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Allergan PLC (AGN)

DuPont Analysis: Decomposition of ROE
Quarterly Data

Difficulty: Beginner

Decomposing ROE involves expressing net income divided by shareholders’ equity as the product of component ratios.

Two-Component Disaggregation of ROE
Three-Component Disaggregation of ROE
Five-Component Disaggregation of ROE
Two-Way Decomposition of ROA
Four-Way Decomposition of ROA
Decomposition of Net Profit Margin

Two-Component Disaggregation of ROE

Allergan PLC, decomposition of ROE (quarterly data)

Microsoft Excel

LibreOffice Calc

	ROE	=	ROA	×	Leverage

Dec 31, 2018
Sep 30, 2018
Jun 30, 2018
Mar 31, 2018
Dec 31, 2017
Sep 30, 2017
Jun 30, 2017
Mar 31, 2017
Dec 31, 2016
Sep 30, 2016
Jun 30, 2016
Mar 31, 2016
Dec 31, 2015
Sep 30, 2015
Jun 30, 2015
Mar 31, 2015
Dec 31, 2014
Sep 30, 2014
Jun 30, 2014
Mar 31, 2014

Based on: 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-31), 10-Q (filing date: 2018-08-03), 10-Q (filing date: 2018-05-03), 10-K (filing date: 2018-02-16), 10-Q (filing date: 2017-11-02), 10-Q (filing date: 2017-08-09), 10-Q (filing date: 2017-05-09), 10-K (filing date: 2017-02-24), 10-Q (filing date: 2016-11-04), 10-Q (filing date: 2016-08-08), 10-Q (filing date: 2016-05-10), 10-K (filing date: 2016-02-26), 10-Q (filing date: 2015-11-06), 10-Q (filing date: 2015-08-06), 10-Q (filing date: 2015-05-11), 10-K (filing date: 2015-02-18), 10-Q (filing date: 2014-11-05), 10-Q (filing date: 2014-08-05), 10-Q (filing date: 2014-05-05).

The primary reason for the decrease in Return on Equity (ROE) over Q4 2018 is the decrease in profitability measured by Return on Assets (ROA).

Three-Component Disaggregation of ROE

Allergan PLC, decomposition of ROE (quarterly data)

Microsoft Excel

LibreOffice Calc

	ROE	=	Net Profit Margin	×	Asset Turnover	×	Leverage

Dec 31, 2018
Sep 30, 2018
Jun 30, 2018
Mar 31, 2018
Dec 31, 2017
Sep 30, 2017
Jun 30, 2017
Mar 31, 2017
Dec 31, 2016
Sep 30, 2016
Jun 30, 2016
Mar 31, 2016
Dec 31, 2015
Sep 30, 2015
Jun 30, 2015
Mar 31, 2015
Dec 31, 2014
Sep 30, 2014
Jun 30, 2014
Mar 31, 2014

Based on: 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-31), 10-Q (filing date: 2018-08-03), 10-Q (filing date: 2018-05-03), 10-K (filing date: 2018-02-16), 10-Q (filing date: 2017-11-02), 10-Q (filing date: 2017-08-09), 10-Q (filing date: 2017-05-09), 10-K (filing date: 2017-02-24), 10-Q (filing date: 2016-11-04), 10-Q (filing date: 2016-08-08), 10-Q (filing date: 2016-05-10), 10-K (filing date: 2016-02-26), 10-Q (filing date: 2015-11-06), 10-Q (filing date: 2015-08-06), 10-Q (filing date: 2015-05-11), 10-K (filing date: 2015-02-18), 10-Q (filing date: 2014-11-05), 10-Q (filing date: 2014-08-05), 10-Q (filing date: 2014-05-05).

The primary reason for the decrease in Return on Equity (ROE) over Q4 2018 is the decrease in profitability measured by Net Profit Margin.

Five-Component Disaggregation of ROE

Allergan PLC, decomposition of ROE (quarterly data)

Microsoft Excel

LibreOffice Calc

	ROE	=	Tax Burden	×	Interest Burden	×	EBIT Margin	×	Asset Turnover	×	Leverage

Dec 31, 2018
Sep 30, 2018
Jun 30, 2018
Mar 31, 2018
Dec 31, 2017
Sep 30, 2017
Jun 30, 2017
Mar 31, 2017
Dec 31, 2016
Sep 30, 2016
Jun 30, 2016
Mar 31, 2016
Dec 31, 2015
Sep 30, 2015
Jun 30, 2015
Mar 31, 2015
Dec 31, 2014
Sep 30, 2014
Jun 30, 2014
Mar 31, 2014

Based on: 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-31), 10-Q (filing date: 2018-08-03), 10-Q (filing date: 2018-05-03), 10-K (filing date: 2018-02-16), 10-Q (filing date: 2017-11-02), 10-Q (filing date: 2017-08-09), 10-Q (filing date: 2017-05-09), 10-K (filing date: 2017-02-24), 10-Q (filing date: 2016-11-04), 10-Q (filing date: 2016-08-08), 10-Q (filing date: 2016-05-10), 10-K (filing date: 2016-02-26), 10-Q (filing date: 2015-11-06), 10-Q (filing date: 2015-08-06), 10-Q (filing date: 2015-05-11), 10-K (filing date: 2015-02-18), 10-Q (filing date: 2014-11-05), 10-Q (filing date: 2014-08-05), 10-Q (filing date: 2014-05-05).

