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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
Coca-Cola Co., decomposition of ROE (quarterly data)
|
|
|
|
|
|
|
ROE |
= |
ROA |
× |
Leverage |
| Jun 29, 2018 |
% |
|
% |
|
|
| Mar 30, 2018 |
% |
|
% |
|
|
| Dec 31, 2017 |
% |
|
% |
|
|
| Sep 29, 2017 |
% |
|
% |
|
|
| Jun 30, 2017 |
% |
|
% |
|
|
| Mar 31, 2017 |
% |
|
% |
|
|
| Dec 31, 2016 |
% |
|
% |
|
|
| Sep 30, 2016 |
% |
|
% |
|
|
| Jul 1, 2016 |
% |
|
% |
|
|
| Apr 1, 2016 |
% |
|
% |
|
|
| Dec 31, 2015 |
% |
|
% |
|
|
| Oct 2, 2015 |
% |
|
% |
|
|
| Jul 3, 2015 |
% |
|
% |
|
|
| Apr 3, 2015 |
% |
|
% |
|
|
| Dec 31, 2014 |
% |
|
% |
|
|
| Sep 26, 2014 |
% |
|
% |
|
|
| Jun 27, 2014 |
% |
|
% |
|
|
| Mar 28, 2014 |
% |
|
% |
|
|
| Dec 31, 2013 |
% |
|
% |
|
|
| Sep 27, 2013 |
% |
|
% |
|
|
| Jun 28, 2013 |
% |
|
% |
|
|
| Mar 29, 2013 |
% |
|
% |
|
|
Source: Based on data from Coca-Cola Co. Quarterly and Annual Reports
The primary reason for the increase in Return on Equity (ROE) over Q2 2018 is the increase in profitability measured by Return on Assets (ROA).
Three-Component Disaggregation of ROE
Coca-Cola Co., decomposition of ROE (quarterly data)
|
|
|
|
|
|
|
|
|
ROE |
= |
Net Profit Margin |
× |
Asset Turnover |
× |
Leverage |
| Jun 29, 2018 |
% |
|
% |
|
|
|
|
| Mar 30, 2018 |
% |
|
% |
|
|
|
|
| Dec 31, 2017 |
% |
|
% |
|
|
|
|
| Sep 29, 2017 |
% |
|
% |
|
|
|
|
| Jun 30, 2017 |
% |
|
% |
|
|
|
|
| Mar 31, 2017 |
% |
|
% |
|
|
|
|
| Dec 31, 2016 |
% |
|
% |
|
|
|
|
| Sep 30, 2016 |
% |
|
% |
|
|
|
|
| Jul 1, 2016 |
% |
|
% |
|
|
|
|
| Apr 1, 2016 |
% |
|
% |
|
|
|
|
| Dec 31, 2015 |
% |
|
% |
|
|
|
|
| Oct 2, 2015 |
% |
|
% |
|
|
|
|
| Jul 3, 2015 |
% |
|
% |
|
|
|
|
| Apr 3, 2015 |
% |
|
% |
|
|
|
|
| Dec 31, 2014 |
% |
|
% |
|
|
|
|
| Sep 26, 2014 |
% |
|
% |
|
|
|
|
| Jun 27, 2014 |
% |
|
% |
|
|
|
|
| Mar 28, 2014 |
% |
|
% |
|
|
|
|
| Dec 31, 2013 |
% |
|
% |
|
|
|
|
| Sep 27, 2013 |
% |
|
% |
|
|
|
|
| Jun 28, 2013 |
% |
|
% |
|
|
|
|
| Mar 29, 2013 |
% |
|
% |
|
|
|
|
Source: Based on data from Coca-Cola Co. Quarterly and Annual Reports
The primary reason for the increase in Return on Equity (ROE) over Q2 2018 is the increase in profitability measured by Net Profit Margin.
