デュポン分析: ROE、ROA、純利益率の内訳
四半期データ
ROEを2つのコンポーネントに分解
Elevance Health Inc.、 ROE の分解(四半期データ)
|
|
|
|
|
|
|
ROE |
= |
ROA |
× |
財務レバレッジ比率 |
2024/03/31 |
15.38% |
= |
5.58% |
× |
2.76 |
2023/12/31 |
15.23% |
= |
5.50% |
× |
2.77 |
2023/09/30 |
15.82% |
= |
5.50% |
× |
2.88 |
2023/06/30 |
16.78% |
= |
5.87% |
× |
2.86 |
2023/03/31 |
16.62% |
= |
5.69% |
× |
2.92 |
2022/12/31 |
16.59% |
= |
5.86% |
× |
2.83 |
2022/09/30 |
17.26% |
= |
6.03% |
× |
2.86 |
2022/06/30 |
17.04% |
= |
6.05% |
× |
2.82 |
2022/03/31 |
17.36% |
= |
6.21% |
× |
2.79 |
2021/12/31 |
16.93% |
= |
6.26% |
× |
2.70 |
2021/09/30 |
15.44% |
= |
5.63% |
× |
2.74 |
2021/06/30 |
12.10% |
= |
4.40% |
× |
2.75 |
2021/03/31 |
13.92% |
= |
4.93% |
× |
2.83 |
2020/12/31 |
13.77% |
= |
5.28% |
× |
2.61 |
2020/09/30 |
14.61% |
= |
5.72% |
× |
2.55 |
2020/06/30 |
17.17% |
= |
6.72% |
× |
2.55 |
2020/03/31 |
15.08% |
= |
5.80% |
× |
2.60 |
2019/12/31 |
15.15% |
= |
6.21% |
× |
2.44 |
2019/09/30 |
— |
= |
— |
× |
2.48 |
2019/06/30 |
— |
= |
— |
× |
2.46 |
2019/03/31 |
— |
= |
— |
× |
2.48 |
レポートに基づく:
10-Q (報告日: 2024-03-31), 10-K (報告日: 2023-12-31), 10-Q (報告日: 2023-09-30), 10-Q (報告日: 2023-06-30), 10-Q (報告日: 2023-03-31), 10-K (報告日: 2022-12-31), 10-Q (報告日: 2022-09-30), 10-Q (報告日: 2022-06-30), 10-Q (報告日: 2022-03-31), 10-K (報告日: 2021-12-31), 10-Q (報告日: 2021-09-30), 10-Q (報告日: 2021-06-30), 10-Q (報告日: 2021-03-31), 10-K (報告日: 2020-12-31), 10-Q (報告日: 2020-09-30), 10-Q (報告日: 2020-06-30), 10-Q (報告日: 2020-03-31), 10-K (報告日: 2019-12-31), 10-Q (報告日: 2019-09-30), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31).
2024年第1 四半期に比べて株主資本利益率(ROE)が増加した主な理由は、総資産利益率(ROA)で測定される収益性の向上です。
ROEを3つの要素に分解
Elevance Health Inc.、 ROE の分解(四半期データ)
|
|
|
|
|
|
|
|
|
ROE |
= |
純利益率 |
× |
資産回転率 |
× |
財務レバレッジ比率 |
2024/03/31 |
15.38% |
= |
3.66% |
× |
1.52 |
× |
2.76 |
2023/12/31 |
15.23% |
= |
3.52% |
× |
1.56 |
× |
2.77 |
2023/09/30 |
15.82% |
= |
3.63% |
× |
1.52 |
× |
2.88 |
2023/06/30 |
16.78% |
= |
3.89% |
× |
1.51 |
× |
2.86 |
2023/03/31 |
16.62% |
= |
3.89% |
× |
1.46 |
× |
2.92 |
2022/12/31 |
16.59% |
= |
3.87% |
× |
1.51 |
× |
2.83 |
2022/09/30 |
17.26% |
= |
4.09% |
× |
1.48 |
× |
2.86 |
2022/06/30 |
17.04% |
= |
4.13% |
× |
1.47 |
× |
2.82 |
2022/03/31 |
17.36% |
= |
4.37% |
× |
1.42 |
× |
2.79 |
2021/12/31 |
16.93% |
= |
4.46% |
× |
1.41 |
× |
2.70 |
2021/09/30 |
15.44% |
= |
4.17% |
× |
1.35 |
× |
2.74 |
2021/06/30 |
12.10% |
= |
3.32% |
× |
1.33 |
× |
