Roe Decomposition Dashboard — Google Sheets (Dupont Analysis 5-Factor)

Stop guessing what drives a company's ROE. This pre-built Google Sheets template automatically decomposes Return on Equity into 3 or 5 factors using the classic DuPont framework. Instantly see whether profit margin, asset efficiency, or leverage is moving returns. WHAT'S INCLUDED: - 5-tab Google Sheets workbook with live formulas and conditional formatting - 3-Factor DuPont model (Net Profit Margin × Asset Turnover × Equity Multiplier) - 5-Factor Extended model (adds Tax Burden and Interest Burden) - Auto-calculated ROE trends across 3 years with visual dashboard - Sample data for Apple Inc. to verify your setup works immediately - Ready-to-deploy — just paste financial data from any 10-K or 10-Q BENEFITS: • Identifies exactly which operational or financial lever is driving returns • Flags unsustainable ROE driven entirely by leverage (high equity multiplier) • Benchmarks companies within the same industry side-by-side IDEAL FOR: Active retail investors, value stock screeners, and small family offices. Google Sheets format means zero installation – works in any browser.

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