Apple Stock Analysis

AAPL -  USA Stock  

USD 170.33  11.11  6.98%

The new bullish price patterns experienced by current Apple Inc shareholders could raise concerns from stakeholders as the firm it trading at a share price of 170.33 on 179,700,265 in volume. The company directors and management have been very successful in rebalancing the firm assets at opportune times to take advantage of market volatility in December. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.82. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Please continue to Trending Equities.

Apple Stock Analysis 

 
Refresh
The Apple stock analysis report makes it easy to digest most publicly released information about Apple and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Apple Stock analysis module also helps to analyze the Apple price relationship with some important fundamental indicators such as market cap and management efficiency.

Apple Stock Analysis Notes

About 59.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.0. Apple Inc recorded earning per share (EPS) of 5.61. The entity next dividend is scheduled to be issued on the 5th of November 2021. The firm had 4-1 split on the 31st of August 2020. 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. For more info on Apple Inc please contact Tim Cook at 408 974-2483 or go to www.apple.com.

Apple Quarterly Cost of Revenue

48.19 BillionShare

Apple Inc Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Apple's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Apple Inc or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Apple Inc is unlikely to experience financial distress in the next 2 years
Apple Inc has a strong financial position based on the latest SEC filings
About 59.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.thestreet.com: Apple Stock It Could Reach 5 Trillion By 2025 - TheStreet

Apple Inc Upcoming and Recent Events

Earnings reports are used by Apple to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Apple previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report27th of January 2022
Next Earnings Report27th of April 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End27th of October 2022
Last Quarter Report30th of September 2021
Last Earning Announcement31st of December 2020

Apple Largest EPS Surprises

Earnings surprises can significantly impact Apple's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2009-07-21
2009-06-300.04250.04750.00511 
2008-10-21
2008-09-300.040.0450.00512 
2008-07-21
2008-06-300.03750.04250.00513 
View All Earnings Estimates

Apple SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Apple prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Apple investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Apple Inc specific information freely available to individual and institutional investors to make a timely investment decision.
12th of November 2021
Financial Statements and Exhibits. Amendments to Articles of Incorporation or Bylaws; and/or Change in Fiscal Year. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
28th of October 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
5th of August 2021
Financial Statements and Exhibits. Other Events
View
27th of July 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
28th of April 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
View

Apple Thematic Classifications

In addition to having Apple stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Artificial Intelligence IdeaArtificial Intelligence
Firms and funds that are developing tools for artificial intelligence
Corona Opportunity IdeaCorona Opportunity
Coronavirus related entities to consider during and after the outbreak
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

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
New York State Teachers Retirement SystemCommon Shares18.6 M3.3 B
Nordea Investment Management AbCommon Shares18.2 M3.2 B
Russell Investments Group LtdCommon Shares8.7 M1.5 B
Retirement Systems Of AlabamaCommon Shares8.1 M1.4 B
Strs OhioCommon Shares7.8 M1.4 B
Royal London Asset Management LtdCommon Shares7.3 M1.3 B
Dnb Asset Management AsCommon Shares4.6 M809.3 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 Market Capitalization

The company currently falls under 'Mega-Cap' category with current market capitalization of 2620 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Apple's market, we take the total number of its shares issued and multiply it by Apple's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Apple Profitablity

Apple's profitability indicators refer to fundamental financial ratios that showcase Apple's ability to generate income relative to its revenue or operating costs. If, let's say, Apple is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Apple's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Apple's profitability requires more research than a typical breakdown of Apple's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 25.88 %, which can signify that it executes well on its competitive strategies and has good control over its expenditures. This is very large. Similarly, it shows Operating Margin (OM) of 32.87 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.33.
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 

