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Starbucks Corp. (NASDAQ:SBUX)

デュポンの分析: ROE、ROA、純利益率の内訳 
四半期データ

Microsoft Excel

ROEを2つのコンポーネントに分解

Starbucks Corp.、 ROE の分解(四半期データ)

Microsoft Excel
ROE = ROA × 財務レバレッジ比率
2024/06/30 = 13.52% ×
2024/03/31 = 14.16% ×
2023/12/31 = 14.71% ×
2023/10/01 = 14.01% ×
2023/07/02 = 13.17% ×
2023/04/02 = 12.43% ×
2023/01/01 = 11.75% ×
2022/10/02 = 11.73% ×
2022/07/03 = 14.80% ×
2022/04/03 = 15.19% ×
2022/01/02 = 15.24% ×
2021/10/03 = 13.38% ×
2021/06/27 = 9.59% ×
2021/03/28 = 3.51% ×
2020/12/27 = 2.22% ×
2020/09/27 = 3.16% ×
2020/06/28 = 4.59% ×
2020/03/29 = 12.33% ×
2019/12/29 = 13.43% ×
2019/09/29 = 18.73% ×
2019/06/30 = 17.00% ×
2019/03/31 = 17.19% ×
2018/12/30 = 15.16% ×
2018/09/30 386.34% = 18.70% × 20.66
2018/07/01 = × 4.31
2018/04/01 = × 3.73
2017/12/31 = × 3.22

レポートに基づく: 10-Q (報告日: 2024-06-30), 10-Q (報告日: 2024-03-31), 10-Q (報告日: 2023-12-31), 10-K (報告日: 2023-10-01), 10-Q (報告日: 2023-07-02), 10-Q (報告日: 2023-04-02), 10-Q (報告日: 2023-01-01), 10-K (報告日: 2022-10-02), 10-Q (報告日: 2022-07-03), 10-Q (報告日: 2022-04-03), 10-Q (報告日: 2022-01-02), 10-K (報告日: 2021-10-03), 10-Q (報告日: 2021-06-27), 10-Q (報告日: 2021-03-28), 10-Q (報告日: 2020-12-27), 10-K (報告日: 2020-09-27), 10-Q (報告日: 2020-06-28), 10-Q (報告日: 2020-03-29), 10-Q (報告日: 2019-12-29), 10-K (報告日: 2019-09-29), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31), 10-Q (報告日: 2018-12-30), 10-K (報告日: 2018-09-30), 10-Q (報告日: 2018-07-01), 10-Q (報告日: 2018-04-01), 10-Q (報告日: 2017-12-31).


ROEを3つの要素に分解

Starbucks Corp.、 ROE の分解(四半期データ)

Microsoft Excel
ROE = 純利益率 × 資産回転率 × 財務レバレッジ比率
2024/06/30 = 11.16% × 1.21 ×
2024/03/31 = 11.38% × 1.24 ×
2023/12/31 = 11.70% × 1.26 ×
2023/10/01 = 11.46% × 1.22 ×
2023/07/02 = 10.80% × 1.22 ×
2023/04/02 = 10.46% × 1.19 ×
2023/01/01 = 10.09% × 1.16 ×
2022/10/02 = 10.18% × 1.15 ×
2022/07/03 = 13.03% × 1.14 ×
2022/04/03 = 14.07% × 1.08 ×
2022/01/02 = 14.47% × 1.05 ×
2021/10/03 = 14.45% × 0.93 ×
2021/06/27 = 10.43% × 0.92 ×
2021/03/28 = 4.18% × 0.84 ×
2020/12/27 = 2.87% × 0.77 ×
2020/09/27 = 3.95% × 0.80 ×
2020/06/28 = 5.56% × 0.83 ×
2020/03/29 = 12.71% × 0.97 ×
2019/12/29 = 13.81% × 0.97 ×
2019/09/29 = 13.58% × 1.38 ×
2019/06/30 = 13.63% × 1.25 ×
2019/03/31 = 11.86% × 1.45 ×
2018/12/30 = 11.98% × 1.27 ×
2018/09/30 386.34% = 18.28% × 1.02 × 20.66
2018/07/01 = × × 4.31
2018/04/01 = × × 3.73
2017/12/31 = × × 3.22

レポートに基づく: 10-Q (報告日: 2024-06-30), 10-Q (報告日: 2024-03-31), 10-Q (報告日: 2023-12-31), 10-K (報告日: 2023-10-01), 10-Q (報告日: 2023-07-02), 10-Q (報告日: 2023-04-02), 10-Q (報告日: 2023-01-01), 10-K (報告日: 2022-10-02), 10-Q (報告日: 2022-07-03), 10-Q (報告日: 2022-04-03), 10-Q (報告日: 2022-01-02), 10-K (報告日: 2021-10-03), 10-Q (報告日: 2021-06-27), 10-Q (報告日: 2021-03-28), 10-Q (報告日: 2020-12-27), 10-K (報告日: 2020-09-27), 10-Q (報告日: 2020-06-28), 10-Q (報告日: 2020-03-29), 10-Q (報告日: 2019-12-29), 10-K (報告日: 2019-09-29), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31), 10-Q (報告日: 2018-12-30), 10-K (報告日: 2018-09-30), 10-Q (報告日: 2018-07-01), 10-Q (報告日: 2018-04-01), 10-Q (報告日: 2017-12-31).


