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Earnings Yield (%)

a fundamental financial metric used by investors to assess a company's profitability relative to its share price.

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Written by Support
Updated over a year ago

On platforms like Dividend Data, you can find Earnings Yield (%) for stocks. This helps you make informed investment decisions.

Definition:

Earnings Yield is a financial ratio that measures the amount of net income earned per dollar of a company's stock price. It is essentially the inverse of the Price-to-Earnings (P/E) ratio and provides an indication of the return on investment a company generates relative to its share price.

Calculating Earnings Yield

The Earnings Yield is calculated using the following formula:

Earnings Yield = Net Income / Market Capitalization

Or, equivalently:

Earnings Yield = Earnings Per Share (EPS) / Stock Price

Importance of Earnings Yield in Financial Analysis

  1. Return on Investment: Provides an estimate of the return an investor might expect from buying a company's stock.

  2. Valuation Comparison: A higher earnings yield can suggest that a stock is undervalued compared to its peers.

  3. Risk Assessment: Offers an alternative view to P/E ratio in assessing the risk and value of a stock.

Earnings Yield vs. P/E Ratio

  • While the P/E ratio shows how much investors are willing to pay per dollar of earnings, the earnings yield reveals how much earnings a company generates per dollar of its stock price.

Analyzing Earnings Yield

  1. Market Comparisons: Useful for comparing the relative value of stocks across different sectors and markets.

  2. Bond Yield Comparison: Often compared to bond yields to determine the attractiveness of stocks versus bonds.

  3. Historical Trends: Analyzing changes in a company's earnings yield over time can provide insights into its valuation and profitability trends.

Factors Influencing Earnings Yield

  1. Net Income Fluctuations: Changes in a company’s profitability directly affect the earnings yield.

  2. Stock Price Movements: As stock prices fluctuate, so does the earnings yield.

  3. Economic and Market Conditions: Broader economic trends can impact both net income and stock prices, thereby affecting the earnings yield.

Earnings Yield in Investment Strategy

  • Earnings Yield can be a key component in various investment strategies, including value investing and market timing.

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