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Reading a Company

Intermediate4 Min Read

P/E and the Valuation Ratios

You can't tell whether a stock is cheap or expensive by looking at its price.

A $20 stock is not cheaper than a $400 stock. Price alone says nothing; it starts saying something when set against the earnings the company produces.

Why a Ratio and Not a Price

The Main Ratios

RatioFormulaWhen it's useful
P/EPrice ÷ earnings per shareProfitable, mature companies
Forward P/EPrice ÷ expected earningsGrowing companies
P/BMarket cap ÷ book valueBanks, asset-heavy businesses
P/SPrice ÷ salesCompanies not yet profitable
EV/EBITDAEnterprise value ÷ EBITDAComparing indebted companies
PEGP/E ÷ growth ratePricing the growth into the multiple

The last row is genuinely useful: a company at a P/E of 40 growing 50% a year may not be more expensive than one at a P/E of 15 growing not at all.

What a High P/E Says

One of two things:

  • The market expects this company's profits to grow fast.
  • The market is too optimistic.

The ratio won't tell you which. Only time does. Valuation therefore produces not a decision but a question: what are the odds that the growth needed to justify this price actually happens?

The Rules of Comparison

A P/E on its own is meaningless. It needs three comparisons to mean anything:

  • Against its own sector. A software company's P/E doesn't compare to a bank's.
  • Against its own history. What band has the company traded in over five years?
  • Against its own growth. Expecting the multiple to hold while growth slows is not realistic.

Accounting Profit vs. Cash

The P/E's denominator is accounting profit, and accounting profit can differ from money actually entering the till. One-off items — a legal settlement, an asset sale, a restructuring — can inflate a quarter's profit and make the P/E look artificially cheap.

That is why a serious assessment also reads cash flow. A company whose profit grows while free cash flow weakens usually gives its first warning there. More: Reading Cash Flow

Where You'll See It on This Site

The Key Metrics card on the stock page shows P/E, P/B and dividend yield together. On the Companies screen you can filter by sector and see the same sector's ratios side by side — which is the only way the comparison means anything.

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