Stock Analysis on Net
Stock Analysis on Net
Microsoft Excel LibreOffice Calc

PepsiCo Inc. (NASDAQ:PEP)

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DuPont Analysis: Disaggregation of ROE, ROA, and Net Profit Margin
Quarterly Data

Beginner level

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 (quarterly data)

Microsoft Excel LibreOffice Calc
ROE = ROA × Financial Leverage
Sep 5, 2020 = ×
Jun 13, 2020 = ×
Mar 21, 2020 = ×
Dec 28, 2019 = ×
Sep 7, 2019 = ×
Jun 15, 2019 = ×
Mar 23, 2019 = ×
Dec 29, 2018 = ×
Sep 8, 2018 = ×
Jun 16, 2018 = ×
Mar 24, 2018 = ×
Dec 30, 2017 = ×
Sep 9, 2017 = ×
Jun 17, 2017 = ×
Mar 25, 2017 = ×
Dec 31, 2016 = ×
Sep 3, 2016 = ×
Jun 11, 2016 = ×
Mar 19, 2016 = ×
Dec 26, 2015 = ×
Sep 5, 2015 = ×
Jun 13, 2015 = ×
Mar 21, 2015 = ×

Based on: 10-Q (filing date: 2020-10-01), 10-Q (filing date: 2020-07-13), 10-Q (filing date: 2020-04-28), 10-K (filing date: 2020-02-13), 10-Q (filing date: 2019-10-03), 10-Q (filing date: 2019-07-09), 10-Q (filing date: 2019-04-17), 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-02), 10-Q (filing date: 2018-07-10), 10-Q (filing date: 2018-04-26), 10-K (filing date: 2018-02-13), 10-Q (filing date: 2017-10-04), 10-Q (filing date: 2017-07-11), 10-Q (filing date: 2017-04-26), 10-K (filing date: 2017-02-15), 10-Q (filing date: 2016-09-29), 10-Q (filing date: 2016-07-07), 10-Q (filing date: 2016-04-18), 10-K (filing date: 2016-02-11), 10-Q (filing date: 2015-10-06), 10-Q (filing date: 2015-07-09), 10-Q (filing date: 2015-04-23).

The primary reason for the decrease in return on equity ratio (ROE) over Q3 2020 is the decrease in financial leverage ratio.

Three-Component Disaggregation of ROE

PepsiCo Inc., decomposition of ROE (quarterly data)

Microsoft Excel LibreOffice Calc
ROE = Net Profit Margin × Asset Turnover × Financial Leverage
Sep 5, 2020 = × ×
Jun 13, 2020 = × ×
Mar 21, 2020 = × ×
Dec 28, 2019 = × ×
Sep 7, 2019 = × ×
Jun 15, 2019 = × ×
Mar 23, 2019 = × ×
Dec 29, 2018 = × ×
Sep 8, 2018 = × ×
Jun 16, 2018 = × ×
Mar 24, 2018 = × ×
Dec 30, 2017 = × ×
Sep 9, 2017 = × ×
Jun 17, 2017 = × ×
Mar 25, 2017 = × ×
Dec 31, 2016 = × ×
Sep 3, 2016 = × ×
Jun 11, 2016 = × ×
Mar 19, 2016 = × ×
Dec 26, 2015 = × ×
Sep 5, 2015 = × ×
Jun 13, 2015 = × ×
Mar 21, 2015 = × ×

Based on: 10-Q (filing date: 2020-10-01), 10-Q (filing date: 2020-07-13), 10-Q (filing date: 2020-04-28), 10-K (filing date: 2020-02-13), 10-Q (filing date: 2019-10-03), 10-Q (filing date: 2019-07-09), 10-Q (filing date: 2019-04-17), 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-02), 10-Q (filing date: 2018-07-10), 10-Q (filing date: 2018-04-26), 10-K (filing date: 2018-02-13), 10-Q (filing date: 2017-10-04), 10-Q (filing date: 2017-07-11), 10-Q (filing date: 2017-04-26), 10-K (filing date: 2017-02-15), 10-Q (filing date: 2016-09-29), 10-Q (filing date: 2016-07-07), 10-Q (filing date: 2016-04-18), 10-K (filing date: 2016-02-11), 10-Q (filing date: 2015-10-06), 10-Q (filing date: 2015-07-09), 10-Q (filing date: 2015-04-23).

The primary reason for the decrease in return on equity ratio (ROE) over Q3 2020 is the decrease in financial leverage ratio.

