Is Apple Hospitality Stock a Good Investment?
Apple Hospitality Investment Advice | APLE |
- Examine Apple Hospitality's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Apple Hospitality's leadership team and their track record. Good management can help Apple Hospitality navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Hotel & Resort REITs space and any emerging trends that could impact Apple Hospitality's business and its evolving consumer preferences.
- Compare Apple Hospitality's performance and market position to its competitors. Analyze how Apple Hospitality is positioned in terms of product offerings, innovation, and market share.
- Check if Apple Hospitality pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Apple Hospitality's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Apple Hospitality REIT stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Apple Hospitality REIT is a good investment.
Sell | Buy |
Strong Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Apple Hospitality Stock
Researching Apple Hospitality's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 89.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.17. Some equities with similar Price to Book (P/B) outperform the market in the long run. Apple Hospitality REIT last dividend was issued on the 29th of November 2024. The entity had 1:2 split on the 18th of May 2015.
To determine if Apple Hospitality 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 Hospitality's research are outlined below:
| Over 89.0% of the company shares are held by institutions such as insurance companies | |
| On 15th of November 2024 Apple Hospitality paid $ 0.08 per share dividend to its current shareholders | |
| Latest headline from insidermonkey.com: Is Apple Hospitality REIT The Most Undervalued Hotel Stock To Invest In Now |
Apple Hospitality Quarterly Accounts Payable |
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Apple Hospitality 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 Hospitality REIT. 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 Hospitality'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.
| 22nd of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 22nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Apple Hospitality's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Apple Hospitality's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-02-22 | 2023-12-31 | 0.1 | 0.09 | -0.01 | 10 | ||
2023-05-02 | 2023-03-31 | 0.12 | 0.14 | 0.02 | 16 | ||
2016-05-05 | 2016-03-31 | 0.18 | 0.2 | 0.02 | 11 | ||
2022-05-05 | 2022-03-31 | 0.05 | 0.08 | 0.03 | 60 | ||
2019-11-04 | 2019-09-30 | 0.24 | 0.21 | -0.03 | 12 | ||
2021-11-04 | 2021-09-30 | 0.1 | 0.14 | 0.04 | 40 | ||
2020-11-05 | 2020-09-30 | -0.14 | -0.18 | -0.04 | 28 | ||
2020-05-18 | 2020-03-31 | 0.04 | -0.01 | -0.05 | 125 |
Know Apple Hospitality's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Apple Hospitality is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Apple Hospitality REIT backward and forwards among themselves. Apple Hospitality's institutional investor refers to the entity that pools money to purchase Apple Hospitality'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 | Nuveen Asset Management, Llc | 2024-06-30 | 4.1 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 4.1 M | Goldman Sachs Group Inc | 2024-06-30 | 3.4 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 3.3 M | Balyasny Asset Management Llc | 2024-09-30 | 3.1 M | Northern Trust Corp | 2024-09-30 | 3 M | Centersquare Investment Management Llc | 2024-09-30 | 2.6 M | Lsv Asset Management | 2024-09-30 | 2.5 M | Systematic Financial Management Lp | 2024-09-30 | 2.1 M | Blackrock Inc | 2024-06-30 | 40.7 M | Vanguard Group Inc | 2024-09-30 | 35.8 M |
Apple Hospitality's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 3.87 B.Market Cap |
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Apple Hospitality's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.03 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.04 | 0.03 | |
| Return On Equity | 0.05 | 0.06 |
Determining Apple Hospitality's profitability involves analyzing its financial statements and using various financial metrics to determine if Apple Hospitality is a good buy. For example, gross profit margin measures Apple Hospitality'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 Hospitality's profitability and make more informed investment decisions.
Please note, the presentation of Apple Hospitality's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Apple Hospitality's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Apple Hospitality's management manipulating its earnings.
