Comparing S&P 500 earnings yields to the 10-year Treasury to determine if stocks are fairly valued or if bonds are more attractive.
Currently, the S&P 500 is trading at a P/E ratio of 28.95, which translates to an earnings yield of 3.45%. Meanwhile, the 10-year Treasury note yields 4.15%. This creates an Equity Risk Premium (ERP) of -0.70%, meaning that investors are being compensated 0.70% less to hold equities over risk-free bonds. Historically, a negative ERP has signaled that bonds may be a safer and more attractive bet than stocks.
| Sector | P/E Ratio | Earnings Yield | Sector ERP (vs 10yr) |
|---|---|---|---|
| Information Technology | 36.20 | 2.76% | -1.39% |
| Health Care | 25.13 | 3.98% | -0.17% |
| Financials | 17.46 | 5.73% | +1.58% |
| Consumer Discretionary | 30.43 | 3.29% | -0.86% |
| Communication Services | 18.24 | 5.48% | +1.33% |
| Industrials | 29.37 | 3.40% | -0.75% |
| Consumer Staples | 24.47 | 4.09% | -0.06% |
| Energy | 20.66 | 4.84% | +0.69% |
| Real Estate | 33.00 | 3.03% | -1.12% |
| Utilities | 20.78 | 4.81% | +0.66% |
| Materials | 23.35 | 4.28% | +0.13% |
| Year | S&P 500 Earnings Yield | 10-Year Treasury Yield | Equity Risk Premium |
|---|---|---|---|
| 2026 | 3.38% | 4.21% | -0.83% |
| 2025 | 3.55% | 4.63% | -1.08% |
| 2024 | 4.00% | 4.06% | -0.06% |
| 2023 | 4.38% | 3.53% | +0.85% |
| 2022 | 4.33% | 1.76% | +2.57% |
| 2021 | 2.78% | 1.08% | +1.70% |
| 2020 | 4.02% | 1.76% | +2.26% |
| 2019 | 5.10% | 2.71% | +2.39% |
| 2018 | 4.01% | 2.58% | +1.43% |
| 2017 | 4.24% | 2.43% | +1.81% |
| 2016 | 4.51% | 2.09% | +2.42% |