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Microsoft Excel LibreOffice Calc

Apple Inc. (AAPL)


DuPont Analysis: Decomposition of ROE
Quarterly Data

Difficulty: Beginner


Two-Component Disaggregation of ROE

Apple Inc., decomposition of ROE (quarterly data)

Microsoft Excel LibreOffice Calc
ROE = ROA × Leverage
Dec 29, 2018 hidden hidden hidden
Sep 29, 2018 hidden hidden hidden
Jun 30, 2018 hidden hidden hidden
Mar 31, 2018 hidden hidden hidden
Dec 30, 2017 hidden hidden hidden
Sep 30, 2017 hidden hidden hidden
Jul 1, 2017 hidden hidden hidden
Apr 1, 2017 hidden hidden hidden
Dec 31, 2016 hidden hidden hidden
Sep 24, 2016 hidden hidden hidden
Jun 25, 2016 hidden hidden hidden
Mar 26, 2016 hidden hidden hidden
Dec 26, 2015 hidden hidden hidden
Sep 26, 2015 hidden hidden hidden
Jun 27, 2015 hidden hidden hidden
Mar 28, 2015 hidden hidden hidden
Dec 27, 2014 hidden hidden hidden
Sep 27, 2014 hidden hidden hidden
Jun 28, 2014 hidden hidden hidden
Mar 29, 2014 hidden hidden hidden
Dec 28, 2013 hidden hidden hidden
Sep 28, 2013 hidden hidden hidden
Jun 29, 2013 hidden hidden hidden
Mar 30, 2013 hidden hidden hidden
Dec 29, 2012 hidden hidden hidden

Based on: 10-Q (filing date: 2019-01-30), 10-K (filing date: 2018-11-05), 10-Q (filing date: 2018-08-01), 10-Q (filing date: 2018-05-02), 10-Q (filing date: 2018-02-02), 10-K (filing date: 2017-11-03), 10-Q (filing date: 2017-08-02), 10-Q (filing date: 2017-05-03), 10-Q (filing date: 2017-02-01), 10-K (filing date: 2016-10-26), 10-Q (filing date: 2016-07-27), 10-Q (filing date: 2016-04-27), 10-Q (filing date: 2016-01-27), 10-K (filing date: 2015-10-28), 10-Q (filing date: 2015-07-22), 10-Q (filing date: 2015-04-28), 10-Q (filing date: 2015-01-28), 10-K (filing date: 2014-10-27), 10-Q (filing date: 2014-07-23), 10-Q (filing date: 2014-04-24), 10-Q (filing date: 2014-01-28), 10-K (filing date: 2013-10-30), 10-Q (filing date: 2013-07-24), 10-Q (filing date: 2013-04-24), 10-Q (filing date: 2013-01-24).

The primary reason for the decrease in Return on Equity (ROE) over Q1 2019 is the decrease in Financial Leverage.


Three-Component Disaggregation of ROE

Apple Inc., decomposition of ROE (quarterly data)

Microsoft Excel LibreOffice Calc
ROE = Net Profit Margin × Asset Turnover × Leverage
Dec 29, 2018 hidden hidden hidden hidden
Sep 29, 2018 hidden hidden hidden hidden
Jun 30, 2018 hidden hidden hidden hidden
Mar 31, 2018 hidden hidden hidden hidden
Dec 30, 2017 hidden hidden hidden hidden
Sep 30, 2017 hidden hidden hidden hidden
Jul 1, 2017 hidden hidden hidden hidden
Apr 1, 2017 hidden hidden hidden hidden
Dec 31, 2016 hidden hidden hidden hidden
Sep 24, 2016 hidden hidden hidden hidden
Jun 25, 2016 hidden hidden hidden hidden
Mar 26, 2016 hidden hidden hidden hidden
Dec 26, 2015 hidden hidden hidden hidden
Sep 26, 2015 hidden hidden hidden hidden
Jun 27, 2015 hidden hidden hidden hidden
Mar 28, 2015 hidden hidden hidden hidden
Dec 27, 2014 hidden hidden hidden hidden
Sep 27, 2014 hidden hidden hidden hidden
Jun 28, 2014 hidden hidden hidden hidden
Mar 29, 2014 hidden hidden hidden hidden
Dec 28, 2013 hidden hidden hidden hidden
Sep 28, 2013 hidden hidden hidden hidden
Jun 29, 2013 hidden hidden hidden hidden
Mar 30, 2013 hidden hidden hidden hidden
Dec 29, 2012 hidden hidden hidden hidden

