FINANCEMonths to result

Earnings Per Share (EPS) Framework

Focus on ROE, not EPS

Problem it solves

poor financial decisions

Best for

Investors, financial analysts

Not ideal for

Short-term traders

Overview

Why this framework exists

The EPS framework emphasizes the importance of focusing on return on equity (ROE) rather than earnings per share (EPS) when evaluating a company's performance. This is because EPS can be misleading, as it does not account for the amount of capital employed to generate earnings. In contrast, ROE provides a more accurate measure of a company's ability to generate profits from its equity capital.

Core principles

3 total
  1. Focus on return on equity (ROE) rather than earnings per share (EPS)
  2. EPS can be misleading due to its failure to account for capital employed
  3. ROE provides a more accurate measure of a company's ability to generate profits from its equity capital

Steps

2 steps
  1. Calculate ROE
    Calculate the return on equity (ROE) by dividing net income by total shareholder equity
    Pro tipUse a consistent methodology when calculating ROE to ensure comparability across different companies and time periods
    WarningBe aware of the potential for accounting gimmickry that can distort ROE calculations
  2. Evaluate EPS in context
    Consider EPS in the context of ROE and other financial metrics to gain a more comprehensive understanding of a company's performance
    Pro tipUse EPS as a secondary metric to ROE, and be cautious of companies that prioritize EPS growth over ROE
    WarningBe aware of the potential for EPS to be manipulated through accounting practices or share buybacks

Checklist

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Examples

1 cases
Berkshire Hathaway's ROE

Berkshire Hathaway's ROE has consistently outperformed its EPS growth, demonstrating the importance of focusing on ROE when evaluating the company's performance

OutcomeInvestors who focused on ROE rather than EPS were better able to understand Berkshire Hathaway's true financial health and make informed investment decisions

Common mistakes

2 traps
Overemphasizing EPS
Focusing too heavily on EPS can lead to a misleading picture of a company's financial health, as it does not account for the amount of capital employed to generate earnings
Ignoring ROE
Failing to consider ROE can result in overlooking a company's ability to generate profits from its equity capital, leading to poor investment decisions

Origin story

How this framework came to be

Warren Buffett has long advocated for focusing on ROE rather than EPS, as it provides a more comprehensive picture of a company's financial health. This framework is rooted in his value investing philosophy, which emphasizes the importance of evaluating a company's intrinsic value rather than its short-term stock price movements.

Source

Traced to primary
Source · INVESTOR LETTER
Berkshire Hathaway Shareholder Letter 1979
Warren Buffett · 1979
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