ROE rising on margin, not leverage (DuPont)

What this criterion checks

ROE up year over year together with net margin, with an equity multiplier below 3.

Enter the measurements that belong to the same company, reporting period and definition. Growth ratios use decimal fractions: 0.2 means 20%. A blank optional measurement remains unknown and is not silently replaced with zero. Company type can make a condition inapplicable.

Read each condition as well as the final state

The result shows the criterion state, measured conditions and missing or inapplicable fields. For an AND rule, every required branch matters. For an OR rule, a measured branch can satisfy the criterion even when another branch is unavailable; missing values are not evidence that a condition failed.

This worksheet evaluates the app’s stated criterion from your inputs. It does not download statements, validate a company’s accounting, supply live market prices or forecast an event. Meeting a rule is not an investment recommendation. A date comparison uses your historical reference dates, and an anniversary-based expectation is not a confirmed future announcement.

Method and reference context

• SEC EDGAR data and filing context

Example calculation

ROE rising on margin, not leverage (DuPont): worked out from the values already filled in the form above.

Inputs

• Company type: Other / general
• ROE Δ1y: 0
• Net margin Δ1y: 0
• Equity multiplier: 3

Result

• Criterion or data status: Entered values do not meet the criterion
• ROE Δ1y: Entered values do not meet the criterion
• Net margin Δ1y: Entered values do not meet the criterion
• Equity multiplier: Entered values do not meet the criterion

Related tools

Net margin 15%+ and rising · ROE 20%+ and ROA 8%+ · ROIC 15%+