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
Dec 26, 2020 = ×
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 = ×

Based on: 10-K (filing date: 2021-02-11), 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).

The primary reason for the increase in return on equity ratio (ROE) over Q4 2020 is the increase 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
Dec 26, 2020 = × ×
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 = × ×

Based on: 10-K (filing date: 2021-02-11), 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).

The primary reason for the increase in return on equity ratio (ROE) over Q4 2020 is the increase in efficiency measured by asset turnover ratio.


Two-Component Disaggregation of ROA

PepsiCo Inc., decomposition of ROA (quarterly data)

Microsoft Excel LibreOffice Calc
ROA = Net Profit Margin × Asset Turnover
Dec 26, 2020 = ×
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 = ×

Based on: 10-K (filing date: 2021-02-11), 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).

The primary reason for the increase in return on assets ratio (ROA) over Q4 2020 is the increase in asset turnover ratio.