Apple Stock Buy Hold or Sell Recommendation

AAPL
 Stock
  

USD 146.63  1.18  0.80%   

Given the investment horizon of 90 days and your highly speculative risk level, our recommendation regarding Apple Inc is 'Buy'. Macroaxis provides Apple 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's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Apple's buy-and-hold perspective. Please continue to Apple Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Apple and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Apple Inc.

Execute Apple Buy or Sell Advice

The Apple recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Apple Inc. Macroaxis does not own or have any residual interests in Apple Inc or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Apple's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell AppleBuy Apple
Buy

Volatility

Details

Hype Condition

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Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

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Analyst Consensus

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Financial Strenth (F Score)

Details

Financial Leverage

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Reporting Quality (M-Score)

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For the selected time horizon Apple Inc has a Risk Adjusted Performance of (0.028368), Jensen Alpha of (0.20), Total Risk Alpha of (0.24) and Treynor Ratio of (0.05)
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 book of 46.40 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.

Apple Trading Alerts and Improvement Suggestions

Apple Inc generated a negative expected return over the last 90 days
The company currently holds 99.77 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. 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.
Apple Inc has a poor financial position based on the latest SEC disclosures
About 60.0% of Apple shares are held by institutions such as insurance companies
On 10th of November 2022 Apple paid $ 0.23 per share dividend to its current shareholders
Latest headline from news.google.com: Apple shares slip as China factory unrest fuels iPhone supply concerns - Reuters

Apple Returns Distribution Density

The distribution of Apple's historical returns is an attempt to chart the uncertainty of Apple's future price movements. The chart of the probability distribution of Apple stock daily returns describes the distribution of returns around its average expected value. We use Apple Inc price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Apple returns is essential to provide solid investment advice for Apple.
Mean Return-0.06Value At Risk-3.73
Potential Upside3.85Standard Deviation2.61
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Apple historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Apple Stock 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.
Security TypeSharesValue
Zwj Investment Counsel IncCommon Shares302.9 K41.9 M
Zwj Investment Counsel IncCommon Shares311 K42.5 M
Zwj Investment Counsel IncCommon Shares313.6 K54.8 M
Zwj Investment Counsel IncCommon Shares361.3 K64.2 M
Zwj Investment Counsel IncCommon Shares368.5 K52.1 M
Zwj Investment Counsel IncCommon Shares358 K49 M
Zwj Investment Counsel IncCommon Shares370.9 K45.3 M
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 Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Apple or Technology Hardware, Storage & Peripherals sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Apple's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Apple stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.2
β
Beta against NYSE Composite1.34
σ
Overall volatility
2.62
Ir
Information ratio -0.06

Apple Volatility Alert

Apple Inc exhibits very low volatility with skewness of 0.76 and kurtosis of 1.97. However, we advise investors to further study Apple Inc technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Apple's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Apple's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Apple Implied Volatility

Apple's implied volatility exposes the market's sentiment of Apple Inc stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Apple's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Apple stock will not fluctuate a lot when Apple's options are near their expiration.

Apple Fundamentals Vs Peers

Comparing Apple's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Apple's direct or indirect competition across all of the common fundamentals between Apple and the related equities. This way, we can detect undervalued stocks with similar characteristics as Apple or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Apple's fundamental indicators could also be used in its relative valuation, which is a method of valuing Apple by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Apple to competition
FundamentalsApplePeer Average
Return On Equity1.75 %(0.31) %
Return On Asset0.21 %(0.14) %
Profit Margin0.25 %(1.27) %
Operating Margin0.30 %(5.51) %
Current Valuation2423.14 B16.62 B
Shares Outstanding15.91 B571.82 M
Shares Owned by Insiders0.07 %10.09 %
Shares Owned by Institutions59.97 %39.21 %
Number of Shares Shorted114.43 M4.71 M
Price to Earning24.24 X28.72 X
Price to Book46.40 X9.51 X
Price to Sales5.96 X11.42 X
Revenue394.33 B9.43 B
Gross Profit170.78 B27.38 B
EBITDA133.14 B3.9 B
Net Income99.8 B570.98 M
Cash and Equivalents5.1 B2.7 B
Cash per Share3.04 X5.01 X
Total Debt99.77 B5.32 B
Debt to Equity2.61 %48.70 %
Current Ratio0.88 X2.16 X
Book Value Per Share3.18 X1.93 K
Cash Flow from Operations122.15 B971.22 M
Short Ratio1.23 X4.00 X
Earnings Per Share6.11 X3.12 X
Price to Earnings To Growth2.86 X4.89 X
Target Price178.15
Number of Employees164 K18.84 K
Beta1.25-0.15
Market Capitalization2351.38 B19.03 B
Total Asset352.75 B29.47 B
Retained Earnings94.88 B9.33 B
Working Capital27.86 B1.48 B
   Exercise or conversion by Jeffrey Williams of 365600 shares of Apple subject to Rule 16b-3 [view details]

Apple Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Apple . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Apple Buy or Sell Advice

When is the right time to buy or sell Apple Inc? Buying financial instruments such as Apple Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2010 2011 2016 2022 (projected)
Receivables11.72 B29.3 B60.93 B50.84 B
Inventories776 M2.13 B4.95 B5.16 B

Use Investing Ideas to Build Portfolios

In addition to having Apple in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Climate Change Thematic Idea Now

Climate Change
Climate Change Theme
Large and medium sized entities that are committing to fully or partially replace some traditional services or products with renewables sources of energy in order to combat global climate change. The Climate Change theme has 34 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Climate Change Theme or any other thematic opportunities.
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Please continue to Apple Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try CEO Directory module to screen CEOs from public companies around the world.

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Is Apple's industry 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. 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 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 YOY
0.048
Market Capitalization
2351.4 B
Quarterly Revenue Growth YOY
0.081
Return On Assets
0.21
Return On Equity
1.75
The market value of Apple Inc 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's value that differs from its market value or its book value, called intrinsic value, which is Apple'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's market value can be influenced by many factors that don't directly affect Apple's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Apple's value and its price as these two are different measures arrived at by different means. Investors typically determine Apple value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Apple'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.