Is Apple Stock a Good Investment?

Apple Investment Advice

AAPL

To provide specific investment advice or recommendations on Apple Inc stock, we recommend investors consider the following general factors when evaluating Apple Inc. This will help you to make an informed decision on whether to include Apple in one of your diversified portfolios:

Examine Apple'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's leadership team and their track record. Good management can help Apple navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Technology Hardware, Storage & Peripherals space and any emerging trends that could impact Apple's business and its evolving consumer preferences.
Compare Apple's performance and market position to its competitors. Analyze how Apple is positioned in terms of product offerings, innovation, and market share.
Check if Apple pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Apple'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 Inc 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 Inc is a good investment.

Sell

Buy

Macroaxis provides advice on Apple Inc to complement and cross-verify current analyst consensus on Apple Inc. Our investment recommendation engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Apple is not overpriced, please confirm all Apple Inc fundamentals, including its cash per share, price to earnings to growth, and the relationship between the gross profit and book value per share . Given that Apple Inc has a price to earning of 24.24 X, we suggest you to validate Apple Inc market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Market Performance	Good	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Overvalued	Details
Odds Of Distress	Very Small	Details
Economic Sensitivity	Barely shadows the market	Details
Investor Sentiment	Impartial	Details
Analyst Consensus	Strong Buy	Details
Financial Strenth (F Score)	Strong	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Apple Stock

Researching Apple'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 62.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.56. Apple Inc recorded earning per share (EPS) of 6.08. The entity last dividend was issued on the 8th of November 2024. The firm had 4:1 split on the 31st of August 2020.

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 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 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 zacks.com: Apple Stock Moves 0.07 percent What You Should Know

Apple Quarterly Cash And Short Term Investments

65.17 Billion

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

Earnings surprises can significantly impact Apple'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's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2009-07-21	2009-06-30	0.0425	0.0475	0.005	11
2008-10-21	2008-09-30	0.04	0.045	0.005	12
2008-07-21	2008-06-30	0.0375	0.0425	0.005	13
2008-04-23	2008-03-31	0.0375	0.0425	0.005	13
2009-04-22	2009-03-31	0.04	0.0475	0.0075	18
2007-10-22	2007-09-30	0.03	0.04	0.01	33
2007-04-25	2007-03-31	0.02	0.03	0.01	50
2007-01-17	2006-12-31	0.03	0.04	0.01	33

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
Northern Trust Corp	2024-09-30	151.3 M
Bank Of New York Mellon Corp	2024-09-30	109.7 M
Wellington Management Company Llp	2024-09-30	96.4 M
Charles Schwab Investment Management Inc	2024-09-30	94.9 M
International Assets Investment Management, Llc	2024-09-30	94.3 M
Ubs Asset Mgmt Americas Inc	2024-09-30	91.6 M
Goldman Sachs Group Inc	2024-09-30	86.5 M
Nuveen Asset Management, Llc	2024-09-30	82.5 M
Bank Of America Corp	2024-09-30	80.9 M
Vanguard Group Inc	2024-09-30	1.3 B
Blackrock Inc	2024-06-30	1.1 B

Note, although Apple's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Apple's market capitalization trends

The company currently falls under 'Mega-Cap' category with a current market capitalization of 3.79 T.

Market Cap

7.15 Billion

Apple's profitablity analysis

	Last Reported	Projected for Next Year
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

The company has Profit Margin (PM) of 0.24 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.31 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.31.

Determining Apple's profitability involves analyzing its financial statements and using various financial metrics to determine if Apple is a good buy. 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.

Apple's Earnings Breakdown by Geography

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 Intangibles To Total Assets will most likely fall to 0.02.

	Last Reported	Projected for Next Year
Book Value Per Share	3.71	3.95
Tangible Book Value Per Share	3.71	3.95
Enterprise Value Over EBITDA	26.52	22.07
Price Book Value Ratio	61.37	43.37
Enterprise Value Multiple	26.52	22.07
Price Fair Value	61.37	43.37
Enterprise Value	6.7 B	6.4 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.

