Stock Analysis on Net
Stock Analysis on Net

Medtronic PLC (NYSE:MDT)

デュポン分析: ROE、ROA、純利益率の内訳 
四半期データ

Microsoft Excel

ROE分解では、純利益を株主資本で割ったものを構成比率の積として表します。

ROEを2つのコンポーネントに分解

Medtronic PLC、 ROE の分解(四半期データ)

Microsoft Excel
ROE = ROA × 財務レバレッジ比率
2024/04/26 7.32% = 4.09% × 1.79
2024/01/26 8.11% = 4.63% × 1.75
2023/10/27 7.97% = 4.55% × 1.75
2023/07/28 7.07% = 3.99% × 1.77
2023/04/28 7.30% = 4.13% × 1.77
2023/01/27 7.90% = 4.32% × 1.83
2022/10/28 8.33% = 4.63% × 1.80
2022/07/29 9.88% = 5.79% × 1.71
2022/04/29 9.59% = 5.54% × 1.73
2022/01/28 9.35% = 5.35% × 1.75
2021/10/29 9.05% = 5.13% × 1.76
2021/07/30 7.54% = 4.23% × 1.78
2021/04/30 7.01% = 3.87% × 1.81
2021/01/29 5.70% = 2.97% × 1.92
2020/10/30 7.05% = 3.69% × 1.91
2020/07/31 8.77% = 4.70% × 1.87
2020/04/24 9.44% = 5.28% × 1.79
2020/01/24 10.26% = 5.73% × 1.79
2019/10/25 9.23% = 5.13% × 1.80
2019/07/26 8.78% = 4.84% × 1.81
2019/04/26 9.25% = 5.16% × 1.79
2019/01/25 — = — × 1.78
2018/10/26 — = — × 1.78
2018/07/27 — = — × 1.79

レポートに基づく: 10-K (報告日: 2024-04-26), 10-Q (報告日: 2024-01-26), 10-Q (報告日: 2023-10-27), 10-Q (報告日: 2023-07-28), 10-K (報告日: 2023-04-28), 10-Q (報告日: 2023-01-27), 10-Q (報告日: 2022-10-28), 10-Q (報告日: 2022-07-29), 10-K (報告日: 2022-04-29), 10-Q (報告日: 2022-01-28), 10-Q (報告日: 2021-10-29), 10-Q (報告日: 2021-07-30), 10-K (報告日: 2021-04-30), 10-Q (報告日: 2021-01-29), 10-Q (報告日: 2020-10-30), 10-Q (報告日: 2020-07-31), 10-K (報告日: 2020-04-24), 10-Q (報告日: 2020-01-24), 10-Q (報告日: 2019-10-25), 10-Q (報告日: 2019-07-26), 10-K (報告日: 2019-04-26), 10-Q (報告日: 2019-01-25), 10-Q (報告日: 2018-10-26), 10-Q (報告日: 2018-07-27).

2024年第4 四半期の株主資本利益率(ROE)が低下した主な理由は、総資産利益率(ROA)で測定した収益性の低下です。

ROEを3つの要素に分解

Medtronic PLC、 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
2024/04/26 7.32% = 11.36% × 0.36 × 1.79
2024/01/26 8.11% = 13.00% × 0.36 × 1.75
2023/10/27 7.97% = 12.84% × 0.35 × 1.75
2023/07/28 7.07% = 11.47% × 0.35 × 1.77
2023/04/28 7.30% = 12.03% × 0.34 × 1.77
2023/01/27 7.90% = 13.20% × 0.33 × 1.83
2022/10/28 8.33% = 14.03% × 0.33 × 1.80
2022/07/29 9.88% = 16.75% × 0.35 × 1.71
2022/04/29 9.59% = 15.90% × 0.35 × 1.73
2022/01/28 9.35% = 15.46% × 0.35 × 1.75
2021/10/29 9.05% = 14.79% × 0.35 × 1.76
2021/07/30 7.54% = 12.29% × 0.34 × 1.78
2021/04/30 7.01% = 11.97% × 0.32 × 1.81
2021/01/29 5.70% = 10.36% × 0.29 × 1.92
2020/10/30 7.05% = 12.69% × 0.29 × 1.91
2020/07/31 8.77% = 15.80% × 0.30 × 1.87
2020/04/24 9.44% = 16.56% × 0.32 × 1.79
2020/01/24 10.26% = 17.11% × 0.33 × 1.79
2019/10/25 9.23% = 15.11% × 0.34 × 1.80
2019/07/26 8.78% = 14.41% × 0.34 × 1.81
2019/04/26 9.25% = 15.16% × 0.34 × 1.79
2019/01/25 — = — × — × 1.78
2018/10/26 — = — × — × 1.78
2018/07/27 — = — × — × 1.79

