Return on Assets (ROA)
since 2005
Difficulty: Beginner
Calculation
Express Scripts Holding Co., ROA, long-term trends, calculation
| ROA | = | 100 | × | Net income attributable to Express Scripts1 | ÷ | Total assets1 | |
|---|---|---|---|---|---|---|---|
| Dec 31, 2005 | 7.28% | = | 100 | × | 400,000 | ÷ | 5,493,000 |
| Dec 31, 2006 | 9.29% | = | 100 | × | 474,400 | ÷ | 5,108,100 |
| Dec 31, 2007 | 10.80% | = | 100 | × | 567,800 | ÷ | 5,256,400 |
| Dec 31, 2008 | 14.09% | = | 100 | × | 776,100 | ÷ | 5,509,200 |
| Dec 31, 2009 | 6.94% | = | 100 | × | 827,600 | ÷ | 11,931,200 |
| Dec 31, 2010 | 11.19% | = | 100 | × | 1,181,200 | ÷ | 10,557,800 |
| Dec 31, 2011 | 8.17% | = | 100 | × | 1,275,800 | ÷ | 15,607,000 |
| Dec 31, 2012 | 2.26% | = | 100 | × | 1,312,900 | ÷ | 58,111,200 |
| Dec 31, 2013 | 3.44% | = | 100 | × | 1,844,600 | ÷ | 53,548,200 |
| Dec 31, 2014 | 3.73% | = | 100 | × | 2,007,600 | ÷ | 53,798,900 |
| Dec 31, 2015 | 4.65% | = | 100 | × | 2,476,400 | ÷ | 53,243,300 |
| Dec 31, 2016 | 6.58% | = | 100 | × | 3,404,400 | ÷ | 51,744,900 |
| Dec 31, 2017 | 8.33% | = | 100 | × | 4,517,400 | ÷ | 54,255,800 |
1 USD $ in thousands
Source: Based on data from Express Scripts Holding Co. Annual Reports
Comparison to Competitors
Express Scripts Holding Co., ROA, long-term trends, comparison to competitors
| Express Scripts Holding Co. | Medtronic PLC | Stryker Corp. | Thermo Fisher Scientific Inc. | UnitedHealth Group Inc. | |
|---|---|---|---|---|---|
| Dec 31, 2005 | 7.28% | 10.86% | 13.66% | 5.25% | 7.98% |
| Dec 31, 2006 | 9.29% | 12.95% | 13.24% | 0.79% | 8.61% |
| Dec 31, 2007 | 10.80% | 14.36% | 13.83% | 3.59% | 9.14% |
| Dec 31, 2008 | 14.09% | 10.05% | 15.10% | 4.71% | 5.33% |
| Dec 31, 2009 | 6.94% | 9.17% | 12.21% | 3.93% | 6.47% |
| Dec 31, 2010 | 11.19% | 11.03% | 11.69% | 4.85% | 7.35% |
| Dec 31, 2011 | 8.17% | 10.18% | 10.84% | 4.96% | 7.57% |
| Dec 31, 2012 | 2.26% | 10.93% | 9.83% | 4.29% | 6.83% |
| Dec 31, 2013 | 3.44% | 9.95% | 6.39% | 4.00% | 6.87% |
| Dec 31, 2014 | 3.73% | 8.08% | 2.91% | 4.42% | 6.50% |
| Dec 31, 2015 | 4.65% | 2.51% | 8.86% | 4.83% | 5.22% |
| Dec 31, 2016 | 6.58% | 3.55% | 8.06% | 4.40% | 5.71% |
| Dec 31, 2017 | 8.33% | 4.04% | 4.60% | 3.93% | 7.59% |
Source: Based on data from Express Scripts Holding Co. Annual Reports
Comparison to Health Care Equipment & Services Sector
Express Scripts Holding Co., ROA, long-term trends, comparison to Health Care Equipment & Services sector
| Express Scripts Holding Co. | Health Care Equipment & Services | |
|---|---|---|
| Dec 31, 2005 | 7.28% | 8.81% |
| Dec 31, 2006 | 9.29% | 8.11% |
| Dec 31, 2007 | 10.80% | 9.40% |
| Dec 31, 2008 | 14.09% | 7.24% |
| Dec 31, 2009 | 6.94% | 7.00% |
| Dec 31, 2010 | 11.19% | 8.38% |
| Dec 31, 2011 | 8.17% | 7.96% |
| Dec 31, 2012 | 2.26% | 6.08% |
| Dec 31, 2013 | 3.44% | 6.07% |
| Dec 31, 2014 | 3.73% | 5.49% |
| Dec 31, 2015 | 4.65% | 4.38% |
| Dec 31, 2016 | 6.58% | 5.17% |
| Dec 31, 2017 | 8.33% | 6.01% |
Source: Based on data from Express Scripts Holding Co. Annual Reports
Comparison to Health Care Industry
Express Scripts Holding Co., ROA, long-term trends, comparison to Health Care industry
| Express Scripts Holding Co. | Health Care | |
|---|---|---|
| Dec 31, 2005 | 7.28% | 10.12% |
| Dec 31, 2006 | 9.29% | 10.79% |
| Dec 31, 2007 | 10.80% | 9.27% |
| Dec 31, 2008 | 14.09% | 9.79% |
| Dec 31, 2009 | 6.94% | 9.97% |
| Dec 31, 2010 | 11.19% | 7.57% |
| Dec 31, 2011 | 8.17% | 7.69% |
| Dec 31, 2012 | 2.26% | 8.01% |
| Dec 31, 2013 | 3.44% | 8.60% |
| Dec 31, 2014 | 3.73% | 8.24% |
| Dec 31, 2015 | 4.65% | 7.43% |
| Dec 31, 2016 | 6.58% | 8.14% |
| Dec 31, 2017 | 8.33% | 4.69% |
Source: Based on data from Express Scripts Holding Co. Annual Reports