Apple (UK) Performance
| 0R2V Stock | USD 242.50 3.00 1.22% |
Apple has a performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.63, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Apple are expected to decrease at a much lower rate. During the bear market, Apple is likely to outperform the market. Apple Inc right now shows a risk of 3.24%. Please confirm Apple Inc standard deviation, total risk alpha, and the relationship between the coefficient of variation and jensen alpha , to decide if Apple Inc will be following its price patterns.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Apple Inc are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent essential indicators, Apple is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors. ...more
| Begin Period Cash Flow | 30.7 B |
Apple |
Apple Relative Risk vs. Return Landscape
If you would invest 23,624 in Apple Inc on November 29, 2024 and sell it today you would earn a total of 626.00 from holding Apple Inc or generate 2.65% return on investment over 90 days. Apple Inc is generating 0.0933% of daily returns and assumes 3.2381% volatility on return distribution over the 90 days horizon. Simply put, 28% of stocks are less volatile than Apple, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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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 = 0.0288
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Estimated Market Risk
| 3.24 actual daily | 28 72% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Apple is performing at about 2% of its full potential. 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 it 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 | 1.6 | ||||
| Return On Asset | 0.21 | ||||
| Profit Margin | 0.25 % | ||||
| Operating Margin | 0.29 % | ||||
| Current Valuation | 3.75 T | ||||
| Shares Outstanding | 15.63 B | ||||
| Price To Book | 55.58 X | ||||
| Price To Sales | 10.00 X | ||||
| Revenue | 391.04 B | ||||
| EBITDA | 123.96 B | ||||
| Cash And Equivalents | 61.7 B | ||||
| Cash Per Share | 3.73 X | ||||
| Total Debt | 20.88 B | ||||
| Debt To Equity | 2.11 % | ||||
| Book Value Per Share | 3.85 X | ||||
| Cash Flow From Operations | 118.25 B | ||||
| Earnings Per Share | 5.96 X | ||||
| Total Asset | 364.98 B | ||||
| Retained Earnings | (19.15 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.
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. was founded in 1977 and is headquartered in Cupertino, California. APPLE INC operates under Consumer Electronics classification in Japan and is traded on IOB. It employs 147000 people.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 had very high historical volatility over the last 90 days | |
| About 61.0% of the company shares are owned by institutions such as pension funds |
- 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 board of governors. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.