Apple Net Worth
Apple Net Worth Breakdown | AAPL |
Apple Net Worth Analysis
Apple's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Apple's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Apple's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Apple's net worth analysis. One common approach is to calculate Apple's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Apple's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Apple's net worth. This approach calculates the present value of Apple's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Apple's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Apple's net worth. This involves comparing Apple's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Apple's net worth relative to its peers.
Enterprise Value |
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To determine if Apple is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Apple's net worth research are outlined below:
| 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 61.0% of Apple shares are held by institutions such as insurance companies | |
| Latest headline from bnnbloomberg.ca: Indonesias Prabowo to Visit Xi Before Possible Trump Meeting |
Apple uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Apple Inc. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Apple's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 2nd of May 2024 Upcoming Quarterly Report | View | |
| 1st of August 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 7th of November 2024 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 30th of September 2023 Last Financial Announcement | View |
Know Apple's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Apple is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Apple Inc backward and forwards among themselves. Apple's institutional investor refers to the entity that pools money to purchase Apple's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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 | International Assets Investment Management, Llc | 2024-09-30 | 94.3 M | Goldman Sachs Group Inc | 2024-06-30 | 90.6 M | Ubs Asset Mgmt Americas Inc | 2024-06-30 | 89.8 M | Charles Schwab Investment Management Inc | 2024-06-30 | 89 M | Nuveen Asset Management, Llc | 2024-06-30 | 82.4 M | Vanguard Group Inc | 2024-06-30 | 1.3 B | Blackrock Inc | 2024-06-30 | 1.1 B |
Follow Apple's market capitalization trends
The company currently falls under 'Mega-Cap' category with a current market capitalization of 3.43 T.Market Cap |
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Project Apple's profitablity
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.24 | 0.28 | |
| Return On Capital Employed | 0.65 | 0.55 | |
| Return On Assets | 0.26 | 0.28 | |
| Return On Equity | 1.65 | 1.56 |
When accessing Apple's net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Apple's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Apple's profitability and make more informed investment decisions.
Evaluate Apple's management efficiency
Apple Inc has return on total asset (ROA) of 0.2146 % which means that it generated a profit of $0.2146 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 1.5741 %, meaning that it created $1.5741 on every $100 dollars invested by stockholders. Apple's management efficiency ratios could be used to measure how well Apple manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Apple's Return On Tangible Assets are quite stable compared to the past year. Return On Assets is expected to rise to 0.28 this year, although the value of Return On Capital Employed will most likely fall to 0.55. At this time, Apple's Other Assets are quite stable compared to the past year. Net Tangible Assets is expected to rise to about 95.6 B this year, although the value of Intangible Assets will most likely fall to about 1.7 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 3.69 | 3.95 | |
| Tangible Book Value Per Share | 4.96 | 3.95 | |
| Enterprise Value Over EBITDA | 26.65 | 22.07 | |
| Price Book Value Ratio | 61.67 | 43.37 | |
| Enterprise Value Multiple | 26.65 | 22.07 | |
| Price Fair Value | 61.67 | 43.37 | |
| Enterprise Value | 3.6 T | 7.5 B |
Effective leadership at Apple drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Enterprise Value Revenue 8.8995 | Revenue 391 B | Quarterly Revenue Growth 0.061 | Revenue Per Share 25.485 | Return On Equity 1.5741 |
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Apple insiders, such as employees or executives, is commonly permitted as long as it does not rely on Apple's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Apple insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Jeff Williams over a year ago Payment of 177870 shares by Jeff Williams of Apple subject to Rule 16b-3 | ||
Jeff Williams over a year ago Sale by Jeff Williams of 69785 shares of Apple | ||
Jeff Williams over a year ago Exercise or conversion by Jeff Williams of 136268 shares of Apple subject to Rule 16b-3 |
Apple Corporate Filings
F4 | 7th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 1st of November 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 31st of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 2nd of August 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Apple Earnings per Share Projection vs Actual
Apple Corporate Management
| Michael Fenger | VP Sales | Profile | |
| Nancy Paxton | IR Contact Officer | Profile | |
| Jeffrey Williams | Chief Officer | Profile | |
| Chris Kondo | Senior Accounting | Profile | |
| Greg Joswiak | Senior Marketing | Profile |
Already Invested in Apple Inc?
The danger of trading Apple Inc is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Apple is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Apple. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Apple Inc is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
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.