Apple Buy or Sell Recommendation

Macroaxis provides Apple Inc buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Apple positions. The advice algorithm takes into account all of Apple Inc available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from Apple buy-and-hold prospective. Check also Apple Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus

Investment Horizon

  

Risk Tolerance

  
Symbol
Execute Advice
Given the investment horizon of 30 days, and your above average risk tolerance our recommendation regarding Apple Inc is 'Strong Buy'.
For the selected time horizon Apple Inc has a risk adjusted performance of 0.1259, jensen alpha of 0.2793, total risk alpha of 0.2657, sortino ratio of 0.2476 and treynor ratio of 0.2021
Macroaxis provides buy, hold, or sell suggestion on Apple Inc to complement and cross-verify current analyst consensus on Apple Inc. Our buy, hold, or sell recommendation engine determines the organization potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. To make sure Apple is not overpriced, please confirm all Apple Inc fundamentals including its Price to Earning, Cash per Share, Price to Earnings To Growth, as well as the relationship between Gross Profit and Book Value Per Share . Given that Apple Inc has Price to Earning of 18.02 times, we suggest you validate Apple Inc market performance and probability of bankruptcy to make sure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Returns Distribution Density

Mean Return0.31Value At Risk-0.4547
Potential Upside2.0536Standard Deviation1.1968
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Vanguard Group IncCommon Shares343.8 M49.4 B
Blackrock IncCommon Shares313.2 M45 B
State Street CorpCommon Shares219.8 M31.6 B
Fmr LlcCommon Shares163.8 M23.5 B
Berkshire Hathaway IncCommon Shares129.4 M18.6 B
Price T Rowe Associates IncCommon Shares75.5 M10.8 B
Northern Trust CorpCommon Shares65.9 M9.5 B

Apple Greeks

α
Alpha over DOW
= 0.28 
βBeta against DOW= 1.47 
σ
Overall volatility
= 1.20 
 IrInformation ratio = 0.24 

Apple Volatility Alert

Apple Inc has relatively low volatility with skewness of -0.8 and kurtosis of 3.67. However, we advise all investors to independently investigate Apple Inc to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare Apple to competition
FundamentalsApplePeer Average
Return On Equity8.70 % (15.17) %
Return On Asset0.12 % (15.64) %
Profit Margin0.21 % (5.50) %
Operating Margin27.84 % (10.91) %
Current Valuation674.03 B152.14 B
Shares Outstanding5.21 B1.43 B
Shares Owned by Insiders0.03 % 6.91 %
Shares Owned by Institutions60.20 % 18.37 %
Number of Shares Shorted58.95 M3.24 M
Price to Earning18.02 times40.69 times
Price to Book5.92 times14.44 times
Price to Sales3.63 times17.81 times
Revenue215.64 B9.85 B
Gross Profit84.26 B21.75 B
EBITDA69.72 B1.41 B
Net Income45.69 B517.71 M
Cash and Equivalents20.48 B3.89 B
Cash per Share12.73 times5.17 times
Total Debt87.03 B7.36 B
Debt to Equity0.68 times0.72 times
Current Ratio1.35 times3.30 times
Book Value Per Share25.76 times13.64 times
Cash Flow from Operations65.82 B1.25 B
Short Ratio2.33 times2.09 times
Earnings Per Share8.52 times2.30 times
Price to Earnings To Growth1.54 times1.22 times
Number of Employees116 K10.67 K
Beta1.440.34
Market Capitalization800.9 B29.78 B
Total Asset321.69 B126.86 B
Retained Earnings96.36 B38.24 B
Working Capital27.86 B3.58 B
Current Asset106.87 B36.8 B
SellBuy
Strong Buy

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

   Sale by Craig Federighi of 24000 shares of Apple [view details]
Risk Adjusted Performance0.1259
Market Risk Adjusted Performance0.2121
Mean Deviation0.8169
Semi Deviation0.8696
Downside Deviation1.15
Coefficient Of Variation389.09
Standard Deviation1.2
Variance1.43
Information Ratio0.2383
Jensen Alpha0.2793
Total Risk Alpha0.2657
Sortino Ratio0.2476
Treynor Ratio0.2021
Maximum Drawdown6.07
Value At Risk(0.45)
Potential Upside2.05
Downside Variance1.33
Semi Variance0.7562
Expected Short fall(1.12)
Skewness(0.80)
Kurtosis3.67

Current Valuation

Apple Current Valuation Analysis
Apple Inc is rated fifth in current valuation category among related companies. After adjusting for long-term liabilities, total market size of Computers Phones And Devices industry is presently estimated at about 1.69 Trillion. Apple totals roughly 674.03 Billion in current valuation claiming about 40% of stocks in Computers Phones And Devices industry.