DuPont Decomposition

Why does PNC earn its ROE?

Breaking down Return on Equity into profitability, efficiency, and leverage.

ROE = Net Margin × Asset Turnover × Equity Multiplier

-20.6% = -33.3% × 0.54 × 1.15

Latest: FY2026

Profitability

Net Margin

-33.3%

-0.8% →-33.3%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.54x

0.46x →0.54x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.15x

1.27x →1.15x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 20.1 pp over 5 years. Driven by net margin declining (-0.8% → -33.3%).

Historical Decomposition

Last 5 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr-0Cr-0.8%0.461.27-0.5%
FY20230Cr-0Cr-21.4%0.201.28-5.4%
FY20240Cr0Cr4.2%0.581.333.2%
FY20250Cr-0Cr-2.8%0.331.38-1.3%
FY20260Cr-0Cr-33.3%0.541.15-20.6%

How to read DuPont

  • Rising ROE from margin = pricing power, operational improvement (good)
  • Rising ROE from turnover = better asset utilization (good)
  • Rising ROE from leverage = more debt, amplified risk (caution)
  • Falling ROE across all three = structural deterioration (red flag)

See DCF fair value for PNC

Combine financial quality with intrinsic value.

See Fair Value →

DuPont decomposition from audited annual financials. Factual analysis, not investment advice.

PNC DuPont Analysis — ROE -20.6% | YieldIQ