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ROE analysis (DuPoint method)

Summary

This Excel example shows how to evaluate Return on Equity (ROE) using DuPont method. It demonstrates whether it is Sales or Operational Efficiency or Financial Leverage that provides the observed ROE. XBRLAnalyst provides all fundamental financial data and stock market price to calculate ROE, P/E and PEG ratios. The template is self-updating when a new report is submitted to SEC.

Excel links

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Date

May 07, 2014

Category
Basic Analysis, Investment Review
About

DuPont template created by FinDynamics. Download the template and use it together with XBRLAnalyst Add-In for getting live data in Excel.