Five-Component Disaggregation of ROE

PepsiCo Inc., decomposition of ROE (quarterly data)

Microsoft Excel LibreOffice Calc
ROE = Tax Burden × Interest Burden × EBIT Margin × Asset Turnover × Financial Leverage
Sep 5, 2020 = × × × ×
Jun 13, 2020 = × × × ×
Mar 21, 2020 = × × × ×
Dec 28, 2019 = × × × ×
Sep 7, 2019 = × × × ×
Jun 15, 2019 = × × × ×
Mar 23, 2019 = × × × ×
Dec 29, 2018 = × × × ×
Sep 8, 2018 = × × × ×
Jun 16, 2018 = × × × ×
Mar 24, 2018 = × × × ×
Dec 30, 2017 = × × × ×
Sep 9, 2017 = × × × ×
Jun 17, 2017 = × × × ×
Mar 25, 2017 = × × × ×
Dec 31, 2016 = × × × ×
Sep 3, 2016 = × × × ×
Jun 11, 2016 = × × × ×
Mar 19, 2016 = × × × ×
Dec 26, 2015 = × × × ×
Sep 5, 2015 = × × × ×
Jun 13, 2015 = × × × ×
Mar 21, 2015 = × × × ×

Based on: 10-Q (filing date: 2020-10-01), 10-Q (filing date: 2020-07-13), 10-Q (filing date: 2020-04-28), 10-K (filing date: 2020-02-13), 10-Q (filing date: 2019-10-03), 10-Q (filing date: 2019-07-09), 10-Q (filing date: 2019-04-17), 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-02), 10-Q (filing date: 2018-07-10), 10-Q (filing date: 2018-04-26), 10-K (filing date: 2018-02-13), 10-Q (filing date: 2017-10-04), 10-Q (filing date: 2017-07-11), 10-Q (filing date: 2017-04-26), 10-K (filing date: 2017-02-15), 10-Q (filing date: 2016-09-29), 10-Q (filing date: 2016-07-07), 10-Q (filing date: 2016-04-18), 10-K (filing date: 2016-02-11), 10-Q (filing date: 2015-10-06), 10-Q (filing date: 2015-07-09), 10-Q (filing date: 2015-04-23).

The primary reason for the decrease in return on equity ratio (ROE) over Q3 2020 is the decrease in financial leverage ratio.

Two-Component Disaggregation of ROA

PepsiCo Inc., decomposition of ROA (quarterly data)

Microsoft Excel LibreOffice Calc
ROA = Net Profit Margin × Asset Turnover
Sep 5, 2020 = ×
Jun 13, 2020 = ×
Mar 21, 2020 = ×
Dec 28, 2019 = ×
Sep 7, 2019 = ×
Jun 15, 2019 = ×
Mar 23, 2019 = ×
Dec 29, 2018 = ×
Sep 8, 2018 = ×
Jun 16, 2018 = ×
Mar 24, 2018 = ×
Dec 30, 2017 = ×
Sep 9, 2017 = ×
Jun 17, 2017 = ×
Mar 25, 2017 = ×
Dec 31, 2016 = ×
Sep 3, 2016 = ×
Jun 11, 2016 = ×
Mar 19, 2016 = ×
Dec 26, 2015 = ×
Sep 5, 2015 = ×
Jun 13, 2015 = ×
Mar 21, 2015 = ×

Based on: 10-Q (filing date: 2020-10-01), 10-Q (filing date: 2020-07-13), 10-Q (filing date: 2020-04-28), 10-K (filing date: 2020-02-13), 10-Q (filing date: 2019-10-03), 10-Q (filing date: 2019-07-09), 10-Q (filing date: 2019-04-17), 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-02), 10-Q (filing date: 2018-07-10), 10-Q (filing date: 2018-04-26), 10-K (filing date: 2018-02-13), 10-Q (filing date: 2017-10-04), 10-Q (filing date: 2017-07-11), 10-Q (filing date: 2017-04-26), 10-K (filing date: 2017-02-15), 10-Q (filing date: 2016-09-29), 10-Q (filing date: 2016-07-07), 10-Q (filing date: 2016-04-18), 10-K (filing date: 2016-02-11), 10-Q (filing date: 2015-10-06), 10-Q (filing date: 2015-07-09), 10-Q (filing date: 2015-04-23).

The primary reason for the decrease in return on assets ratio (ROA) over Q3 2020 is the decrease in asset turnover ratio.

