DuPont Analysis – Excel Model

Antoniya Baltova
Antoniya Baltova

The DuPont Analysis is a financial performance framework that helps investors and financial analysts decompose a company’s Return on Equity (ROE) into its constituent parts. This template performs a complete DuPont Analysis in Excel.

The analysis provides insights into the main drivers and shortcomings relative to the Return on Equity metric by breaking it down into several multiples. This methodology allows for differentiating between profitable organizations and highly leveraged entities.

Other related topics you might be interested to explore are Financial models and Financial Statements.

This is an open-access Excel template in XLSX format that will be useful for anyone who wants to work as an Accountant, Financial Analyst, or Finance Manager.

You can now download the Excel template for free.

DuPont Analysis is included in the Financial Reporting module of the CFA Level 1 Curriculum.