Dividend Yield

0.004

Forward Dividend Yield

0.004

Forward Dividend Rate

Beta

1.24

Basic technical analysis of Apple Stock

As of the 17th of December 2024, Apple shows the Risk Adjusted Performance of 0.1082, mean deviation of 0.8664, and Downside Deviation of 1.26. Apple Inc 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 Inc jensen alpha, as well as the relationship between the potential upside and skewness to decide if Apple Inc is priced correctly, providing market reflects its regular price of 253.48 per share. Given that Apple has jensen alpha of 0.1556, we suggest you to validate Apple Inc's prevailing market performance to make sure the company can sustain itself at a future point.

Apple'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 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's Outstanding Corporate Bonds

Apple 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 Inc 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 Inc 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.

	APPLE INC 445 Corp Bond US037833AT77	View
	APPLE INC 385 Corp Bond US037833AL42	View
	APPLE INC 45 Corp Bond US037833BW97	View
	APPLE INC 245 Corp Bond US037833BZ29	View
	APPLE INC 465 Corp Bond US037833BX70	View
	APPLE INC 325 Corp Bond US037833BY53	View
	APPLE INC 32 Corp Bond US037833BG48	View
	APPLE INC 4375 Corp Bond US037833BH21	View

View All Apple Corporate Bonds

Understand Apple's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Apple'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	0.1082
	Market Risk Adjusted Performance	1.89
	Mean Deviation	0.8664
	Semi Deviation	0.9985
	Downside Deviation	1.26
	Coefficient Of Variation	692.68
	Standard Deviation	1.19
	Variance	1.42
	Information Ratio	0.0728
	Jensen Alpha	0.1556
	Total Risk Alpha	0.0377
	Sortino Ratio	0.0688
	Treynor Ratio	1.88
	Maximum Drawdown	6.62
	Value At Risk	(2.16)
	Potential Upside	1.84
	Downside Variance	1.59
	Semi Variance	0.9971
	Expected Short fall	(0.91)
	Skewness	(0.18)
	Kurtosis	1.06

	Risk Adjusted Performance	0.1082
	Market Risk Adjusted Performance	1.89
	Mean Deviation	0.8664
	Semi Deviation	0.9985
	Downside Deviation	1.26
	Coefficient Of Variation	692.68
	Standard Deviation	1.19
	Variance	1.42
	Information Ratio	0.0728
	Jensen Alpha	0.1556
	Total Risk Alpha	0.0377
	Sortino Ratio	0.0688
	Treynor Ratio	1.88
	Maximum Drawdown	6.62
	Value At Risk	(2.16)
	Potential Upside	1.84
	Downside Variance	1.59
	Semi Variance	0.9971
	Expected Short fall	(0.91)
	Skewness	(0.18)
	Kurtosis	1.06

Consider Apple's intraday indicators

Apple 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 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.

	Accumulation Distribution	808652.0
	Daily Balance Of Power	1.330846
	Rate Of Daily Change	1.02
	Day Median Price	251.8
	Day Typical Price	252.36
	Price Action Indicator	4.35
	Period Momentum Indicator	5.35

Apple Corporate Filings

F4	19th 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	View Verify
10K	1st of November 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance	View Verify
8K	31st of October 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
10Q	2nd of August 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify

Apple time-series forecasting models is one of many Apple's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Apple's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Apple Stock media impact

Far too much social signal, news, headlines, and media speculation about Apple 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 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 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's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Apple alpha.

Apple Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Apple 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 Inc Historical Investor Sentiment

Investor biases related to Apple's public news can be used to forecast risks associated with an investment in Apple. The trend in average sentiment can be used to explain how an investor holding Apple can time the market purely based on public headlines and social activities around Apple Inc. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Apple's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Apple and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Apple news discussions. The higher the estimate score, the more favorable the investor's outlook on Apple.

Apple Corporate Management

Michael Fenger	VP Sales	Profile
Ron Okamoto	Head Relations	Profile
Nancy Paxton	IR Contact Officer	Profile
Jeffrey Williams	Chief Officer	Profile
Chris Kondo	Senior Accounting	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: