Sebenzisa i-Dupont Model ye-ROI Analysis

I-Dupont Model iyisisombululo esibalulekileyo kubanini-shishini abasebenzisa ukuze bahlalutye ukubuya kwabo kwi-investment (ROI) okanye babuye kwii-asethi (ROA) . I-Dupont Model eyongezelelweyo iphinde ivumele ukuhlaziywa kwebuyisela kwi-equity . Kukho amaninzi amaninzi eemali kumnini-shishini ukuba ahlalutye ukuba kulula ukulahleka kwiinkcukacha. Ukusebenzisa i-Dupont Model ivumela umnini-shishini ukuba aphule inzuzo yenkampani phantsi kweengxenye zecandelo ukuze abone apho ivela khona.

Namanyathelo ekusebenziseni i-DuPont Model ukubala kokubili ukubuyisela kotyalo-mali kwaye ubuyele ngokulingana.

Ubunzima: Umyinge

Ixesha elifunekayo: I- Indeterminate

Nantsi indlela

1. Okokuqala, jonga i-Return of Investment (ROI) yenkampani okanye i-Return of Assets (ROA) okuyiyo:

   I-ROI = Imali engenayo / Intengo epheleleyo = _____% apho inzuzo engenayo ithathwa kwitetimenti yengeniso kunye nexabiso elipheleleyo lisuswa kwi-balance sheet. Loo mlinganiselo uxelela indlela osebenze ngayo ngokusetyenziselwa isiseko sakho sempahla ukuze uvelise ukuthengisa.

   Njengomzekelo, masithi ABC, Inc., ifowuni encinci ye-hardware, yavelisa i-$ 113.5 yezigidi ekuthengiseni ngo-2009 kwaye yayinempahla eyi-$ 2,000 yezigidi. Emva koko, ukubalwa kwe-ROI kwakuya kuba:

   I-ROI (ROA) = $ 113.5 / i-2,000,000 = 5.7%

   Oku akukuxeleli nto, kodwa ukhangele umthombo wemilinganiselo ye-industry average, njenge-Bizminer.com, unokuqhathanisa i-ROi yakho kunye noshishino lwakho. Ukuba umlinganiselo weshishini lakho, umzekelo, i-9.0% kwiifayile ezincinci ze-hardware, ngoko uyazi ukuba i-ROI yakho ingaphantsi kwemveliso yeshishini.

1. Ekubeni i-ROI (ROA) ye-ABC, Inc. ilapha ngaphantsi komlinganiselo weshishini, ufuna ukufumanisa ukuba kutheni. Ukwenza oko, ungasebenzisa i-Dupont Model uze udibanise i-ROI kwiindawo zayo zecandelo. I-ROI iya kubonakala ngathi:

   I-ROI = Imali engenayo / Intengo X Ukuthengiswa / Iimpahla ezipheleleyo = _____% apho iNtlawulo yeNzuzo / Intengiso iyimilinganiselo yenzuzo engenayo kwaye ivela kwingxelo yengeniso kunye neZentengiso / i-Intengo yeeNkcitho yi- Total Intlawulo ye-Asset kunye nokuthengisa kuvela kwingxelo yengeniso kunye nexabiso elipheleleyo ivela kwi-balance sheet.

   I-ROI yenziwe ngamacandelo amabini: umyinge wenzuzo yenkampani kunye nokuthengiswa kwempahla okanye ubuchule bayo bokuvelisa inzuzo kunye nokwenza ukuthengisa ngokusekelwe kwisiseko sayo se-asset.

1. Ngokulandelayo, ufuna ukufumana ukuba yiyiphi inxalenye ye-ROI ebangela ingxaki kwi shishini lakho-umyinge wenzuzo okanye ukuthengiswa kwempahla . Ukuba kunikezelwa ukuba umyinge wenzuzo yerhafu ngowama-3.8% kunye nokuthengiswa kwee-asethi i-1.5X, ke ngoko:

   I-ROI (ROA) = 3.8% X 1.5 = = 5.7% yinto oyenayo kwiNyathelo 1. Ngoku siyazi ukuba inxalenye ngayinye ye-equation inegalelo ekubuyiselweni kwintlawulo-mali. I-ABC, Inc. izuze ama-3.8 eentente nganye kwi-dollar yokuthengisa kwaye yajika i-assets yayo ngaphezu kwe-1.5X ngonyaka. Ukuba iqumrhu elincinci leenkampani ze-hardware linomyinge onenzuzo ka-5.0% kunye nokuthengwa kwee-1.8X, i-ABC, Inc, yayingaphantsi kwezi zibini ezibini, ngokukodwa umlinganiselo wenzuzo.

2. Siye sazimisela ukuba inkampani esisebenzisayo njengomzekelo, ABC, Inc. yenza kakubi malunga ne-ROI yabo kunye nomyinge we-industry. I-Dupont Model eyongezelelweyo ivumela ukuba sihlolisise ukubuya ngokulinganayo ngendlela efanayo.

   I-ROE = Imali engenayo efumanekayo kubanini-nxaxheba abaqhelekileyo / ii-Equity Common = _____% apho iNgeniso yeNgeniso ivela kwingxelo yengeniso kunye ne-Equality Equity iyonke inani lama-equity accounts kwi -balance sheet .

   Ukubuyiselwa komlinganiselo wokulingana kunokubuyiswa kwakhona:

   I-ROE = I-ROI X Ubungqina bokuba ngumlingani okanye

   I-ROE = I-ROI X Iimpahla ezipheleleyo / ii-Equity Equality apho ii-Asset ezipheleleyo zithathwa kwi-balance sheet njengoko ziqhelekileyo kwi-Equity. Umphindisi wokulingana wenza i-ROE ihluke kwi-ROI ngokungongeza imiphumo yesikweletu kwi-equation.

1. Ukusebenzisa amanani ukusuka kumzekelo wokubala we-ROI, eli liyinyathelo elilandelayo ekubaleni ukubuya kwi-equity okanye i-ROE:

   I-ROE = 5.7% X $ 2,000 / $ 896 (ukulingana okuqhelekileyo ukusuka kwiphepha lokulinganisa) = 12.7%

   Ukuba i-ROE ye-ABC, Inc. i-12.7% kwaye sifumana umyinge wesiganeko kwishishini elincinci le-hardware kwaye ngu-15.0%, i-ABC, Inc. eyenzeka kakubi malunga ne-ROE kunye ne-ROI. I-ROE imilinganiselo yobutyebi bamasheya kwenkampani kwaye isabelo sabanini-nxaxheba sibheka rhoqo.

2. Oku kukulingana kweDupont equation:

   I-ROE = (iNtlawulo yeNzuzo enenzuzo) (Ixabiso elipheleleyo leMpahla ye-Asset) (i-Equity Multiplier)

   = Imali engenayo / Intengiso X Ukuthengiswa / Ixabiso leMpahla epheleleyo Ukuthengiswa kwee-Asithi ezipheleleyo / ii-Equity Common

   Izinto ezintathu zisebenzisana nokwenza i-ROE yenkampani. Ezi zinto ziyinxalenye yemida yokusebenza, ukusebenza kakuhle apho i-firm isebenzisa i-asethi yayo ukuvelisa ukuthengisa (isilinganiso esiphezulu sokuthengiswa kwempahla), kunye nomphumo wetyala kwi-firm (ukuphindaphinda ukulingana). Ku-ABC, Inc., i-margin yenzuzo yentengo kunye nokuthengiswa kwempahla, ngokukodwa, ibuthathaka kwaye iyanciphisa ukubuyiswa kokulingana.

Ingaba ufuna ntoni

• Ishiti yokudibanisa izibalo
• Isiteyithimenti sengeniso
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