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Revision History For: Nasdaq 100 Analysis

14 Jun 2002 07:48 PM
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Return to Nasdaq 100 Analysis
 
The table in this header post has taken on a new format.
The new format adds PS ratios and growth rates.
It also uses a four quarter forward timescale for calculating forward earnings, regardless of actual company year end date.

Here are the figures for the top 20 weighted NDX stocks as of 04/16/2002


Ticker Price PE PS E-Gro S-Gro A-Gro

MSFT 57.81 29.2 9.9 6% 15% 8%
INTC 29.51 39.9 6.7 42% 11% 18%
CSCO 15.58 37.1 5.3 75% 16% 25%
QCOM 39.62 38.5 10.0 20% 15% 25%
ORCL 12.06 27.4 6.6 2% 0% 20%
AMGN 57.75 39.3 11.2 20% 28% 18%
DELL 27.21 35.3 2.1 18% 10% 15%
MXIM 56.80 59.8 15.1 20% 15% 25%
IMNX 29.45 95.0 11.7 7% 33% 37%
AMAT 27.08 72.2 7.9 36% 20% 22%

LLTC 43.88 58.5 22.6 9% 8% 25%
XLNX 42.56 83.5 11.9 76% 21% 25%
SEBL 28.31 45.7 3.9 32% 14% 30%
CEFT 33.72 40.6 7.6 32% 27% 30%
VRTS 36.86 50.5 8.5 18% 21% 32% *** see note for VRTS
CMCSK 30.08 54.7 2.5 155% 15% 14%
KLAC 68.25 60.4 8.1 -25% - 8% 25%
PAYX 41.36 51.1 14.7 11% 12% 20%
PSFT 23.96 32.4 3.4 21% 7% 23%
CHIR 46.03 36.5 6.4 27% 18% 20%

PE = Price:Earnings ratio at end of 1st calendar quarter 2003
PS = Price:Sales ratio at end of 1st calendar quarter 2003
E-Gro = Earnings growth for yr ended 1st calendar quarter 2003 compared to prior yr
S-Gro = Sales growth for yr ended 1st calendar quarter 2003 compared to prior yr
A-Gro = Concensus analyst estimate for 5 yr earnings growth rate

*** note for VRTS: VRTS has lowered guidance 04/16. This lowered guidance has not made it into all analyst estimates yet so the earnings and revs guidance is likely to come down.

All figures are derived from published analyst pro forma estimates
I have made no attempt to influence the figures with my own views or expectations

Figures for the rest of the top 60 NDX 100 stocks will follow. Then a weighted PE and PS for the index can be calculated.