revenues in The PBR1000, with the total effect much less dramatic than for most smaller and midsize businesses.

The initial panic over the pandemic had a big effect on the stock market, but it recovered quite nicely. As industries that were the most negatively affected recover there should continue to be significant growth opportunities as the “new normal” sets in, the economy should have robust growth, the usual profits and earnings per share levels will return, and The Stock Market Bull should continue to dominate. The new caveats are recent supply logistics challenges, plentiful jobs available but not being filled, possible impacts of future COVID-19 variants, unpredictability of climate change, other unforeseen natural disasters, the takeover of the White House by a small well-trained group of Maori warriors, an accidental start of a nuclear war, Tom Brady and LeBron James retiring from professional sports, a large undetected rogue asteroid striking earth, an attack by extraterrestrial forces, an unexpected explosion of the sun, and the second coming of Jesus Christ, to name just a few.

More Resources:

Check out the BLOG page for the previous RECAPS, RESEARCH and SNAPSHOTS posts.

Click here to follow The PBR1000 on Twitter!

PBRMarketTools Info:

If you are not a current The PBR1000 or The PBR25 Subscriber go to the Subscribe page for more information and to get our latest research and monthly snapshots.

Please use the Contact Us page if you are not on our email list or have questions about The PBR1000, The PBR25 Top Buy Stocks, The PBRMarketTools US Economic Indices or the Customization Services we provide. We appreciate your comments and suggestions!

The PBR1000:

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Disclaimers: The research PBRMarketTools.com provides is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide information only and it should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This business intelligence report is provided by: 

Empowering Astute Business Leaders and Shrewd Investors
Through The PBR1000 Analytics!

Copyright © 2022 by Pax Business Resources, LLC, All Rights Reserved.

Filed Under: Research Tagged With: , , , , , , , , , , , , , , , ,

The PBR1000 October 2021 Top 5 Stocks Snapshots

November 12, 2021 by

The PBR1000 October 2021 Top 5 Stocks Snapshots

The Stock Market Bull Returns In A Big Way

Stocks Investing Investor Stock Market Bull Bear

The Stock Market Bull makes a big return after his only monthly loss in 2021 to The Stock Market Bear. Which way will stocks go for the remainder of the year?

By Larry C. Paxton

US Stock Market Indices Summary

The Month of October 2021 Ending 10/29/21
DJIA NASDAQ S&P500
2020 Close(12/31/20) 30,606.48 12,888.28 3,756.07
3Q21 Close(09/30/21) 33,843.92 14,448.58 4,307.54
September 2021 Close(09/30/21) 33,843.92 14,448.58 4,307.54
Record Close Date 10/29/21 10/29/21 10/29/21
Record Close 35,819.56 15,498.39 4,605.38
October 2021 Close(10/29/21) 35,819.56 15,498.39 4,605.38
Percent Change-Month 5.84% 7.27% 6.91%
Percent Change-4Q21-to-Date 5.84% 7.27% 6.91%
Percent Change-Year-to-Date 17.03% 20.25% 22.61%
Percent Change-Record 0.00% 0.00% 0.00%

The Stock Market Bull and Bear Tallies YTD
Week 43 Winner and Tally  Bull 3-0 Win
October Winner and Tally Bull 3-0 Win
Weeks Months YTD
The Stock Market Bull 21 6 Winning
The Stock Market Bear 14 1 Losing
Mixed Result 8 3
  Totals 43 10

The US Stock Market October 2021 Summary:

September came to a close with The Stock Market Bear getting his first monthly win in 2021 and there was a concern that it could happen in November as well. However, The Stock Market Bull entered the pasture determined that there was a new sheriff in town and proceeded to overwhelm The Stock Market Bear by taking all four full weeks of October. Why? The economy continues to ramp up in just about all sectors. This despite continuing COVID-19 pandemic, supply logistics issues, labor shortages, and federal government delays in approving new trillions of dollars in spending plans. Now the holiday season is upon us with forecasts of record retail sales, declining weekly initial jobless claims, mortgage rates continuing to stay low, and an economy that seems like it wants to burst out. We wish you the best as we enter the holiday season, and hope it is a merry and bright one!

Number of Trading Days: 21

Number of Gain(+)/Loss(-) Days: DJIA 13+/8-; NASDAQ 15+/6-; SPX 15+/6-.

Record Days: DJIA 4, NASDAQ 2, SPX 5, Total 11

Longest Gain Streak(Consecutive Days): DJIA 3 days(10/05-07/21, 10/22-26/21), NASDAQ 5 days(10/13-19/21, 10/25-29/21), and SPX 7 days(10/13-21/21)

Longest Loss Streak(Consecutive Days): DJIA 4 days(10/08-13/21), NASDAQ 3 days(10/08-12/21), and SPX 3 days(10/08-12/21)

Big Swing Up Days(>1.00%): 6 days(10 sessions), 10/01/21( D +1.43%, S +1.15%), 10/05/21(N +1.25%, S +1.05%), 10/07/21(N +1.05%), 10/14/21(D +1.56%, N +1.73%, S +1.71%), 10/15/21(D +1.09%), 10/28/21(N +1.39%)

Big Swing Down Days(<-1.00%): 1 day(2 sessions), 10/04/21(N -2.14%, S -1.30%)

The PBR1000 October 2021 Top 5 Stocks Snapshots

The following are Top 5 partial tables excerpts from The PBR1000 October 2021 Snapshots. The price for stocks is for the close of trading on October 29, 2021, 1 Month % Chg is compared to September 30, 2021, 12 Months % Chg is compared to October 30, 2020, the 24 Months % Chg is compared to October 31, 2019, and 60 Months % Chg is compared to October 31, 2016. The PBR Rank is by last fiscal year annual revenues.

To get the complete The PBR1000 Snapshots  just click here to get your 12 month subscription and automatically download the October 2021 edition with the complete 15 Snapshots and 28 rankings with the bonuses The PBRMarketTools US Monthly Indices Snapshots and The PBR25 Top Buy Stocks.

 

Table 1(S11): The PBR1000 Top 5 Month Stock Price % Gainers

Table 1 Summary: The range was +59% to -29%. 711 out of 1,000 stocks were up 0% or more. The average was a gain of 5.27%, the median was a gain of 4.35%. The DJIA was +5.84%, NASDAQ +7.27%, SPX +6.91%.

Company PBR
Rank		 Symbol Price
10/29/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
Hertz 492 HTZZ $ 31.02 +59 n/a n/a n/a
Yellow 556 YELL $ 8.75 +55 +123 +161 -1
Avis Budget 485 CAR $ 173.31 +49 +415 +483 +436
SunPower 990 SPWR $ 33.66 +48 +111 +284 +365
Tesla Motors 95 TSLA $ 1,114.00 +44 +187 +1,669 +2,717

 

Table 2(S12): The PBR1000 Top 5 12 Months Stock Price % Gainers

Table 2 Summary: The range was +2,032% to -53%. 912 out of 983 stocks were up 0% or more. The average was a gain of 42.14%, the median was a gain of 44.99%. The DJIA was +35.16%, NASDAQ +42.04%, SPX +40.84%.

Company PBR
Rank		 Symbol Price
10/29/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
SM Energy 989 SM $ 34.32 +30 +2,032 +338 +2
GameStop 505 GME $ 183.51 +5 +1,623 +3,273 +663
AMC Entertainment 981 AMC $35.37 -7 +1,399 +277 +12
Peabody Energy 733 BTU $ 11.89 -20 +822 +13 n/a
Veritiv 424 VRTV $ 107.27 +20 +645 +686 +99

 

Table 3(S13): The PBR1000 Top 5 24 Months Stock Price % Gainers

Table 3 Summary: The range was +3,273% to -80%. 754 out of 974 stocks were up 0% or more. The average was a gain of 48.95%. The median was a gain of 30.76%. The DJIA was +32.44%, NASDAQ +86.90%, SPX +51.61%.