2.75 |
2021/03/31 |
13.92% |
= |
3.82% |
× |
1.29 |
× |
2.83 |
2020/12/31 |
13.77% |
= |
3.78% |
× |
1.39 |
× |
2.61 |
2020/09/30 |
14.61% |
= |
4.26% |
× |
1.34 |
× |
2.55 |
2020/06/30 |
17.17% |
= |
5.27% |
× |
1.28 |
× |
2.55 |
2020/03/31 |
15.08% |
= |
4.42% |
× |
1.31 |
× |
2.60 |
2019/12/31 |
15.15% |
= |
4.66% |
× |
1.33 |
× |
2.44 |
2019/09/30 |
— |
= |
— |
× |
— |
× |
2.48 |
2019/06/30 |
— |
= |
— |
× |
— |
× |
2.46 |
2019/03/31 |
— |
= |
— |
× |
— |
× |
2.48 |
レポートに基づく:
10-Q (報告日: 2024-03-31), 10-K (報告日: 2023-12-31), 10-Q (報告日: 2023-09-30), 10-Q (報告日: 2023-06-30), 10-Q (報告日: 2023-03-31), 10-K (報告日: 2022-12-31), 10-Q (報告日: 2022-09-30), 10-Q (報告日: 2022-06-30), 10-Q (報告日: 2022-03-31), 10-K (報告日: 2021-12-31), 10-Q (報告日: 2021-09-30), 10-Q (報告日: 2021-06-30), 10-Q (報告日: 2021-03-31), 10-K (報告日: 2020-12-31), 10-Q (報告日: 2020-09-30), 10-Q (報告日: 2020-06-30), 10-Q (報告日: 2020-03-31), 10-K (報告日: 2019-12-31), 10-Q (報告日: 2019-09-30), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31).
2024年第1 四半期に比べて株主資本利益率(ROE)が増加した主な理由は、純利益率で測定される収益性の向上です。
ROEを5つの要素に分解
Elevance Health Inc.、 ROE の分解(四半期データ)
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2024/03/31 |
15.38% |
= |
0.78 |
× |
0.89 |
× |
5.33% |
× |
1.52 |
× |
2.76 |
2023/12/31 |
15.23% |
= |
0.78 |
× |
0.88 |
× |
5.14% |
× |
1.56 |
× |
2.77 |
2023/09/30 |
15.82% |
= |
0.78 |
× |
0.89 |
× |
5.27% |
× |
1.52 |
× |
2.88 |
2023/06/30 |
16.78% |
= |
0.77 |
× |
0.90 |
× |
5.64% |
× |
1.51 |
× |
2.86 |
2023/03/31 |
16.62% |
= |
0.77 |
× |
0.90 |
× |
5.60% |
× |
1.46 |
× |
2.92 |
2022/12/31 |
16.59% |
= |
0.77 |
× |
0.90 |
× |
5.54% |
× |
1.51 |
× |
2.83 |
2022/09/30 |
17.26% |
= |
0.77 |
× |
0.91 |
× |
5.83% |
× |
1.48 |
× |
2.86 |
2022/06/30 |
17.04% |
= |
0.77 |
× |
0.91 |
× |
5.89% |
× |
1.47 |
× |
2.82 |
2022/03/31 |
17.36% |
= |
0.77 |
× |
0.91 |
× |
6.24% |
× |
1.42 |
× |
2.79 |
2021/12/31 |
16.93% |
= |
0.77 |
× |
0.91 |
× |
6.38% |
× |
1.41 |
× |
2.70 |
2021/09/30 |
15.44% |
= |
0.77 |
× |
0.90 |
× |
5.98% |
× |
1.35 |
× |
2.74 |
2021/06/30 |
12.10% |
= |
0.77 |
× |
0.88 |
× |
4.94% |
× |
1.33 |
× |
2.75 |
2021/03/31 |
13.92% |
= |
0.75 |
× |
0.89 |
× |
5.75% |
× |
1.29 |
× |
2.83 |
2020/12/31 |
13.77% |
= |
0.73 |
× |
0.89 |
× |
5.81% |
× |
1.39 |
× |
2.61 |
2020/09/30 |
14.61% |
= |
0.74 |
× |
0.90 |
× |
6.45% |
× |
1.34 |
× |
2.55 |
2020/06/30 |
17.17% |
= |
0.76 |
× |
0.91 |
× |
7.66% |
× |
1.28 |
× |
2.55 |
2020/03/31 |
