Stock Analysis on Net

Pfizer Inc. (NYSE:PFE)

デュポン分析: 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

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
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 12.22% = 4.46% × 2.74
2020/06/28 22.05% = 7.97% × 2.77
2020/03/29 24.21% = 9.47% × 2.56
2019/12/31 25.77% = 9.72% × 2.65
2019/09/29 = × 2.62
2019/06/30 = × 2.62
2019/03/31 = × 2.64

レポートに基づく: 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), 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).

2023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

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
2023/12/31 2.38% = 3.62% × 0.26 × 2.54
2023/10/01 10.81% = 15.29% × 0.32 × 2.22
2023/07/02 21.68% = 27.55% × 0.35 × 2.22
2023/04/02 28.77% = 31.25% × 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 12.22% = 18.59% × 0.24 × 2.74
2020/06/28 22.05% = 31.31% × 0.25 × 2.77
2020/03/29 24.21% = 32.32% × 0.29 × 2.56
2019/12/31 25.77% = 31.45% × 0.31 × 2.65
2019/09/29 = × × 2.62
2019/06/30 = × × 2.62
2019/03/31 = × × 2.64

レポートに基づく: 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), 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).

2023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。


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
2023/12/31 0.94% = 3.62% × 0.26
2023/10/01 4.87% = 15.29% × 0.32
2023/07/02 9.75% = 27.55% × 0.35
2023/04/02 14.85% = 31.25% × 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 4.46% = 18.59% × 0.24
2020/06/28 7.97% = 31.31% × 0.25
2020/03/29 9.47% = 32.32% × 0.29
2019/12/31 9.72% = 31.45% × 0.31
2019/09/29 = ×
2019/06/30 = ×
2019/03/31 = ×

レポートに基づく: 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), 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).

2023年第4 四半期の総資産利益率(ROA)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。