Return on Equity (ROE)
since 2005
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Twenty-First Century Fox Inc. pages available for free this week:
- Balance Sheet: Assets
- Balance Sheet: Liabilities and Stockholders’ Equity
- Common-Size Balance Sheet: Assets
- Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
- Analysis of Profitability Ratios
- Common Stock Valuation Ratios
- Net Profit Margin since 2005
- Debt to Equity since 2005
- Price to Earnings (P/E) since 2005
- Aggregate Accruals
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Calculation
Twenty-First Century Fox Inc., ROE, long-term trends, calculation
| ROE | = | 100 | × | Net income (loss) attributable to Twenty-First Century Fox, Inc. stockholders1 | ÷ | Total Twenty-First Century Fox, Inc. stockholders’ equity1 | |
|---|---|---|---|---|---|---|---|
| Jun 30, 2018 | = | 100 | × | ÷ | |||
| Jun 30, 2017 | = | 100 | × | ÷ | |||
| Jun 30, 2016 | = | 100 | × | ÷ | |||
| Jun 30, 2015 | = | 100 | × | ÷ | |||
| Jun 30, 2014 | = | 100 | × | ÷ | |||
| Jun 30, 2013 | = | 100 | × | ÷ | |||
| Jun 30, 2012 | = | 100 | × | ÷ | |||
| Jun 30, 2011 | = | 100 | × | ÷ | |||
| Jun 30, 2010 | = | 100 | × | ÷ | |||
| Jun 30, 2009 | = | 100 | × | ÷ | |||
| Jun 30, 2008 | = | 100 | × | ÷ | |||
| Jun 30, 2007 | = | 100 | × | ÷ | |||
| Jun 30, 2006 | = | 100 | × | ÷ | |||
| Jun 30, 2005 | = | 100 | × | ÷ |
Based on: 10-K (reporting date: 2018-06-30), 10-K (reporting date: 2017-06-30), 10-K (reporting date: 2016-06-30), 10-K (reporting date: 2015-06-30), 10-K (reporting date: 2014-06-30), 10-K (reporting date: 2013-06-30), 10-K (reporting date: 2012-06-30), 10-K (reporting date: 2011-06-30), 10-K (reporting date: 2010-06-30), 10-K (reporting date: 2009-06-30), 10-K (reporting date: 2008-06-30), 10-K (reporting date: 2007-06-30), 10-K (reporting date: 2006-06-30), 10-K (reporting date: 2005-06-30).
1 US$ in millions
- Net Income (Loss) Attributable to Stockholders
- The net income figures exhibit significant variability over the observed period. There is an overall positive trend interspersed with notable exceptions. The company reported a peak net income of 5,387 million USD around mid-2008, followed by a substantial loss of 3,378 million USD in mid-2009, indicating a major negative event or write-down during that year. Subsequent years show a recovery trend with fluctuating but predominantly positive net incomes, reaching peaks of 8,306 million USD in mid-2015 and maintaining robust profitability thereafter, albeit with some variability.
- Total Stockholders’ Equity
- The total stockholders’ equity demonstrates a fluctuating but generally declining trend from 29,377 million USD in mid-2005 to a low point of 13,661 million USD in mid-2016. After this trough, equity shows signs of recovery, climbing to 19,564 million USD by mid-2018. The decline in equity values between 2008 and 2016 may reflect losses, restructuring, or other capital changes affecting the company’s book value. The partial recovery in equity levels in the last two years of the data suggests stabilization or renewed investment.
- Return on Equity (ROE)
- ROE percentages align with the patterns observed in net income and equity data, highlighting substantial volatility in profitability relative to equity. ROE rises sharply from 7.24% in mid-2005, peaking at 18.82% in mid-2008 before descending sharply into negative territory (-14.55%) in mid-2009, consistent with the loss reported that year. Recovery occurs following this downturn, with exceptional spikes in ROE observed in mid-2013 (41.75%) and mid-2015 (48.23%), indicating periods of highly efficient use of equity to generate earnings. Despite the fluctuations, ROE remains positive and relatively strong toward the end of the period, hovering around 20–23%, pointing to improved profitability and capital efficiency.
