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Journal of Financial Economics Vol. 74 No. 2 2004

Predicting returns with financial ratios

Jonathan Lewellen

MIT Sloan School of Management, Cambridge, MA 02142, USA

Abstract

This article studies whether financial ratios like dividend yield can predict aggregate stock returns. Predictive regressions are subject to small-sample biases, but the correction used by prior studies can substantially understate forecasting power. I show that dividend yield predicts market returns during the period 1946–2000, as well as in various subsamples. Book-to-market and the earnings-price ratio predict returns during the shorter sample 1963–2000. The evidence remains strong despite the unusual price run-up in recent years.

DOI
10.1016/j.jfineco.2002.11.002
Volume
74
Issue
2
Pages
209-235
Language
en
Sources
crossref bibtex:phds-export.bib openalex

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