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Finance · Analysis

EPS & P/E Ratio

Earnings per share, price-to-earnings, earnings yield, payout ratio, and market cap.

Profit after tax for the period.
Subtracted first — EPS belongs to common shareholders only.
Weighted average over the period, in the same units as net income.
Set to 0 if the company pays none.
Earnings per share
2.40

(240 − 0) ÷ 100 shares. This is basic EPS; diluted EPS also counts options and convertibles.

Price-to-earnings ratio
15.00×

The market pays 15.00 for each unit of annual earnings — equivalently, 15.00 years of current earnings to buy the share.

Earnings yield
6.67%

The inverse of P/E. Useful because it compares directly against a bond yield, where P/E does not.

Dividend yield · payout ratio
2.50% · 37.5%

37.5% of earnings returned to shareholders; the rest is retained for reinvestment.

Market capitalisation
3600

100 shares × 36 — the market value of equity, and the figure to use in WACC rather than book equity.

A high P/E means the market expects growth, not that the share is overpriced — and a low one often signals doubt rather than a bargain. P/E is also undefined for a loss-making company, which is why it is not comparable across every firm.

Earnings per share divides profit attributable to common shareholders by the share count, and P/E divides the share price by EPS. With 240 of net income across 100 shares priced at 36, EPS is 2.40 and the P/E is 15× — an earnings yield of 6.67%.

From company profit to per-share terms

A company's total profit means little to a shareholder without knowing how many claims exist on it. Earnings per share makes that translation: net income, minus any dividends owed to preferred shareholders, divided by the weighted average number of common shares outstanding.

Preferred dividends come out first because EPS belongs to common shareholders specifically — preferred holders have a prior claim, and counting their share would overstate what is left. The share count is a weighted average because companies issue and buy back shares mid-year, and using the year-end count would misattribute earnings to shares that did not exist for most of the period.

What P/E actually says

The price-to-earnings ratio asks what the market pays for each unit of annual earnings. A P/E of 15 means investors pay 15 for every 1 of current annual profit — or, read differently, that the share costs 15 years of current earnings.

The most useful reframing is the earnings yield, which is simply P/E inverted. A P/E of 15 is an earnings yield of 6.67%, and that number can be compared directly against a bond yield in a way the multiple cannot. If government bonds yield 5% and a stock's earnings yield is 6.67%, the comparison at least becomes meaningful.

EPS = (Net income − preferred dividends) ÷ weighted average shares P/E = Price ÷ EPS Earnings yield = EPS ÷ Price

Payout ratio is dividend per share ÷ EPS, and market capitalisation is shares outstanding × price.

Worked example

Per-share earnings first, then the market's valuation of them:

  1. 1
    Start with net income. 240 for the year, after tax and interest.
  2. 2
    Subtract preferred dividends. None here, so the full 240 belongs to common shareholders.
  3. 3
    Divide by the share count. 240 ÷ 100 shares = 2.40 EPS.
  4. 4
    Divide the price by EPS. 36 ÷ 2.40 = 15×. The market pays 15 for each unit of annual earnings.
  5. 5
    Invert for the earnings yield. 2.40 ÷ 36 = 6.67%, directly comparable against a bond yield.
  6. 6
    Check the payout. A 0.90 dividend against 2.40 EPS is a 37.5% payout — the rest is retained for reinvestment.

P/E and its inverse

The same relationship expressed as a multiple and as a yield. Low multiples mean high yields.

P/E ratioEarnings yieldOften reflects
5×20.0%Deep value, or serious doubts about the earnings
10×10.0%Mature, slow-growth business
15×6.7%Broad market average territory
25×4.0%Solid expected growth
50×2.0%High growth priced in
100×1.0%Either exceptional growth or depressed current earnings

Why a low P/E is not a bargain signal

The instinct that low P/E means cheap and high P/E means expensive is the most common misreading of the ratio. The multiple reflects expectations. A company trading at 6× is often priced there because the market expects earnings to fall — the current earnings in the denominator are not going to persist. A company at 40× may be perfectly reasonably priced if profits are genuinely growing fast.

The ratio also has structural limits. It is undefined for a loss-making company, since a negative denominator produces a meaningless number, which is why P/E cannot be used across an entire market. It is heavily affected by accounting choices in depreciation and revenue recognition. And a one-off gain or write-down can distort a single year badly, which is why analysts often prefer a normalised or multi-year average.

Two variants worth knowing. Trailing P/E uses the last twelve months of actual earnings; forward P/E uses forecasts, which makes it more relevant and less reliable at the same time. And diluted EPS counts shares that would exist if options and convertibles were exercised — always the more conservative figure, and the one to use when a company has issued many options.

Why subtract preferred dividends from net income?
Because EPS measures earnings available to common shareholders, and preferred holders have a prior claim on profit. Including their share would overstate what common shareholders actually own.
What is the difference between basic and diluted EPS?
Basic uses shares currently outstanding. Diluted also counts shares that would exist if options, warrants, and convertibles were exercised, so it is always equal to or lower than basic — and more conservative.
Does a low P/E mean a share is cheap?
Not on its own. A low multiple usually reflects expectations that earnings will fall, so the current denominator will not persist. Low P/E is a starting point for investigation, not a conclusion.
Why use earnings yield instead of P/E?
Because it is directly comparable against bond yields and other percentage returns. A P/E of 15 is an earnings yield of 6.67%, which can be set beside a 5% bond yield in a way the multiple cannot.
What happens to P/E when a company loses money?
It becomes undefined or meaningless, since the denominator is negative. This is why P/E cannot be applied across a whole market and why loss-making firms are valued on revenue or other multiples instead.
What is the difference between trailing and forward P/E?
Trailing uses the last twelve months of reported earnings; forward uses analyst forecasts. Forward is more relevant to a decision but depends on estimates that are frequently wrong.
What does the payout ratio tell me?
What proportion of earnings is returned as dividends rather than reinvested. Above 100% the company is paying more than it earns, which cannot continue without borrowing or drawing down reserves.