Decomposing ROE involves expressing net income divided by shareholders’ equity as the product of component ratios.
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- Income Statement
- Analysis of Short-term (Operating) Activity Ratios
- Analysis of Reportable Segments
- Analysis of Geographic Areas
- Enterprise Value to EBITDA (EV/EBITDA)
- Enterprise Value to FCFF (EV/FCFF)
- Return on Assets (ROA) since 2005
- Debt to Equity since 2005
- Price to Earnings (P/E) since 2005
- Price to Book Value (P/BV) since 2005
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Two-Component Disaggregation of ROE
ROE | = | ROA | × | Financial Leverage | |
---|---|---|---|---|---|
Dec 25, 2021 | = | × | |||
Dec 26, 2020 | = | × | |||
Dec 28, 2019 | = | × | |||
Dec 29, 2018 | = | × | |||
Dec 30, 2017 | = | × |
Based on: 10-K (reporting date: 2021-12-25), 10-K (reporting date: 2020-12-26), 10-K (reporting date: 2019-12-28), 10-K (reporting date: 2018-12-29), 10-K (reporting date: 2017-12-30).
The primary reason for the decrease in return on equity ratio (ROE) over 2021 year is the decrease in financial leverage ratio.
Three-Component Disaggregation of ROE
ROE | = | Net Profit Margin | × | Asset Turnover | × | Financial Leverage | |
---|---|---|---|---|---|---|---|
Dec 25, 2021 | = | × | × | ||||
Dec 26, 2020 | = | × | × | ||||
Dec 28, 2019 | = | × | × | ||||
Dec 29, 2018 | = | × | × | ||||
Dec 30, 2017 | = | × | × |
Based on: 10-K (reporting date: 2021-12-25), 10-K (reporting date: 2020-12-26), 10-K (reporting date: 2019-12-28), 10-K (reporting date: 2018-12-29), 10-K (reporting date: 2017-12-30).
The primary reason for the decrease in return on equity ratio (ROE) over 2021 year is the decrease in financial leverage ratio.
Five-Component Disaggregation of ROE
Based on: 10-K (reporting date: 2021-12-25), 10-K (reporting date: 2020-12-26), 10-K (reporting date: 2019-12-28), 10-K (reporting date: 2018-12-29), 10-K (reporting date: 2017-12-30).
The primary reason for the decrease in return on equity ratio (ROE) over 2021 year is the decrease in financial leverage ratio.
Two-Component Disaggregation of ROA
ROA | = | Net Profit Margin | × | Asset Turnover | |
---|---|---|---|---|---|
Dec 25, 2021 | = | × | |||
Dec 26, 2020 | = | × | |||
Dec 28, 2019 | = | × | |||
Dec 29, 2018 | = | × | |||
Dec 30, 2017 | = | × |
Based on: 10-K (reporting date: 2021-12-25), 10-K (reporting date: 2020-12-26), 10-K (reporting date: 2019-12-28), 10-K (reporting date: 2018-12-29), 10-K (reporting date: 2017-12-30).
The primary reason for the increase in return on assets ratio (ROA) over 2021 year is the increase in asset turnover ratio.
Four-Component Disaggregation of ROA
ROA | = | Tax Burden | × | Interest Burden | × | EBIT Margin | × | Asset Turnover | |
---|---|---|---|---|---|---|---|---|---|
Dec 25, 2021 | = | × | × | × | |||||
Dec 26, 2020 | = | × | × | × | |||||
Dec 28, 2019 | = | × | × | × | |||||
Dec 29, 2018 | = | × | × | × | |||||
Dec 30, 2017 | = | × | × | × |
Based on: 10-K (reporting date: 2021-12-25), 10-K (reporting date: 2020-12-26), 10-K (reporting date: 2019-12-28), 10-K (reporting date: 2018-12-29), 10-K (reporting date: 2017-12-30).
The primary reason for the increase in return on assets ratio (ROA) over 2021 year is the increase in efficiency measured by asset turnover ratio.
Disaggregation of Net Profit Margin
Net Profit Margin | = | Tax Burden | × | Interest Burden | × | EBIT Margin | |
---|---|---|---|---|---|---|---|
Dec 25, 2021 | = | × | × | ||||
Dec 26, 2020 | = | × | × | ||||
Dec 28, 2019 | = | × | × | ||||
Dec 29, 2018 | = | × | × | ||||
Dec 30, 2017 | = | × | × |
Based on: 10-K (reporting date: 2021-12-25), 10-K (reporting date: 2020-12-26), 10-K (reporting date: 2019-12-28), 10-K (reporting date: 2018-12-29), 10-K (reporting date: 2017-12-30).
The primary reason for the decrease in net profit margin ratio over 2021 year is the decrease in effect of interest expense measured by interest burden ratio.