Apple Stock Performance

AAPL
 Stock
  

USD 136.72  2.51  1.80%   

The firm shows a Beta (market volatility) of 1.5732, which signifies a somewhat significant risk relative to the market. Let's try to break down what Apple's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Apple will likely underperform. Even though it is essential to pay attention to Apple Inc historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards foreseeing any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Apple Inc exposes twenty-seven different technical indicators, which can help you to evaluate its performance. Apple Inc has an expected return of -0.33%. Please be advised to confirm Apple Inc potential upside, and the relationship between the sortino ratio and skewness to decide if Apple Inc performance from the past will be repeated at some point in the near future.
  
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Apple 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. Even with weak performance in the last few months, the Stock's basic indicators remain relatively steady which may send shares a bit higher in July 2022. The new chaos may also be a sign of medium-term up-swing for the company stakeholders. ...more

Apple Price Channel

Quick Ratio0.76
Fifty Two Week Low129.04
Target High Price215.00
Fifty Two Week High182.94
Payout Ratio14.31%
Trailing Annual Dividend Yield0.60%
Target Low Price157.00

Apple Relative Risk vs. Return Landscape

If you would invest  17,405  in Apple Inc on April 1, 2022 and sell it today you would lose (3,482)  from holding Apple Inc or give up 20.01% of portfolio value over 90 days. Apple Inc is currently does not generate positive expected returns and assumes 2.5517% risk (volatility on return distribution) over the 90 days horizon. In different words, 22% of stocks are less volatile than Apple, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
 Daily Expected Return (%) 
      Risk (%) 
Given the investment horizon of 90 days Apple is expected to under-perform the market. In addition to that, the company is 1.75 times more volatile than its market benchmark. It trades about -0.13 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.14 per unit of volatility.

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 = -0.1282

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Negative ReturnsAAPL
Estimated Market Risk
 2.55
  actual daily
 
 22 %
of total potential
 
2222
Expected Return
 -0.33
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 0 %
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Risk-Adjusted Return
 -0.13
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Based on monthly moving average Apple is performing at about 0% of its full potential. 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 it to a well-diversified portfolio.

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 stock market performance in a much more refined way. At Macroaxis, we take it even further. 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.
Last ReportedProjected for 2022
Return on Investment 26.38  37.48 
Return on Average Assets 0.14  0.15 
Return on Average Equity 0.36  0.50 
Return on Invested Capital 0.20  0.24 
Return on Sales 0.29  0.28 
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. was incorporated in 1977 and is headquartered in Cupertino, California. Apple operates under Consumer Electronics classification in the United States and is traded on NASDAQ Exchange. It employs 154000 people.

Things to note about Apple Inc

Checking the ongoing alerts about Apple for important developments is a great way to find new opportunities for your next move. Our 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 Alerts

Equity Alerts and Improvement Suggestions

Apple Inc generated a negative expected return over the last 90 days
The company currently holds 119.98 B in liabilities with Debt to Equity (D/E) ratio of 1.78, which is about average as compared to similar companies. Apple Inc has a current ratio of 0.91, 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 strong financial position based on the latest SEC filings
About 60.0% of Apple shares are held by institutions such as insurance companies
Latest headline from www.marketwatch.com: Top 5 U.S. companies losing a total of 260 billion in market cap, led by Apple and Amazon - MarketWatch
Please continue to Trending Equities. Note that the Apple Inc information on this page should be used as a complementary analysis to other Apple's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Complementary Tools for Apple Stock analysis

When running Apple Inc 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 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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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.
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.