Paying users zone. Data is hidden behind: .
Get 1-month access to PepsiCo Inc. for $19.99, or
get full access to the entire website for at least 3 months from $49.99.
We accept:
This is a one-time payment. There is no automatic renewal.
PepsiCo Inc. pages available today for free:
DuPont Analysis: Disaggregation of ROE, ROA, and Net Profit Margin
Decomposing ROE involves expressing net income divided by shareholders’ equity as the product of component ratios.
Two-Component Disaggregation of ROE
PepsiCo Inc., decomposition of ROE
ROE | = | ROA | × | Financial Leverage | |
---|---|---|---|---|---|
Dec 28, 2019 | = | × | |||
Dec 29, 2018 | = | × | |||
Dec 30, 2017 | = | × | |||
Dec 31, 2016 | = | × | |||
Dec 26, 2015 | = | × |
Based on: 10-K (filing date: 2020-02-13), 10-K (filing date: 2019-02-15), 10-K (filing date: 2018-02-13), 10-K (filing date: 2017-02-15), 10-K (filing date: 2016-02-11).
The primary reason for the decrease in return on equity ratio (ROE) over 2019 year is the decrease in profitability measured by return on assets ratio (ROA).
Three-Component Disaggregation of ROE
PepsiCo Inc., decomposition of ROE
ROE | = | Net Profit Margin | × | Asset Turnover | × | Financial Leverage | |
---|---|---|---|---|---|---|---|
Dec 28, 2019 | = | × | × | ||||
Dec 29, 2018 | = | × | × | ||||
Dec 30, 2017 | = | × | × | ||||
Dec 31, 2016 | = | × | × | ||||
Dec 26, 2015 | = | × | × |
Based on: 10-K (filing date: 2020-02-13), 10-K (filing date: 2019-02-15), 10-K (filing date: 2018-02-13), 10-K (filing date: 2017-02-15), 10-K (filing date: 2016-02-11).
The primary reason for the decrease in return on equity ratio (ROE) over 2019 year is the decrease in profitability measured by net profit margin ratio.
Five-Component Disaggregation of ROE
PepsiCo Inc., decomposition of ROE
Based on: 10-K (filing date: 2020-02-13), 10-K (filing date: 2019-02-15), 10-K (filing date: 2018-02-13), 10-K (filing date: 2017-02-15), 10-K (filing date: 2016-02-11).
The primary reason for the decrease in return on equity ratio (ROE) over 2019 year is the decrease in effect of taxes measured by tax burden ratio.
Two-Component Disaggregation of ROA
PepsiCo Inc., decomposition of ROA
ROA | = | Net Profit Margin | × | Asset Turnover | |
---|---|---|---|---|---|
Dec 28, 2019 | = | × | |||
Dec 29, 2018 | = | × | |||
Dec 30, 2017 | = | × | |||
Dec 31, 2016 | = | × | |||
Dec 26, 2015 | = | × |
Based on: 10-K (filing date: 2020-02-13), 10-K (filing date: 2019-02-15), 10-K (filing date: 2018-02-13), 10-K (filing date: 2017-02-15), 10-K (filing date: 2016-02-11).
The primary reason for the decrease in return on assets ratio (ROA) over 2019 year is the decrease in profitability measured by net profit margin ratio.
Four-Component Disaggregation of ROA
PepsiCo Inc., decomposition of ROA
ROA | = | Tax Burden | × | Interest Burden | × | EBIT Margin | × | Asset Turnover | |
---|---|---|---|---|---|---|---|---|---|
Dec 28, 2019 | = | × | × | × | |||||
Dec 29, 2018 | = | × | × | × | |||||
Dec 30, 2017 | = | × | × | × | |||||
Dec 31, 2016 | = | × | × | × | |||||
Dec 26, 2015 | = | × | × | × |
Based on: 10-K (filing date: 2020-02-13), 10-K (filing date: 2019-02-15), 10-K (filing date: 2018-02-13), 10-K (filing date: 2017-02-15), 10-K (filing date: 2016-02-11).
The primary reason for the decrease in return on assets ratio (ROA) over 2019 year is the decrease in effect of taxes measured by tax burden ratio.
Disaggregation of Net Profit Margin
PepsiCo Inc., decomposition of net profit margin ratio
Net Profit Margin | = | Tax Burden | × | Interest Burden | × | EBIT Margin | |
---|---|---|---|---|---|---|---|
Dec 28, 2019 | = | × | × | ||||
Dec 29, 2018 | = | × | × | ||||
Dec 30, 2017 | = | × | × | ||||
Dec 31, 2016 | = | × | × | ||||
Dec 26, 2015 | = | × | × |
Based on: 10-K (filing date: 2020-02-13), 10-K (filing date: 2019-02-15), 10-K (filing date: 2018-02-13), 10-K (filing date: 2017-02-15), 10-K (filing date: 2016-02-11).
The primary reason for the decrease in net profit margin ratio over 2019 year is the decrease in effect of taxes measured by tax burden ratio.