Skip to main content
Returns

Tax burden

The share of derived pre-tax income kept after tax - the tax term of the extended DuPont decomposition.

Formula

Net income ÷ (net income + income-tax expense), same period end

Served as: annual · derived. Annual and quarterly observations are never mixed unlabeled.

Where the inputs come from

  • NetIncomeLoss
  • IncomeTaxExpenseBenefit (pre-tax income is DERIVED as their sum)

Listed highest priority first. Every served figure carries its filing, fiscal period and accession; open any value on the financials page to see them.

How to compare it honestly

Compare against the company's own history; one-time tax items and jurisdiction mix move it without any operating change.

When it is not served

Not computed when income-tax expense is untagged at the period end or when the derived pre-tax income is not positive.

Missing data is missing evidence: it is never shown as zero and never treated as a conclusion.

What it cannot tell you

Pre-tax income is derived, not the filer's pretax subtotal, and a single year's rate reflects timing items as much as policy.

Questions worth asking next

  • Is the effective rate stable across years or driven by one-time items?
  • How does the derived rate compare with the statutory rate the ROIC figure assumes?

Research prompts, not recommendations.

See it computed from filings

Related in returns: ROE · ROA · ROIC · ROCE · ROE (DuPont) · Asset turnover · Equity multiplier · Interest burden

Definitions are descriptive and educational. Nothing here is a guaranteed signal or personalized investment advice. How the platform computes and cites every figure.

Educational content only. Not financial advice. TrendNalysis provides educational and informational financial analysis built from public SEC filings and economic data (FRED, BLS). It is not financial, investment, tax, or legal advice and is not a recommendation to buy or sell any security. Market pricing is not currently included. Past performance does not guarantee future results. Always do your own research and consult a licensed financial professional before investing.