上次发了Bloomberg股指市盈率数据,说“只关心中股的”发的SPX PE Ratio = 27好像不可靠。为此我特向Bloomberg询问,得到如下回答:
BLOOMBERG HELP DESK : This difference seems to stem from calculation differences.
Bloomberg calculates the S&P 500's trailing 12-month (TTM) price-to-earnings (P/E) ratio using standardized operating earnings, which exclude certain non-recurring items, resulting in a higher earnings per share (EPS) and a lower P/E ratio. In contrast, sources like Multpl.com use reported earnings, encompassing all items, leading to a lower EPS and a higher P/E ratio. These methodological differences account for the discrepancy between Bloomberg's reported P/E ratio of 22.49 and Multpl.com's 27.54 as of April 28
如此看来“只关心中股的”引用的数据更纯正,不加美颜修正,波动较大。Bloomberg数据是美颜后的,比较平稳。
标准穷人500的 PE Ratio from multpl.com
我今后倾向于更信认multpl.com数据