Evaluate Apple Hospitality's management efficiency
Apple Hospitality REIT has return on total asset (ROA) of 0.0348 % which means that it generated a profit of $0.0348 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0634 %, meaning that it created $0.0634 on every $100 dollars invested by stockholders. Apple Hospitality's management efficiency ratios could be used to measure how well Apple Hospitality manages its routine affairs as well as how well it operates its assets and liabilities. At present, Apple Hospitality's Return On Equity is projected to slightly decrease based on the last few years of reporting. At present, Apple Hospitality's Other Current Assets are projected to decrease significantly based on the last few years of reporting. The current year's Fixed Asset Turnover is expected to grow to 44.42, whereas Non Current Assets Total are forecasted to decline to about 3.6 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 14.49 | 11.81 | |
| Tangible Book Value Per Share | 14.49 | 13.88 | |
| Enterprise Value Over EBITDA | 12.13 | 11.52 | |
| Price Book Value Ratio | 1.15 | 1.91 | |
| Enterprise Value Multiple | 12.13 | 11.52 | |
| Price Fair Value | 1.15 | 1.91 |
The decision-making processes within Apple Hospitality are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Dividend Yield 0.0596 | Forward Dividend Yield 0.0596 | Forward Dividend Rate 0.96 | Beta 1.13 |
Basic technical analysis of Apple Stock
As of the 25th of November, Apple Hospitality shows the Mean Deviation of 1.01, downside deviation of 1.04, and Risk Adjusted Performance of 0.1177. Apple Hospitality REIT technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Apple Hospitality REIT maximum drawdown, and the relationship between the information ratio and downside variance to decide if Apple Hospitality REIT is priced correctly, providing market reflects its regular price of 16.11 per share. Given that Apple Hospitality has jensen alpha of 0.0398, we suggest you to validate Apple Hospitality REIT's prevailing market performance to make sure the company can sustain itself at a future point.Apple Hospitality's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Apple Hospitality insiders, such as employees or executives, is commonly permitted as long as it does not rely on Apple Hospitality'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 Hospitality 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.
Apple Hospitality's Outstanding Corporate Bonds
Apple Hospitality issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Apple Hospitality REIT uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Apple bonds can be classified according to their maturity, which is the date when Apple Hospitality REIT has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Apple Hospitality's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Apple Hospitality's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1177 | |||
| Market Risk Adjusted Performance | 0.1592 | |||
| Mean Deviation | 1.01 | |||
| Semi Deviation | 0.8083 | |||
| Downside Deviation | 1.04 | |||
| Coefficient Of Variation | 679.88 | |||
| Standard Deviation | 1.49 | |||
| Variance | 2.22 | |||
| Information Ratio | 0.0594 | |||
| Jensen Alpha | 0.0398 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | 0.0853 | |||
| Treynor Ratio | 0.1492 | |||
| Maximum Drawdown | 8.53 | |||
| Value At Risk | (1.52) | |||
| Potential Upside | 2.41 | |||
| Downside Variance | 1.08 | |||
| Semi Variance | 0.6534 | |||
| Expected Short fall | (1.22) | |||
| Skewness | 1.78 | |||
| Kurtosis | 5.57 |
| Risk Adjusted Performance | 0.1177 | |||
| Market Risk Adjusted Performance | 0.1592 | |||
| Mean Deviation | 1.01 | |||
| Semi Deviation | 0.8083 | |||
| Downside Deviation | 1.04 | |||
| Coefficient Of Variation | 679.88 | |||
| Standard Deviation | 1.49 | |||
| Variance | 2.22 | |||
| Information Ratio | 0.0594 | |||
| Jensen Alpha | 0.0398 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | 0.0853 | |||
| Treynor Ratio | 0.1492 | |||
| Maximum Drawdown | 8.53 | |||
| Value At Risk | (1.52) | |||
| Potential Upside | 2.41 | |||
| Downside Variance | 1.08 | |||
| Semi Variance | 0.6534 | |||
| Expected Short fall | (1.22) | |||
| Skewness | 1.78 | |||
| Kurtosis | 5.57 |
Consider Apple Hospitality's intraday indicators
Apple Hospitality intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Apple Hospitality stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Apple Hospitality Corporate Filings
8K | 15th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 4th of September 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 |
| 9th of April 2024 Other Reports | ViewVerify |
Apple Stock media impact
Far too much social signal, news, headlines, and media speculation about Apple Hospitality that are available to investors today. That information is available publicly through Apple media outlets and privately through word of mouth or via Apple internal channels. However, regardless of the origin, that massive amount of Apple data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Apple Hospitality news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Apple Hospitality relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Apple Hospitality's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Apple Hospitality alpha.
Apple Hospitality Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Apple Hospitality can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Apple Hospitality Corporate Directors
| Glenn Bunting | Independent Director | Profile | |
| Jon Fosheim | Lead Independent Director | Profile | |
| Howard Woolley | Independent Director | Profile | |
| Daryl Nickel | Independent Director | Profile |
Already Invested in Apple Hospitality REIT?
The danger of trading Apple Hospitality REIT 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 Hospitality 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 Hospitality. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Apple Hospitality REIT 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 Hospitality REIT is a strong investment it is important to analyze Apple Hospitality'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 Hospitality'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 Hospitality REIT. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Is Hotel & Resort REITs 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 Hospitality. 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 Hospitality 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 (0.09) | Dividend Share 0.96 | Earnings Share 0.85 | Revenue Per Share 5.909 | Quarterly Revenue Growth 0.057 |
The market value of Apple Hospitality REIT 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 Hospitality's value that differs from its market value or its book value, called intrinsic value, which is Apple Hospitality'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 Hospitality's market value can be influenced by many factors that don't directly affect Apple Hospitality's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Apple Hospitality's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Apple Hospitality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Apple Hospitality'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.