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Microsoft Excel

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Walmart Inc. (WMT)

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

Walmart Inc., decomposition of ROE (quarterly data)

Microsoft Excel

LibreOffice Calc

	ROE	=	ROA	×	Leverage

Jan 31, 2019
Oct 31, 2018
Jul 31, 2018
Apr 30, 2018
Jan 31, 2018
Oct 31, 2017
Jul 31, 2017
Apr 30, 2017
Jan 31, 2017
Oct 31, 2016
Jul 31, 2016
Apr 30, 2016
Jan 31, 2016
Oct 31, 2015
Jul 31, 2015
Apr 30, 2015
Jan 31, 2015
Oct 31, 2014
Jul 31, 2014
Apr 30, 2014
Jan 31, 2014
Oct 31, 2013
Jul 31, 2013
Apr 30, 2013

Based on: 10-K (filing date: 2019-03-28), 10-Q (filing date: 2018-11-30), 10-Q (filing date: 2018-09-06), 10-Q (filing date: 2018-06-04), 10-K (filing date: 2018-03-30), 10-Q (filing date: 2017-12-01), 10-Q (filing date: 2017-08-31), 10-Q (filing date: 2017-06-02), 10-K (filing date: 2017-03-31), 10-Q (filing date: 2016-12-01), 10-Q (filing date: 2016-08-31), 10-Q (filing date: 2016-06-03), 10-K (filing date: 2016-03-30), 10-Q (filing date: 2015-12-02), 10-Q (filing date: 2015-09-09), 10-Q (filing date: 2015-06-05), 10-K (filing date: 2015-04-01), 10-Q (filing date: 2014-12-01), 10-Q (filing date: 2014-09-05), 10-Q (filing date: 2014-06-06), 10-K (filing date: 2014-03-21), 10-Q (filing date: 2013-12-06), 10-Q (filing date: 2013-09-05), 10-Q (filing date: 2013-06-07).

The primary reason for the increase in Return on Equity (ROE) over Q4 2019 is the increase in profitability measured by Return on Assets (ROA).

Three-Component Disaggregation of ROE

Walmart Inc., decomposition of ROE (quarterly data)

Microsoft Excel

LibreOffice Calc

	ROE	=	Net Profit Margin	×	Asset Turnover	×	Leverage

Jan 31, 2019
Oct 31, 2018
Jul 31, 2018
Apr 30, 2018
Jan 31, 2018
Oct 31, 2017
Jul 31, 2017
Apr 30, 2017
Jan 31, 2017
Oct 31, 2016
Jul 31, 2016
Apr 30, 2016
Jan 31, 2016
Oct 31, 2015
Jul 31, 2015
Apr 30, 2015
Jan 31, 2015
Oct 31, 2014
Jul 31, 2014
Apr 30, 2014
Jan 31, 2014
Oct 31, 2013
Jul 31, 2013
Apr 30, 2013

Based on: 10-K (filing date: 2019-03-28), 10-Q (filing date: 2018-11-30), 10-Q (filing date: 2018-09-06), 10-Q (filing date: 2018-06-04), 10-K (filing date: 2018-03-30), 10-Q (filing date: 2017-12-01), 10-Q (filing date: 2017-08-31), 10-Q (filing date: 2017-06-02), 10-K (filing date: 2017-03-31), 10-Q (filing date: 2016-12-01), 10-Q (filing date: 2016-08-31), 10-Q (filing date: 2016-06-03), 10-K (filing date: 2016-03-30), 10-Q (filing date: 2015-12-02), 10-Q (filing date: 2015-09-09), 10-Q (filing date: 2015-06-05), 10-K (filing date: 2015-04-01), 10-Q (filing date: 2014-12-01), 10-Q (filing date: 2014-09-05), 10-Q (filing date: 2014-06-06), 10-K (filing date: 2014-03-21), 10-Q (filing date: 2013-12-06), 10-Q (filing date: 2013-09-05), 10-Q (filing date: 2013-06-07).