Two-Way Decomposition of ROA

Allergan PLC, decomposition of ROA (quarterly data)

Microsoft Excel

LibreOffice Calc

	ROA	=	Net Profit Margin	×	Asset Turnover

Dec 31, 2018
Sep 30, 2018
Jun 30, 2018
Mar 31, 2018
Dec 31, 2017
Sep 30, 2017
Jun 30, 2017
Mar 31, 2017
Dec 31, 2016
Sep 30, 2016
Jun 30, 2016
Mar 31, 2016
Dec 31, 2015
Sep 30, 2015
Jun 30, 2015
Mar 31, 2015
Dec 31, 2014
Sep 30, 2014
Jun 30, 2014
Mar 31, 2014

Based on: 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-31), 10-Q (filing date: 2018-08-03), 10-Q (filing date: 2018-05-03), 10-K (filing date: 2018-02-16), 10-Q (filing date: 2017-11-02), 10-Q (filing date: 2017-08-09), 10-Q (filing date: 2017-05-09), 10-K (filing date: 2017-02-24), 10-Q (filing date: 2016-11-04), 10-Q (filing date: 2016-08-08), 10-Q (filing date: 2016-05-10), 10-K (filing date: 2016-02-26), 10-Q (filing date: 2015-11-06), 10-Q (filing date: 2015-08-06), 10-Q (filing date: 2015-05-11), 10-K (filing date: 2015-02-18), 10-Q (filing date: 2014-11-05), 10-Q (filing date: 2014-08-05), 10-Q (filing date: 2014-05-05).

The primary reason for the decrease in Return on Assets (ROA) over Q4 2018 is the decrease in profitability measured by Net Profit Margin.

Four-Way Decomposition of ROA

Allergan PLC, decomposition of ROA (quarterly data)

Microsoft Excel

LibreOffice Calc

	ROA	=	Tax Burden	×	Interest Burden	×	EBIT Margin	×	Asset Turnover

Dec 31, 2018
Sep 30, 2018
Jun 30, 2018
Mar 31, 2018
Dec 31, 2017
Sep 30, 2017
Jun 30, 2017
Mar 31, 2017
Dec 31, 2016
Sep 30, 2016
Jun 30, 2016
Mar 31, 2016
Dec 31, 2015
Sep 30, 2015
Jun 30, 2015
Mar 31, 2015
Dec 31, 2014
Sep 30, 2014
Jun 30, 2014
Mar 31, 2014

Based on: 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-31), 10-Q (filing date: 2018-08-03), 10-Q (filing date: 2018-05-03), 10-K (filing date: 2018-02-16), 10-Q (filing date: 2017-11-02), 10-Q (filing date: 2017-08-09), 10-Q (filing date: 2017-05-09), 10-K (filing date: 2017-02-24), 10-Q (filing date: 2016-11-04), 10-Q (filing date: 2016-08-08), 10-Q (filing date: 2016-05-10), 10-K (filing date: 2016-02-26), 10-Q (filing date: 2015-11-06), 10-Q (filing date: 2015-08-06), 10-Q (filing date: 2015-05-11), 10-K (filing date: 2015-02-18), 10-Q (filing date: 2014-11-05), 10-Q (filing date: 2014-08-05), 10-Q (filing date: 2014-05-05).

Decomposition of Net Profit Margin

Allergan PLC, decomposition of Net Profit Margin (quarterly data)

Microsoft Excel

LibreOffice Calc

	Net Profit Margin	=	Tax Burden	×	Interest Burden	×	EBIT Margin

Dec 31, 2018
Sep 30, 2018
Jun 30, 2018
Mar 31, 2018
Dec 31, 2017
Sep 30, 2017
Jun 30, 2017
Mar 31, 2017
Dec 31, 2016
Sep 30, 2016
Jun 30, 2016
Mar 31, 2016
Dec 31, 2015
Sep 30, 2015
Jun 30, 2015
Mar 31, 2015
Dec 31, 2014
Sep 30, 2014
Jun 30, 2014
Mar 31, 2014

Based on: 10-K (filing date: 2019-02-15), 10-Q (filing date: 2018-10-31), 10-Q (filing date: 2018-08-03), 10-Q (filing date: 2018-05-03), 10-K (filing date: 2018-02-16), 10-Q (filing date: 2017-11-02), 10-Q (filing date: 2017-08-09), 10-Q (filing date: 2017-05-09), 10-K (filing date: 2017-02-24), 10-Q (filing date: 2016-11-04), 10-Q (filing date: 2016-08-08), 10-Q (filing date: 2016-05-10), 10-K (filing date: 2016-02-26), 10-Q (filing date: 2015-11-06), 10-Q (filing date: 2015-08-06), 10-Q (filing date: 2015-05-11), 10-K (filing date: 2015-02-18), 10-Q (filing date: 2014-11-05), 10-Q (filing date: 2014-08-05), 10-Q (filing date: 2014-05-05).

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