- Overall Trends and Insights
- The data reveals a company experiencing considerable financial fluctuations over the examined years, including a major loss in 2009. Despite declining equity levels for several years, the firm manages to regain profitability and enhance return on equity substantially in the latter part of the period. The alignment of net income swings with ROE and equity values suggests that operational performance and capital management have been variable but showed marked improvement after the financial distress indicated in 2009. The recovery in net income and ROE, alongside the stabilization and gradual increase in equity from 2016 onward, point toward a more robust financial position and improved shareholder value creation in recent years.
Comparison to Competitors
Twenty-First Century Fox Inc., ROE, long-term trends, comparison to competitors
| Twenty-First Century Fox Inc. | Alphabet Inc. | Comcast Corp. | Meta Platforms Inc. | Netflix Inc. | Take-Two Interactive Software Inc. | Walt Disney Co. | |
|---|---|---|---|---|---|---|---|
| Jun 30, 2018 | |||||||
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| Jun 30, 2007 | |||||||
| Jun 30, 2006 | |||||||
| Jun 30, 2005 |
Based on: 10-K (reporting date: 2018-06-30), 10-K (reporting date: 2017-06-30), 10-K (reporting date: 2016-06-30), 10-K (reporting date: 2015-06-30), 10-K (reporting date: 2014-06-30), 10-K (reporting date: 2013-06-30), 10-K (reporting date: 2012-06-30), 10-K (reporting date: 2011-06-30), 10-K (reporting date: 2010-06-30), 10-K (reporting date: 2009-06-30), 10-K (reporting date: 2008-06-30), 10-K (reporting date: 2007-06-30), 10-K (reporting date: 2006-06-30), 10-K (reporting date: 2005-06-30).
Comparison to Sector (Media & Entertainment)
Twenty-First Century Fox Inc., ROE, long-term trends, comparison to sector (media & entertainment)
| Twenty-First Century Fox Inc. | Media & Entertainment | |
|---|---|---|
| Jun 30, 2018 | ||
| Jun 30, 2017 | ||
| Jun 30, 2016 | ||
| Jun 30, 2015 | ||
| Jun 30, 2014 | ||
| Jun 30, 2013 | ||
| Jun 30, 2012 | ||
| Jun 30, 2011 | ||
| Jun 30, 2010 | ||
| Jun 30, 2009 | ||
| Jun 30, 2008 | ||
| Jun 30, 2007 | ||
| Jun 30, 2006 | ||
| Jun 30, 2005 |
Based on: 10-K (reporting date: 2018-06-30), 10-K (reporting date: 2017-06-30), 10-K (reporting date: 2016-06-30), 10-K (reporting date: 2015-06-30), 10-K (reporting date: 2014-06-30), 10-K (reporting date: 2013-06-30), 10-K (reporting date: 2012-06-30), 10-K (reporting date: 2011-06-30), 10-K (reporting date: 2010-06-30), 10-K (reporting date: 2009-06-30), 10-K (reporting date: 2008-06-30), 10-K (reporting date: 2007-06-30), 10-K (reporting date: 2006-06-30), 10-K (reporting date: 2005-06-30).
Comparison to Industry (Communication Services)
Twenty-First Century Fox Inc., ROE, long-term trends, comparison to industry (communication services)
| Twenty-First Century Fox Inc. | Communication Services | |
|---|---|---|
| Jun 30, 2018 | ||
| Jun 30, 2017 | ||
| Jun 30, 2016 | ||
| Jun 30, 2015 | ||
| Jun 30, 2014 | ||
| Jun 30, 2013 | ||
| Jun 30, 2012 | ||
| Jun 30, 2011 | ||
| Jun 30, 2010 | ||
| Jun 30, 2009 | ||
| Jun 30, 2008 | ||
| Jun 30, 2007 | ||
| Jun 30, 2006 | ||
| Jun 30, 2005 |
Based on: 10-K (reporting date: 2018-06-30), 10-K (reporting date: 2017-06-30), 10-K (reporting date: 2016-06-30), 10-K (reporting date: 2015-06-30), 10-K (reporting date: 2014-06-30), 10-K (reporting date: 2013-06-30), 10-K (reporting date: 2012-06-30), 10-K (reporting date: 2011-06-30), 10-K (reporting date: 2010-06-30), 10-K (reporting date: 2009-06-30), 10-K (reporting date: 2008-06-30), 10-K (reporting date: 2007-06-30), 10-K (reporting date: 2006-06-30), 10-K (reporting date: 2005-06-30).