Apple Inc Stock Buy Hold or Sell Recommendation
| AAPL Stock | USD 237.33 2.40 1.02% |
Given the investment horizon of 90 days and your below-average risk tolerance, our recommendation regarding Apple Inc is 'Sell'. The recommendation algorithm takes into account all of Apple's available fundamental, technical, and predictive indicators you will find on this site.
Check out Apple Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Apple and provide practical buy, sell, or hold advice based on investors' constraints. Apple Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
Apple |
Execute Apple Buy or Sell Advice
The Apple recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Apple Inc. Macroaxis does not own or have any residual interests in Apple Inc or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Apple's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Apple Trading Alerts and Improvement Suggestions
| Apple Inc is unlikely to experience financial distress in the next 2 years | |
| Apple Inc currently holds 106.63 B in liabilities with Debt to Equity (D/E) ratio of 2.61, implying the company greatly relies on financing operations through barrowing. Apple Inc has a current ratio of 0.86, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Apple's use of debt, we should always consider it together with its cash and equity. | |
| Apple Inc has a strong financial position based on the latest SEC filings | |
| About 62.0% of Apple shares are held by institutions such as insurance companies | |
| On 14th of November 2024 Apple paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from fool.com.au: Is this Warren Buffetts favourite US stock |
Apple Returns Distribution Density
The distribution of Apple's historical returns is an attempt to chart the uncertainty of Apple's future price movements. The chart of the probability distribution of Apple daily returns describes the distribution of returns around its average expected value. We use Apple Inc price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Apple returns is essential to provide solid investment advice for Apple.
| Mean Return | 0.08 | Value At Risk | -2.25 | Potential Upside | 1.84 | Standard Deviation | 1.25 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Apple historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Apple Stock Institutional Investors
| Shares | Legal & General Group Plc | 2024-06-30 | 145.6 M | Bank Of America Corp | 2024-06-30 | 122.6 M | Bank Of New York Mellon Corp | 2024-06-30 | 112.4 M | Wellington Management Company Llp | 2024-06-30 | 103.9 M | Charles Schwab Investment Management Inc | 2024-09-30 | 94.9 M | International Assets Investment Management, Llc | 2024-09-30 | 94.3 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 91.6 M | Goldman Sachs Group Inc | 2024-06-30 | 90.6 M | Nuveen Asset Management, Llc | 2024-06-30 | 82.4 M | Vanguard Group Inc | 2024-09-30 | 1.3 B | Blackrock Inc | 2024-06-30 | 1.1 B |
Apple Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (127M) | (2.6B) | 1.5B | (1.6B) | (1.0B) | (993.7M) | |
| Change In Cash | (10.4B) | (3.9B) | (11.0B) | 5.8B | (794M) | (754.3M) | |
| Free Cash Flow | 73.4B | 93.0B | 111.4B | 99.6B | 108.8B | 114.2B | |
| Depreciation | 11.1B | 11.3B | 11.1B | 11.5B | 11.4B | 12.0B | |
| Other Non Cash Items | (97M) | (147M) | 111M | (7.4B) | (2.3B) | (2.2B) | |
| Dividends Paid | 14.1B | 14.5B | 14.8B | 15.0B | 15.2B | 8.5B | |
| Capital Expenditures | 7.3B | 11.1B | 10.7B | 11.0B | 9.4B | 9.9B | |
| Net Income | 57.4B | 94.7B | 99.8B | 97.0B | 93.7B | 98.4B | |
| End Period Cash Flow | 39.8B | 35.9B | 25.0B | 30.7B | 29.9B | 31.4B | |
| Investments | (4.3B) | (14.5B) | (9.6B) | 3.7B | 2.9B | 3.1B | |
| Change Receivables | 8.5B | (14.0B) | (9.3B) | (417M) | (375.3M) | (394.1M) | |
| Change To Netincome | 5.1B | 6.5B | 3.0B | 10.0B | 9.0B | 9.5B | |
| Net Borrowings | (7.8B) | 2.5B | 12.7B | (123M) | (110.7M) | (105.2M) |
Apple Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Apple or Technology Hardware, Storage & Peripherals sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Apple's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Apple stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.46 | |