 

Company PBR
Rank		 Symbol Price
10/29/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
GameStop 505 GME $ 183.51 +5 +1,653 +3,273 +663
Tesla Motors 95 TSLA $ 1,114.00 +44 +187 +1,669 +2,717
Overstock 774 OSTK $ 95.23 +22 +70 +826 +566
Antero Resources 649 AR $ 19.87 +6 +484 +695 -25
Veritiv 424 VRTV $ 107.27 +20 +645 +686 +99

 

Table 4(R21): The PBR1000 Top 5 60 Months Stock Price % Gainers

Table 4 Summary: The range was +2,717% to -90%. 720 out of 918 stocks were up 0% or more. The average was a gain of 117.65%. The median was a gain of 62.38%. The DJIA was +97.44%, NASDAQ +198.67%, SPX +116.61%.

 

Company PBR
Rank		 Symbol Price
10/29/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
Tesla Motors 95 TSLA $ 1,114.00 +44 +187 +1,669 +2,717
RH 735 RH $ 659.63 -1 +97 +263 +2,177
Square 311 SQ $ 254.50 +6 +64 +314 +2,172
Crocs 963 CROX $ 161.45 +13 +209 +361 +1,999
Etsy 920 ETSY $ 250.69 +21 +106 +463 +1,831

 

Table 5(S15): The PBR1000 Top 5 Market Capitalization

Table 5 Summary: The range was $2,490 billion to $0.13 billion. The average is $44.692 billion, median is $12.06 billion, out of 1,000 companies.

Company PBR
Rank		 Symbol Market Cap($B)
10/29/21		 1 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg
Microsoft 12 MSFT $ 2,490 +18 +61 +126
Apple 3 AAPL $2,476 +6 +26 +125
Alphabet 9 GOOG $ 1,938 +8 +82 +123
Amazon 2 AMZN $ 1,708 +3 +6 +94
Tesla Motors 95 TSLA $ 1,103 +44 +183 +1,842
The PBR1000
   $ 44,692.43 +6 +41 +56

 

Table 6: The PBR1000 Index & Primary US Stock Exchanges/Commodities

Company Price
10/29/21		 1 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
The PBR1000 138,127.90 +5.3 +42.1 +49.0 +117.7
DJIA 35,819.56 +5.8 +35.2 +132.4 +97.4
NASDAQ 15,498.39 +7.3 +42.0 +86.9 +198.7
S&P500 4,605.38 +6.9 +40.8 +51.6 +116.6
GOLD 1,784.40 -3.1 -5.1 +17.8 +39.7
OIL 83.26 +11.0 +132.6 +53.7 +77.4
SOYBEANS(Cents) 1,249.50 -0.5 +18.3 +34.0 +24.42

 

If you are not a current The PBR1000 or The PBR25 Subscriber go to the Subscribe page to get our latest research and monthly snapshots.

Please use the Contact Us page if you are a The PBR1000 company and would like to increase your visibility to our worldwide base of shrewd institutional an retail investors.

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. PBRMarketTools.com provides research only which should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This The PBR1000 business intelligence report is provided by: 

(Top graphic courtesy of FreeDigitalPhotos.com, ddpavumba.)

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

Empowering Astute Business Leaders and Shrewd Investors

Through The PBR1000 Analytics!

Filed Under: Snapshots Tagged With: , , , , , , , , , , , , , , , , ,

The PBR1000 September 2021 Snapshots Analytics

October 18, 2021 by

The PBR1000 September 2021 Snapshots Analytics

Stocks PBR1000 PBR25 Investing Analytics

Empowering Astute Business Leaders and Shrewd Investors Through The PBR1000 Analytics!

By Larry C. Paxton

PBRMarketTools reviews summaries from the most recently released The PBR1000 Snapshots and those from one and two calendar years earlier to produce some analytics to help understand what is happening in this unique set of companies. This is the September 2021 edition.

The PBR1000 Snapshots

September 2021 Analytics Summary
Last 
12 Months
Ending
Year 2019 2020 July 2021* 
The PBR1000 Total Revenues(Trillions) 15.254 14.843 15.030
  Percent Change -2.69% 1.26%
Total Profits(Trillions) 1.303 0.829 0.872
  Percent Change -36.38% 5.19%
Average Profits to Revenues 8.54% 5.59% 5.80%
Average Earnings Per Share $4.24 $1.98 $2.18
  Percent Change -53.30% 10.10%
Assets(Trillions) 47.633 53.191 53.407
Stockholders Equity 9.306 9.632 9.714
Equity/Assets 19.54% 18.11% 18.19%
Number of Companies Paying Dividends 708 706 688
  Total Annual Dividends 1,218.55 1,212.42 1,168.23
  Average Annual Dividend/Company 1.72 1.72 1.70
  Percent Change -0.22% -1.12%
Number of Employees(Millions) 36.489 36.570 36.957
  Percent Change 0.22% 1.06%
12/31/19 12/31/20 09/30/21
The PBR1000 Total of Stock Prices 97,745.57 112,967.26 131,989.58
  12 Months Percent Change 15.57% 16.84%
DJIA 28,538.44 30,606.48 33,843.92
  Percent Change 7.25% 10.58%
NASDAQ 8,972.60 12,888.28 14,448.58
  Percent Change 43.64% 12.11%
S&P500 3,230.78 3,756.07 4,307.54
  Percent Change 16.26% 14.68%
Total Market Capitalization( Trillion $) 30,185.28 36,451.31 41,970.98
  Percent Change 20.76% 15.14%
Analyst Estimates 12/31/19 12/31/20 09/30/21
Total Number of Analyst Estimates 14,922 15,176 15,526
Number of Companies by Estimate:
  Buy(>4.50 to 5.00 Weighted Average) 108 148 149
  Overweight (>3.50 to 4.50) 538 547 610
  Hold (>2.50 to 3.50) 311 273 218
  Underweight (>1.50 to 2.50) 32 23 19
  Sell (1.00 to 1.50) 6 5 3
  No Estimate 5 4 1
    Totals 1,000 1,000 1,000
  Average Weighted Estimate 3.81/5.00 3.90/5.00  3.96/5.00 

*Note: All companies on The PBR1000 with a fiscal year ending July 2021 filed their annual 10-K reports with the US Securities and Exchange Commission by September 30, 2021, from which most of this financial data is derived.

Some observations:

Revenues: Retailers, hospitality, and travel related industries have been significantly adversely affected during the pandemic. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 2.69% from 2019 to 2020, but for the last 12 months through July 2021 indications are that a recovery is in progress. But profits, earnings per share, and to some extent dividends were significantly impacted. While there were negative and positive shifts in revenues, the bottom line is that it was almost a wash. Of course, these numbers and analytics reflect The PBR1000, the largest publicly held corporations in the US. Smaller businesses certainly were much more affected.

Stock Market: The stock market, which was in a long term bull market, took some big hits at the beginning of the pandemic. But as the analytics show, the recovery was also very dramatic, one of the best years for equities investors. The Average Weighted Analyst Estimates shows an uptick and there was a nice growth in the number of Buy stocks.

Some Conclusions:

There was a shift and rebalancing of revenues in The PBR1000, with the total effect much less dramatic than for most smaller and midsize businesses.

The initial panic over the pandemic had a big effect on the stock market, but it recovered quite nicely. As industries that were the most negatively affected recover there should continue to be significant growth opportunities as the “new normal” sets in, the economy should have robust growth, the usual profits and earnings per share levels will return, and The Stock Market Bull should continue to dominate. The new caveats are based on possible impacts of COVID-19 variants, unpredictability of climate change, other unforeseen natural disasters, the takeover of the White House by a small well-trained group of Maori warriors, an accidental start of a nuclear war, Tom Brady and LeBron James retiring from professional sports, a large undetected rogue asteroid striking earth, an attack by extraterrestrial forces, an unexpected explosion of the sun, and the second coming of Jesus Christ, to name just a few.

More Resources:

Check out the BLOG page for the previous RECAPS and SNAPSHOTS posts.

Click here to follow The PBR1000 on Twitter!

PBRMarketTools Info:

If you are not a current The PBR1000 or The PBR25 Subscriber go to the Subscribe page for more information and to get our latest research and monthly snapshots.

Please use the Contact Us page if you are not on our email list or have questions about The PBR1000, The PBR25 Top Buy Stocks, The PBRMarketTools US Economic Indices or the Customization Services we provide. We appreciate your comments and suggestions!