Four-Component Disaggregation of ROA

PepsiCo Inc., decomposition of ROA (quarterly data)

Microsoft Excel LibreOffice Calc
ROA = Tax Burden × Interest Burden × EBIT Margin × Asset Turnover
Sep 5, 2020 = × × ×
Jun 13, 2020 = × × ×
Mar 21, 2020 = × × ×
Dec 28, 2019 = × × ×
Sep 7, 2019 = × × ×
Jun 15, 2019 = × × ×
Mar 23, 2019 = × × ×
Dec 29, 2018 = × × ×
Sep 8, 2018 = × × ×
Jun 16, 2018 = × × ×
Mar 24, 2018 = × × ×
Dec 30, 2017 = × × ×
Sep 9, 2017 = × × ×
Jun 17, 2017 = × × ×
Mar 25, 2017 = × × ×
Dec 31, 2016 = × × ×
Sep 3, 2016 = × × ×
Jun 11, 2016 = × × ×
Mar 19, 2016 = × × ×
Dec 26, 2015 = × × ×
Sep 5, 2015 = × × ×
Jun 13, 2015 = × × ×
Mar 21, 2015 = × × ×

Based on: 10-Q (filing date: 2020-10-01), 10-Q (filing date: 2020-07-13), 10-Q (filing date: 2020-04-28), 10-K (filing date: 2020-02-13), 10-Q (filing date: 2019-10-03), 10-Q (filing date: 2019-07-09), 10-Q (filing date: 2019-04-17), 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-02), 10-Q (filing date: 2018-07-10), 10-Q (filing date: 2018-04-26), 10-K (filing date: 2018-02-13), 10-Q (filing date: 2017-10-04), 10-Q (filing date: 2017-07-11), 10-Q (filing date: 2017-04-26), 10-K (filing date: 2017-02-15), 10-Q (filing date: 2016-09-29), 10-Q (filing date: 2016-07-07), 10-Q (filing date: 2016-04-18), 10-K (filing date: 2016-02-11), 10-Q (filing date: 2015-10-06), 10-Q (filing date: 2015-07-09), 10-Q (filing date: 2015-04-23).

The primary reason for the decrease in return on assets ratio (ROA) over Q3 2020 is the decrease in efficiency measured by asset turnover ratio.

Disaggregation of Net Profit Margin

PepsiCo Inc., decomposition of net profit margin ratio (quarterly data)

Microsoft Excel LibreOffice Calc
Net Profit Margin = Tax Burden × Interest Burden × EBIT Margin
Sep 5, 2020 = × ×
Jun 13, 2020 = × ×
Mar 21, 2020 = × ×
Dec 28, 2019 = × ×
Sep 7, 2019 = × ×
Jun 15, 2019 = × ×
Mar 23, 2019 = × ×
Dec 29, 2018 = × ×
Sep 8, 2018 = × ×
Jun 16, 2018 = × ×
Mar 24, 2018 = × ×
Dec 30, 2017 = × ×
Sep 9, 2017 = × ×
Jun 17, 2017 = × ×
Mar 25, 2017 = × ×
Dec 31, 2016 = × ×
Sep 3, 2016 = × ×
Jun 11, 2016 = × ×
Mar 19, 2016 = × ×
Dec 26, 2015 = × ×
Sep 5, 2015 = × ×
Jun 13, 2015 = × ×
Mar 21, 2015 = × ×

Based on: 10-Q (filing date: 2020-10-01), 10-Q (filing date: 2020-07-13), 10-Q (filing date: 2020-04-28), 10-K (filing date: 2020-02-13), 10-Q (filing date: 2019-10-03), 10-Q (filing date: 2019-07-09), 10-Q (filing date: 2019-04-17), 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-02), 10-Q (filing date: 2018-07-10), 10-Q (filing date: 2018-04-26), 10-K (filing date: 2018-02-13), 10-Q (filing date: 2017-10-04), 10-Q (filing date: 2017-07-11), 10-Q (filing date: 2017-04-26), 10-K (filing date: 2017-02-15), 10-Q (filing date: 2016-09-29), 10-Q (filing date: 2016-07-07), 10-Q (filing date: 2016-04-18), 10-K (filing date: 2016-02-11), 10-Q (filing date: 2015-10-06), 10-Q (filing date: 2015-07-09), 10-Q (filing date: 2015-04-23).

The primary reason for the increase in net profit margin ratio over Q3 2020 is the increase in effect of taxes measured by tax burden ratio.