Equity Valuation Monitor

🌍 Broad Market Indices

Current vs Forward P/E Ratio

Expected EPS Growth (12M)

MSCI Europe vs Asia Pacific - P/E

Regional EPS Growth (12M)

Sector Current vs Forward P/E

Sector EPS Growth (12M)

Index	Category	Current P/E	Forward P/E	P/E Z-Score	Current P/B	EPS Growth	Valuation
S&P 500	US	22.1x	19.8x	+0.6σ	3.8x	+17.4%	Fair Value
MSCI ACWI	Global	21.5x	18.5x	+0.9σ	2.9x	+21.0%	Fair Value
MSCI Europe	Europe	16.8x	15.2x	+0.4σ	2.1x	+12.5%	Fair Value
MSCI Asia Pacific	Asia	18.5x	16.8x	+0.5σ	1.8x	+18.2%	Fair Value
MSCI World Health Care	Sector	24.2x	21.5x	+0.5σ	4.5x	+14.8%	Fair Value
MSCI World Consumer Staples	Sector	20.5x	18.8x	+0.2σ	3.8x	+9.5%	Fair Value
MSCI World Consumer Discretionary	Sector	28.5x	24.2x	+0.8σ	4.2x	+22.5%	Fair Value