roe-decomposition
Skill9 starsChanged 41 days agoNo licenceView on GitHub
Decomposes a company''s (or 2–5 peers'') return on equity into Net Profit Margin × Asset Turnover × Equity Multiplier (3-step), with further breakdown of each component and business-mechanism explanations for differences vs. sector or peers. 5-step expansion (tax burden / interest burden / operating margin) available on request or when tax/interest are material ROE drivers. Sub-sector aware — separate framework for financials (banks, insurance, asset managers) where ROA × Leverage is more meaningful than NPM × Turnover. Trigger: ROE decomposition, DuPont analysis, return on equity breakdown, what drives [company]''s ROE, why is [company]''s ROE higher/lower than peers, "decompose ROE for [Co A] vs [Co B]". Do NOT use for a full three-statement diagnosis (financial-statement-review) or a metric-by-metric peer table (peer-benchmarking).
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