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Microlesson · 5-min read

DuPont Model for Return on Equity

# DuPont Decomposition of Return on Equity (ROE)

The traditional DuPont model breaks ROE into three components, allowing analysts to identify the source of returns and compare firms with their competitors.

$$\boxed{ROE = \text{Net Profit Margin} \times \text{Asset Turnover} \times \text{Equity Multiplier}}$$

## Component 1: Net Profit Margin

After-tax profit generated per rupee of revenue.

$$\text{Net Profit Margin} = \frac{\text{Net Income}}{\text{Revenue}}$$

  • Acts as a safety cushion.
  • The lower the margin, the lesser the room for error.

## Component 2: Asset Turnover

How effectively the company converts assets into sales.

$$\text{Asset Turnover} = \frac{\text{Revenue}}{\text{Assets}}$$

  • Inversely related to Net Profit Margin — high-margin businesses (luxury) tend to have low turnover; low-margin businesses (retail) tend to have high turnover.

## Component 3: Equity Multiplier

Measure of financial leverage — shows how much of ROE is the result of using debt.

$$\text{Equity Multiplier} = \frac{\text{Assets}}{\text{Shareholders' Equity}}$$

> ⚠️ A company with poor margins and sales can artificially boost ROE by piling on debt. The Equity Multiplier exposes this risk.

## Why DuPont Matters

By examining each driver, the analyst sees WHY a company earns its ROE — operating efficiency, asset utilization, or leverage — and can compare it meaningfully across competitors.

Worked example

### Example 1

Example — DuPont ROE:

Net Income = ₹50, Revenue = ₹500, Assets = ₹400, Shareholders' Equity = ₹200.

  • Net Profit Margin = 50/500 = 10%
  • Asset Turnover = 500/400 = 1.25
  • Equity Multiplier = 400/200 = 2.0

ROE = 10% × 1.25 × 2.0 = 25%

Diagnosis: Half the ROE comes from leverage (Equity Multiplier = 2). If we remove leverage, ROA would be only 12.5%.

⚠️ Common exam mistakes

  • Reporting Equity Multiplier in % — it is a ratio (Assets/Equity).
  • Multiplying the three components in % form without unit consistency.
  • Forgetting that a rising ROE due solely to a rising Equity Multiplier is risky, not virtuous.
Reference:
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