Apple Inc Stock Performance

AAPL Stock  USD 173.72  1.10  0.64%   
The firm shows a Beta (market volatility) of 0.69, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Apple returns are expected to increase less than the market. However, during the bear market, the loss on holding Apple will be expected to be smaller as well. Apple Inc exposes twenty-two different technical indicators, which can help you to evaluate its performance. Apple Inc has an expected return of -0.19%. Please make sure to confirm Apple Inc maximum drawdown, as well as the relationship between the accumulation distribution 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

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Over the last 90 days Apple Inc has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest unfluctuating performance, the Stock's basic indicators remain persistent and the latest mess on Wall Street may also be a sign of long-standing gains for the company institutional investors. ...more

Actual Historical Performance (%)

One Day Return
(0.22)
Five Day Return
(0.09)
Year To Date Return
(7.01)
Ten Year Return
809.48
All Time Return
134.4 K
Forward Dividend Yield
0.0056
Payout Ratio
0.1495
Last Split Factor
4:1
Forward Dividend Rate
0.96
Dividend Date
2024-02-15
 
Apple dividend paid on 15th of February 2024
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Begin Period Cash Flow25 B
Total Cashflows From Investing Activities3.7 B
  

Apple Relative Risk vs. Return Landscape

If you would invest  19,669  in Apple Inc on December 19, 2023 and sell it today you would lose (2,297) from holding Apple Inc or give up 11.68% of portfolio value over 90 days. Apple Inc is currently does not generate positive expected returns and assumes 1.1374% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% 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  
Given the investment horizon of 90 days Apple is expected to under-perform the market. In addition to that, the company is 1.91 times more volatile than its market benchmark. It trades about -0.17 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.17 per unit of volatility.

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 = -0.1703

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Negative ReturnsAAPL

Estimated Market Risk

 1.14
  actual daily
10
90% of assets are more volatile

Expected Return

 -0.19
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.17
  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.

About Apple Performance

To evaluate Apple Inc Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Apple generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Apple Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Apple Inc market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Apple's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Return On Capital Employed 0.50  0.52 
Return On Assets 0.25  0.26 
Return On Equity 1.40  1.47 

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
The company currently holds 111.09 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. Debt can assist Apple until it has trouble settling it off, either with new capital or with free cash flow. So, Apple's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Apple Inc sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Apple to invest in growth at high rates of return. When we think about Apple's use of debt, we should always consider it together with cash and equity.
About 57.0% of Apple shares are held by institutions such as insurance companies
On 15th of February 2024 Apple paid $ 0.24 per share dividend to its current shareholders
Latest headline from investorplace.com: The 3 Most Undervalued Large-Cap Stocks to Buy in March 2024
Evaluating Apple's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Apple's stock performance include:
  • 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.
It's essential to remember that evaluating Apple's stock performance is not an exact science, and many factors can impact Apple's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Apple Inc is a strong investment it is important to analyze Apple's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Apple's future performance. For an informed investment choice regarding Apple Stock, refer to the following important reports:
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 tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

Complementary Tools for Apple Stock analysis

When running Apple's price analysis, check to measure Apple's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Apple is operating at the current time. Most of Apple's value examination focuses on studying past and present price action to predict the probability of Apple's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Apple's price. Additionally, you may evaluate how the addition of Apple to your portfolios can decrease your overall portfolio volatility.
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Is Apple's industry 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
0.16
Dividend Share
0.95
Earnings Share
6.44
Revenue Per Share
24.648
Quarterly Revenue Growth
0.021
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.