The PBR1000:

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Disclaimers: The research PBRMarketTools.com provides is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide information only and it should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This business intelligence report is provided by: 

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

Empowering Astute Business Leaders and Shrewd Investors
Through The PBR1000 Analytics!

Filed Under: Research Tagged With: , , , , , , , , , , , , , , , , ,

The PBR25 Top Buy Stocks September 2020 Report Card

October 12, 2021 by

The PBR25 Top Buy Stocks September 2020 12 Month Report Card

Stocks PBR25 PBR1000 Report Card Investing Investor

The PBR25 Top Buy Stocks September 2020 12 Month Report Card significantly exceeded its forecast and the major US stock market indices. Chalk up an “A.”

By Larry C. Paxton

Welcome to The September 2020 The PBR25 Top Buy Stocks 12 Month Report Card.

As investors we count on professional stock analysts to provide comprehensive and diligent research to come up with their best take on how stocks will perform over the next 12 months. We then use that information to help us make stock buy, hold and sell decisions.

The PBR25 Premise

The premise of The PBR25 is that there is a high probability of success for investing in stocks when a large enough number professional stock analysts through their extensive research determine that a stock is a “Buy” and also forecasts a significant return over the next 12 months. PBRMarketTools assigns a Report Card grade based on how the professional stock analysts did.

Last 12 Months Influences

It is difficult to forecast a result with much accuracy over a 12 month period. For example, the primary impact in September 2020 was the continuing COVID-19 pandemic. The world, including the US, was deep into the COVID-19 pandemic, which created a lot of unemployment, affected many economic sectors like hospitality and travel services, closed schools, forced people to work from home, and much more. There was also a very contentious US Presidential election process going on. There are a lot more factors, but this is not meant to be an opinions post. It is a piece focused on the review of the recommendations stock analysts came up with at the end of September 2020 and the actual results 12 months later at the end of September 2021. PBRMarketTools is calling this a Report Card.

For this September 2020 Report Card we used stock data and forecasts from October 2, 2020, and compare it to September 30, 2021.

Creating The PBR25 Top Buy Stocks List for September 2020

The starting point is the prestigious The PBR1000 US Public Companies, produced monthly by PBRMarketTools. To be included in The PBR1000 the 1,000 companies must meet the following criteria:

  • The companies must be publicly traded on the NYSE, NYSE American or NASDAQ stock exchanges, with a very few temporarily trading on the Over-The-Counter market because they are transitioning from bankruptcy.
  • They must be headquartered in the US or have primary operations in the US.
  • They must have generated at least $1 billion in revenues in their most recent full fiscal year.
  • They must file an annual 10-K form with the US Securities and Exchange Commission in US dollars
  • Each of the 1,000 companies is given a primary ranking based on revenues, with the company having the highest revenue amount ranked 1(currently Walmart). There are 27 secondary rankings in The PBR1000 based on other criteria as well.

Each month the 12 month estimates and recommendations by stock analysts are updated on The PBR1000. The PBR25 Top Buy Stocks list for September 2020 was then created using the following process:

  • At any point in time The PBR1000 has around 15,000 stock analyst recommendations.
  • The PBR1000 is sorted several times to come up with The PBR25 Top Buy Stocks, made up of stocks that are rated a “Buy” by analysts, have a 12 Month Targeted % Change of at least +20%, and have at least 10 “Buy” recommendations.

Actual Results for The PBR25 Top Buy Stocks for September 2021

  • None of The PBR25 Top Buy Stocks for September 2020 companies were acquired, and none did a stock split, so no data was altered for this report.

Following is a table of characteristics and 12 month actual results for the The PBR25 Top Buy Stocks on October 2, 2020, which we are calling the September report.

The PBR25 Top Buy Stocks on 10/02/20

12 Month Report Card
Total Companies                              25
Low Weighted Avg                          4.52
High Weighted Avg                          4.87
Average Weighted Avg                          4.69
Market Capitalization Low($B)                          9.22
Market Capitalization High($B)                      997.95
Total Market Capitalization($B)                  1,795.77
Total NYSE Companies                              19
Total NASDAQ Companies                                6
12 Month 12 Month
Forecast for Actual
10/02/21 09/30/21 09/30/21
Low Stock Price 16.04 24.64 21.64
High Stock Price 1,458.52 1,781.00 2,665.31
Total Stock Prices 3,873.26 4,945.34 5,919.18
Total Stock Price Change 1,072.08 2,045.92
Percent Change 27.68% 52.82%
DJIA Percent Change 22.26%
NASDAQ Percent Change 30.46%
S&P500 Change 28.64%
Lowest Change 20.30% -25.71%
Highest Change 64.26% 121.06%
Total Exceeding Forecast(Out of 25) 12
Total with >0% Return 21

Conclusions, Observations, Validations and Realities

  • If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on October 2, 2020, you would have achieved a +52.82% gain 12 months later at the close on September 30, 2021, higher than the 27.68% estimate and  an excellent return. Also, it exceeded the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The September 2020 The PBR25 gets an ‘A’ on its 12 month Report Card.
  • It is difficult to forecast out 12 months with any great accuracy, there are just too many variables and uncertainties.
  • However, it does demonstrate that The PBR25 Top Buy Stocks is a valid methodology and process for that particular month.
  • Our demonstration account, called The Charlie Fund, uses the popular “Dollar Cost Averaging Investment Strategy” with the monthly The PBR25 Top Buy Stocks as the primary research tool. For the 12 Month Report Card period it achieved a greater than 50% return, a further validation of the methodology.
  • There are no guarantees! The reality is that there will always be ups and downs in the stock market and people make stocks buy, hold and sell decisions based on a wide range of  logical and emotional criteria, input from knowledgeable hard-working experts and well meaning friends, and if the sky is blue today. But the historical data is pretty convincing that stocks will trend up at an above average investment rate over the long haul.

Additional Information

  • The details of this summary, including company names and the over 200 fields of information for each company, were extracted from the updated The PBR25 Top Buy Stocks MS-Excel worksheet for September 2021, and has been distributed to The PBR25 Top Buy Stocks Subscribers for their personal use and further research
  • The next 12 Month Report Card will be for October 2020, and should be available early to mid November, 2021.
  • For characteristics of the most recent monthly The PBR25 Top Buy Stocks go to The PBR25 Top Buy Stocks information page.

The PBR25 Top Buy Stocks Report Cards Historical Review
Stock Price 12 Month 12 Month
Report Card Actual Date Forecast Actual
December 2019(12/31/19) 12/31/20 13.59% 34.70%
January 2020(02/04/20) 01/29/21 16.59% 33.92%
February 2020(02/28/20) 02/26/21 27.69% 42.66%
March 2020(03/31/20) 03/31/21 28.96% 53.35%
April 2020(05/01/20) 04/30/21 16.16% 50.18%
May 2020(05/29/20) 05/28/21 9.89% 37.80%
June 2020(07/02/20) 07/02/21 30.88% 47.08%
July 2020(07/30/20) 07/31/21 33.61% 37.77%
August 2020(09/01/20) 08/31/21 32.85% 40.79%
September 2020(10/02/20) 09/30/21 27.68% 52.82%

We are always interested in your feedback, which you can provide on the Contact Us page.

Not a The PBR25 Monthly Top Buy Stocks subscriber yet? Check out The PBR25 Information Page.

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company. The monthly The PBR25 Top Buy Stocks is a subset of the monthly The PBR1000 and is available as a separate monthly or annual subscription.

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. It is not a financial advisory or stock brokerage firm and has no affiliation with such organizations. Any research or opinions expressed should not be regarded as recommendations or advice.

Stocks PBR1000 PBR25 PBRMarketTools

(Article image courtesy of FreeDigitalPhotos.net)

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved. 

Empowering Shrewd Investors Through The PBR1000 Analytics!

Filed Under: Report Card Tagged With: , , , , , , , , , , , , , , ,

The PBR1000 August 2021 Top 5 Stocks Snapshots

September 7, 2021 by

The PBR1000 August 2021 Top 5 Stocks Snapshots

The Stock Market Bull Is Victorious Again

Stocks PBR1000 Bull Bear Investing

The Stock Market Bull easily wins August 2021, clinches the year on a monthly basis, and has a large lead year-to-date. Will stocks continue to be bullish?

