Are there any other methods or tools we can use in combination with the DuPont analysis method to assess a company's quality?
6/17/2024 10:12pm
The DuPont analysis method is a robust tool for assessing a company's financial performance and profitability. However, it is not the only method that can be used in combination with it to gain a comprehensive understanding of a company's quality. Here are a few additional methods and tools that can complement DuPont analysis:
1. **Ratio Analysis**: Ratio analysis is a method that involves calculating various financial ratios to evaluate a company's financial health and performance. Common ratios include liquidity ratios, solvency ratios, and efficiency ratios. These ratios provide insights into a company's ability to meet its obligations, manage its assets, and generate revenue.
2. **Cash Flow Analysis**: Cash flow analysis focuses on the inflows and outflows of cash within a company. By examining cash flow from operating activities, investing activities, and financing activities, investors can better understand a company's ability to generate cash, its use of cash, and its ability to meet its financial obligations.
3. **Comparative Analysis**: Comparative analysis involves comparing a company's financial metrics to industry benchmarks or to the company's own historical performance. This can help identify trends and highlight areas of strength or weakness relative to peers or the company's own performance in the past.
4. **Sustainability Analysis**: Sustainability analysis considers a company's environmental, social, and governance (ESG) factors. It assesses how well a company manages its impact on the environment, social issues, and governance practices. A company with strong ESG performance is likely to be of higher quality and have a more sustainable business model.
5. **Management Discussion and Analysis (MD&A)**: MD&A is a section in a company's annual report that provides a detailed discussion of its financial performance and analysis. It often includes management's interpretation of the company's financial statements, as well as forward-looking information. By reading and analyzing the MD&A, investors can gain insights into a company's strategy, risks, and future prospects.
By using these methods and tools in combination with the DuPont analysis method, investors and analysts can gain a more comprehensive understanding of a company's financial health, performance, and sustainability.
|code|stock code|stock name|last-price|last-change|Free Cash Flow[20220630]|Free Cash Flow[20220930]|Free Cash Flow[20221231]|Free Cash Flow[20230331]|Free Cash Flow[20230630]|Free Cash Flow[20230930]|Free Cash Flow[20231231]|Free Cash Flow[20240331]|market_code|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|AAPL|AAPL.O|Apple|213.3000|0.3788|8.416498864E10|1.0415199695E11|1.28130954365E11|4.3215985808E10|5.1103022765E10|5.8832036372E10|8.0719970688E10|1.6143997884E10|185|
|MSFT|MSFT.O|Microsoft|441.2200|-0.3073|4.4111988692E10|6.6402005102E10|8.4458986056E10|3.4438005476E10|4.843501969E10|4.1387972992E10|5.2609022554E10|6.924000716E9|185|
|GE|GE.N|GE Aerospace|157.6100|1.2574|3.9243935075E10|4.1367007428E10|7.42726491E9|4.392768816E9|2.499997746E9|5.37555274E9|1.0261525202E10|5.342623808E9|169|
|META|META.O|Meta|498.3800|-1.1028|3.7327002942E10|2.44500071E10|1.3462986656E10|1.2468002942E10|-2.819922E8|1.266987438E9|2.12798322E9|-1.07840057E10|185|
|GOOG|GOOG.O|Alphabet C|177.0800|-0.7288|3.1816564414E10|5.5315423257E10|6.9050292712E10|3.4725221488E10|4.545815795E10|5.0194381599E10|5.620669424E10|1.938238928E10|185|
|GOOGL|GOOGL.O|Alphabet A|175.4300|-0.7721|3.1816564414E10|5.5315423257E10|6.9050292712E10|3.4725221488E10|4.545815795E10|5.0194381599E10|5.620669424E10|1.938238928E10|185|
|SONY|SONY.N|Sony Group|80.8400|-1.6784|2.7474240954858E10|3.1101445149194E10|3.2758966454605E10|9.0476236029291E9|1.3316001801975E10|1.5387001734231E10|1.2537499316744E10|1.4950218386255E9|169|
|JPM|JPM.N|Jpmorgan Chase|193.8750|-0.0026|2.0540003136E10|3.2048011656E10|4.4726980268E10|1.4270993335E10|2.9250013947E10|4.4419992092E10|5.7064005508E10|1.5423004847E10|169|
|PBR|PBR.N|Brazilian Petroleum|13.4400|-1.1038|1.9683095621E10|3.3841354824E10|4.7640370784E10|1.7092713565E10|2.7869447104E10|2.6532956832E10|2.8683877797E10|8.926407296E9|169|
