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Do you really understand what PER in stock valuations means?

Tong Kooi Ong & Asia Analytica
Tong Kooi Ong & Asia Analytica • 12 min read
Do you really understand what PER in stock valuations means?
The Absolute Returns Portfolio lost 1.6% for the week, paring total returns since inception to 4.2% on the back of broad market selloff in the US. Photo Credit: Bloomberg
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It seems ironic that one of the most universally known valuation metrics, the priceto-earnings ratio (PER), which is widely used for its “simplicity”, is still so misunderstood by many, not just the man in the street but also seasoned financial journalists, analysts and fund managers, even those on CNBC.

PER = Market price per share / Earnings per share (EPS)

The calculation of the PER is simple enough — it is the share price divided by earnings (historical or forecast) — and can be done quickly, which we think is the biggest part of its appeal. It is also easy to communicate — it basically tells how many times you are paying for each dollar of the company’s earnings or profit. And one could determine whether the stock is cheap (undervalued) or expensive (overvalued), either on its own by comparing to its historical PER or relative to other stocks and the broader market — at least that is what the financial journalists, market commentators and analysts will tell you. They would be wrong.

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