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SUPERVALU (SUPERVALU) ROE % : -49.35% (As of Aug. 2018)


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What is SUPERVALU ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. SUPERVALU's annualized net income for the quarter that ended in Aug. 2018 was $-228 Mil. SUPERVALU's average Total Stockholders Equity over the quarter that ended in Aug. 2018 was $462 Mil. Therefore, SUPERVALU's annualized ROE % for the quarter that ended in Aug. 2018 was -49.35%.

The historical rank and industry rank for SUPERVALU's ROE % or its related term are showing as below:

SVU's ROE % is not ranked *
in the Retail - Defensive industry.
Industry Median: 9.67
* Ranked among companies with meaningful ROE % only.

SUPERVALU ROE % Historical Data

The historical data trend for SUPERVALU's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

SUPERVALU ROE % Chart

SUPERVALU Annual Data
Trend Feb09 Feb10 Feb11 Feb12 Feb13 Feb14 Feb15 Feb16 Feb17 Feb18
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only Negative Equity Negative Equity Negative Equity Negative Equity 10.22

SUPERVALU Quarterly Data
Nov13 Feb14 May14 Aug14 Nov14 Feb15 May15 Aug15 Nov15 Feb16 May16 Aug16 Nov16 Feb17 May17 Aug17 Nov17 Feb18 May18 Aug18
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -26.32 27.01 29.17 -16.92 -49.35

Competitive Comparison of SUPERVALU's ROE %

For the Grocery Stores subindustry, SUPERVALU's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


SUPERVALU's ROE % Distribution in the Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, SUPERVALU's ROE % distribution charts can be found below:

* The bar in red indicates where SUPERVALU's ROE % falls into.



SUPERVALU ROE % Calculation

SUPERVALU's annualized ROE % for the fiscal year that ended in Feb. 2018 is calculated as

ROE %=Net Income (A: Feb. 2018 )/( (Total Stockholders Equity (A: Feb. 2017 )+Total Stockholders Equity (A: Feb. 2018 ))/ count )
=45/( (376+505)/ 2 )
=45/440.5
=10.22 %

SUPERVALU's annualized ROE % for the quarter that ended in Aug. 2018 is calculated as

ROE %=Net Income (Q: Aug. 2018 )/( (Total Stockholders Equity (Q: May. 2018 )+Total Stockholders Equity (Q: Aug. 2018 ))/ count )
=-228/( (488+436)/ 2 )
=-228/462
=-49.35 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Aug. 2018) net income data. ROE % is displayed in the 30-year financial page.


SUPERVALU  (NYSE:SVU) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Aug. 2018 )
=Net Income/Total Stockholders Equity
=-228/462
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-228 / 14048)*(14048 / 4079)*(4079 / 462)
=Net Margin %*Asset Turnover*Equity Multiplier
=-1.62 %*3.444*8.829
=ROA %*Equity Multiplier
=-5.58 %*8.829
=-49.35 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Aug. 2018 )
=Net Income/Total Stockholders Equity
=-228/462
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-228 / -320) * (-320 / -248) * (-248 / 14048) * (14048 / 4079) * (4079 / 462)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7125 * 1.2903 * -1.77 % * 3.444 * 8.829
=-49.35 %

Note: The net income data used here is four times the quarterly (Aug. 2018) net income data. The Revenue data used here is four times the quarterly (Aug. 2018) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


SUPERVALU ROE % Related Terms

Thank you for viewing the detailed overview of SUPERVALU's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


SUPERVALU (SUPERVALU) Business Description

Traded in Other Exchanges
N/A
Address
Supervalu is a U.S.-based company that consists of two segments: wholesale and retail. The wholesale segment provides wholesale distribution and logistics services to independent retail customers. The retail segment operates through region-based banners, including Cub Foods, Shoppers Food & Pharmacy, Shop 'n Save, Farm Fresh, and Hornbacher's, along with a few Rainbow and County Market stores. The company provides a broad range of goods, such as grocery, general merchandise, pharmacy, and home, health, and beauty care. The company focuses its business in the domestic market.
Executives
Mathew Pendo director C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 S. GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Frank A Savage director 7075 FLYING CLOUD DRIVE, EDEN PRAIRIE MN 55344
De Luzuriaga Francesca Ruiz director C/O OFFICE DEPOT, INC., 6600 NORTH MILITARY TRAIL, BOCA RATON, FL X1 33496
Irwin Cohen director BARBARA BUISMAN 11840 VALLEY VIEW ROAD EDEN PRAIREI MN 55344
Philip L Francis director AT HOME GROUP INC., 1600 EAST PLANO PARKWAY, PLANO TX 75074
Mary A Winston director 557 BROADWAY, C/O SCHOLASTIC CORP, NEW YORK NY 10012
David William Johnson officer: VP Controller - CAO 11840 VALLEY VIEW ROAD, EDEN PRAIRIE MN 55344
Donald R Chappel director 600 PEACHTREE STREET N.E.,, 55TH FLOOR, ATLANTA GA 30308
Eric G Johnson director BALDWIN RICHARDSON FOODS CO, 20201 S LAGRANGE RD, FRANKFORT IL 60423
Susan S Grafton officer: SVP Chief Accounting Officer 11840 VALLEY VIEW ROAD, EDEN PRAIRIE MN 55397
Bruce H Besanko officer: EVP Chief Oper Officer and CFO N56 W17000 RIDGEWOOD DRIVE, MENOMONEE FALLS WI 53051
Karla C Robertson officer: EVP General Counsel 11840 VALLEY VIEW ROAD, EDEN PRAIRIE MN 55344
Sam K Duncan director, officer: Advisor to the Board 11840 VALLEY VIEW ROAD, EDEN PRAIRIE MN 55344
Matthew E Rubel director 3231 SE SIXTH AVENUE, TOPEKA KS 66607
Jana Partners Llc 10 percent owner 767 FIFTH AVENUE, 8TH FLOOR, NEW YORK NY 10153

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