By Larry C. Paxton

US Stock Market Indices Summary

The Month of August 2021 Ending 08/31/21
DJIA NASDAQ S&P500
2020 Close(12/31/20) 30,606.48 12,888.28 3,756.07
2Q21 Close(06/30/21) 34,502.51 14,503.95 4,297.50
July 2021 Close(07/30/21) 34,935.47 14,672.68 4,395.26
Record Close Date 08/16/21 08/30/21 08/30/21
Record Close 35,625.40 15,265.89 4,528.79
August 2021 Close(08/31/21) 35,360.73 15,259.24 4,522.68
Percent Change-Month 1.22% 4.00% 2.90%
Percent Change-2Q21-to-Date 2.49% 5.21% 5.24%
Percent Change-Year-to-Date 15.53% 18.40% 20.41%
Percent Change-Record -0.74% -0.04% -0.13%

The Stock Market Bull and Bear Tallies YTD
Week 34 2021 Winner and Tally  Bull 3-0 Win
August 2021 Winner and Tally Bull 3-0 Win
Weeks Months YTD
The Stock Market Bull 16 5 Winning
The Stock Market Bear 11 0 Losing
Mixed Result 7 3
  Totals 34 8

The US Stock Market Exchanges August 2021 Summary

The Stock Market Bull enjoyed great success in August, taking Week 31 3-0, getting a mixed result win in Week 32 2-1, letting The Stock Market Bear have his only 3-0 victory in Week 33, then The Stock Market Bull returning with a dominating Week 34 3-0 win. All three major US stock indices had great months with 24 new record closes established which continued to add to The Stock Market Bull’s strong showing year-to-date, and again leaves The Stock Market Bear winless on a monthly basis with no hope of taking the monthly contest in 2021. Volatility was very low with only 5 of 66 trading sessions swinging up or down at least 1%. Key drivers are continued optimism that the US economy is having a good recovery from the COVID-19 pandemic, there is more opening up of society, but towards the end of August there are growing concerns that new COVID-19 variants might slow down the momentum.

Number of Trading Days: 22

Number of Gain(+)/Loss(-) Days: DJIA 13+/9-; NASDAQ 14+/8-; SPX 15+/7-.

Record Days: DJIA 6, NASDAQ 6, SPX 12, Total 24

Longest Gain Streak(Consecutive Days): DJIA 5 days(08/10-16/21), NASDAQ 5 days(08/19-25/21),  and SPX 5 days(08/10-16/21 & 08/19-25/21)

Longest Loss Streak(Consecutive Days): DJIA 3 days(08/17-19/21), NASDAQ 3 days(08/16-18/21), and SPX 2 days(07/30-08/02/21 & 08/17-18/21)

Big Swing Up Days(>1.00%): 3 days(3 sessions), 08/20/21( N +1.19%), 08/23/21(N +1.55%), 08/27/21(N +1.23%)

Big Swing Down Days(<-1.00%): 1 day(2 sessions), 08/18/21(D -1.08%, S -1.07%)

The PBR1000 August 2021 Top 5 Stocks Snapshots

The following are Top 5 partial tables excerpts from The PBR1000 August 2021 Snapshots. The price for stocks is for the close of trading on August 31, 2021, 1 Month % Chg is compared to July 30, 2021, 12 Months % Chg is compared to August 31, 2020, the 24 Months % Chg is compared to August 30, 2019, and 60 Months % Chg is compared to August, 2016. The PBR Rank is by last fiscal year annual revenues.

To get the complete The PBR1000 Snapshots  just click here to get your 12 month subscription and automatically download the August 2021 edition with the complete 15 Snapshots and 28 rankings with the bonuses The PBRMarketTools US Monthly Indices Snapshots and The PBR25 Top Buy Stocks.

 

Table 1(S11): The PBR1000 Top 5 Month Stock Price % Gainers

Table 1 Summary: The range was +47% to -55%. 597 out of 999 stocks were up 0% or more. The average was a gain of 2.21%, the median was a gain of 1.67%. The DJIA was +1.22%, NASDAQ +4.00%, SPX +2.90%.

Company PBR
Rank		 Symbol Price
08/31/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
Ryerson 649 RYI $ 23.15 +47 +320 +237 +91
Veritiv 423 VRTV $ 89.67 +46 +416 +441 +75
Triple-S Mgmt 626 GTS $ 35.50 +46 +91 +73 +62
TravelCenters 522 TA $ 41.97 +45 +96 +220 +23
Albertsons Cos 46 ACI $ 30.40 +41 +120 n/a n/a

 

Table 2(S12): The PBR1000 Top 5 12 Months Stock Price % Gainers

Table 2 Summary: The range was +3,166% to -59%. 903 out of 983 stocks were up 0% or more. The average was a gain of 37.83%, the median was a gain of 39.54%. The DJIA was +24.38%, NASDAQ +29.59%, SPX +29.21%.

Company PBR
Rank		 Symbol Price
08/31/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
GameStop 504 GME $ 218.16 +35 +3,166 +5,395 +668
AMC Entertainment 983 AMC $ 47.14 +27 +702 +324 +55
SM Energy 989 SM $19.10 +2 +686 +101 -50
Dillard’s 566 DDS $ 190.46 +4 +530 +225 +216
Peabody Energy 730 BTU $ 15.98 +36 +512 -13 n/a

 

Table 3(S13): The PBR1000 Top 5 24 Months Stock Price % Gainers

Table 3 Summary: The range was +5,395% to -87%. 792 out of 975 stocks were up 0% or more. The average was a gain of 52.41%. The median was a gain of 38.30%. The DJIA was +33.93%, NASDAQ +91.63%, SPX +54.54%.

 

Company PBR
Rank		 Symbol Price
08/31/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
GameStop 504 GME $ 218.16 +35 +3,166 +5,395 +668
Tesla Motors 95 TSLA $ 735.72 +7 +48 +1,531 +1,635
Hovnanian 812 HOV $ 108.71 +4 +247 +1,219 +139
Owens & Minor 341 OMI $ 37.28 -19 +125 +634 +8
Vista Outdoor 826 VSTO $ 40.85 +1 +110 +631 +3

 

Table 4(R21): The PBR1000 Top 5 60 Months Stock Price % Gainers

Table 4 Summary: The range was +2,099% to -90%. 713 out of 917 stocks were up 0% or more. The average was a gain of 109.32%. The median was a gain of 55.78%. The DJIA was +92.17%, NASDAQ +192.70%, SPX +108.33%.

 

Company PBR
Rank		 Symbol Price
08/31/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
Square 310 SQ $ 268.07 +8 +68 +333 +2,099
RH 732 RH $ 700.67 +6 +112 +389 +1,977
Tesla Motors 95 TSLA $ 735.72 +7 +48 +1,531 +1,635
Crocs 965 CROX $ 142.82 +5 +258 +540 +1,553
Etsy 920 ETSY $ 216.26 +18 +81 +310 +1,507

 

Table 5(S15): The PBR1000 Top 5 Market Capitalization

Table 5 Summary: The range was $2,510 billion to $0.13 billion. The average is $43.794 billion, median is $11.77 billion, out of 1,000 companies.

Company PBR
Rank		 Symbol Market Cap($B)
08/31/21		 1 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg
Apple 3 AAPL $ 2,510 +4 +18 +166
Microsoft 15 MSFT $2,269 +6 +31 +115
Alphabet 9 GOOG $ 1,934 +7 +73 +134
Amazon 2 AMZN $ 1,758 +5 +3 +99
Facebook 32 FB $ 1,070 +6 +28 +102
The PBR1000
   $ 43,794 +3 +31 +59

 

Table 6: The PBR1000 Index & Primary US Stock Exchanges/Commodities

Company Price
08/31/21		 1 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
The PBR1000 137,834.32 +2.2 +37.8 +52.4 +109.3
DJIA 35,360.73 +1.2 +24.4 +33.9 +92.2
NASDAQ 15,259.24 +4.0 +29.6 +91.6 +192.7
S&P500 4,522.68 +2.9 +29.2 +54.5 +108.3
GOLD 1,812.20 -0.3 -8.4 +18.5 +38.0
OIL 68.56 -7.3 +60.9 +24.4 +52.7
SOYBEANS(Cents) 1,292.50 -4.2 +35.6 +48.7 +37.1

 

If you are not a current The PBR1000 or The PBR25 Subscriber go to the Subscribe page to get our latest research and monthly snapshots.

