DuPont Analysis: Disaggregation of ROE, ROA, and Net Profit Margin
Quarterly Data
Decomposing ROE involves expressing net income divided by shareholders’ equity as the product of component ratios.
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- Common-Size Income Statement
- Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
- Enterprise Value to EBITDA (EV/EBITDA)
- Economic Value Added (EVA)
- Market Value Added (MVA)
- Total Asset Turnover since 2005
- Operating Profit Margin since 2005
- Net Profit Margin since 2005
- Return on Assets (ROA) since 2005
- Analysis of Revenues
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Two-Component Disaggregation of ROE
PepsiCo Inc., decomposition of ROE (quarterly data)
Based on: 10-Q (reporting date: 2021-09-04), 10-Q (reporting date: 2021-06-12), 10-Q (reporting date: 2021-03-20), 10-K (reporting date: 2020-12-26), 10-Q (reporting date: 2020-09-05), 10-Q (reporting date: 2020-06-13), 10-Q (reporting date: 2020-03-21), 10-K (reporting date: 2019-12-28), 10-Q (reporting date: 2019-09-07), 10-Q (reporting date: 2019-06-15), 10-Q (reporting date: 2019-03-23), 10-K (reporting date: 2018-12-29), 10-Q (reporting date: 2018-09-08), 10-Q (reporting date: 2018-06-16), 10-Q (reporting date: 2018-03-24), 10-K (reporting date: 2017-12-30), 10-Q (reporting date: 2017-09-09), 10-Q (reporting date: 2017-06-17), 10-Q (reporting date: 2017-03-25), 10-K (reporting date: 2016-12-31), 10-Q (reporting date: 2016-09-03), 10-Q (reporting date: 2016-06-11), 10-Q (reporting date: 2016-03-19).
The primary reason for the decrease in return on equity ratio (ROE) over Q3 2021 is the decrease in financial leverage ratio.
Three-Component Disaggregation of ROE
PepsiCo Inc., decomposition of ROE (quarterly data)
Based on: 10-Q (reporting date: 2021-09-04), 10-Q (reporting date: 2021-06-12), 10-Q (reporting date: 2021-03-20), 10-K (reporting date: 2020-12-26), 10-Q (reporting date: 2020-09-05), 10-Q (reporting date: 2020-06-13), 10-Q (reporting date: 2020-03-21), 10-K (reporting date: 2019-12-28), 10-Q (reporting date: 2019-09-07), 10-Q (reporting date: 2019-06-15), 10-Q (reporting date: 2019-03-23), 10-K (reporting date: 2018-12-29), 10-Q (reporting date: 2018-09-08), 10-Q (reporting date: 2018-06-16), 10-Q (reporting date: 2018-03-24), 10-K (reporting date: 2017-12-30), 10-Q (reporting date: 2017-09-09), 10-Q (reporting date: 2017-06-17), 10-Q (reporting date: 2017-03-25), 10-K (reporting date: 2016-12-31), 10-Q (reporting date: 2016-09-03), 10-Q (reporting date: 2016-06-11), 10-Q (reporting date: 2016-03-19).
The primary reason for the decrease in return on equity ratio (ROE) over Q3 2021 is the decrease in profitability measured by net profit margin ratio.
Two-Component Disaggregation of ROA
PepsiCo Inc., decomposition of ROA (quarterly data)
Based on: 10-Q (reporting date: 2021-09-04), 10-Q (reporting date: 2021-06-12), 10-Q (reporting date: 2021-03-20), 10-K (reporting date: 2020-12-26), 10-Q (reporting date: 2020-09-05), 10-Q (reporting date: 2020-06-13), 10-Q (reporting date: 2020-03-21), 10-K (reporting date: 2019-12-28), 10-Q (reporting date: 2019-09-07), 10-Q (reporting date: 2019-06-15), 10-Q (reporting date: 2019-03-23), 10-K (reporting date: 2018-12-29), 10-Q (reporting date: 2018-09-08), 10-Q (reporting date: 2018-06-16), 10-Q (reporting date: 2018-03-24), 10-K (reporting date: 2017-12-30), 10-Q (reporting date: 2017-09-09), 10-Q (reporting date: 2017-06-17), 10-Q (reporting date: 2017-03-25), 10-K (reporting date: 2016-12-31), 10-Q (reporting date: 2016-09-03), 10-Q (reporting date: 2016-06-11), 10-Q (reporting date: 2016-03-19).
The primary reason for the decrease in return on assets ratio (ROA) over Q3 2021 is the decrease in profitability measured by net profit margin ratio.