Five-Component Disaggregation of ROE
Coca-Cola Co., decomposition of ROE (quarterly data)
|
|
|
|
|
|
|
|
|
|
|
|
|
ROE |
= |
Tax Burden |
× |
Interest Burden |
× |
EBIT Margin |
× |
Asset Turnover |
× |
Leverage |
| Jun 29, 2018 |
% |
|
|
|
|
|
% |
|
|
|
|
| Mar 30, 2018 |
% |
|
|
|
|
|
% |
|
|
|
|
| Dec 31, 2017 |
% |
|
|
|
|
|
% |
|
|
|
|
| Sep 29, 2017 |
% |
|
|
|
|
|
% |
|
|
|
|
| Jun 30, 2017 |
% |
|
|
|
|
|
% |
|
|
|
|
| Mar 31, 2017 |
% |
|
|
|
|
|
% |
|
|
|
|
| Dec 31, 2016 |
% |
|
|
|
|
|
% |
|
|
|
|
| Sep 30, 2016 |
% |
|
|
|
|
|
% |
|
|
|
|
| Jul 1, 2016 |
% |
|
|
|
|
|
% |
|
|
|
|
| Apr 1, 2016 |
% |
|
|
|
|
|
% |
|
|
|
|
| Dec 31, 2015 |
% |
|
|
|
|
|
% |
|
|
|
|
| Oct 2, 2015 |
% |
|
|
|
|
|
% |
|
|
|
|
| Jul 3, 2015 |
% |
|
|
|
|
|
% |
|
|
|
|
| Apr 3, 2015 |
% |
|
|
|
|
|
% |
|
|
|
|
| Dec 31, 2014 |
% |
|
|
|
|
|
% |
|
|
|
|
| Sep 26, 2014 |
% |
|
|
|
|
|
% |
|
|
|
|
| Jun 27, 2014 |
% |
|
|
|
|
|
% |
|
|
|
|
| Mar 28, 2014 |
% |
|
|
|
|
|
% |
|
|
|
|
| Dec 31, 2013 |
% |
|
|
|
|
|
% |
|
|
|
|
| Sep 27, 2013 |
% |
|
|
|
|
|
% |
|
|
|
|
| Jun 28, 2013 |
% |
|
|
|
|
|
% |
|
|
|
|
| Mar 29, 2013 |
% |
|
|
|
|
|
% |
|
|
|
|
Source: Based on data from Coca-Cola Co. Quarterly and Annual Reports
The primary reason for the increase in Return on Equity (ROE) over Q2 2018 is the increase in effect of taxes measured by Tax Burden.
Two-Way Decomposition of ROA
Coca-Cola Co., decomposition of ROA (quarterly data)
|
|
|
|
|
|
|
ROA |
= |
Net Profit Margin |
× |
Asset Turnover |
| Jun 29, 2018 |
% |
|
% |
|
|
| Mar 30, 2018 |
% |
|
% |
|
|
| Dec 31, 2017 |
% |
|
% |
|
|
| Sep 29, 2017 |
% |
|
% |
|
|
| Jun 30, 2017 |
% |
|
% |
|
|
| Mar 31, 2017 |
% |
|
% |
|
|
| Dec 31, 2016 |
% |
|
% |
|
|
| Sep 30, 2016 |
% |
|
% |
|
|
| Jul 1, 2016 |
% |
|
% |
|
|
| Apr 1, 2016 |
% |
|
% |
|
|
| Dec 31, 2015 |
% |
|
% |
|
|
| Oct 2, 2015 |
% |
|
% |
|
|
| Jul 3, 2015 |
% |
|
% |
|
|
| Apr 3, 2015 |
% |
|
% |
|
|
| Dec 31, 2014 |
% |
|
% |
|
|
| Sep 26, 2014 |
% |
|
% |
|
|
| Jun 27, 2014 |
% |
|
% |
|
|
| Mar 28, 2014 |
% |
|
% |
|
|
| Dec 31, 2013 |
% |
|
% |
|
|
| Sep 27, 2013 |
% |
|
% |
|
|
| Jun 28, 2013 |
% |
|
% |
|
|
| Mar 29, 2013 |
% |
|
% |
|
|
Source: Based on data from Coca-Cola Co. Quarterly and Annual Reports
The primary reason for the increase in Return on Assets (ROA) over Q2 2018 is the increase in profitability measured by Net Profit Margin.