ROEを5つの要素に分解

Starbucks Corp.、 ROE の分解(四半期データ)

Microsoft Excel
ROE = 税負担 × 利息負担 × EBITマージン × 資産回転率 × 財務レバレッジ比率
2024/06/30 = 0.76 × 0.90 × 16.27% × 1.21 ×
2024/03/31 = 0.77 × 0.91 × 16.41% × 1.24 ×
2023/12/31 = 0.76 × 0.91 × 16.92% × 1.26 ×
2023/10/01 = 0.76 × 0.91 × 16.54% × 1.22 ×
2023/07/02 = 0.77 × 0.90 × 15.54% × 1.22 ×
2023/04/02 = 0.77 × 0.90 × 15.15% × 1.19 ×
2023/01/01 = 0.77 × 0.90 × 14.58% × 1.16 ×
2022/10/02 = 0.78 × 0.90 × 14.61% × 1.15 ×
2022/07/03 = 0.78 × 0.92 × 18.31% × 1.14 ×
2022/04/03 = 0.79 × 0.92 × 19.36% × 1.08 ×
2022/01/02 = 0.78 × 0.92 × 20.01% × 1.05 ×
2021/10/03 = 0.78 × 0.92 × 20.05% × 0.93 ×
2021/06/27 = 0.80 × 0.88 × 14.84% × 0.92 ×
2021/03/28 = 0.75 × 0.73 × 7.59% × 0.84 ×
2020/12/27 = 0.80 × 0.64 × 5.60% × 0.77 ×
2020/09/27 = 0.79 × 0.73 × 6.82% × 0.80 ×
2020/06/28 = 0.77 × 0.81 × 8.88% × 0.83 ×
2020/03/29 = 0.80 × 0.92 × 17.22% × 0.97 ×
2019/12/29 = 0.80 × 0.93 × 18.53% × 0.97 ×
2019/09/29 = 0.81 × 0.93 × 18.11% × 1.38 ×
2019/06/30 = 0.81 × 0.94 × 18.02% × 1.25 ×
2019/03/31 = 0.81 × 0.94 × 15.68% × 1.45 ×
2018/12/30 = 0.81 × 0.94 × 15.66% × 1.27 ×
2018/09/30 386.34% = 0.78 × 0.97 × 24.07% × 1.02 × 20.66
2018/07/01 = × × × × 4.31
2018/04/01 = × × × × 3.73
2017/12/31 = × × × × 3.22

レポートに基づく: 10-Q (報告日: 2024-06-30), 10-Q (報告日: 2024-03-31), 10-Q (報告日: 2023-12-31), 10-K (報告日: 2023-10-01), 10-Q (報告日: 2023-07-02), 10-Q (報告日: 2023-04-02), 10-Q (報告日: 2023-01-01), 10-K (報告日: 2022-10-02), 10-Q (報告日: 2022-07-03), 10-Q (報告日: 2022-04-03), 10-Q (報告日: 2022-01-02), 10-K (報告日: 2021-10-03), 10-Q (報告日: 2021-06-27), 10-Q (報告日: 2021-03-28), 10-Q (報告日: 2020-12-27), 10-K (報告日: 2020-09-27), 10-Q (報告日: 2020-06-28), 10-Q (報告日: 2020-03-29), 10-Q (報告日: 2019-12-29), 10-K (報告日: 2019-09-29), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31), 10-Q (報告日: 2018-12-30), 10-K (報告日: 2018-09-30), 10-Q (報告日: 2018-07-01), 10-Q (報告日: 2018-04-01), 10-Q (報告日: 2017-12-31).