The primary reason for the increase in Return on Equity (ROE) over Q4 2019 is the increase in profitability measured by Net Profit Margin.

Five-Component Disaggregation of ROE

Walmart Inc., decomposition of ROE (quarterly data)

Microsoft Excel

LibreOffice Calc

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

Jan 31, 2019
Oct 31, 2018
Jul 31, 2018
Apr 30, 2018
Jan 31, 2018
Oct 31, 2017
Jul 31, 2017
Apr 30, 2017
Jan 31, 2017
Oct 31, 2016
Jul 31, 2016
Apr 30, 2016
Jan 31, 2016
Oct 31, 2015
Jul 31, 2015
Apr 30, 2015
Jan 31, 2015
Oct 31, 2014
Jul 31, 2014
Apr 30, 2014
Jan 31, 2014
Oct 31, 2013
Jul 31, 2013
Apr 30, 2013

Based on: 10-K (filing date: 2019-03-28), 10-Q (filing date: 2018-11-30), 10-Q (filing date: 2018-09-06), 10-Q (filing date: 2018-06-04), 10-K (filing date: 2018-03-30), 10-Q (filing date: 2017-12-01), 10-Q (filing date: 2017-08-31), 10-Q (filing date: 2017-06-02), 10-K (filing date: 2017-03-31), 10-Q (filing date: 2016-12-01), 10-Q (filing date: 2016-08-31), 10-Q (filing date: 2016-06-03), 10-K (filing date: 2016-03-30), 10-Q (filing date: 2015-12-02), 10-Q (filing date: 2015-09-09), 10-Q (filing date: 2015-06-05), 10-K (filing date: 2015-04-01), 10-Q (filing date: 2014-12-01), 10-Q (filing date: 2014-09-05), 10-Q (filing date: 2014-06-06), 10-K (filing date: 2014-03-21), 10-Q (filing date: 2013-12-06), 10-Q (filing date: 2013-09-05), 10-Q (filing date: 2013-06-07).

The primary reason for the increase in Return on Equity (ROE) over Q4 2019 is the increase in operating profitability measured by EBIT Margin.

Two-Way Decomposition of ROA

Walmart Inc., decomposition of ROA (quarterly data)

Microsoft Excel

LibreOffice Calc

	ROA	=	Net Profit Margin	×	Asset Turnover

Jan 31, 2019
Oct 31, 2018
Jul 31, 2018
Apr 30, 2018
Jan 31, 2018
Oct 31, 2017
Jul 31, 2017
Apr 30, 2017
Jan 31, 2017
Oct 31, 2016
Jul 31, 2016
Apr 30, 2016
Jan 31, 2016
Oct 31, 2015
Jul 31, 2015
Apr 30, 2015
Jan 31, 2015
Oct 31, 2014
Jul 31, 2014
Apr 30, 2014
Jan 31, 2014
Oct 31, 2013
Jul 31, 2013
Apr 30, 2013

Based on: 10-K (filing date: 2019-03-28), 10-Q (filing date: 2018-11-30), 10-Q (filing date: 2018-09-06), 10-Q (filing date: 2018-06-04), 10-K (filing date: 2018-03-30), 10-Q (filing date: 2017-12-01), 10-Q (filing date: 2017-08-31), 10-Q (filing date: 2017-06-02), 10-K (filing date: 2017-03-31), 10-Q (filing date: 2016-12-01), 10-Q (filing date: 2016-08-31), 10-Q (filing date: 2016-06-03), 10-K (filing date: 2016-03-30), 10-Q (filing date: 2015-12-02), 10-Q (filing date: 2015-09-09), 10-Q (filing date: 2015-06-05), 10-K (filing date: 2015-04-01), 10-Q (filing date: 2014-12-01), 10-Q (filing date: 2014-09-05), 10-Q (filing date: 2014-06-06), 10-K (filing date: 2014-03-21), 10-Q (filing date: 2013-12-06), 10-Q (filing date: 2013-09-05), 10-Q (filing date: 2013-06-07).

