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The long-term price-earnings ratio

Keith Anderson, Chris Brooks

    Research output: Contribution to journalArticle (Academic Journal)peer-review

    24 Citations (Scopus)

    Abstract

    price-earnings ratio;value premium;arbitrage trading rule;UK stock returns;contrarian investment Abstract:  The price-earnings effect has been thoroughly documented and is the subject of numerous academic studies. However, in existing research it has almost exclusively been calculated on the basis of the previous year's earnings. We show that the power of the effect has until now been seriously underestimated due to taking too short-term a view of earnings. Looking at all UK companies since 1975, using the traditional P/E ratio we find the difference in average annual returns between the value and glamour deciles to be 6E ratio using earnings averaged over the previous eight years.
    Original languageEnglish
    Pages (from-to)1063-1086
    Number of pages24
    JournalJournal of Business Finance and Accounting
    Volume33
    Issue number7-8
    DOIs
    Publication statusPublished - 15 Oct 2006

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