|V|V.N|Visa|269.9850|-0.2512|1.6587958842E10|1.6648704568E10|1.7807690562E10|3.104031468E9|4.496510682E9|1.1187923374E10|1.6603770437E10|3.429347715E9|169|
|code|stock code|stock name|last-price|last-change|Theme|Theme Description|Inclusion Reason|market_code|
|---|---|---|---|---|---|---|---|---|
|AA|AA.N|Alcoa|37.4100|-1.2929|Rare Metal|In recent years, various countries have continuously promulgated protection policies for rare metals, which shows that the government is paying more and more attention to the strategic significance of rare metals, and rare metals will enter a benign development channel. At the same time, the metal properties of rare metals make it have the function of anti-inflation. With the continuation of the quantitative easing policy, the flood of liquidity and the rising inflation, rare metals will become a powerful weapon against inflation. From a downstream application perspective. At present, the price of small metal products has shown a relatively strong trend, especially tungsten, antimony, germanium, tantalum and other products. Although my country's protective mining measures and other factors have a certain impact, the more important thing is the strong downstream demand. For example, the explosion of the solar energy industry has led to a rapid increase in the demand for small metal products such as germanium. Therefore, the performance of such stocks is optimistic, and investors may profit from it if they can track some small metal leading stocks.|Formed in Delaware on March 10, 2016, Alcoa Corporation arose following its split from the parent company. Though currently inactive, Alcoa Upstream Corporation will focus on bauxite, alumina, electrolytic aluminum, foundry products, and energy once operations transfer. This establishes Alcoa Upstream Corporation as a vital player in the globally influential and cost-competitive aluminum production sector.|169|
|AAPL|AAPL.O|Apple|213.3000|0.3788|5G|Fifth Generation Mobile Communication Technology, abbreviated as 5G, is a new generation of broadband mobile communication technology with high speed, low latency and large connection characteristics. 5G communication facilities are the network infrastructure to realize the interconnection of man, machine and things.|Apple spent 1 billion to acquire Intel's baseband business and began independent research and development of 5G chip baseband. 2022 June 29, well-known Apple analyst Ming-Chi Kuo tweeted that according to his latest research, Apple's self-research 5G chip may have failed.|185|
|AAPL|AAPL.O|Apple|213.3000|0.3788|Wearable Technology|Wearable technology refers to electronic devices designed to be worn on the body, often integrated into clothing or accessories. These devices can include smartwatches, fitness trackers, augmented reality glasses, and health monitoring sensors. They typically connect to smartphones or computers, allowing users to access information, track health metrics, receive notifications, and interact with digital content in a hands-free manner.|The Apple Watch is a smartwatch series created by Apple Inc., featuring fitness tracking, health monitoring features, and wireless communication capabilities to integrate with iOS and other Apple products and services. First released in April 2015, the Apple Watch quickly became the best-selling wearable device on the market.During the Apple Special Event on September 7, 2022, Apple announced the latest additions to the Apple Watch lineup: the Apple Watch Series 8, the second-generation Apple Watch SE, and the Apple Watch Ultra. Upgrades in the Series 8 model compared to the Series 7 include a new temperature sensor and more accurate accelerometers and gyroscopes that can detect car accidents.|185|
|AAPL|AAPL.O|Apple|213.3000|0.3788|US Tech|The US tech industry holds global prominence, spanning software, hardware, and internet services since the mid-20th century. Dominated by leaders in AI, cloud computing, and consumer electronics, it birthed major platforms like Apple, Microsoft, Amazon, and Alphabet (Google), shaping tech's evolution.|Apple is an American high-tech company. It was founded on April 1, 1976 by Steve Jobs, Steve Gary Wozniak, and Ronald Gerald Wayne as Apple Computer Inc. It was renamed Apple Inc. on January 9, 2007 and is headquartered in Cupertino, California.|185|