Please use the Contact Us page if you are a The PBR1000 company and would like to increase your visibility to our worldwide base of shrewd institutional an retail investors.

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Empowering Astute Business Leaders and Shrewd Investors

Through The PBR1000 Analytics!

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. PBRMarketTools.com provides research only which should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This The PBR1000 business intelligence report is provided by: 

(Top graphic courtesy of FreeDigitalPhotos.com, ddpavumba.)

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

Filed Under: Snapshots Tagged With: , , , , , , , , , , , , , , , ,

The PBR1000 July 2021 Snapshots Analytics

August 17, 2021 by

The PBR1000 July 2021 Snapshots Analytics

Stocks PBR1000 PBR25 Investing Analytics

Empowering Astute Business Leaders and Shrewd Investors Through The PBR1000 Analytics!

By Larry C. Paxton

PBRMarketTools reviews summaries from the most recently released The PBR1000 Snapshots and those from one and two calendar years earlier to produce some analytics to help understand what is happening in this unique set of companies. This is the July 2021 edition.

The PBR1000 Snapshots

July 2021 Analytics Summary
Last 
12 Months
Calendar Calendar Ending
Year 2019 2020 May 2021* 
The PBR1000 Total Revenues(Trillions) $15.263 $14.850 $14.966
  Percent Change -2.71% 0.78%
Total Profits(Trillions) $1.303 $0.828 $0.833
  Percent Change -36.45% 0.60%
Average Profits to Revenues 8.54% 5.58% 5.56%
Average Earnings Per Share $4.26 $1.98 $2.02
  Percent Change -53.52% 2.02%
Assets(Trillions) $47.655 $53.184 $53.336
Stockholders Equity(Trillions) $9.308 $9.625 $9.666
Equity/Assets 19.53% 18.10% 18.12%
Number of Companies Paying Dividends 711 710 697
  Total Annual Dividends $1,223.60 $1,217.34 $1,185.66
  Average Annual Dividend/Company $1.72 $1.71 $1.70
  Percent Change -0.37% -0.79%
Number of Employees(Millions) 36.471 36.541 36.863
  Percent Change 0.19% 0.88%
12/31/19 12/31/20 07/31/21
The PBR1000 Total of Stock Prices  97,682.52 112,233.86 134,878.47
  12 Months Percent Change 14.90% 20.18%
DJIA 28,538.44 30,606.48 34,935.47
  Percent Change 7.25% 14.14%
NASDAQ  8,972.60 12,888.28 14,672.68
  Percent Change 43.64% 13.85%
S&P500 3,230.78 3,756.07 4,395.26
  Percent Change 16.26% 17.02%
Total Market Capitalization( Trillion $) 30,178.32 36,286.97 42,712.64
  Percent Change 20.24% 17.71%

Analyst Estimates

 12/31/19 12/31/20 07/31/21
Total Number of Analyst Estimates 14,922 15,176 15,538
Number of Companies by Estimate:
  Buy(>4.50 to 5.00 Weighted Average) 108 148 146
  Overweight (>3.50 to 4.50) 538 547 603
  Hold (>2.50 to 3.50) 311 273 227
  Underweight (>1.50 to 2.50) 32 23 22
  Sell (1.00 to 1.50) 6 5 1
  No Estimate 5 4 1
    Totals 1,000 1,000 1,000
  Average Weighted Estimate 3.81/5.00 3.90/5.00  3.96/5.00 

*Note: Fiscal year ending May 2021 was the most recent month for which public corporations had to file annual 10-K reports with the US Securities and Exchange Commission from which most of this financial data is derived.

Some observations:

Revenues: Retailers, hospitality, and travel related industries have been significantly adversely affected during the pandemic. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 2.71% from 2019 to 2020, but for the last 12 months through May 2021 indications are that a recovery is in progress. But profits, earnings per share, and to some extent dividends were significantly impacted. While there were negative and positive shifts in revenues, the bottom line is that it was almost a wash. Of course, these numbers and analytics reflect The PBR1000, the largest publicly held corporations in the US. Smaller businesses certainly were much more affected.

Stock Market: The stock market, which was in a long term bull market, took some big hits at the beginning of the pandemic. But as the analytics show, the recovery was also very dramatic, one of the best years for equities investors. The Average Weighted Analyst Estimates shows an uptick and there was a nice growth in the number of Buy stocks.

Some Conclusions:

There was a shift and rebalancing of revenues in The PBR1000, with the total effect much less dramatic than for most smaller and midsize businesses.

The initial panic over the pandemic had a big effect on the stock market, but it recovered quite nicely. As industries that were the most negatively affected recover there should continue to be significant growth opportunities as the “new normal” sets in, the economy should have robust growth, the usual profits and earnings per share levels will return, and The Stock Market Bull should continue to dominate. The new caveats are based on possible impacts of COVID-19 variants, unpredictability of climate change, other unforeseen natural disasters, the takeover of the White House by a small well-trained group of Maori warriors, an accidental start of a nuclear war, Tom Brady and LeBron James retiring from professional sports, a large undetected rogue asteroid striking earth, an attack by extraterrestrial forces, an unexpected explosion of the sun, and the second coming of Jesus Christ, to name just a few.

PBRMarketTools Info:

If you are not a current The PBR1000 or The PBR25 Top Buy Stocks Subscriber go to the Subscribe page for more information and to get our latest research and monthly snapshots.

Please use the Contact Us page if you are not on our email list or have questions about The PBR1000, The PBR25 Top Buy Stocks, The PBRMarketTools US Economic Indices or the Customization Services we provide. We appreciate your comments and suggestions!

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides analytics on these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Empowering Astute Business Leaders and Shrewd Investors
Through The PBR1000 Analytics!

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself and the analytics that are derived from them. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide research, analytics and information only which should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This The PBR1000 business intelligence report is provided by: 

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

Filed Under: Research Tagged With: , , , , , , , , , , , , , , , , ,

The PBR1000 July 2021 Top 5 Stocks Snapshots

August 6, 2021 by

The PBR1000 July 2021 Top 5 Stocks

The Stock Market Bull Remains Unbeaten

Stocks PBR1000 Bull Bear Investing

On a monthly basis The Stock Market Bull remains unbeaten after 7 months, but 3 of those were mixed results. How long can he sustain his streak?

By Larry C. Paxton

US Stock Market Indices Summary

Week 30 and July of 2021 Ending 07/30/21
DJIA NASDAQ S&P500
Previous Year Close(12/31/20) 30,606.48 12,888.28 3,756.07
Previous Quarter Close(06/30/21 34,502.51 14,503.95 4,297.50
Previous Month Close(06/30/21) 34,502.51 14,503.95 4,297.50
Record Close Date 07/26/21 07/26/21 07/26/21
Record Close 35,144.31 14,840.71 4,422.30
Week 29-Close 35,061.55 14,836.99 4,411.79
Week 30-Monday 35,144.31 14,840.71 4,422.30
Week 30-Tuesday 35,058.52 14,660.58 4,401.46
Week 30-Wednesday 34,930.93 14,762.58 4,400.64
Week 30-Thursday 35,084.53 14,778.26 4,419.15
Week 30-Friday & Close 34,935.47 14,672.68 4,395.26
Percent Change-Week -0.36% -1.11% -0.37%
Percent Change-Month-to-Date 1.25% 1.16% 2.27%
Percent Change-Quarter-to-Date 1.25% 1.16% 2.27%
Percent Change-Year-to-Date 14.14% 13.85% 17.02%
Percent Change-Record -0.59% -1.13% -0.61%

The Stock Market Bull and Bear Tallies YTD
Week 30 Winner and Tally  Bear 3-0 Win
July Winner and Tally Bull 3-0 Win
Weeks Won Months Won YTD
The Stock Market Bull 14 4 Winning
The Stock Market Bear 10 0 Losing
Mixed Result 6 3
  Totals 30 7

US Stock Exchanges July 2021 Summary:

There were 4 full weeks in July 2021. The Stock Market Bull won two of those outright, Week 27 and Week 29, with The Stock Market Bear also taking two, Week 28 and Week 30. There were no mixed weekly results in July. The Stock Market Bull won July quite convincingly with a 1.25% increase over the month for the DJIA, +1.16% for the NASDAQ, and +2.27% for the S&P500. Volatility continued to remain low overall with 11 of 63 trading sessions swinging up or down at least 1%. 19 sessions were also record high closes. These results were really the response to the US economy continuing to indicate recovery from the COVID-19 pandemic, more opening up of society, and the continued sense of optimism that the worst is behind us.

