Apple (Mexico) Performance
| AAPL Stock | MXN 4,850 82.00 1.72% |
Apple has a performance score of 5 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.52, 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 1.6%. Please confirm Apple Inc total risk alpha, treynor ratio, and the relationship between the jensen alpha and sortino ratio , to decide if Apple Inc will be following its price patterns.
Risk-Adjusted Performance
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Apple Inc are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Apple may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
| Begin Period Cash Flow | 35.9 B | |
| Total Cashflows From Investing Activities | -22.4 B |
Apple |
Apple Relative Risk vs. Return Landscape
If you would invest 453,494 in Apple Inc on September 1, 2024 and sell it today you would earn a total of 31,506 from holding Apple Inc or generate 6.95% return on investment over 90 days. Apple Inc is generating 0.121% of daily returns and assumes 1.599% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than Apple, and 98% 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 = 0.0757
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| Cash | Small Risk | AAPL | High Risk | Huge Risk |
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Estimated Market Risk
| 1.6 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average Apple is performing at about 5% 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 | 1.48 | |||
| Return On Asset | 0.2 | |||
| Profit Margin | 0.25 % | |||
| Operating Margin | 0.29 % | |||
| Current Valuation | 45.81 T | |||
| Shares Outstanding | 15.82 B | |||
| Price To Earning | 30.14 X | |||
| Price To Book | 45.01 X | |||
| Price To Sales | 108.60 X | |||
| Revenue | 394.33 B | |||
| EBITDA | 133.14 B | |||
| Cash And Equivalents | 48.23 B | |||
| Cash Per Share | 3.00 X | |||
| Total Debt | 98.96 B | |||
| Debt To Equity | 2.06 % | |||
| Book Value Per Share | 3.58 X | |||
| Cash Flow From Operations | 122.15 B | |||
| Earnings Per Share | 110.67 X | |||
| Total Asset | 352.75 B | |||
About Apple Performance
Evaluating Apple's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Apple has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Apple has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. was incorporated in 1977 and is headquartered in Cupertino, California. APPLE INC operates under Consumer Electronics classification in Mexico and is traded on Mexico Stock Exchange. It employs 154000 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 has accumulated 98.96 B in total debt with debt to equity ratio (D/E) of 2.06, implying the company greatly relies on financing operations through barrowing. Apple Inc has a current ratio of 0.85, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become 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 61.0% of Apple shares are held by institutions such as insurance companies |
- 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.
Additional 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.