Apple Inc Stock Performance

AAPL Stock  USD 191.24  1.29  0.68%   
Apple has a performance score of 1 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.6347, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Apple returns are expected to increase less than the market. However, during the bear market, the loss on holding Apple will be expected to be smaller as well. By analyzing Apple Inc technical indicators, you can presently evaluate if the expected return of 0.0217% will be sustainable into the future. Apple Inc right now shows a risk of 1.19%. Please confirm Apple Inc jensen alpha, as well as the relationship between the potential upside and skewness to decide if Apple Inc will be following its price patterns.

Apple Performance

1 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Apple Inc are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, Apple is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors. ...more
Forward Dividend Yield
Payout Ratio
Last Split Factor
Forward Dividend Rate
Dividend Date
Apples iPhone 15 Launch What to Expect - Nasdaq
Are Stocks in a Secular Bull or Bear Market Right Now - Nasdaq
EPS Estimate
Exercise or conversion by Jeff Williams of 136268 shares of Apple subject to Rule 16b-3
Apple Stock Downgraded at KeyBanc on Valuation, Slowing ... - Bloomberg
Sale by Jeff Williams of 69785 shares of Apple
Apple bonds are yielding more than 5. The stock has a 0.5 ... - Morningstar
Payment of 177870 shares by Jeff Williams of Apple subject to Rule 16b-3
Jim Cramer sees little margin for error in Apples upcoming earnings report - CNBC
EPS Reported
Heres why shares of Apple are ready for their next leg up - CNBC
Apple dividend paid on 16th of November 2023
U.S. shares mixed at close of trade Dow Jones Industrial Average ... - Australia
Headlands Technologies LLC Acquires 64678 Shares of Apple Inc ... - MarketBeat
Begin Period Cash Flow25 B
Total Cashflows From Investing Activities3.7 B

Apple Relative Risk vs. Return Landscape

If you would invest  18,945  in Apple Inc on September 4, 2023 and sell it today you would earn a total of  179.00  from holding Apple Inc or generate 0.94% return on investment over 90 days. Apple Inc is currently generating 0.0217% in daily expected returns and assumes 1.1901% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% 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.
  Expected Return   
Given the investment horizon of 90 days Apple is expected to generate 1.57 times less return on investment than the market. In addition to that, the company is 1.54 times more volatile than its market benchmark. It trades about 0.02 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.04 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 = 0.0182

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsAAPL

Estimated Market Risk

  actual daily
90% of assets are more volatile

Expected Return

  actual daily
Most of other assets have higher returns

Risk-Adjusted Return

  actual daily
99% of assets perform better
Based on monthly moving average Apple is performing at about 1% 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.

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.

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.
Last ReportedProjected for 2023
Return on Investment 66.26  53.58 
Return on Average Assets 0.28  0.27 
Return on Average Equity 1.61  1.28 
Return on Invested Capital 0.40  0.38 
Return on Sales 0.31  0.33 

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 is unlikely to experience financial distress in the next 2 years
The company currently holds 111.09 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.
About 61.0% of Apple shares are held by institutions such as insurance companies
On 16th of November 2023 Apple paid $ 0.24 per share dividend to its current shareholders
Latest headline from Headlands Technologies LLC Acquires 64678 Shares of Apple Inc ... - MarketBeat
Evaluating Apple's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Apple's stock performance include:
  • 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.
It's essential to remember that evaluating Apple's stock performance is not an exact science, and many factors can impact Apple's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Apple Inc is a strong investment it is important to analyze Apple's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Apple's future performance. For an informed investment choice regarding Apple Stock, refer to the following important reports:
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 Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

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.
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
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
Dividend Share
Earnings Share
Revenue Per Share
Quarterly Revenue Growth
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 if Apple is a good investment 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.