ROAを2つのコンポーネントに分解

Starbucks Corp.、 ROA の分解(四半期データ)

Microsoft Excel
ROA = 純利益率 × 資産回転率
2024/06/30 13.52% = 11.16% × 1.21
2024/03/31 14.16% = 11.38% × 1.24
2023/12/31 14.71% = 11.70% × 1.26
2023/10/01 14.01% = 11.46% × 1.22
2023/07/02 13.17% = 10.80% × 1.22
2023/04/02 12.43% = 10.46% × 1.19
2023/01/01 11.75% = 10.09% × 1.16
2022/10/02 11.73% = 10.18% × 1.15
2022/07/03 14.80% = 13.03% × 1.14
2022/04/03 15.19% = 14.07% × 1.08
2022/01/02 15.24% = 14.47% × 1.05
2021/10/03 13.38% = 14.45% × 0.93
2021/06/27 9.59% = 10.43% × 0.92
2021/03/28 3.51% = 4.18% × 0.84
2020/12/27 2.22% = 2.87% × 0.77
2020/09/27 3.16% = 3.95% × 0.80
2020/06/28 4.59% = 5.56% × 0.83
2020/03/29 12.33% = 12.71% × 0.97
2019/12/29 13.43% = 13.81% × 0.97
2019/09/29 18.73% = 13.58% × 1.38
2019/06/30 17.00% = 13.63% × 1.25
2019/03/31 17.19% = 11.86% × 1.45
2018/12/30 15.16% = 11.98% × 1.27
2018/09/30 18.70% = 18.28% × 1.02
2018/07/01 = ×
2018/04/01 = ×
2017/12/31 = ×

レポートに基づく: 10-Q (報告日: 2024-06-30), 10-Q (報告日: 2024-03-31), 10-Q (報告日: 2023-12-31), 10-K (報告日: 2023-10-01), 10-Q (報告日: 2023-07-02), 10-Q (報告日: 2023-04-02), 10-Q (報告日: 2023-01-01), 10-K (報告日: 2022-10-02), 10-Q (報告日: 2022-07-03), 10-Q (報告日: 2022-04-03), 10-Q (報告日: 2022-01-02), 10-K (報告日: 2021-10-03), 10-Q (報告日: 2021-06-27), 10-Q (報告日: 2021-03-28), 10-Q (報告日: 2020-12-27), 10-K (報告日: 2020-09-27), 10-Q (報告日: 2020-06-28), 10-Q (報告日: 2020-03-29), 10-Q (報告日: 2019-12-29), 10-K (報告日: 2019-09-29), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31), 10-Q (報告日: 2018-12-30), 10-K (報告日: 2018-09-30), 10-Q (報告日: 2018-07-01), 10-Q (報告日: 2018-04-01), 10-Q (報告日: 2017-12-31).

2024年第3 四半期の総資産利益率(ROA)の低下の主な理由は、資産回転率の低下です。


ROAを4つの要素に分解

Starbucks Corp.、 ROA の分解(四半期データ)

Microsoft Excel
ROA = 税負担 × 利息負担 × EBITマージン × 資産回転率
2024/06/30 13.52% = 0.76 × 0.90 × 16.27% × 1.21
2024/03/31 14.16% = 0.77 × 0.91 × 16.41% × 1.24
2023/12/31 14.71% = 0.76 × 0.91 × 16.92% × 1.26
2023/10/01 14.01% = 0.76 × 0.91 × 16.54% × 1.22
2023/07/02 13.17% = 0.77 × 0.90 × 15.54% × 1.22
2023/04/02 12.43% = 0.77 × 0.90 × 15.15% × 1.19
2023/01/01 11.75% = 0.77 × 0.90 × 14.58% × 1.16
2022/10/02 11.73% = 0.78 × 0.90 × 14.61% × 1.15
2022/07/03 14.80% = 0.78 × 0.92 × 18.31% × 1.14
2022/04/03 15.19% = 0.79 × 0.92 × 19.36% × 1.08
2022/01/02 15.24% = 0.78 × 0.92 × 20.01% × 1.05
2021/10/03 13.38% = 0.78 × 0.92 × 20.05% × 0.93
2021/06/27 9.59% = 0.80 × 0.88 × 14.84% × 0.92
2021/03/28 3.51% = 0.75 × 0.73 × 7.59% × 0.84
2020/12/27 2.22% = 0.80 × 0.64 × 5.60% × 0.77
2020/09/27 3.16% = 0.79 × 0.73 × 6.82% × 0.80
2020/06/28 4.59% = 0.77 × 0.81 × 8.88% × 0.83
2020/03/29 12.33% = 0.80 × 0.92 × 17.22% × 0.97
2019/12/29 13.43% = 0.80 × 0.93 × 18.53% × 0.97
2019/09/29 18.73% = 0.81 × 0.93 × 18.11% × 1.38
2019/06/30 17.00% = 0.81 × 0.94 × 18.02% × 1.25
2019/03/31 17.19% = 0.81 × 0.94 × 15.68% × 1.45
2018/12/30 15.16% = 0.81 × 0.94 × 15.66% × 1.27
2018/09/30 18.70% = 0.78 × 0.97 × 24.07% × 1.02
2018/07/01 = × × ×
2018/04/01 = × × ×
2017/12/31 = × × ×