σ | Overall volatility | 1.21 | |
Ir | Information ratio | -0.05 |
Apple Volatility Alert
Apple Inc has relatively low volatility with skewness of -0.15 and kurtosis of 0.79. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Apple's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Apple's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Apple Fundamentals Vs Peers
Comparing Apple's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Apple's direct or indirect competition across all of the common fundamentals between Apple and the related equities. This way, we can detect undervalued stocks with similar characteristics as Apple or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Apple's fundamental indicators could also be used in its relative valuation, which is a method of valuing Apple by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Apple to competition |
| Fundamentals | Apple | Peer Average |
| Return On Equity | 1.57 | -0.31 |
| Return On Asset | 0.21 | -0.14 |
| Profit Margin | 0.24 % | (1.27) % |
| Operating Margin | 0.31 % | (5.51) % |
| Current Valuation | 3.59 T | 16.62 B |
| Shares Outstanding | 15.12 B | 571.82 M |
| Shares Owned By Insiders | 2.05 % | 10.09 % |
| Shares Owned By Institutions | 61.92 % | 39.21 % |
| Number Of Shares Shorted | 141.04 M | 4.71 M |
| Price To Earning | 24.24 X | 28.72 X |
| Price To Book | 62.36 X | 9.51 X |
| Price To Sales | 9.17 X | 11.42 X |
| Revenue | 391.04 B | 9.43 B |
| Gross Profit | 170.78 B | 27.38 B |
| EBITDA | 134.66 B | 3.9 B |
| Net Income | 93.74 B | 570.98 M |
| Cash And Equivalents | 29.96 B | 2.7 B |
| Cash Per Share | 3.04 X | 5.01 X |
| Total Debt | 106.63 B | 5.32 B |
| Debt To Equity | 2.61 % | 48.70 % |
| Current Ratio | 0.88 X | 2.16 X |
| Book Value Per Share | 3.77 X | 1.93 K |
| Cash Flow From Operations | 118.25 B | 971.22 M |
| Short Ratio | 3.21 X | 4.00 X |
| Earnings Per Share | 6.08 X | 3.12 X |
| Price To Earnings To Growth | 2.43 X | 4.89 X |
| Target Price | 244.48 | |
| Number Of Employees | 164 K | 18.84 K |
| Beta | 1.24 | -0.15 |
| Market Capitalization | 3.59 T | 19.03 B |
| Total Asset | 364.98 B | 29.47 B |
| Retained Earnings | (19.15 B) | 9.33 B |
| Working Capital | (23.41 B) | 1.48 B |
Note: Payment of 177870 shares by Jeff Williams of Apple subject to Rule 16b-3 [view details]
Apple Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Apple . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Apple Buy or Sell Advice
When is the right time to buy or sell Apple Inc? Buying financial instruments such as Apple Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Apple in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Insurance Thematic Idea Now
Insurance
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Insurance theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Insurance Theme or any other thematic opportunities.
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Check out Apple Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Is Technology Hardware, Storage & Peripherals space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Apple. If investors know Apple will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Apple listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.34) | Dividend Share 0.98 | Earnings Share 6.08 | Revenue Per Share 25.485 | Quarterly Revenue Growth 0.061 |
The market value of Apple Inc is measured differently than its book value, which is the value of Apple that is recorded on the company's balance sheet. Investors also form their own opinion of Apple's value that differs from its market value or its book value, called intrinsic value, which is Apple's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Apple's market value can be influenced by many factors that don't directly affect Apple's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Apple's value and its price as these two are different measures arrived at by different means. Investors typically determine if Apple is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Apple's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.