Return on Assets (ROA)
since 2005
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Estée Lauder Cos. Inc. pages available for free this week:
- Balance Sheet: Liabilities and Stockholders’ Equity
- Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
- Analysis of Liquidity Ratios
- DuPont Analysis: Disaggregation of ROE, ROA, and Net Profit Margin
- Common Stock Valuation Ratios
- Capital Asset Pricing Model (CAPM)
- Dividend Discount Model (DDM)
- Current Ratio since 2005
- Price to Earnings (P/E) since 2005
- Analysis of Revenues
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Calculation
Estée Lauder Cos. Inc., ROA, long-term trends, calculation
| ROA | = | 100 | × | Net earnings attributable to The Estée Lauder Companies Inc.1 | ÷ | Total assets1 | |
|---|---|---|---|---|---|---|---|
| Jun 30, 2023 | = | 100 | × | ÷ | |||
| Jun 30, 2022 | = | 100 | × | ÷ | |||
| Jun 30, 2021 | = | 100 | × | ÷ | |||
| Jun 30, 2020 | = | 100 | × | ÷ | |||
| Jun 30, 2019 | = | 100 | × | ÷ | |||
| 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: 2023-06-30), 10-K (reporting date: 2022-06-30), 10-K (reporting date: 2021-06-30), 10-K (reporting date: 2020-06-30), 10-K (reporting date: 2019-06-30), 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 Earnings
- The net earnings exhibit notable fluctuations over the analyzed period. Initially, the earnings show moderate variability, with a significant dip observed around mid-2009, coinciding with a decrease to 218 million US dollars. Following this, there is a recovery and upward trend peaking at 1785 million US dollars in mid-2019. However, a sharp decline occurs in mid-2020, dropping to 684 million US dollars, likely reflecting adverse conditions. A remarkable recovery ensues in mid-2021 with earnings surging to 2870 million US dollars, the highest in the series, followed by a moderate decrease in subsequent years, ending at 1006 million US dollars in mid-2023.
- Total Assets
- Total assets generally display a steady upward trajectory throughout the period. Starting from 3886 million US dollars in mid-2005, assets increase gradually to surpass 13,000 million US dollars by mid-2019. The growth accelerates significantly after 2019, with a marked spike reaching 21,971 million US dollars in mid-2021. Despite a slight decline in mid-2022, assets rise again to reach the highest level of 23,415 million US dollars by mid-2023, indicating ongoing expansion of the asset base.
- Return on Assets (ROA)
- The ROA values demonstrate considerable variability over time. The ratio starts relatively high at 10.45% in mid-2005 but falls to a low of 4.22% by mid-2009, paralleling the dip in net earnings. Following this low point, ROA recovers robustly, achieving a peak of 15.3% in mid-2014. Afterward, it declines gradually with some volatility, hitting a notable low of 3.85% in mid-2020, which corresponds with reduced net earnings during the same period. Subsequently, ROA improves again to levels above 11% through mid-2021 and 2022, before dropping to 4.3% in mid-2023. This pattern suggests sensitivity of profitability efficiency to varying earnings and asset levels, with occasional steep declines during economically challenging periods.
- Overall Insights
- The financial data reflect a company experiencing cyclical fluctuations in earnings and profitability efficiency, while steadily growing its asset base over an extended period. Notable downturns in net earnings and ROA around 2009 and 2020 correspond with observed economic headwinds, but are followed by periods of recovery and growth. Asset growth remains consistent and robust, indicating ongoing investment and expansion activities. The volatility in ROA compared to the steady asset accumulation highlights challenges in maintaining consistent profitability relative to asset size during turbulent times.
Comparison to Competitors
Estée Lauder Cos. Inc., ROA, long-term trends, comparison to competitors
| Estée Lauder Cos. Inc. | Procter & Gamble Co. | |
|---|---|---|
| Jun 30, 2023 | ||
| Jun 30, 2022 | ||
| Jun 30, 2021 | ||
| Jun 30, 2020 | ||
| Jun 30, 2019 | ||
| 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: 2023-06-30), 10-K (reporting date: 2022-06-30), 10-K (reporting date: 2021-06-30), 10-K (reporting date: 2020-06-30), 10-K (reporting date: 2019-06-30), 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 (Consumer Staples)
Estée Lauder Cos. Inc., ROA, long-term trends, comparison to industry (consumer staples)
| Estée Lauder Cos. Inc. | Consumer Staples | |
|---|---|---|
| Jun 30, 2023 | ||
| Jun 30, 2022 | ||
| Jun 30, 2021 | ||
| Jun 30, 2020 | ||
| Jun 30, 2019 | ||
| 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: 2023-06-30), 10-K (reporting date: 2022-06-30), 10-K (reporting date: 2021-06-30), 10-K (reporting date: 2020-06-30), 10-K (reporting date: 2019-06-30), 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).