 

The July 2021 US Major Stock Market Exchanges Summary

Number of Trading Days: 21

Number of Gain(+)/Loss(-) Days: DJIA 13+/8-; NASDAQ 13+/8-; SPX 12+/9-.

Record Days: DJIA 5, NASDAQ 7, SPX 7, Total 19

Longest Gain Streak(Consecutive Days): DJIA 5 days(07/20-26/21), NASDAQ 5 days(07/20-26/21),  and SPX 7 days(06/24-07/02/21)

Longest Loss Streak(Consecutive Days): DJIA 2 days(07/16-19/21 and 07/27-28/21), NASDAQ 5 days(07/13-19/21), and SPX 3 days(07/15-19/21)

Big Swing Up Days(>1.00%): 3 days(7 sessions), 07/09/21( D +1.30%, S +1.13%), 07/20/21(D +1.62%, N +1.57%, S +1.52%), 07/23/21(N +1.04%, S +1.04%)

Big Swing Down Days(<-1.00%): 2 days(4 sessions), 07/19/21(D -2.09%, N -1.06%, S -1.59%), 07/27/21(N -1.21%)

The PBR1000 July 2021 Top 5 Stocks Snapshots

The following are Top 5 partial tables excerpts from The PBR1000 July 2021 Snapshots. The price for stocks is for the close of trading on July 30, 2021, 1 Month % Chg is compared to June 30, 2021, 12 Months % Chg is compared to July 31, 2020, the 24 Months % Chg is compared to July 31, 2019, and 60 Months % Chg is compared to July 29, 2016. The PBR Rank is by last fiscal year annual revenues.

To get the complete The PBR1000 Snapshots  just click here to get your 12 month subscription and automatically download the July 2021 edition with the complete 15 Snapshots and 28 rankings with the bonuses The PBRMarketTools US Monthly Indices Snapshots and The PBR25 Top Buy Stocks.

 

Table 1(S11): The PBR1000 Top 5 Month Stock Price % Gainers

Table 1 Summary: The range was +48% to -40%. 476 out of 999 stocks were up 0% or more. The average was a gain of 1.77%, the median was a loss of 0.34%. The DJIA was +1.25%, NASDAQ +1.16%, SPX +2.27%.

Company PBR
Rank		 Symbol Price
07/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
Peabody Energy 729 BTU $ 11.71 +48 +275 -44 n/a
AutoNation 139 AN $ 121.33 +28 +136 +149 +127
Albemarle 681 ALB $ 203.04 +22 +150 +182 +145
Sonic Auto 297 SAH $ 54.55 +22 +43 +98 +200
Hill-Rom 728 HRC $ 138.46 +22 +42 +30 +159

 

Table 2(S12): The PBR1000 Top 5 12 Months Stock Price % Gainers

Table 2 Summary: The range was +3,918% to -66%. 916 out of 983 stocks were up 0% or more. The average was a gain of 42.15%, the median was a gain of 45.97%. The DJIA was +32.19%, NASDAQ +36.55%, SPX +34.37%.

Company PBR
Rank		 Symbol Price
07/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
GameStop 504 GME $ 161.12 -25 +3,918 +3,908 +421
AMC Entertainment 983 AMC $ 37.02 -35 +816 +213 +26
Dillard’s 496 DDS $ 183.27 +1 +678 +152 +171
SM Energy 565 SM $ 18.70 -24 +534 +88 -31
Signet Jewelers 989 SIG $ 64.34 -20 +499 +255 n/a

 

Table 3(S13): The PBR1000 Top 5 24 Months Stock Price % Gainers

Table 3 Summary: The range was +3,908% to -88%. 759 out of 976 stocks were up 0% or more. The average was a gain of 46.46%. The median was a gain of 30.68%. The DJIA was +30.04%, NASDAQ +79.47%, SPX +47.47%.

 

Company PBR
Rank		 Symbol Price
07/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
GameStop 503 GME $ 161.12 -25 +3,918 +3,918 +421
Hovnanian 811 HOV $ 104.39 -2 +348 +1,640 +127
Owens & Minor 341 OMI $ 46.25 +9 +188 +1,607 +30
Tesla Motors 95 TSLA $ 687.20 +1 +140 +1,322 +1,363
Community Health 250 CYH $ 13.32 -14 +167 +550 +4

 

Table 4(R21): The PBR1000 Top 5 60 Months Stock Price % Gainers

Table 4 Summary: The range was +2,355% to -90%. 706 out of 917 stocks were up 0% or more. The average was a gain of 105.97%. The median was a gain of 54.10%. The DJIA was +89.53%, NASDAQ +184.24%, SPX +102.21%.

 

Company PBR
Rank		 Symbol Price
07/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
Square 310 SQ $ 247.26 +1 +90 +208 +2,355
RH 731 RH $ 664.08 -2 +131 +376 +2,055
Etsy 921 ETSY $ 183.51 -11 +55 +174 +1,724
AMD 298 AMD $ 106.19 +13 +37 +249 +1,448
Tesla Motors 95 TSLA $ 687.20 +1 +140 +1,322 +1,363

 

Table 5(S15): The PBR1000 Top 5 Market Capitalization

Table 5 Summary: The range was $2,411 billion to $0.11 billion. The average is $42.713 billion, median is $11.40 billion, out of 1,000 companies.

Company PBR
Rank		 Symbol Market Cap($B)
07/30/21		 1 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg
Apple 3 AAPL $ 2,411 +5 +45 +151
Microsoft 15 MSFT $2,146 +5 +39 +100
Alphabet 2 GOOG $ 1,800 +8 +72 +112
Amazon 9 AMZN $ 1,678 -3 +10 +79
Facebook 32 FB $ 1,010 +2 +51 +80
The PBR1000
   $ 42,713 +2 +39 +50

 

Table 6: The PBR1000 Index & Primary US Stock Exchanges/Commodities

Company Price
07/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
The PBR1000 134,935.47 +1.8 +42.2 +46.5 +106.0
DJIA 34,935.47 +1.3 +32.2 +30.0 +89.5
NASDAQ 14,672.68 +1.2 +36.6 +79.5 +184.2
S&P500 4,395.26 +2.3 +34.4 +47.5 +102.2
GOLD 1,817.20 +2.6 -8.5 +26.4 +33.8
OIL 73.95 +0.7 +83.6 +26.2 +78.7
SOYBEANS(Cents) 1,349.25 -3.6 +51.2 +53.1 +34.5

 

If you are not a current The PBR1000 or The PBR25 Subscriber go to the Subscribe page to get our latest research and monthly snapshots.

Please use the Contact Us page if you are a The PBR1000 company and would like to increase your visibility to our worldwide base of shrewd institutional an retail investors.

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Empowering Astute Business Leaders and Shrewd Investors

Through The PBR1000 Analytics!

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. PBRMarketTools.com provides research only which should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This The PBR1000 business intelligence report is provided by: 

(Top graphic courtesy of FreeDigitalPhotos.com, ddpavumba.)

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

Filed Under: Snapshots Tagged With: , , , , , , , , , , , , , , , ,

The PBR1000 June 2021 Snapshots Analytics

July 20, 2021 by

The PBR1000 June 2021 Snapshots Analytics

Stocks PBR1000 PBR25 Investing Analytics

Empowering Astute Business Leaders and Shrewd Investors Through The PBR1000 Analytics!

PBRMarketTools reviews summaries from the most recently released The PBR1000 Snapshots and those from a year earlier and produces some analytics to help understand what is happening in this unique set of companies. This is the June 2021 edition.

