US Trades At A 40% Premium To Asia Ex Japan, But EPS Growth Is Less Than Half

EPS growth in 2017 is expected at 23.1% for Asia ex Japan versus 10.3% for the US.

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#US Trades at a 40% Premium to #Asia Ex Japan, but EPS Growth Is Less Than Half

  • In 2015, US traded at 1.4x the Asia ex Japan PE, it narrowed to 1.25x in 2016, and then back to 1.4x in 2017
  • EPS growth in 2017 is expected at 23.1% for Asia ex Japan versus 10.3% for the US
  • Analysts expect this 40% PE premium for US to persist in 2018-2019, do YOU?

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