Understanding Apple stock performance today: (USA Stocks:AAPL) - Up 0.97%

Apple Inc Stock Performance

AAPL Stock  USD 253.48  2.44  0.97%   
Apple has a performance score of 12 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.32, 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. Apple Inc right now shows a risk of 1.06%. Please confirm Apple Inc sortino ratio, skewness, period momentum indicator, as well as the relationship between the potential upside and rate of daily change , to decide if Apple Inc will be following its price patterns.

Risk-Adjusted Performance

12 of 100

 
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Strong
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Apple Inc are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite quite inconsistent basic indicators, Apple may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more

Actual Historical Performance (%)

One Day Return
0.97
Five Day Return
2.67
Year To Date Return
36.54
Ten Year Return
826.8
All Time Return
197.4 K
Forward Dividend Yield
0.004
Payout Ratio
0.1467
Last Split Factor
4:1
Forward Dividend Rate
1
Dividend Date
2024-11-14
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JavaScript chart by amCharts 3.21.15Apple Inc Apple Inc Dividend Benchmark Dow Jones Industrial
1
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10/25/2024
 
Apple dividend paid on 14th of November 2024
11/14/2024
2
Risk-On SP500, Nasdaq, And Tech Stocks Show Bullish Momentum
12/02/2024
3
Apple Collaborates with Baidu to Enhance iPhone AI Features in China
12/04/2024
4
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12/06/2024
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The Best Apple Watch Apps That Boost Productivity
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12/12/2024
7
Apple promised CarPlay 2.0 in 2024 but is running out of time to actually release it
12/13/2024
Begin Period Cash Flow30.7 B
  

Apple Relative Risk vs. Return Landscape

If you would invest  22,862  in Apple Inc on September 19, 2024 and sell it today you would earn a total of  2,486  from holding Apple Inc or generate 10.87% return on investment over 90 days. Apple Inc is currently generating 0.1696% in daily expected returns and assumes 1.0632% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of stocks are less volatile than Apple, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
JavaScript chart by amCharts 3.21.15CashMarketAAPL 0.00.20.40.60.81.01.2 -0.050.000.050.100.15
       Risk  
Given the investment horizon of 90 days Apple is expected to generate 1.47 times more return on investment than the market. However, the company is 1.47 times more volatile than its market benchmark. It trades about 0.16 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 per unit of 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 = 0.1595

Best PortfolioBest Equity
Good Returns
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Estimated Market Risk

 1.06
  actual daily
9
91% of assets are more volatile

Expected Return

 0.17
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.16
  actual daily
12
88% of assets perform better
Based on monthly moving average Apple is performing at about 12% 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 Equity1.57
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Return On Asset0.21
Profit Margin0.24 %
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Operating Margin0.31 %
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Current Valuation3.87 T
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Shares Outstanding15.12 B
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Price To Earning24.24 X
Price To Book67.28 X
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Price To Sales9.80 X
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Revenue391.04 B
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Gross Profit170.78 B
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EBITDA134.66 B
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Net Income93.74 B
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Cash And Equivalents29.96 B
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Cash Per Share3.04 X
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Total Debt106.63 B
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Debt To Equity2.61 %
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Current Ratio0.88 X
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Book Value Per Share3.77 X
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Cash Flow From Operations118.25 B
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Earnings Per Share6.08 X
Market Capitalization3.83 T
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Total Asset364.98 B
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Retained Earnings(19.15 B)
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Working Capital(23.41 B)
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Current Asset106.87 B
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Current Liabilities79.01 B
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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 ReportedProjected for Next Year
Days Of Inventory On Hand 12.64  10.79 
Return On Tangible Assets 0.26  0.28 
Return On Capital Employed 0.65  0.55 
Return On Assets 0.26  0.28 
Return On Equity 1.65  1.56 

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 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 tomsguide.com: Apple promised CarPlay 2.0 in 2024 but is running out of time to actually release it
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 closely tied with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
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.