Fundamentals of Corporate Finance

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DuPont System of Financial Ratio Analysis

The DuPont system of financial ratio analysis is a framework developed by DuPont Corporation in the 1920s that breaks down a company’s Return on Equity (ROE) into multiple components to identify the factors driving profitability.

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  • It provides a detailed understanding of how operating efficiency, asset utilization, and financial leverage affect a company’s overall return to shareholders.

This provides a summary of firm`s profitability in terms of return of assets (ROA) and return on equity (ROE)


Purpose

  • To analyze the key drivers of financial performance.
  • To identify strengths and weaknesses in profitability, efficiency, and leverage.
  • To provide management with insight for improving financial performance.

ROA = Profit Margin × Total Asset Turnover

ROE = Profit Margin × Total Asset Turnover × Equity Multiplier

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