Nike — Returns

RETURN METRICS

TICKER: [US.NKE - Nike]
PERIOD: [2010-ANNUAL ~ 2026-ANNUAL]


Parameter  Value
----------------
ROIIC LAG     3Y
Tax Rate   21.0%


[+] ROE Quality: Mean 29.5% (Mean > 15% = high quality)
[~] ROE Stability: CoV 29.9% (CoV < 10% = highly stable)
[+] ROIC Quality: Mean 36.2% (> 15% = high quality)
[~] ROIIC Efficiency: -1020.3% (> 10% = value creating)
[~] ROIC Trend: -1.14%/yr (Slope > 0.5%/yr = strengthening moat)


Metric                   Value
------------------------------
ROE CoV (Stability)      29.9%
ROIC Trend (Slope)   -1.14%/yr


Period         ROE   ROTE    ROA   ROIC  ROIIC-3Y
-------------------------------------------------
2010 ANNUAL  19.6%  21.0%  13.2%      -         -
2011 ANNUAL  21.7%  23.3%  14.2%  40.2%         -
2012 ANNUAL  21.3%  22.4%  14.3%  37.4%         -
2013 ANNUAL  22.3%  23.2%  14.1%  37.9%         -
2014 ANNUAL  24.9%  25.9%  14.5%  43.0%     51.7%
2015 ANNUAL  25.8%  26.6%  15.2%  43.7%     80.4%
2016 ANNUAL  30.7%  31.7%  17.6%  42.1%     96.6%
2017 ANNUAL  34.2%  35.4%  18.2%  39.8%     35.8%
2018 ANNUAL  19.7%  20.6%   8.6%  38.2%      7.2%
2019 ANNUAL  44.6%  46.8%  17.0%  46.4%     63.9%
2020 ANNUAL  31.5%  33.6%   8.1%  24.4%    131.3%
2021 ANNUAL  44.9%  46.7%  15.2%  44.9%     87.4%
2022 ANNUAL  39.6%  41.1%  15.0%  39.0%     40.3%
2023 ANNUAL  36.2%  37.7%  13.5%  30.8%     31.4%
2024 ANNUAL  39.5%  40.9%  15.0%  32.9%    -15.5%
2025 ANNUAL  24.4%  25.3%   8.8%  19.6%    -87.1%
2026 ANNUAL  20.9%  21.6%   8.1%  18.8%  -1020.3%