15.08% |
= |
0.78 |
× |
0.89 |
× |
6.36% |
× |
1.31 |
× |
2.60 |
2019/12/31 |
15.15% |
= |
0.80 |
× |
0.89 |
× |
6.53% |
× |
1.33 |
× |
2.44 |
2019/09/30 |
— |
= |
— |
× |
— |
× |
— |
× |
— |
× |
2.48 |
2019/06/30 |
— |
= |
— |
× |
— |
× |
— |
× |
— |
× |
2.46 |
2019/03/31 |
— |
= |
— |
× |
— |
× |
— |
× |
— |
× |
2.48 |
レポートに基づく:
10-Q (報告日: 2024-03-31), 10-K (報告日: 2023-12-31), 10-Q (報告日: 2023-09-30), 10-Q (報告日: 2023-06-30), 10-Q (報告日: 2023-03-31), 10-K (報告日: 2022-12-31), 10-Q (報告日: 2022-09-30), 10-Q (報告日: 2022-06-30), 10-Q (報告日: 2022-03-31), 10-K (報告日: 2021-12-31), 10-Q (報告日: 2021-09-30), 10-Q (報告日: 2021-06-30), 10-Q (報告日: 2021-03-31), 10-K (報告日: 2020-12-31), 10-Q (報告日: 2020-09-30), 10-Q (報告日: 2020-06-30), 10-Q (報告日: 2020-03-31), 10-K (報告日: 2019-12-31), 10-Q (報告日: 2019-09-30), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31).
2024年第1 四半期に株主資本利益率(ROE)が増加した主な理由は、EBITマージン比率で測定した営業利益率の向上です。
ROAを2つのコンポーネントに分解
Elevance Health Inc.、 ROA の分解(四半期データ)
|
|
|
|
|
|
|
ROA |
= |
純利益率 |
× |
資産回転率 |
2024/03/31 |
5.58% |
= |
3.66% |
× |
1.52 |
2023/12/31 |
5.50% |
= |
3.52% |
× |
1.56 |
2023/09/30 |
5.50% |
= |
3.63% |
× |
1.52 |
2023/06/30 |
5.87% |
= |
3.89% |
× |
1.51 |
2023/03/31 |
5.69% |
= |
3.89% |
× |
1.46 |
2022/12/31 |
5.86% |
= |
3.87% |
× |
1.51 |
2022/09/30 |
6.03% |
= |
4.09% |
× |
1.48 |
2022/06/30 |
6.05% |
= |
4.13% |
× |
1.47 |
2022/03/31 |
6.21% |
= |
4.37% |
× |
1.42 |
2021/12/31 |
6.26% |
= |
4.46% |
× |
1.41 |
2021/09/30 |
5.63% |
= |
4.17% |
× |
1.35 |
2021/06/30 |
4.40% |
= |
3.32% |
× |
1.33 |
2021/03/31 |
4.93% |
= |
3.82% |
× |
1.29 |
2020/12/31 |
5.28% |
= |
3.78% |
× |
1.39 |
2020/09/30 |
5.72% |
= |
4.26% |
× |
1.34 |
2020/06/30 |
6.72% |
= |
5.27% |
× |
1.28 |
2020/03/31 |
5.80% |
= |
4.42% |
× |
1.31 |
2019/12/31 |
6.21% |
= |
4.66% |
× |
1.33 |
2019/09/30 |
— |
= |
— |
× |
— |
2019/06/30 |
— |
= |
— |
× |
— |
2019/03/31 |
— |
= |
— |
× |
— |
レポートに基づく:
10-Q (報告日: 2024-03-31), 10-K (報告日: 2023-12-31), 10-Q (報告日: 2023-09-30), 10-Q (報告日: 2023-06-30), 10-Q (報告日: 2023-03-31), 10-K (報告日: 2022-12-31), 10-Q (報告日: 2022-09-30), 10-Q (報告日: 2022-06-30), 10-Q (報告日: 2022-03-31), 10-K (報告日: 2021-12-31), 10-Q (報告日: 2021-09-30), 10-Q (報告日: 2021-06-30), 10-Q (報告日: 2021-03-31), 10-K (報告日: 2020-12-31), 10-Q (報告日: 2020-09-30), 10-Q (報告日: 2020-06-30), 10-Q (報告日: 2020-03-31), 10-K (報告日: 2019-12-31), 10-Q (報告日: 2019-09-30), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31).
