Corporate finance

DuPont Analysis Calculator

Break ROE into profit margin, asset turnover, and equity multiplier.

Inputs

Results

Enter values and press Calculate to see an explanation.

Result interpretation

Three-step DuPont separates ROE into profitability, asset use, and leverage. Their product is one ROE, not three separate returns.

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FORMULA

Formula

Profit margin times asset turnover times the equity multiplier equals net income divided by average equity.

Formula variables

Net income and revenue cover the same income period. Assets and equity use aligned average balances. Profit margin is a percentage; turnover and equity multiplier are multiples.

When to use it and limits

Use it to trace changes in ROE or compare peer structures. This accounting identity does not establish causality or replace cash-flow, capital-cost, and risk analysis.

WORKED EXAMPLE

Example

  1. Enter net income 120, revenue 1,200, average assets 1,000, and average equity 600.
  2. Margin = 120/1,200 = 10%; turnover = 1,200/1,000 = 1.2×; equity multiplier = 1,000/600 ≈ 1.67×.
  3. The product is 20% ROE, equal to net income divided by average equity.

Frequently asked questions

Why decompose ROE?

The same ROE can result from very different combinations of margin, turnover, and leverage; decomposition reveals the source.

Is a higher equity multiplier always better?

No. It can signal more debt and risk. Consider funding cost, debt service, and earnings stability.

Can net income be negative?

Yes. Margin and ROE will be negative, but revenue, average assets, and average equity must remain positive; examine the cause of losses.

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