The primary reason for the increase in Return on Assets (ROA) over Q4 2019 is the increase in profitability measured by Net Profit Margin.

Four-Way Decomposition of ROA

Walmart Inc., decomposition of ROA (quarterly data)

Microsoft Excel

LibreOffice Calc

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

Jan 31, 2019
Oct 31, 2018
Jul 31, 2018
Apr 30, 2018
Jan 31, 2018
Oct 31, 2017
Jul 31, 2017
Apr 30, 2017
Jan 31, 2017
Oct 31, 2016
Jul 31, 2016
Apr 30, 2016
Jan 31, 2016
Oct 31, 2015
Jul 31, 2015
Apr 30, 2015
Jan 31, 2015
Oct 31, 2014
Jul 31, 2014
Apr 30, 2014
Jan 31, 2014
Oct 31, 2013
Jul 31, 2013
Apr 30, 2013

Based on: 10-K (filing date: 2019-03-28), 10-Q (filing date: 2018-11-30), 10-Q (filing date: 2018-09-06), 10-Q (filing date: 2018-06-04), 10-K (filing date: 2018-03-30), 10-Q (filing date: 2017-12-01), 10-Q (filing date: 2017-08-31), 10-Q (filing date: 2017-06-02), 10-K (filing date: 2017-03-31), 10-Q (filing date: 2016-12-01), 10-Q (filing date: 2016-08-31), 10-Q (filing date: 2016-06-03), 10-K (filing date: 2016-03-30), 10-Q (filing date: 2015-12-02), 10-Q (filing date: 2015-09-09), 10-Q (filing date: 2015-06-05), 10-K (filing date: 2015-04-01), 10-Q (filing date: 2014-12-01), 10-Q (filing date: 2014-09-05), 10-Q (filing date: 2014-06-06), 10-K (filing date: 2014-03-21), 10-Q (filing date: 2013-12-06), 10-Q (filing date: 2013-09-05), 10-Q (filing date: 2013-06-07).

The primary reason for the increase in Return on Assets (ROA) over Q4 2019 is the increase in operating profitability measured by EBIT Margin.

Decomposition of Net Profit Margin

Walmart Inc., decomposition of Net Profit Margin (quarterly data)

Microsoft Excel

LibreOffice Calc

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

Jan 31, 2019
Oct 31, 2018
Jul 31, 2018
Apr 30, 2018
Jan 31, 2018
Oct 31, 2017
Jul 31, 2017
Apr 30, 2017
Jan 31, 2017
Oct 31, 2016
Jul 31, 2016
Apr 30, 2016
Jan 31, 2016
Oct 31, 2015
Jul 31, 2015
Apr 30, 2015
Jan 31, 2015
Oct 31, 2014
Jul 31, 2014
Apr 30, 2014
Jan 31, 2014
Oct 31, 2013
Jul 31, 2013
Apr 30, 2013

Based on: 10-K (filing date: 2019-03-28), 10-Q (filing date: 2018-11-30), 10-Q (filing date: 2018-09-06), 10-Q (filing date: 2018-06-04), 10-K (filing date: 2018-03-30), 10-Q (filing date: 2017-12-01), 10-Q (filing date: 2017-08-31), 10-Q (filing date: 2017-06-02), 10-K (filing date: 2017-03-31), 10-Q (filing date: 2016-12-01), 10-Q (filing date: 2016-08-31), 10-Q (filing date: 2016-06-03), 10-K (filing date: 2016-03-30), 10-Q (filing date: 2015-12-02), 10-Q (filing date: 2015-09-09), 10-Q (filing date: 2015-06-05), 10-K (filing date: 2015-04-01), 10-Q (filing date: 2014-12-01), 10-Q (filing date: 2014-09-05), 10-Q (filing date: 2014-06-06), 10-K (filing date: 2014-03-21), 10-Q (filing date: 2013-12-06), 10-Q (filing date: 2013-09-05), 10-Q (filing date: 2013-06-07).

The primary reason for the increase in Net Profit Margin over Q4 2019 is the increase in operating profitability measured by EBIT Margin.

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