The PBR1000 Snapshots

June 2021 Analytics Summary
Year End Month June 2020 June 2021
The PBR1000 Total Revenues(Trillions) $ 15.317 $ 14.947
  Percent Change -2.42%
Total Profits(Trillions) $ 1.317 $ 0.820
  Percent Change -37.74%
  Average Profits to Revenues 8.60% 5.49%
Average Earnings Per Share $ 4.30 $ 1.97
  Percent Change -54.13%
Assets(Trillions) $ 47.844 $ 53.319
Stockholders Equity(Trillions) $ 9.332 $ 9.669
Equity/Assets 19.51% 18.13%
Number of Companies Paying Dividends 712 699
  Total Annual Dividends $ 1,238.67 $ 1,184.15
  Average Annual Dividend/Company $ 1.74 $ 1.69
  Percent Change -2.62%
The PBR1000 Total of Stock Prices $ 89,085.71 $ 133,296.96
  12 Months Percent Change -2.73% 49.63%
  DJIA -2.96% 33.66%
  NASDAQ 25.64% 44.19%
  S&P500 5.39% 38.62%

Analyst Estimates
Total Number of Analyst Estimates 14,892 15,473
Number of Companies by Estimate:
  Buy(>4.50 to 5.00 Weighted Average) 127 153
  Overweight (>3.50 to 4.50) 527 586
  Hold (>2.50 to 3.50) 303 234
  Underweight (>1.50 to 2.50) 28 24
  Sell (1.00 to 1.50) 7 2
  No Estimate 8 1
    Totals 1,000 1,000
  Average Weighted Estimate 3.85/5.00 3.96/5.00
Total Market Capitalization(Trillions) $ 28.447 $ 42.035
  Percent Change in Market Capitalization 47.77%

Some observations:

Revenues: Retailers, hospitality, and travel related industries were significantly adversely affected. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 2.24% from the 12 months ending June 2021. But profits, earnings per share, and to some extent dividends were significantly impacted. While there were negative and positive shifts in revenues, the bottom line is that it was almost a wash. Of course, these numbers and analytics reflect The PBR1000, the largest publicly held corporations in the US. Smaller businesses certainly were much more affected.

Stock Market: The stock market, which was in a long term bull market, took some big hits at the beginning of the pandemic. But as the analytics show, the recovery was also very dramatic, one of the best years for equities investors. The Average Weighted Analyst Estimates shows an uptick and there was a nice growth in the number of Buy stocks.

Some Conclusions:

There was a shift and rebalancing of revenues in The PBR1000, with the total effect much less dramatic than for most smaller and midsize businesses.

The initial panic over the pandemic had a big effect on the stock market, but it recovered quite nicely. As industries that were the most negatively affected recover there should continue to be significant growth opportunities as the “new normal” sets in, the economy should have robust growth, and The Stock Market Bull should continue to dominate.

PBRMarketTools Info:

If you are not a current The PBR1000 or The PBR25 Top Buy Stocks Subscriber go to the Subscribe page for more information and to get our latest research and monthly snapshots.

Please use the Contact Us page if you are not on our email list or have questions about The PBR1000, The PBR25 Top Buy Stocks, The PBRMarketTools US Economic Indices or the Customization Services we provide. We appreciate your comments and suggestions!

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides analytics on these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Empowering Astute Business Leaders and Shrewd Investors
Through The PBR1000 Analytics!

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself and the analytics that are derived from them. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide research, analytics and information only which should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This The PBR1000 business intelligence report is provided by: 

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

Filed Under: Research Tagged With: , , , , , , , , , , , , , , ,

The PBR1000 June 2021 Top 5 Stocks Snapshots

July 9, 2021 by

The PBR1000 June 2021 Top 5 Stocks

The Stock Market Bull Gets Another Mixed Result

stocks stockmarket bull bear PBR1000

For the second month in a row The Stock Market Bull gets a 2-1 mixed result and remains unbeaten on a monthly basis in 2021.

By Larry C. Paxton

US Stock Market Indices Summary
For June 2021 Ending 06/30/21
DJIA NASDAQ S&P500
Previous Year Close(12/31/20) 30,606.48 12,888.28 3,756.07
Previous Quarter Close(03/31/21 32,981.55 13,246.87 3,972.89
Previous Month Close(05/28/21) 34,529.45 13,748.74 4,204.11
Record Close Date 05/07/21 06/29/21 06/30/21
Record Close 34,777.76 14,528.33 4,297.50
June Close(06/30/21) 34,502.51 14,503.95 4,297.50
Percent Change-Week +0.20% +1.00% +0.39%
Percent Change-Month -0.08% +5.49% +2.22%
Percent Change-QTD +4.61% +9.49% +8.17%
Percent Change-YTD +12.73% +12.54% +14.41%
Percent Change-Record -0.82% -0.17% +0.00%

The Stock Market Bull and Bear Tallies YTD
Week 25 Winner and Tally  Bull 3-0 Win
June Winner and Tally Bull 2-1 Mixed Win
Weeks Months YTD
The Stock Market Bull 11 3 Ahead
The Stock Market Bear 8 0
Mixed Result 6 3
  Totals 25 6

US Stock Exchanges June 2021 Summary:

June 2021 turned out to be the least volatile month of the year so far. Out of 66 trading sessions(3 stocks indices times 22 days) only 6 daily sessions were greater or less than 1%. The Stock Market Bull took Week 22, Week 25, and Week 26, had a 2-1 mixed result for Week 23. The Stock Market Bear only took Week 24 but it was a dramatic enough drop the June 2021 result to a 2-1 mixed result for The Stock Market Bull. The month continued to mark progress as the COVID-19 pandemic gives way to the opening up of society, the economy has nearly recovered, and there is a sense of optimism as the summer season heats up.

 

The June 2021 US Major Stock Market Exchanges Summary

Number of Trading Days: 22

Number of Gain(+)/Loss(-) Days: DJIA 11+/11-; NASDAQ 14+/8-; SPX 13+/9-.

Record Days: DJIA 0, NASDAQ 8, SPX 8, Total 16

Longest Gain Streak(Consecutive Days): DJIA 6 days(05/26-06/02/21), NASDAQ 4 days(06/21-24/21),  and SPX 5 days(06/24-30/21)

Longest Loss Streak(Consecutive Days): DJIA 5 days(06/14-18/21), NASDAQ 2 days(06/15-16/21), and SPX 4 days(06/15-18/21)

Big Swing Up Days(>1.00%): 2 days, 06/04/21( N +1.47%), 06/21/21(D +1.76%, S +1.40%)

Big Swing Down Days(<-1.00%): 2 days, 06/03/21(N -1.03%), 06/18/21(D -1.58%, S -1.31%)

The PBR1000 June 2021 Top 5 Stocks Snapshots

The following are Top 5 partial tables excerpts from The PBR1000 June 2021 Snapshots. The price for stocks is for the close of trading on June 30, 2021, 1 Month % Chg is compared to May 28, 2021, 12 Months % Chg is compared to June 30, 2020, the 24 Months % Chg is compared to June 28, 2019, and 60 Months % Chg is compared to June 30, 2016. The PBR Rank is by annual revenues.

To get the complete The PBR1000 Snapshots  just click here to get your 12 month subscription and automatically download the May 2021 edition with the complete 15 Snapshots and 28 rankings with the bonuses The PBRMarketTools US Monthly Indices Snapshots and The PBR25 Top Buy Stocks.

 

Table 1(S11): The PBR1000 Top 5 Month Stock Price % Gainers

Table 1 Summary: The range was +116% to -34%. 410 out of 999 stocks were up 0% or more. The average was a gain of 1.23%, the median was a loss of 1.51%. The DJIA was -0.08%, NASDAQ +5.49%, SPX +2.22%.

Company PBR
Rank		 Symbol Price
06/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
AMC Entertainment 983 AMC $ 56.56 +116 +1,223 +506 +105
ContextLogic 775 WISH $ 13.17 +66 n/a n/a n/a
Lands’ End 962 LE $ 41.05 +60 +411 +236 +150
Express 986 EXPR $ 6.47 +51 +320 +137 -55
Hertz 491 HTZGQ $ 8.74 +44 +518 -45 -80

 

Table 2(S12): The PBR1000 Top 5 12 Months Stock Price % Gainers

Table 2 Summary: The range was +4,829% to -40%. 943 out of 983 stocks were up 0% or more. The average was a gain of 49.62%, the median was a gain of 51.96%. The DJIA was +33.66%, NASDAQ +44.19%, SPX +38.62%.