レポートに基づく: 10-K (報告日: 2024-04-26), 10-Q (報告日: 2024-01-26), 10-Q (報告日: 2023-10-27), 10-Q (報告日: 2023-07-28), 10-K (報告日: 2023-04-28), 10-Q (報告日: 2023-01-27), 10-Q (報告日: 2022-10-28), 10-Q (報告日: 2022-07-29), 10-K (報告日: 2022-04-29), 10-Q (報告日: 2022-01-28), 10-Q (報告日: 2021-10-29), 10-Q (報告日: 2021-07-30), 10-K (報告日: 2021-04-30), 10-Q (報告日: 2021-01-29), 10-Q (報告日: 2020-10-30), 10-Q (報告日: 2020-07-31), 10-K (報告日: 2020-04-24), 10-Q (報告日: 2020-01-24), 10-Q (報告日: 2019-10-25), 10-Q (報告日: 2019-07-26), 10-K (報告日: 2019-04-26), 10-Q (報告日: 2019-01-25), 10-Q (報告日: 2018-10-26), 10-Q (報告日: 2018-07-27).

2024年第4 四半期の株主資本利益率(ROE)が低下した主な理由は、純利益率で測定した収益性の低下です。

ROEを5つの要素に分解

Medtronic PLC、 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
2024/04/26 7.32% = 0.76 × 0.87 × 17.08% × 0.36 × 1.79
2024/01/26 8.11% = 0.76 × 0.89 × 19.19% × 0.36 × 1.75
2023/10/27 7.97% = 0.76 × 0.89 × 19.06% × 0.35 × 1.75
2023/07/28 7.07% = 0.66 × 0.90 × 19.35% × 0.35 × 1.77
2023/04/28 7.30% = 0.70 × 0.89 × 19.13% × 0.34 × 1.77
2023/01/27 7.90% = 0.75 × 0.90 × 19.44% × 0.33 × 1.83
2022/10/28 8.33% = 0.77 × 0.91 × 20.03% × 0.33 × 1.80
2022/07/29 9.88% = 0.91 × 0.91 × 20.24% × 0.35 × 1.71
2022/04/29 9.59% = 0.92 × 0.91 × 19.08% × 0.35 × 1.73
2022/01/28 9.35% = 0.90 × 0.91 × 18.91% × 0.35 × 1.75
2021/10/29 9.05% = 0.93 × 0.90 × 17.74% × 0.35 × 1.76
2021/07/30 7.54% = 0.94 × 0.82 × 15.85% × 0.34 × 1.78
2021/04/30 7.01% = 0.93 × 0.81 × 15.92% × 0.32 × 1.81
2021/01/29 5.70% = 1.15 × 0.73 × 12.42% × 0.29 × 1.92
2020/10/30 7.05% = 1.23 × 0.75 × 13.80% × 0.29 × 1.91
2020/07/31 8.77% = 1.21 × 0.85 × 15.43% × 0.30 × 1.87
2020/04/24 9.44% = 1.19 × 0.79 × 17.74% × 0.32 × 1.79
2020/01/24 10.26% = 1.04 × 0.76 × 21.75% × 0.33 × 1.79
2019/10/25 9.23% = 0.95 × 0.74 × 21.48% × 0.34 × 1.80
2019/07/26 8.78% = 0.89 × 0.73 × 22.09% × 0.34 × 1.81
2019/04/26 9.25% = 0.89 × 0.78 × 21.67% × 0.34 × 1.79
2019/01/25 — = — × — × — × — × 1.78
2018/10/26 — = — × — × — × — × 1.78
2018/07/27 — = — × — × — × — × 1.79

レポートに基づく: 10-K (報告日: 2024-04-26), 10-Q (報告日: 2024-01-26), 10-Q (報告日: 2023-10-27), 10-Q (報告日: 2023-07-28), 10-K (報告日: 2023-04-28), 10-Q (報告日: 2023-01-27), 10-Q (報告日: 2022-10-28), 10-Q (報告日: 2022-07-29), 10-K (報告日: 2022-04-29), 10-Q (報告日: 2022-01-28), 10-Q (報告日: 2021-10-29), 10-Q (報告日: 2021-07-30), 10-K (報告日: 2021-04-30), 10-Q (報告日: 2021-01-29), 10-Q (報告日: 2020-10-30), 10-Q (報告日: 2020-07-31), 10-K (報告日: 2020-04-24), 10-Q (報告日: 2020-01-24), 10-Q (報告日: 2019-10-25), 10-Q (報告日: 2019-07-26), 10-K (報告日: 2019-04-26), 10-Q (報告日: 2019-01-25), 10-Q (報告日: 2018-10-26), 10-Q (報告日: 2018-07-27).