2024年第1 四半期に比べて総資産利益率(ROA)が増加した主な理由は、純利益率で測定される収益性の向上です。
ROAを4つの要素に分解
Elevance Health Inc.、 ROA の分解(四半期データ)
|
|
|
|
|
|
|
|
|
|
|
ROA |
= |
税負担 |
× |
利息負担 |
× |
EBITマージン |
× |
資産回転率 |
2024/03/31 |
5.58% |
= |
0.78 |
× |
0.89 |
× |
5.33% |
× |
1.52 |
2023/12/31 |
5.50% |
= |
0.78 |
× |
0.88 |
× |
5.14% |
× |
1.56 |
2023/09/30 |
5.50% |
= |
0.78 |
× |
0.89 |
× |
5.27% |
× |
1.52 |
2023/06/30 |
5.87% |
= |
0.77 |
× |
0.90 |
× |
5.64% |
× |
1.51 |
2023/03/31 |
5.69% |
= |
0.77 |
× |
0.90 |
× |
5.60% |
× |
1.46 |
2022/12/31 |
5.86% |
= |
0.77 |
× |
0.90 |
× |
5.54% |
× |
1.51 |
2022/09/30 |
6.03% |
= |
0.77 |
× |
0.91 |
× |
5.83% |
× |
1.48 |
2022/06/30 |
6.05% |
= |
0.77 |
× |
0.91 |
× |
5.89% |
× |
1.47 |
2022/03/31 |
6.21% |
= |
0.77 |
× |
0.91 |
× |
6.24% |
× |
1.42 |
2021/12/31 |
6.26% |
= |
0.77 |
× |
0.91 |
× |
6.38% |
× |
1.41 |
2021/09/30 |
5.63% |
= |
0.77 |
× |
0.90 |
× |
5.98% |
× |
1.35 |
2021/06/30 |
4.40% |
= |
0.77 |
× |
0.88 |
× |
4.94% |
× |
1.33 |
2021/03/31 |
4.93% |
= |
0.75 |
× |
0.89 |
× |
5.75% |
× |
1.29 |
2020/12/31 |
5.28% |
= |
0.73 |
× |
0.89 |
× |
5.81% |
× |
1.39 |
2020/09/30 |
5.72% |
= |
0.74 |
× |
0.90 |
× |
6.45% |
× |
1.34 |
2020/06/30 |
6.72% |
= |
0.76 |
× |
0.91 |
× |
7.66% |
× |
1.28 |
2020/03/31 |
5.80% |
= |
0.78 |
× |
0.89 |
× |
6.36% |
× |
1.31 |
2019/12/31 |
6.21% |
= |
0.80 |
× |
0.89 |
× |
6.53% |
× |
1.33 |
2019/09/30 |
— |
= |
— |
× |
— |
× |
— |
× |
— |
2019/06/30 |
— |
= |
— |
× |
— |
× |
— |
× |
— |
2019/03/31 |
— |
= |
— |
× |
— |
× |
— |
× |
— |
レポートに基づく:
10-Q (報告日: 2024-03-31), 10-K (報告日: 2023-12-31), 10-Q (報告日: 2023-09-30), 10-Q (報告日: 2023-06-30), 10-Q (報告日: 2023-03-31), 10-K (報告日: 2022-12-31), 10-Q (報告日: 2022-09-30), 10-Q (報告日: 2022-06-30), 10-Q (報告日: 2022-03-31), 10-K (報告日: 2021-12-31), 10-Q (報告日: 2021-09-30), 10-Q (報告日: 2021-06-30), 10-Q (報告日: 2021-03-31), 10-K (報告日: 2020-12-31), 10-Q (報告日: 2020-09-30), 10-Q (報告日: 2020-06-30), 10-Q (報告日: 2020-03-31), 10-K (報告日: 2019-12-31), 10-Q (報告日: 2019-09-30), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31).