Based on: 10-Q (filing date: 2019-01-30), 10-K (filing date: 2018-11-05), 10-Q (filing date: 2018-08-01), 10-Q (filing date: 2018-05-02), 10-Q (filing date: 2018-02-02), 10-K (filing date: 2017-11-03), 10-Q (filing date: 2017-08-02), 10-Q (filing date: 2017-05-03), 10-Q (filing date: 2017-02-01), 10-K (filing date: 2016-10-26), 10-Q (filing date: 2016-07-27), 10-Q (filing date: 2016-04-27), 10-Q (filing date: 2016-01-27), 10-K (filing date: 2015-10-28), 10-Q (filing date: 2015-07-22), 10-Q (filing date: 2015-04-28), 10-Q (filing date: 2015-01-28), 10-K (filing date: 2014-10-27), 10-Q (filing date: 2014-07-23), 10-Q (filing date: 2014-04-24), 10-Q (filing date: 2014-01-28), 10-K (filing date: 2013-10-30), 10-Q (filing date: 2013-07-24), 10-Q (filing date: 2013-04-24), 10-Q (filing date: 2013-01-24).

The primary reason for the decrease in Return on Equity (ROE) over Q1 2019 is the decrease in Financial Leverage.


Two-Way Decomposition of ROA

Apple Inc., decomposition of ROA (quarterly data)

Microsoft Excel LibreOffice Calc
ROA = Net Profit Margin × Asset Turnover
Dec 29, 2018 hidden hidden hidden
Sep 29, 2018 hidden hidden hidden
Jun 30, 2018 hidden hidden hidden
Mar 31, 2018 hidden hidden hidden
Dec 30, 2017 hidden hidden hidden
Sep 30, 2017 hidden hidden hidden
Jul 1, 2017 hidden hidden hidden
Apr 1, 2017 hidden hidden hidden
Dec 31, 2016 hidden hidden hidden
Sep 24, 2016 hidden hidden hidden
Jun 25, 2016 hidden hidden hidden
Mar 26, 2016 hidden hidden hidden
Dec 26, 2015 hidden hidden hidden
Sep 26, 2015 hidden hidden hidden
Jun 27, 2015 hidden hidden hidden
Mar 28, 2015 hidden hidden hidden
Dec 27, 2014 hidden hidden hidden
Sep 27, 2014 hidden hidden hidden
Jun 28, 2014 hidden hidden hidden
Mar 29, 2014 hidden hidden hidden
Dec 28, 2013 hidden hidden hidden
Sep 28, 2013 hidden hidden hidden
Jun 29, 2013 hidden hidden hidden
Mar 30, 2013 hidden hidden hidden
Dec 29, 2012 hidden hidden hidden

Based on: 10-Q (filing date: 2019-01-30), 10-K (filing date: 2018-11-05), 10-Q (filing date: 2018-08-01), 10-Q (filing date: 2018-05-02), 10-Q (filing date: 2018-02-02), 10-K (filing date: 2017-11-03), 10-Q (filing date: 2017-08-02), 10-Q (filing date: 2017-05-03), 10-Q (filing date: 2017-02-01), 10-K (filing date: 2016-10-26), 10-Q (filing date: 2016-07-27), 10-Q (filing date: 2016-04-27), 10-Q (filing date: 2016-01-27), 10-K (filing date: 2015-10-28), 10-Q (filing date: 2015-07-22), 10-Q (filing date: 2015-04-28), 10-Q (filing date: 2015-01-28), 10-K (filing date: 2014-10-27), 10-Q (filing date: 2014-07-23), 10-Q (filing date: 2014-04-24), 10-Q (filing date: 2014-01-28), 10-K (filing date: 2013-10-30), 10-Q (filing date: 2013-07-24), 10-Q (filing date: 2013-04-24), 10-Q (filing date: 2013-01-24).

The primary reason for the decrease in Return on Assets (ROA) over Q1 2019 is the decrease in Asset Turnover.