2024年第4 四半期の株主資本利益率(ROE)が低下した主な理由は、EBITマージン率で測定した営業利益率の低下です。

ROAを2つのコンポーネントに分解

Medtronic PLC、 ROA の分解(四半期データ)

Microsoft Excel
ROA = 純利益率 × 資産回転率
2024/04/26 4.09% = 11.36% × 0.36
2024/01/26 4.63% = 13.00% × 0.36
2023/10/27 4.55% = 12.84% × 0.35
2023/07/28 3.99% = 11.47% × 0.35
2023/04/28 4.13% = 12.03% × 0.34
2023/01/27 4.32% = 13.20% × 0.33
2022/10/28 4.63% = 14.03% × 0.33
2022/07/29 5.79% = 16.75% × 0.35
2022/04/29 5.54% = 15.90% × 0.35
2022/01/28 5.35% = 15.46% × 0.35
2021/10/29 5.13% = 14.79% × 0.35
2021/07/30 4.23% = 12.29% × 0.34
2021/04/30 3.87% = 11.97% × 0.32
2021/01/29 2.97% = 10.36% × 0.29
2020/10/30 3.69% = 12.69% × 0.29
2020/07/31 4.70% = 15.80% × 0.30
2020/04/24 5.28% = 16.56% × 0.32
2020/01/24 5.73% = 17.11% × 0.33
2019/10/25 5.13% = 15.11% × 0.34
2019/07/26 4.84% = 14.41% × 0.34
2019/04/26 5.16% = 15.16% × 0.34
2019/01/25 — = — × —
2018/10/26 — = — × —
2018/07/27 — = — × —

レポートに基づく: 10-K (報告日: 2024-04-26), 10-Q (報告日: 2024-01-26), 10-Q (報告日: 2023-10-27), 10-Q (報告日: 2023-07-28), 10-K (報告日: 2023-04-28), 10-Q (報告日: 2023-01-27), 10-Q (報告日: 2022-10-28), 10-Q (報告日: 2022-07-29), 10-K (報告日: 2022-04-29), 10-Q (報告日: 2022-01-28), 10-Q (報告日: 2021-10-29), 10-Q (報告日: 2021-07-30), 10-K (報告日: 2021-04-30), 10-Q (報告日: 2021-01-29), 10-Q (報告日: 2020-10-30), 10-Q (報告日: 2020-07-31), 10-K (報告日: 2020-04-24), 10-Q (報告日: 2020-01-24), 10-Q (報告日: 2019-10-25), 10-Q (報告日: 2019-07-26), 10-K (報告日: 2019-04-26), 10-Q (報告日: 2019-01-25), 10-Q (報告日: 2018-10-26), 10-Q (報告日: 2018-07-27).

2024年第4 四半期の総資産利益率(ROA)の低下の主な理由は、純利益率で測定した収益性の低下です。

ROAを4つの要素に分解

Medtronic PLC、 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
2024/04/26 4.09% = 0.76 × 0.87 × 17.08% × 0.36
2024/01/26 4.63% = 0.76 × 0.89 × 19.19% × 0.36
2023/10/27 4.55% = 0.76 × 0.89 × 19.06% × 0.35
2023/07/28 3.99% = 0.66 × 0.90 × 19.35% × 0.35
2023/04/28 4.13% = 0.70 × 0.89 × 19.13% × 0.34
2023/01/27 4.32% = 0.75 × 0.90 × 19.44% × 0.33
2022/10/28 4.63% = 0.77 × 0.91 × 20.03% × 0.33
2022/07/29 5.79% = 0.91 × 0.91 × 20.24% × 0.35
2022/04/29 5.54% = 0.92 × 0.91 × 19.08% × 0.35
2022/01/28 5.35% = 0.90 × 0.91 × 18.91% × 0.35
2021/10/29 5.13% = 0.93 × 0.90 × 17.74% × 0.35
2021/07/30 4.23% = 0.94 × 0.82 × 15.85% × 0.34
2021/04/30 3.87% = 0.93 × 0.81 × 15.92% × 0.32
2021/01/29 2.97% = 1.15 × 0.73 × 12.42% × 0.29
2020/10/30 3.69% = 1.23 × 0.75 × 13.80% × 0.29
2020/07/31 4.70% = 1.21 × 0.85 × 15.43% × 0.30
2020/04/24 5.28% = 1.19 × 0.79 × 17.74% × 0.32
2020/01/24 5.73% = 1.04 × 0.76 × 21.75% × 0.33
2019/10/25 5.13% = 0.95 × 0.74 × 21.48% × 0.34
2019/07/26 4.84% = 0.89 × 0.73 × 22.09% × 0.34
2019/04/26 5.16% = 0.89 × 0.78 × 21.67% × 0.34
2019/01/25 — = — × — × — × —
2018/10/26 — = — × — × — × —
2018/07/27 — = — × — × — × —

