Apple Financial Diagnostics

<div class='circular--portrait' style='background:#000000;color: white;font-size:3em;padding-top: 25px;;'>AAP</div>
AAPL -- USA Stock  

USD 317.70  1.13  0.36%

The latest price spikes of Apple could raise concerns from investors as the firm closed today at a share price of 317.31 on 24939532 in volume. The company management were quite successful positioning the firm resources to exploit market volatility in February 2020. The stock standard deviation of daily returns for 30 days (very short) investing horizon is currently 1.09. The below-average Stock volatility is a good sign for a longer term investment options and for buy-and-hold investors. This diagnostics interface makes it easy to digest most current publicly released information about Apple as well as get updates on important government artifacts including earning estimates, SEC corporate filings and announcements. This module also helps to analysis Apple price relationship with some important fundamental indicators such as market cap and management efficiency. Please continue to Trending Equities.

Apple Note

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 2.3. Apple recorded earning per share (EPS) of 11.89. The entity last dividend was issued on 2019-11-06. The firm had 7:1 split on 2014-06-09. Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. was founded in 1977 and is headquartered in Cupertino, California. Apple operates under Consumer Electronics classification in USA and is traded on BATS Exchange. It employs 137000 people. For more info on APPLE INC please contact Tim Cook at 408 974-2483 or go to www.apple.com.

Apple Alerts

Apple has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
About 62.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.barrons.com: Netflix Posted a Huge Earnings Beat, but the Stock Is Doing Nothing. Heres Why. - Barrons

Apple Upcoming and Recent Events

Upcoming Quarterly Earning ReportJanuary 28, 2020
Next Earnings ReportMay 5, 2020
Next Fiscal Quarter EndDecember 31, 2019
Next Fiscal Year EndNovember 4, 2020
Last Quarter Report DateSeptember 30, 2019
Last Earning Anouncement DateDecember 31, 2018

Apple Earning Estimates

EPSEstimate Date
Quarterly Estimate4.53January 28, 2020
Apple normalized analysts earnings estimates for actual as well as projected forward EPS values taken as an average expert opinion over time
Earnings Estimate  

Apple SEC Filings

Financial Statements and Exhibits. Other Events
Financial Statements and Exhibits. Results of Operations and Financial Condition
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
Financial Statements and Exhibits. Other Events
Financial Statements and Exhibits. Results of Operations and Financial Condition
Financial Statements and Exhibits. Results of Operations and Financial Condition
Submission of Matters to a Vote of Security Holders
Unclassified Corporate Event

Apple Thematic Classifications

Artificial Intelligence IdeaArtificial Intelligence
Firms and funds that are developing tools for artificial intelligence
Disruptive Technologies IdeaDisruptive Technologies
Firms and ETFs that are involved or betting on industries or trends that are projected to experience exponential growth
Millennials Best IdeaMillennials Best
Firms that are involved in making products or providing services to millennials
Driverless Cars IdeaDriverless Cars
Large and mid size firms and ETFs that are involved or betting on driverless cars market
Dividend Beast IdeaDividend Beast
Solid, dividend paying stocks and ETFs
Computers IdeaComputers
USA Equities from Computers industry as classified by Fama & French
Investor Favorites IdeaInvestor Favorites
Equities most commonly found in portfolios of money managers

Institutional Investors

Security TypeSharesValue
Wellcome Trust Ltd The As Trustee Of The Wellcome TrustCommon Shares3.2 M939.7 M
Assenagon Asset Management SaCommon Shares2.8 M813.9 M
Gateway Investment Advisers LlcCommon Shares1.7 M496.2 M
Commerzbank AktiengesellschaftCommon Shares1.6 M482.9 M
Nisa Investment Advisors LlcCommon Shares1.5 M454.9 M
Calamos Advisors LlcCommon Shares1.4 M413.7 M
Assenagon Asset Management SaPut Options1.3 M377.3 M
Artemis Investment Management LlpCommon Shares1.1 M312.8 M

Market Capitalization

The company currently falls under 'Mega-Cap' category with current market capitalization of 1160 B.

Profitablity

The company has Profit Margin (PM) of 0.2 % 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 29.39 % which suggests for every 100 dollars of sales it generated a net operating income of 0.29.

Management Efficiency

Apple has return on total asset (ROA) of 0.15 % which means that it generated profit of $0.15 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of 0.0 % .

