DuPont Analysis: Disaggregation of ROE, ROA, and Net Profit Margin
Decomposing ROE involves expressing net income divided by shareholders’ equity as the product of component ratios.
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- Common-Size Balance Sheet: Assets
- Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
- Analysis of Liquidity Ratios
- Analysis of Solvency Ratios
- Analysis of Long-term (Investment) Activity Ratios
- Analysis of Reportable Segments
- Dividend Discount Model (DDM)
- Present Value of Free Cash Flow to Equity (FCFE)
- Selected Financial Data since 2005
- Aggregate Accruals
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Two-Component Disaggregation of ROE
Sysco Corp., decomposition of ROE
| ROE | = | ROA | × | Financial Leverage | |
|---|---|---|---|---|---|
| Jun 29, 2024 | = | × | |||
| Jul 1, 2023 | = | × | |||
| Jul 2, 2022 | = | × | |||
| Jul 3, 2021 | = | × | |||
| Jun 27, 2020 | = | × | |||
| Jun 29, 2019 | = | × |
Based on: 10-K (reporting date: 2024-06-29), 10-K (reporting date: 2023-07-01), 10-K (reporting date: 2022-07-02), 10-K (reporting date: 2021-07-03), 10-K (reporting date: 2020-06-27), 10-K (reporting date: 2019-06-29).
The primary reason for the increase in return on equity ratio (ROE) over 2024 year is the increase in financial leverage ratio.
Three-Component Disaggregation of ROE
Sysco Corp., decomposition of ROE
| ROE | = | Net Profit Margin | × | Asset Turnover | × | Financial Leverage | |
|---|---|---|---|---|---|---|---|
| Jun 29, 2024 | = | × | × | ||||
| Jul 1, 2023 | = | × | × | ||||
| Jul 2, 2022 | = | × | × | ||||
| Jul 3, 2021 | = | × | × | ||||
| Jun 27, 2020 | = | × | × | ||||
| Jun 29, 2019 | = | × | × |
Based on: 10-K (reporting date: 2024-06-29), 10-K (reporting date: 2023-07-01), 10-K (reporting date: 2022-07-02), 10-K (reporting date: 2021-07-03), 10-K (reporting date: 2020-06-27), 10-K (reporting date: 2019-06-29).
The primary reason for the increase in return on equity ratio (ROE) over 2024 year is the increase in financial leverage ratio.
Five-Component Disaggregation of ROE
Sysco Corp., decomposition of ROE
Based on: 10-K (reporting date: 2024-06-29), 10-K (reporting date: 2023-07-01), 10-K (reporting date: 2022-07-02), 10-K (reporting date: 2021-07-03), 10-K (reporting date: 2020-06-27), 10-K (reporting date: 2019-06-29).
The primary reason for the increase in return on equity ratio (ROE) over 2024 year is the increase in financial leverage ratio.
Two-Component Disaggregation of ROA
Sysco Corp., decomposition of ROA
| ROA | = | Net Profit Margin | × | Asset Turnover | |
|---|---|---|---|---|---|
| Jun 29, 2024 | = | × | |||
| Jul 1, 2023 | = | × | |||
| Jul 2, 2022 | = | × | |||
| Jul 3, 2021 | = | × | |||
| Jun 27, 2020 | = | × | |||
| Jun 29, 2019 | = | × |
Based on: 10-K (reporting date: 2024-06-29), 10-K (reporting date: 2023-07-01), 10-K (reporting date: 2022-07-02), 10-K (reporting date: 2021-07-03), 10-K (reporting date: 2020-06-27), 10-K (reporting date: 2019-06-29).
The primary reason for the increase in return on assets ratio (ROA) over 2024 year is the increase in profitability measured by net profit margin ratio.
Four-Component Disaggregation of ROA
Sysco Corp., decomposition of ROA
| ROA | = | Tax Burden | × | Interest Burden | × | EBIT Margin | × | Asset Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| Jun 29, 2024 | = | × | × | × | |||||
| Jul 1, 2023 | = | × | × | × | |||||
| Jul 2, 2022 | = | × | × | × | |||||
| Jul 3, 2021 | = | × | × | × | |||||
| Jun 27, 2020 | = | × | × | × | |||||
| Jun 29, 2019 | = | × | × | × |
Based on: 10-K (reporting date: 2024-06-29), 10-K (reporting date: 2023-07-01), 10-K (reporting date: 2022-07-02), 10-K (reporting date: 2021-07-03), 10-K (reporting date: 2020-06-27), 10-K (reporting date: 2019-06-29).
The primary reason for the increase in return on assets ratio (ROA) over 2024 year is the increase in operating profitability measured by EBIT margin ratio.
Disaggregation of Net Profit Margin
Sysco Corp., decomposition of net profit margin ratio
| Net Profit Margin | = | Tax Burden | × | Interest Burden | × | EBIT Margin | |
|---|---|---|---|---|---|---|---|
| Jun 29, 2024 | = | × | × | ||||
| Jul 1, 2023 | = | × | × | ||||
| Jul 2, 2022 | = | × | × | ||||
| Jul 3, 2021 | = | × | × | ||||
| Jun 27, 2020 | = | × | × | ||||
| Jun 29, 2019 | = | × | × |
Based on: 10-K (reporting date: 2024-06-29), 10-K (reporting date: 2023-07-01), 10-K (reporting date: 2022-07-02), 10-K (reporting date: 2021-07-03), 10-K (reporting date: 2020-06-27), 10-K (reporting date: 2019-06-29).
The primary reason for the increase in net profit margin ratio over 2024 year is the increase in operating profitability measured by EBIT margin ratio.