|AAPL|AAPL.O|Apple|213.3000|0.3788|Autonomous Vehicles|Autonomous vehicles, often referred to as self-driving cars, are vehicles equipped with advanced technologies that enable them to navigate and operate without direct human intervention. These vehicles use a combination of sensors, cameras, radar, lidar, and artificial intelligence to perceive their surroundings, make real-time decisions, and control their movements.|Apple electric car project is an electric car project undergoing research and development by Apple Inc. Apple has yet to openly discuss any of its self-driving research, but around 5,000 employees were reported to be working on the project as of 2018.|185|
|AAPL|AAPL.O|Apple|213.3000|0.3788|Semiconductor|A semiconductor is a material with electrical conductivity between that of insulators and conductors. It is a fundamental component in electronics, used to create microchips and transistors. By applying electrical signals, semiconductors enable the control and amplification of electronic signals in various devices, from computers and smartphones to solar cells and LEDs.|On April 3, 2018, Apple Inc. planned to use its own chips on Macs as early as 2020, replacing Intel Corporation's processors.|185|
|AAPL|AAPL.O|Apple|213.3000|0.3788|Wireless Charging|Wireless charging technology is derived from wireless power transmission technology, and can be divided into low-power wireless charging and high-power wireless charging. Low-power wireless charging often uses electromagnetic induction, such as the Qi method for charging mobile phones, but ZTE's wireless charging method for electric vehicles uses induction. High-power wireless charging often adopts resonant type (most electric vehicles are charged in this way). The power supply device (charger) transmits energy to the device that uses electricity. The device uses the received energy to charge the battery and at the same time use it for its own operation.|Apple excels in wireless charging with AirPower and MagSafe. AirPower, a multi-device pad, charges iPhone, AirPods, and Apple Watch simultaneously. MagSafe, with magnetic connectors, ensures ideal iPhone charging. Apple's MagSafe charger prioritizes rapid and secure iPhone wireless charging. Renowned for market influence and brand recognition, Its wireless charging innovations captivate attention in the industry.|185|
|AAPL|AAPL.O|Apple|213.3000|0.3788|Artificial Intelligence|Artificial intelligence, often abbreviated as AI, It is a new technological science for researching and developing theories, methods, technologies and application systems for simulating, extending and expanding human intelligence. Artificial intelligence is developing rapidly, from virtual assistants to face recognition At the end of 2022, OpenAI launched an epic product, ChatGPT based on generative AI, which once again set off a global AI frenzy.|Apple Inc. was incorporated under the laws of the State of California on January 3, 1977. The company designs, manufactures and sells smartphones, personal computers, tablets, wearables and accessories, and provides various related services.|185|
|AAPL|AAPL.O|Apple|213.3000|0.3788|AI terminals|The concept of AI terminals maintains carriers with artificial intelligence such as AI phones, AI computers, and others. The integration of AI with terminals is ushering in a whole new era. Furthermore, the combination of large models with terminals has become an unstoppable trend, while personal intelligent agents will also serve as a new bridge between large models, terminals, and users, reshaping the future AI application ecosystem.|On March 4, 2024, Apple released a new MacBook Air equipped with the M3 chip, dubbing it as the "world's best consumer-level notebook for AI." Apple stated that the M3 chip utilizes second-generation 5-nanometer process technology, resulting in a 15% increase in CPU performance and a 35% increase in GPU performance. Additionally, the M3 chip also integrates a new neural network engine, boosting AI performance by 40%.|185|
|AAPL|AAPL.O|Apple|213.3000|0.3788|Metaverse|In science fiction, the "metaverse" is a hypothetical iteration of the Internet as a single, universal, and immersive virtual world that is facilitated by the use of virtual reality (VR) and augmented reality (AR) headsets.|Apple will release VR or augmented reality (AR) headsets, which will be named Reality Pro or Reality One and registered with the trademark "xrProOS" in multiple locations around the world.|185|