Profitability, asset investment, and aggregate stock returns

Timothy K. Chue, Jin Karen Xu

Research output: Journal article publicationJournal articleAcademic researchpeer-review

9 Citations (Scopus)

Abstract

We find that aggregate profitability and asset investment exhibit robust joint predictive power for aggregate excess stock returns, consistent with the investment model of Hou, Xue, and Zhang (henceforth HXZ, 2015). These results provide out-of-sample empirical support for HXZ, as the same mechanisms that HXZ use to explain firm-specific variation in stock returns can also be used to explain variation that is market-wide in nature. Also consistent with the HXZ investment model, we find that the growth rate of short-term (long-term) assets exhibits a stronger predictive power for one-year-ahead (two-year-ahead) stock returns.

Original languageEnglish
Article number106597
JournalJournal of Banking and Finance
Volume143
DOIs
Publication statusPublished - Oct 2022

Keywords

  • Aggregate stock return forecasts
  • Asset growth
  • Discount rates
  • Profitability

ASJC Scopus subject areas

  • Finance
  • Economics and Econometrics

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