レポートに基づく: 10-Q (報告日: 2024-06-30), 10-Q (報告日: 2024-03-31), 10-Q (報告日: 2023-12-31), 10-K (報告日: 2023-10-01), 10-Q (報告日: 2023-07-02), 10-Q (報告日: 2023-04-02), 10-Q (報告日: 2023-01-01), 10-K (報告日: 2022-10-02), 10-Q (報告日: 2022-07-03), 10-Q (報告日: 2022-04-03), 10-Q (報告日: 2022-01-02), 10-K (報告日: 2021-10-03), 10-Q (報告日: 2021-06-27), 10-Q (報告日: 2021-03-28), 10-Q (報告日: 2020-12-27), 10-K (報告日: 2020-09-27), 10-Q (報告日: 2020-06-28), 10-Q (報告日: 2020-03-29), 10-Q (報告日: 2019-12-29), 10-K (報告日: 2019-09-29), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31), 10-Q (報告日: 2018-12-30), 10-K (報告日: 2018-09-30), 10-Q (報告日: 2018-07-01), 10-Q (報告日: 2018-04-01), 10-Q (報告日: 2017-12-31).

2024年第3 四半期の総資産利益率(ROA)の低下の主な理由は、資産回転率で測定される効率の低下です。


当期純利益率の分解

Starbucks Corp.、純利益率の分解(四半期データ)

Microsoft Excel
純利益率 = 税負担 × 利息負担 × EBITマージン
2024/06/30 11.16% = 0.76 × 0.90 × 16.27%
2024/03/31 11.38% = 0.77 × 0.91 × 16.41%
2023/12/31 11.70% = 0.76 × 0.91 × 16.92%
2023/10/01 11.46% = 0.76 × 0.91 × 16.54%
2023/07/02 10.80% = 0.77 × 0.90 × 15.54%
2023/04/02 10.46% = 0.77 × 0.90 × 15.15%
2023/01/01 10.09% = 0.77 × 0.90 × 14.58%
2022/10/02 10.18% = 0.78 × 0.90 × 14.61%
2022/07/03 13.03% = 0.78 × 0.92 × 18.31%
2022/04/03 14.07% = 0.79 × 0.92 × 19.36%
2022/01/02 14.47% = 0.78 × 0.92 × 20.01%
2021/10/03 14.45% = 0.78 × 0.92 × 20.05%
2021/06/27 10.43% = 0.80 × 0.88 × 14.84%
2021/03/28 4.18% = 0.75 × 0.73 × 7.59%
2020/12/27 2.87% = 0.80 × 0.64 × 5.60%
2020/09/27 3.95% = 0.79 × 0.73 × 6.82%
2020/06/28 5.56% = 0.77 × 0.81 × 8.88%
2020/03/29 12.71% = 0.80 × 0.92 × 17.22%
2019/12/29 13.81% = 0.80 × 0.93 × 18.53%
2019/09/29 13.58% = 0.81 × 0.93 × 18.11%
2019/06/30 13.63% = 0.81 × 0.94 × 18.02%
2019/03/31 11.86% = 0.81 × 0.94 × 15.68%
2018/12/30 11.98% = 0.81 × 0.94 × 15.66%
2018/09/30 18.28% = 0.78 × 0.97 × 24.07%
2018/07/01 = × ×
2018/04/01 = × ×
2017/12/31 = × ×

レポートに基づく: 10-Q (報告日: 2024-06-30), 10-Q (報告日: 2024-03-31), 10-Q (報告日: 2023-12-31), 10-K (報告日: 2023-10-01), 10-Q (報告日: 2023-07-02), 10-Q (報告日: 2023-04-02), 10-Q (報告日: 2023-01-01), 10-K (報告日: 2022-10-02), 10-Q (報告日: 2022-07-03), 10-Q (報告日: 2022-04-03), 10-Q (報告日: 2022-01-02), 10-K (報告日: 2021-10-03), 10-Q (報告日: 2021-06-27), 10-Q (報告日: 2021-03-28), 10-Q (報告日: 2020-12-27), 10-K (報告日: 2020-09-27), 10-Q (報告日: 2020-06-28), 10-Q (報告日: 2020-03-29), 10-Q (報告日: 2019-12-29), 10-K (報告日: 2019-09-29), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31), 10-Q (報告日: 2018-12-30), 10-K (報告日: 2018-09-30), 10-Q (報告日: 2018-07-01), 10-Q (報告日: 2018-04-01), 10-Q (報告日: 2017-12-31).

2024年第3 四半期の純利益率の低下の主な理由は、税負担率で測定した税の影響の減少です。