Management Efficiency

The entity has return on total asset (ROA) of 20.18 % which means that it generated profit of $20.18 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 147.44 %, meaning that it created $147.44 on every $100 dollars invested by stockholders. Apple management efficiency ratios could be used to measure how well apple inc manages its routine affairs as well as how well it operates its assets and liabilities. Apple Return on Investment is relatively stable at the moment as compared to the past year. The company's current value of Return on Investment is estimated at 37.48. Return on Average Assets is expected to hike to 0.15 this year, although the value of Return on Sales will most likely fall to 0.28. Apple Asset Turnover is relatively stable at the moment as compared to the past year. The company's current value of Asset Turnover is estimated at 0.71. Return on Average Assets is expected to hike to 0.15 this year, although the value of Current Assets will most likely fall to nearly 127.8 B.
Last ReportedProjected for 2022
Book Value per Share 6.42  6.12 
Enterprise Value over EBIT 13.00  15.11 
Enterprise Value over EBITDA 11.57  13.39 
Price to Book Value 5.94  6.09 
Tangible Assets Book Value per Share 17.98  17.29 
Enterprise Value885.8 B1047 B
Tangible Asset Value375.3 B358.4 B

Technical Drivers

As of the 28th of January, Apple shows the Downside Deviation of 1.5, risk adjusted performance of 0.0663, and Mean Deviation of 1.24. Apple Inc 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's 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 were able to interpolate data for nineteen technical drivers for Apple Inc, which can be compared to its rivals. Please confirm Apple Inc jensen alpha, as well as the relationship between the potential upside and skewness to decide if Apple Inc is priced correctly, providing market reflects its regular price of 170.33 per share. Given that Apple has jensen alpha of 0.1831, we suggest you to validate Apple Inc's prevailing market performance to make sure the company can sustain itself at a future point.

Apple Inc Price Movement Analysis

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. Apple Inc Triple Exponential Moving Average indicator shows smoothing effect of Apple price series composite of a single exponential moving average, a double exponential moving average and a triple exponential moving average. View also all equity analysis or get more info about triple exponential moving average overlap studies indicator.

Apple Inc Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Apple insiders, such as employees or executives, is commonly permitted as long as it does not rely on Apple's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Apple insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Apple Outstanding Bonds

Apple issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Apple Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Apple bonds can be classified according to their maturity, which is the date when Apple Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
MaturityCouponRating
APPLE INC 2405/03/20232.4
AA+
APPLE INC 38505/04/20433.85
AA+
APPLE INC 34505/06/20243.45
AA+
APPLE INC 44505/06/20444.45
AA+
APPLE INC 21502/09/20222.15
AA+
APPLE INC 2502/09/20252.5
AA+
APPLE INC 34502/09/20453.45
AA+
APPLE INC 2705/13/20222.7
AA+

Apple Predictive Daily Indicators

Apple intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Apple stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Apple Forecast Models

Apple time-series forecasting models is one of many Apple's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Apple's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Apple Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Apple stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Apple shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Apple. By using and applying Apple Stock analysis, traders can create a robust methodology for identifying Apple entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 26.76  30.60 
EBITDA Margin 0.33  0.32 
Gross Margin 0.39  0.37 
Profit Margin 0.21  0.21 
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.

Current Apple Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Apple analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Apple analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
180.31Buy26Odds
Apple Inc current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Apple analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Apple stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Apple Inc, talking to its executives and customers, or listening to Apple conference calls.
Apple Analyst Advice Details

Apple Stock Analysis Indicators

Apple Inc stock analysis indicators help investors evaluate how Apple stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Apple shares will generate the highest return on investment. By understating and applying Apple stock analysis, traders can identify Apple position entry and exit signals to maximize returns.
Quick Ratio0.91
Trailing Annual Dividend Rate0.85
Fifty Two Week Low116.21
Revenue Growth28.80%
Payout Ratio15.15%
Average Daily Volume Last 10 Day98.46M
Shares Short Prior Month99.69M
Average Daily Volume In Three Month95.86M
Earnings Growth66.20%
Shares Percent Shares Out0.69%
Earnings Quarterly Growth62.20%
Gross Margins41.78%
Forward Price Earnings25.85
Short Percent Of Float0.69%
Float Shares16.39B
Fifty Two Week High182.94
Fifty Day Average168.58
Enterprise Value To Ebitda25.14
Two Hundred Day Average147.53
Enterprise Value To Revenue8.26
Trailing Annual Dividend Yield0.52%
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 Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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.
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Go
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Go
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Go
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
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.