Company PBR
Rank		 Symbol Price
06/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
GameStop 504 GME $ 213.90 -4 +4,829 +3,810 +705
AMC Entertainment 983 AMC $ 56.56 +116 +1,223 +506 +105
Signet Jewelers 496 SIG $ 80.85 +33 +687 +352 n/a
Dillard’s 565 DDS $ 180.88 +37 +601 +190 +198
SM Energy 989 SM $ 24.64 +24 +558 +97 -9

 

Table 3(S13): The PBR1000 Top 5 24 Months Stock Price % Gainers

Table 3 Summary: The range was +3,810% to -84%. 769 out of 978 stocks were up 0% or more. The average was a gain of 45.54%. The median was a gain of 30.30%. The DJIA was +29.71%, NASDAQ +81.16%, SPX +46.09%.

 

Company PBR
Rank		 Symbol Price
06/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
GameStop 504 GME $ 213.90 -4 +4,829 +3,810 +705
Tesla Motors 95 TSLA $ 680.70 +9 +215 +1,423 +1,503
Hovnanian 812 HOV $ 106.29 -25 +354 +1,299 +153
Owens & Minor 341 OMI $ 42.33 -5 +456 +1,223 +13
Overstock 771 OSTK $ 92.20 +8 +224 +594 +234

 

Table 4(R21): The PBR1000 Top 5 60 Months Stock Price % Gainers

Table 4 Summary: The range was +2,592% to -89%. 726 out of 920 stocks were up 0% or more. The average was a gain of 110.57%. The median was a gain of 62.46%. The DJIA was +92.43%, NASDAQ +199.50%, SPX +104.75%.

 

Company PBR
Rank		 Symbol Price
06/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
Square 310 SQ $ 243.63 +9 +132 +236 +2,592
RH 732 RH $ 678.54 +6 +172 +487 +2,226
Etsy 920 ETSY $ 205.84 +25 +94 +235 +2,046
AMD 298 AMD $ 93.93 +17 +79 +209 +1,727
NVIDIA 178 NVDA $ 800.10 +23 +111 +387 +1,602

 

Table 5(S15): The PBR1000 Top 5 Market Capitalization

Table 5 Summary: The range was $2,286 billion to $0.05 billion. The average is $42.030 billion, median is $11.80 billion, out of 1,000 companies.

Company PBR
Rank		 Symbol Market Cap($B)
06/30/21		 1 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg
Apple 3 AAPL $ 2,286 +10 +46 +149
Microsoft 15 MSFT $2,040 +9 +36 +58
Amazon 2 AMZN $ 1,738 +7 +30 +85
Alphabet 9 GOOG $ 1,663 +4 +65 +123
Facebook 32 FB $ 986 +6 +79 +82
The PBR1000
   $ 42,030 +2 +47 +52

 

Table 6: The PBR1000 Index & Primary US Stock Exchanges/Commodities

Company Price
06/30/21		 Mo
% Chg		 12 Mos
% Chg		 24 Mos
% Chg		 60 Mos
% Chg
The PBR1000 133,264.82 +1.23 +49.62 +45.54 +110.57
DJIA 34,502.51 -0.08 +33.66 +29.71 +92.43
NASDAQ 14,503.95 +5.49 +44.19 +81.16 +199.50
S&P500 4,297.50 +2.22 +38.62 +46.09 +104.75
GOLD 1,771.60 -7.07 +1.61 +25.47 +32.43
OIL 73.47 +10.27 +87.09 +26.24 +51.64
SOYBEANS(Cents) 1,399.00 -8.59 +58.57 +51.53 +21.31

 

If you are not a current The PBR1000 or The PBR25 Subscriber go to the Subscribe page to get our latest research and monthly snapshots.

Please use the Contact Us page if you are a The PBR1000 company and would like to increase your visibility to our worldwide base of shrewd investors.

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Empowering Astute Business Leaders and Shrewd Investors

Through The PBR1000 Analytics!

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. PBRMarketTools.com provides research only which should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This The PBR1000 business intelligence report is provided by: 

(Top graphic courtesy of FreeDigitalPhotos.com, ddpavumba.)

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

Filed Under: Snapshots Tagged With: , , , , , , , , , , , , , , , ,

The PBR1000 May 2021 Snapshots Analytics

June 18, 2021 by

The PBR1000 May 2021 Snapshots Analytics

Stocks PBR1000 PBR25 Investing Analytics

Empowering Astute Business Leaders and Shrewd Investors Through The PBR1000 Analytics!

PBRMarketTools reviews summaries from the most recently released The PBR1000 Snapshots and those from a year earlier and produces some analytics to help understand what is happening in this unique set of companies. This is the May 2021 edition.

 

The PBR1000 Snapshots May 2021 Analytics Summary

Financials
Year End Month May 2020 May 2021
Total Revenues(Trillions) $ 15.458 $ 14.941
  Percent Change in Revenues -3.34%
Total Profits(Trillions) $ 1.316 $ 0.819
  Average Profits to Revenues 8.51% 5.48%
Average Earnings Per Share $4.32 $1.96
  Percent Change -54.62%
Assets(Trillions) $ 45.127 $ 53.321
Equity(Trillions) $ 8.834 $ 9.664
Equity/Assets 19.58% 18.12%
Companies Paying Dividends 719 699
  Total Annual Dividends  $ 1,255.45  $ 1,177.98
  Average Annual Dividend/Company  $ 1.7461  $ 1.6852
  Percent Change -3.49%

Stock Prices
The PBR1000 Stock Prices Index  $ 89,312.64  $ 132,482.42
  12 Months Percent Change 2.97% 48.34%
  DJIA 2.29% 36.03%
  NASDAQ 27.33% 44.88%
  S&P500 10.62% 38.10%

Market Capitalization
Total Market Capitalization(Trillions) $ 28.329 $ 41.125
  Percent Change 45.17%

Analyst Estimates
Number of Analyst Estimates 14,818 15,183
Number of Companies by Weighted Estimate
  Buy (>4.50 to 5.00) 120 158
  Overweight (>3.50 to 4.50) 544 574
  Hold (>2.50 to 3.50) 297 239
  Underweight (>1.50 to 2.50) 26 26
  Sell (1.00 to 1.50) 7 2
  No Estimate 6 1
    Totals 1,000 1,000
  Average Weighted Estimate 3.84 3.95

Some observations:

Revenues: Retailers, hospitality, and travel related industries were significantly adversely affected. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 3.34% from the 12 months ending May 2021. But profits, earnings per share, and to some extent dividends were significantly impacted. While there were negative and positive shifts in revenues, the bottom line is that it was almost a wash. Of course, these numbers and analytics reflect The PBR1000, the largest publicly held corporations in the US. Smaller businesses certainly were much more affected.

Stock Market: The stock market, which was in a long term bull market, took some big hits at the beginning of the pandemic. But as the analytics show, the recovery was also very dramatic, one of the best years for equities investors. The Average Weighted Analyst Estimates shows an uptick and there was a nice growth in number of Buy stocks.

Some Conclusions:

There was a shift and rebalancing of revenues in The PBR1000, with the total affect much less dramatic than for most smaller and midsize businesses.

The initial panic over the pandemic had a big effect on the stock market, but it recovered quite nicely. As industries that were the most negatively affected recover there should continue to be significant growth opportunities as the “new normal” sets in, the economy should have robust growth, and The Stock Market Bull should continue to dominate.

PBRMarketTools Info:

If you are not a current The PBR1000 or The PBR25 Subscriber go to the Subscribe page for more information and to get our latest research and monthly snapshots.

Please use the Contact Us page if you are not on our email list or have questions about The PBR1000, The PBR25 Top Buy Stocks, The PBRMarketTools US Economic Indices or the Customization Services we provide. We appreciate your comments and suggestions!

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides analytics on these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Empowering Astute Business Leaders and Shrewd Investors
Through The PBR1000 Analytics!

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself and the analytics that are derived from them. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide research, analytics and information only which should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This The PBR1000 business intelligence report is provided by: 

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

Filed Under: Research Tagged With: , , , , , , , , , , , , , , , , ,
Next Page »