2024年第1 四半期に比べて総資産利益率(ROA)が増加した主な理由は、EBITマージン率で測定した営業収益性の向上です。
純利益率の分解
Elevance Health Inc.、純利益率の分解(四半期データ)
|
|
|
|
|
|
|
|
|
純利益率 |
= |
税負担 |
× |
利息負担 |
× |
EBITマージン |
2024/03/31 |
3.66% |
= |
0.78 |
× |
0.89 |
× |
5.33% |
2023/12/31 |
3.52% |
= |
0.78 |
× |
0.88 |
× |
5.14% |
2023/09/30 |
3.63% |
= |
0.78 |
× |
0.89 |
× |
5.27% |
2023/06/30 |
3.89% |
= |
0.77 |
× |
0.90 |
× |
5.64% |
2023/03/31 |
3.89% |
= |
0.77 |
× |
0.90 |
× |
5.60% |
2022/12/31 |
3.87% |
= |
0.77 |
× |
0.90 |
× |
5.54% |
2022/09/30 |
4.09% |
= |
0.77 |
× |
0.91 |
× |
5.83% |
2022/06/30 |
4.13% |
= |
0.77 |
× |
0.91 |
× |
5.89% |
2022/03/31 |
4.37% |
= |
0.77 |
× |
0.91 |
× |
6.24% |
2021/12/31 |
4.46% |
= |
0.77 |
× |
0.91 |
× |
6.38% |
2021/09/30 |
4.17% |
= |
0.77 |
× |
0.90 |
× |
5.98% |
2021/06/30 |
3.32% |
= |
0.77 |
× |
0.88 |
× |
4.94% |
2021/03/31 |
3.82% |
= |
0.75 |
× |
0.89 |
× |
5.75% |
2020/12/31 |
3.78% |
= |
0.73 |
× |
0.89 |
× |
5.81% |
2020/09/30 |
4.26% |
= |
0.74 |
× |
0.90 |
× |
6.45% |
2020/06/30 |
5.27% |
= |
0.76 |
× |
0.91 |
× |
7.66% |
2020/03/31 |
4.42% |
= |
0.78 |
× |
0.89 |
× |
6.36% |
2019/12/31 |
4.66% |
= |
0.80 |
× |
0.89 |
× |
6.53% |
2019/09/30 |
— |
= |
— |
× |
— |
× |
— |
2019/06/30 |
— |
= |
— |
× |
— |
× |
— |
2019/03/31 |
— |
= |
— |
× |
— |
× |
— |
レポートに基づく:
10-Q (報告日: 2024-03-31), 10-K (報告日: 2023-12-31), 10-Q (報告日: 2023-09-30), 10-Q (報告日: 2023-06-30), 10-Q (報告日: 2023-03-31), 10-K (報告日: 2022-12-31), 10-Q (報告日: 2022-09-30), 10-Q (報告日: 2022-06-30), 10-Q (報告日: 2022-03-31), 10-K (報告日: 2021-12-31), 10-Q (報告日: 2021-09-30), 10-Q (報告日: 2021-06-30), 10-Q (報告日: 2021-03-31), 10-K (報告日: 2020-12-31), 10-Q (報告日: 2020-09-30), 10-Q (報告日: 2020-06-30), 10-Q (報告日: 2020-03-31), 10-K (報告日: 2019-12-31), 10-Q (報告日: 2019-09-30), 10-Q (報告日: 2019-06-30), 10-Q (報告日: 2019-03-31).
2024年第1 四半期に純利益率が増加した主な理由は、EBIT利益率で測定される営業収益性の増加です。