Apple Inc Stock Performance
| AAPL Stock | USD 212.69 1.31 0.61% |
The firm shows a Beta (market volatility) of 0.85, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Apple's returns are expected to increase less than the market. However, during the bear market, the loss of holding Apple is expected to be smaller as well. At this point, Apple Inc has a negative expected return of -0.25%. Please make sure to confirm Apple's accumulation distribution, and the relationship between the value at risk and day typical price , to decide if Apple Inc performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Apple Inc has generated negative risk-adjusted returns adding no value to investors with long positions. Despite conflicting performance in the last few months, the Stock's basic indicators remain quite persistent which may send shares a bit higher in April 2025. The latest mess may also be a sign of long-standing up-swing for the company institutional investors. ...more
Actual Historical Performance (%)
One Day Return 0.6 | Five Day Return 1.28 | Year To Date Return (12.26) | Ten Year Return 571.35 | All Time Return 166.6 K |
Forward Dividend Yield 0.0047 | Payout Ratio | Last Split Factor 4:1 | Forward Dividend Rate 1 | Dividend Date 2025-02-13 |
1 | Disposition of 1516 shares by Levinson Arthur D of Apple at 226.3501 subject to Rule 16b-3 | 02/03/2025 |
2 | Acquisition by Jung Andrea of 1516 shares of Apple subject to Rule 16b-3 | 02/04/2025 |
| Apple dividend paid on 13th of February 2025 | 02/13/2025 |
3 | Volkswagen ID.4 breaks into the top 5 best-selling EVs in the US after sales surged in January | 02/24/2025 |
4 | Trump says TSMC will spend 100 billion to expand chip manufacturing in U.S. | 03/03/2025 |
5 | Will TSMC escape tariffs with pledge for 100B in U.S. chip manufacturing plants | 03/04/2025 |
6 | Apple Beats Stock Market Upswing What Investors Need to Know | 03/07/2025 |
7 | U.S. Stock Market Plummets Amid Tariff Policy Concerns | 03/10/2025 |
8 | Apple Resists UK Governments Encryption Access Demands | 03/13/2025 |
9 | Apple Rises But Trails Market What Investors Should Know | 03/14/2025 |
| Begin Period Cash Flow | 30.7 B |
Apple |
Apple Relative Risk vs. Return Landscape
If you would invest 24,952 in Apple Inc on December 19, 2024 and sell it today you would lose (3,683) from holding Apple Inc or give up 14.76% of portfolio value over 90 days. Apple Inc is currently does not generate positive expected returns and assumes 1.7694% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than Apple, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Apple Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Apple's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Apple Inc, and traders can use it to determine the average amount a Apple's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.144
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AAPL |
Estimated Market Risk
| 1.77 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Apple is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Apple by adding Apple to a well-diversified portfolio.
Apple Fundamentals Growth
Apple Stock prices reflect investors' perceptions of the future prospects and financial health of Apple, and Apple fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Apple Stock performance.
| Return On Equity | 1.37 | ||||
| Return On Asset | 0.23 | ||||
| Profit Margin | 0.24 % | ||||
| Operating Margin | 0.34 % | ||||
| Current Valuation | 3.24 T | ||||
| Shares Outstanding | 15.02 B | ||||
| Price To Earning | 24.24 X | ||||
| Price To Book | 47.86 X | ||||
| Price To Sales | 8.07 X | ||||
| Revenue | 391.04 B | ||||
| Gross Profit | 184.1 B | ||||
| EBITDA | 134.66 B | ||||
| Net Income | 93.74 B | ||||
| Cash And Equivalents | 29.96 B | ||||
| Cash Per Share | 3.04 X | ||||
| Total Debt | 106.63 B | ||||
| Debt To Equity | 2.61 % | ||||
| Current Ratio | 0.88 X | ||||
| Book Value Per Share | 4.44 X | ||||
| Cash Flow From Operations | 118.25 B | ||||
| Earnings Per Share | 6.30 X | ||||
| Market Capitalization | 3.2 T | ||||
| Total Asset | 364.98 B | ||||
| Retained Earnings | (19.15 B) | ||||
| Working Capital | (23.41 B) | ||||
| Current Asset | 106.87 B | ||||
| Current Liabilities | 79.01 B | ||||
About Apple Performance
By examining Apple's fundamental ratios, stakeholders can obtain critical insights into Apple's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Apple is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 10.79 | 10.25 | |
| Return On Tangible Assets | 0.28 | 0.29 | |
| Return On Capital Employed | 0.55 | 0.58 | |
| Return On Assets | 0.28 | 0.29 | |
| Return On Equity | 1.56 | 1.64 |
Things to note about Apple Inc performance evaluation
Checking the ongoing alerts about Apple for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Apple Inc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Apple Inc generated a negative expected return over the last 90 days | |
| 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. | |
| About 63.0% of Apple shares are held by institutions such as insurance companies | |
| On 13th of February 2025 Apple paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from zacks.com: Apple Rises But Trails Market What Investors Should Know |
- Analyzing Apple's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Apple's stock is overvalued or undervalued compared to its peers.
- Examining Apple's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Apple's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Apple's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Apple's stock. These opinions can provide insight into Apple's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in 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. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
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 0.101 | Dividend Share 0.99 | Earnings Share 6.3 | Revenue Per Share | Quarterly Revenue Growth 0.04 |
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.