Stock Analysis on Net
Stock Analysis on Net

Pfizer Inc. (NYSE:PFE)

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

Pfizer Inc.、 ROE の分解(四半期データ)

Microsoft Excel
ROE = ROA × 財務レバレッジ比率
2025/03/30 8.73% = 3.79% × 2.30
2024/12/31 9.11% = 3.76% × 2.42
2024/09/29 4.61% = 1.94% × 2.38
2024/06/30 -2.96% = -1.20% × 2.47
2024/03/31 -0.33% = -0.14% × 2.40
2023/12/31 2.38% = 0.94% × 2.54
2023/10/01 10.81% = 4.87% × 2.22
2023/07/02 21.68% = 9.75% × 2.22
2023/04/02 28.77% = 14.85% × 1.94
2022/12/31 32.79% = 15.91% × 2.06
2022/10/02 32.14% = 15.32% × 2.10
2022/07/03 33.61% = 15.01% × 2.24
2022/04/03 30.29% = 13.58% × 2.23
2021/12/31 28.47% = 12.11% × 2.35
2021/10/03 26.28% = 11.10% × 2.37
2021/07/04 18.86% = 7.78% × 2.43
2021/04/04 16.23% = 7.01% × 2.31
2020/12/31 15.21% = 6.23% × 2.44
2020/09/27 — = — × 2.74
2020/06/28 — = — × 2.77
2020/03/29 — = — × 2.56

レポートに基づく: 10-Q (報告日: 2025-03-30), 10-K (報告日: 2024-12-31), 10-Q (報告日: 2024-09-29), 10-Q (報告日: 2024-06-30), 10-Q (報告日: 2024-03-31), 10-K (報告日: 2023-12-31), 10-Q (報告日: 2023-10-01), 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).

2025年第1 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

Pfizer Inc.、 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
2025/03/30 8.73% = 12.62% × 0.30 × 2.30
2024/12/31 9.11% = 12.62% × 0.30 × 2.42
2024/09/29 4.61% = 7.04% × 0.28 × 2.38
2024/06/30 -2.96% = -4.62% × 0.26 × 2.47
2024/03/31 -0.33% = -0.55% × 0.25 × 2.40
2023/12/31 2.38% = 3.56% × 0.26 × 2.54
2023/10/01 10.81% = 15.13% × 0.32 × 2.22
2023/07/02 21.68% = 27.38% × 0.36 × 2.22
2023/04/02 28.77% = 31.19% × 0.48 × 1.94
2022/12/31 32.79% = 31.27% × 0.51 × 2.06
2022/10/02 32.14% = 29.81% × 0.51 × 2.10
2022/07/03 33.61% = 28.94% × 0.52 × 2.24
2022/04/03 30.29% = 27.01% × 0.50 × 2.23
2021/12/31 28.47% = 27.04% × 0.45 × 2.35
2021/10/03 26.28% = 28.77% × 0.39 × 2.37
2021/07/04 18.86% = 23.86% × 0.33 × 2.43
2021/04/04 16.23% = 24.03% × 0.29 × 2.31
2020/12/31 15.21% = 22.95% × 0.27 × 2.44
2020/09/27 — = — × — × 2.74
2020/06/28 — = — × — × 2.77
2020/03/29 — = — × — × 2.56

レポートに基づく: 10-Q (報告日: 2025-03-30), 10-K (報告日: 2024-12-31), 10-Q (報告日: 2024-09-29), 10-Q (報告日: 2024-06-30), 10-Q (報告日: 2024-03-31), 10-K (報告日: 2023-12-31), 10-Q (報告日: 2023-10-01), 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).

2025年第1 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

Pfizer Inc.、 ROA の分解(四半期データ)

Microsoft Excel
ROA = 純利益率 × 資産回転率
2025/03/30 3.79% = 12.62% × 0.30
2024/12/31 3.76% = 12.62% × 0.30
2024/09/29 1.94% = 7.04% × 0.28
2024/06/30 -1.20% = -4.62% × 0.26
2024/03/31 -0.14% = -0.55% × 0.25
2023/12/31 0.94% = 3.56% × 0.26
2023/10/01 4.87% = 15.13% × 0.32
2023/07/02 9.75% = 27.38% × 0.36
2023/04/02 14.85% = 31.19% × 0.48
2022/12/31 15.91% = 31.27% × 0.51
2022/10/02 15.32% = 29.81% × 0.51
2022/07/03 15.01% = 28.94% × 0.52
2022/04/03 13.58% = 27.01% × 0.50
2021/12/31 12.11% = 27.04% × 0.45
2021/10/03 11.10% = 28.77% × 0.39
2021/07/04 7.78% = 23.86% × 0.33
2021/04/04 7.01% = 24.03% × 0.29
2020/12/31 6.23% = 22.95% × 0.27
2020/09/27 — = — × —
2020/06/28 — = — × —
2020/03/29 — = — × —

レポートに基づく: 10-Q (報告日: 2025-03-30), 10-K (報告日: 2024-12-31), 10-Q (報告日: 2024-09-29), 10-Q (報告日: 2024-06-30), 10-Q (報告日: 2024-03-31), 10-K (報告日: 2023-12-31), 10-Q (報告日: 2023-10-01), 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).

2025年第1 四半期の総資産利益率(ROA)が上昇した主な理由は、資産回転率の上昇です。