Four-Way Decomposition of ROA
Coca-Cola Co., decomposition of ROA (quarterly data)
|
|
|
|
|
|
|
|
|
|
|
ROA |
= |
Tax Burden |
× |
Interest Burden |
× |
EBIT Margin |
× |
Asset Turnover |
| Jun 29, 2018 |
% |
|
|
|
|
|
% |
|
|
| Mar 30, 2018 |
% |
|
|
|
|
|
% |
|
|
| Dec 31, 2017 |
% |
|
|
|
|
|
% |
|
|
| Sep 29, 2017 |
% |
|
|
|
|
|
% |
|
|
| Jun 30, 2017 |
% |
|
|
|
|
|
% |
|
|
| Mar 31, 2017 |
% |
|
|
|
|
|
% |
|
|
| Dec 31, 2016 |
% |
|
|
|
|
|
% |
|
|
| Sep 30, 2016 |
% |
|
|
|
|
|
% |
|
|
| Jul 1, 2016 |
% |
|
|
|
|
|
% |
|
|
| Apr 1, 2016 |
% |
|
|
|
|
|
% |
|
|
| Dec 31, 2015 |
% |
|
|
|
|
|
% |
|
|
| Oct 2, 2015 |
% |
|
|
|
|
|
% |
|
|
| Jul 3, 2015 |
% |
|
|
|
|
|
% |
|
|
| Apr 3, 2015 |
% |
|
|
|
|
|
% |
|
|
| Dec 31, 2014 |
% |
|
|
|
|
|
% |
|
|
| Sep 26, 2014 |
% |
|
|
|
|
|
% |
|
|
| Jun 27, 2014 |
% |
|
|
|
|
|
% |
|
|
| Mar 28, 2014 |
% |
|
|
|
|
|
% |
|
|
| Dec 31, 2013 |
% |
|
|
|
|
|
% |
|
|
| Sep 27, 2013 |
% |
|
|
|
|
|
% |
|
|
| Jun 28, 2013 |
% |
|
|
|
|
|
% |
|
|
| Mar 29, 2013 |
% |
|
|
|
|
|
% |
|
|
Source: Based on data from Coca-Cola Co. Quarterly and Annual Reports
The primary reason for the increase in Return on Assets (ROA) over Q2 2018 is the increase in effect of taxes measured by Tax Burden.
Decomposition of Net Profit Margin
Coca-Cola Co., decomposition of Net Profit Margin (quarterly data)
|
|
|
|
|
|
|
|
|
Net Profit Margin |
= |
Tax Burden |
× |
Interest Burden |
× |
EBIT Margin |
| Jun 29, 2018 |
% |
|
|
|
|
|
% |
| Mar 30, 2018 |
% |
|
|
|
|
|
% |
| Dec 31, 2017 |
% |
|
|
|
|
|
% |
| Sep 29, 2017 |
% |
|
|
|
|
|
% |
| Jun 30, 2017 |
% |
|
|
|
|
|
% |
| Mar 31, 2017 |
% |
|
|
|
|
|
% |
| Dec 31, 2016 |
% |
|
|
|
|
|
% |
| Sep 30, 2016 |
% |
|
|
|
|
|
% |
| Jul 1, 2016 |
% |
|
|
|
|
|
% |
| Apr 1, 2016 |
% |
|
|
|
|
|
% |
| Dec 31, 2015 |
% |
|
|
|
|
|
% |
| Oct 2, 2015 |
% |
|
|
|
|
|
% |
| Jul 3, 2015 |
% |
|
|
|
|
|
% |
| Apr 3, 2015 |
% |
|
|
|
|
|
% |
| Dec 31, 2014 |
% |
|
|
|
|
|
% |
| Sep 26, 2014 |
% |
|
|
|
|
|
% |
| Jun 27, 2014 |
% |
|
|
|
|
|
% |
| Mar 28, 2014 |
% |
|
|
|
|
|
% |
| Dec 31, 2013 |
% |
|
|
|
|
|
% |
| Sep 27, 2013 |
% |
|
|
|
|
|
% |
| Jun 28, 2013 |
% |
|
|
|
|
|
% |
| Mar 29, 2013 |
% |
|
|
|
|
|
% |
Source: Based on data from Coca-Cola Co. Quarterly and Annual Reports
The primary reason for the increase in Net Profit Margin over Q2 2018 is the increase in effect of taxes measured by Tax Burden.