Stock Holders for Apple

Information
Ratio
Value
At Risk
SEI Insti Inv Tr Dynamic Asset(0.16) (1.48) 
Victory Diversified Stock Fund(0.0321) (0.57) 
Ivy Balanced Fund Class I(0.07) (0.74) 
NASDAQ 100 Notional Net Total R 0.0416 (1.29) 
NASDAQ 100 Pre Market Indicator 0.0205 (0.58) 
NASDAQ OMX CEA Smartphone 0.17 (1.20) 
Nasdaq US Mega Cap Select Leade 0.14 (0.90) 
Westwood Income Opportunity Fun(0.15) (0.44) 
Walden Balanced Fund 0.0302 (0.29) 
Impact Shares Trust I ETF Impac(0.14) (0.76) 
Ivy Large Cap Growth Fund Class(0.1) (0.67) 
Wilshire Mutual Fds Inc Dow J(0.08) (0.64) 
Westfield Capital Large Cap Gro(0.11) (1.14) 
Ivy Core Equity Fund Class B(0.11) (0.84) 
Voya Corporate Leaders 100 Fund(0.19) (0.83) 
Vanguard SP500 ETF(0.06) (1.40) 
Vanguard Total World Stock Inde(0.0181) (0.62) 
Victory Special Value Fund Clas(0.06) (0.69) 
Voya Large Cap Growth Fund R(0.0194) (1.08) 
Invesco U S Managed Volatility(0.0255) (1.23) 

Technical Drivers

As of the 22th of January Apple shows Mean Deviation of 0.8953, Downside Deviation of 0.955 and Risk Adjusted Performance of 0.203. Apple 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 future prices. Put another way you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum or the prices will eventually revert. We found nineteen technical drivers for Apple which can be compared to its rivals. Please confirm Apple Jensen Alpha as well as the relationship between Potential Upside and Skewness to decide if Apple is priced correctly providing market reflects its regular price of 317.7 per share. Given that Apple has Jensen Alpha of 0.3909, we suggest you validate Apple prevailing market performance to make sure the company can sustain itself at future point.

Apple Price Movement Analysis

Study
Start Value
Offset on Reverse
AF Init Long
AF Long
AF Max Long
AF Init Short
AF Short
AF Max Short
  Portfolio Suggestion    
  
Execute Study
 
The output start index for this execution was one with a total number of output elements of sixty. The Extended Parabolic SAR indicator is used to determine the direction of Apple momentum and the point in time when it has higher than normal probability of directional change. It has more input parameters than standard Parabolic SAR indicator. View also all equity analysis or get more info about parabolic sar extended overlap studies indicator.

Apple Insider Trading Activities

Apple Outstanding Bonds

MaturityCouponRating
037833AH3 0.45%05/03/20160.45
AA+
037833AJ9 1.0%05/03/20181.0
AA+
037833AK6 2.4%05/03/20232.4
AA+
037833AL4 3.85%05/04/20433.85
AA+
037833AM2 1.05%05/05/20171.05
AA+
037833AQ3 2.1%05/06/20192.1
AA+
037833AR1 2.85%05/06/20212.85
AA+
037833AS9 3.45%05/06/20243.45
AA+
037833AT7 4.45%05/06/20444.45
AA+
037833AX8 1.55%02/07/20201.55
AA+
037833AY6 2.15%02/09/20222.15
AA+
037833AZ3 2.5%02/09/20252.5
AA+
037833BA7 3.45%02/09/20453.45
AA+
037833BB5 0.9%05/12/20170.9
AA+
037833BD1 2.0%05/06/20202.0
AA+
037833BF6 2.7%05/13/20222.7
AA+
037833BG4 3.2%05/13/20253.2
AA+
037833BH2 4.375%05/13/20454.375
AA+

Apple Predictive Indicators

Apple Forecast Models

Recommendations

Apple Analyst Recommendations

Target PriceAdvice# of Analysts
301.81Buy26Odds
Apple current and past analyst recommendations published by number of research institutions as well as average analyst consensus
Apple Analyst Advice  

Vital Value Indicators

Apple Basic Pricing Drivers

Quick Ratio1.38
Fifty Two Week Low151.70
Trailing Annual Dividend Rate3.00
Revenue Growth1.80%
Payout Ratio25.23%
Shares Short Prior Month63.49M
Average Daily Volume Last 10 Day32.98M
Average Daily Volume In Three Month26.92M
Earnings Growth3.90%
Shares Percent Shares Out1.02%
Gross Margins37.82%
Earnings Quarterly Growth-3.10%
Short Percent Of Float0.96%
Forward Price Earnings21.05
Float Shares4.19B
Fifty Two Week High318.74
Enterprise Value To Ebitda18.62
Fifty Day Average287.91
Two Hundred Day Average240.42
Trailing Annual Dividend Yield0.95%
Enterprise Value To Revenue5.47
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