レポートに基づく: 10-K (報告日: 2024-04-26), 10-Q (報告日: 2024-01-26), 10-Q (報告日: 2023-10-27), 10-Q (報告日: 2023-07-28), 10-K (報告日: 2023-04-28), 10-Q (報告日: 2023-01-27), 10-Q (報告日: 2022-10-28), 10-Q (報告日: 2022-07-29), 10-K (報告日: 2022-04-29), 10-Q (報告日: 2022-01-28), 10-Q (報告日: 2021-10-29), 10-Q (報告日: 2021-07-30), 10-K (報告日: 2021-04-30), 10-Q (報告日: 2021-01-29), 10-Q (報告日: 2020-10-30), 10-Q (報告日: 2020-07-31), 10-K (報告日: 2020-04-24), 10-Q (報告日: 2020-01-24), 10-Q (報告日: 2019-10-25), 10-Q (報告日: 2019-07-26), 10-K (報告日: 2019-04-26), 10-Q (報告日: 2019-01-25), 10-Q (報告日: 2018-10-26), 10-Q (報告日: 2018-07-27).

2024年第4 四半期の総資産利益率(ROA)が低下した主な理由は、EBITマージン率で測定した営業利益率の低下です。

純利益率の分解

Medtronic PLC、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
2024/04/26 11.36% = 0.76 × 0.87 × 17.08%
2024/01/26 13.00% = 0.76 × 0.89 × 19.19%
2023/10/27 12.84% = 0.76 × 0.89 × 19.06%
2023/07/28 11.47% = 0.66 × 0.90 × 19.35%
2023/04/28 12.03% = 0.70 × 0.89 × 19.13%
2023/01/27 13.20% = 0.75 × 0.90 × 19.44%
2022/10/28 14.03% = 0.77 × 0.91 × 20.03%
2022/07/29 16.75% = 0.91 × 0.91 × 20.24%
2022/04/29 15.90% = 0.92 × 0.91 × 19.08%
2022/01/28 15.46% = 0.90 × 0.91 × 18.91%
2021/10/29 14.79% = 0.93 × 0.90 × 17.74%
2021/07/30 12.29% = 0.94 × 0.82 × 15.85%
2021/04/30 11.97% = 0.93 × 0.81 × 15.92%
2021/01/29 10.36% = 1.15 × 0.73 × 12.42%
2020/10/30 12.69% = 1.23 × 0.75 × 13.80%
2020/07/31 15.80% = 1.21 × 0.85 × 15.43%
2020/04/24 16.56% = 1.19 × 0.79 × 17.74%
2020/01/24 17.11% = 1.04 × 0.76 × 21.75%
2019/10/25 15.11% = 0.95 × 0.74 × 21.48%
2019/07/26 14.41% = 0.89 × 0.73 × 22.09%
2019/04/26 15.16% = 0.89 × 0.78 × 21.67%
2019/01/25 — = — × — × —
2018/10/26 — = — × — × —
2018/07/27 — = — × — × —

レポートに基づく: 10-K (報告日: 2024-04-26), 10-Q (報告日: 2024-01-26), 10-Q (報告日: 2023-10-27), 10-Q (報告日: 2023-07-28), 10-K (報告日: 2023-04-28), 10-Q (報告日: 2023-01-27), 10-Q (報告日: 2022-10-28), 10-Q (報告日: 2022-07-29), 10-K (報告日: 2022-04-29), 10-Q (報告日: 2022-01-28), 10-Q (報告日: 2021-10-29), 10-Q (報告日: 2021-07-30), 10-K (報告日: 2021-04-30), 10-Q (報告日: 2021-01-29), 10-Q (報告日: 2020-10-30), 10-Q (報告日: 2020-07-31), 10-K (報告日: 2020-04-24), 10-Q (報告日: 2020-01-24), 10-Q (報告日: 2019-10-25), 10-Q (報告日: 2019-07-26), 10-K (報告日: 2019-04-26), 10-Q (報告日: 2019-01-25), 10-Q (報告日: 2018-10-26), 10-Q (報告日: 2018-07-27).

2024年第4 四半期の純利益率の低下の主な理由は、EBITマージン率で測定した営業利益率の低下です。