Apple (Germany) Performance
APC Stock | EUR 155.96 0.24 0.15% |
The firm shows a Beta (market volatility) of 0.27, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Apple's returns are expected to increase less than the market. However, during the bear market, the loss of holding Apple is expected to be smaller as well. Apple Inc has an expected return of -0.2%. Please make sure to confirm Apple Inc maximum drawdown, potential upside, and the relationship between the treynor ratio and value at risk , to decide if Apple Inc performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Apple Inc has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest fragile performance, the Stock's basic indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the company stockholders. ...more
Begin Period Cash Flow | 35.9 B | |
Total Cashflows From Investing Activities | -22.4 B |
Apple |
Apple Relative Risk vs. Return Landscape
If you would invest 17,692 in Apple Inc on January 26, 2024 and sell it today you would lose (2,096) from holding Apple Inc or give up 11.85% of portfolio value over 90 days. Apple Inc is currently producing negative expected returns and takes up 1.2558% volatility of returns over 90 trading days. Put another way, 11% of traded stocks are less volatile than Apple, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
Apple Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Apple's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Apple Inc, and traders can use it to determine the average amount a Apple's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1556
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Negative Returns | APC |
Estimated Market Risk
1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
-0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Apple is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Apple by adding Apple to a well-diversified portfolio.
Apple Fundamentals Growth
Apple Stock prices reflect investors' perceptions of the future prospects and financial health of Apple, and Apple fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Apple Stock performance.
Return On Equity | 1.48 | |||
Return On Asset | 0.2 | |||
Profit Margin | 0.25 % | |||
Operating Margin | 0.29 % | |||
Current Valuation | 2.21 T | |||
Shares Outstanding | 15.82 B | |||
Price To Earning | 34.41 X | |||
Price To Book | 45.28 X | |||
Price To Sales | 5.21 X | |||
Revenue | 394.33 B | |||
EBITDA | 133.14 B | |||
Cash And Equivalents | 61.7 B | |||
Cash Per Share | 3.73 X | |||
Total Debt | 98.96 B | |||
Debt To Equity | 2.11 % | |||
Book Value Per Share | 3.58 X | |||
Cash Flow From Operations | 122.15 B | |||
Earnings Per Share | 5.56 X | |||
Total Asset | 352.75 B | |||
About Apple Performance
To evaluate Apple Inc Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Apple generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Apple Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Apple Inc market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Apple's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.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 INC operates under Consumer Electronics classification in Germany and is traded on Frankfurt Stock Exchange. It employs 147000 people.Things to note about Apple Inc performance evaluation
Checking the ongoing alerts about Apple for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Apple Inc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Apple Inc generated a negative expected return over the last 90 days | |
About 61.0% of the company shares are held by institutions such as insurance companies |
- Analyzing Apple's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Apple's stock is overvalued or undervalued compared to its peers.
- Examining Apple's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Apple's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Apple's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Apple's stock. These opinions can provide insight into Apple's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Apple Inc. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Complementary Tools for Apple Stock analysis
When running Apple's price analysis, check to measure Apple's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Apple is operating at the current time. Most of Apple's value examination focuses on studying past and present price action to predict the probability of Apple's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Apple's price. Additionally, you may evaluate how the addition of Apple to your portfolios can decrease your overall portfolio volatility.
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