Stock Analysis on Net

Hershey Co. (NYSE:HSY)

この会社は アーカイブに移動しました! 2023年7月27日以降、財務データは更新されていません。

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

Hershey Co.、 ROE の分解(四半期データ)

Microsoft Excel
ROE = ROA × 財務レバレッジ比率
2023/07/02 48.45% = 15.53% × 3.12
2023/04/02 49.11% = 15.29% × 3.21
2022/12/31 49.85% = 15.02% × 3.32
2022/10/02 51.38% = 14.62% × 3.51
2022/07/03 56.35% = 15.39% × 3.66
2022/04/03 55.40% = 15.17% × 3.65
2021/12/31 53.59% = 14.19% × 3.78
2021/10/03 56.69% = 15.19% × 3.73
2021/07/04 63.38% = 16.16% × 3.92
2021/04/04 62.21% = 15.53% × 4.01
2020/12/31 57.23% = 14.00% × 4.09
2020/09/27 57.82% = 12.91% × 4.48
2020/06/28 61.16% = 12.04% × 5.08
2020/03/29 66.81% = 12.61% × 5.30
2019/12/31 66.10% = 14.12% × 4.68
2019/09/29 72.97% = 15.11% × 4.83
2019/06/30 72.69% = 15.62% × 4.65
2019/03/31 79.99% = 14.40% × 5.55
2018/12/31 84.19% = 15.29% × 5.51
2018/09/30 = × 6.35
2018/07/01 = × 7.05
2018/04/01 = × 7.54

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

2023年第2 四半期の株主資本利益率(ROE)が低下した主な理由は、財務レバレッジ比率の低下です。


ROEを3つの要素に分解

Hershey Co.、 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
2023/07/02 48.45% = 16.48% × 0.94 × 3.12
2023/04/02 49.11% = 15.81% × 0.97 × 3.21
2022/12/31 49.85% = 15.79% × 0.95 × 3.32
2022/10/02 51.38% = 15.69% × 0.93 × 3.51
2022/07/03 56.35% = 16.76% × 0.92 × 3.66
2022/04/03 55.40% = 17.29% × 0.88 × 3.65
2021/12/31 53.59% = 16.47% × 0.86 × 3.78
2021/10/03 56.69% = 16.23% × 0.94 × 3.73
2021/07/04 63.38% = 16.52% × 0.98 × 3.92
2021/04/04 62.21% = 16.69% × 0.93 × 4.01
2020/12/31 57.23% = 15.69% × 0.89 × 4.09
2020/09/27 57.82% = 14.87% × 0.87 × 4.48
2020/06/28 61.16% = 13.50% × 0.89 × 5.08
2020/03/29 66.81% = 13.94% × 0.90 × 5.30
2019/12/31 66.10% = 14.40% × 0.98 × 4.68
2019/09/29 72.97% = 16.18% × 0.93 × 4.83
2019/06/30 72.69% = 15.51% × 1.01 × 4.65
2019/03/31 79.99% = 14.44% × 1.00 × 5.55
2018/12/31 84.19% = 15.11% × 1.01 × 5.51
2018/09/30 = × × 6.35
2018/07/01 = × × 7.05
2018/04/01 = × × 7.54

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

2023年第2 四半期の株主資本利益率(ROE)が低下した主な理由は、財務レバレッジ比率の低下です。


ROAを2つのコンポーネントに分解

Hershey Co.、 ROA の分解(四半期データ)

Microsoft Excel
ROA = 純利益率 × 資産回転率
2023/07/02 15.53% = 16.48% × 0.94
2023/04/02 15.29% = 15.81% × 0.97
2022/12/31 15.02% = 15.79% × 0.95
2022/10/02 14.62% = 15.69% × 0.93
2022/07/03 15.39% = 16.76% × 0.92
2022/04/03 15.17% = 17.29% × 0.88
2021/12/31 14.19% = 16.47% × 0.86
2021/10/03 15.19% = 16.23% × 0.94
2021/07/04 16.16% = 16.52% × 0.98
2021/04/04 15.53% = 16.69% × 0.93
2020/12/31 14.00% = 15.69% × 0.89
2020/09/27 12.91% = 14.87% × 0.87
2020/06/28 12.04% = 13.50% × 0.89
2020/03/29 12.61% = 13.94% × 0.90
2019/12/31 14.12% = 14.40% × 0.98
2019/09/29 15.11% = 16.18% × 0.93
2019/06/30 15.62% = 15.51% × 1.01
2019/03/31 14.40% = 14.44% × 1.00
2018/12/31 15.29% = 15.11% × 1.01
2018/09/30 = ×
2018/07/01 = ×
2018/04/01 = ×

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

2023年第2 四半期に総資産利益率(ROA)が増加した主な理由は、純利益率で測定した収益性の増加です。