Apple Total Debt To Capitalization from 2010 to 2024

AAPL Stock  USD 173.72  1.10  0.64%   
Apple Total Debt To Capitalization yearly trend continues to be quite stable with very little volatility. Total Debt To Capitalization may rise above 0.61 this year. From the period between 2010 and 2024, Apple, Total Debt To Capitalization regression line of its data series had standard deviation of  0.14 and standard deviation of  0.14. View All Fundamentals
 
Total Debt To Capitalization  
First Reported
2010-12-31
Previous Quarter
0.58
Current Value
0.61
Quarterly Volatility
0.1408395
 
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Check Apple financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Apple main balance sheet or income statement drivers, such as Depreciation And Amortization of 13.9 B, Interest Expense of 4.7 B or Selling General Administrative of 30.1 B, as well as many exotic indicators such as Short Term Coverage Ratios of 3.77, Price Earnings Ratio of 15.15 or Price To Sales Ratio of 6.67. Apple financial statements analysis is a perfect complement when working with Apple Valuation or Volatility modules.
  
This module can also supplement Apple's financial leverage analysis and stock options assessment as well as various Apple Technical models . Check out the analysis of Apple Correlation against competitors.

Latest Apple's Total Debt To Capitalization Growth Pattern

Below is the plot of the Total Debt To Capitalization of Apple Inc over the last few years. It is Apple's Total Debt To Capitalization historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Apple's overall financial position and show how it may be relating to other accounts over time.
Total Debt To Capitalization10 Years Trend
Slightly volatile
   Total Debt To Capitalization   
       Timeline  

Apple Total Debt To Capitalization Regression Statistics

Arithmetic Mean0.57
Geometric Mean0.55
Coefficient Of Variation24.92
Mean Deviation0.13
Median0.61
Standard Deviation0.14
Sample Variance0.02
Range0.299
R-Value0.72
Mean Square Error0.01
R-Squared0.52
Significance0
Slope0.02
Total Sum of Squares0.28

Apple Total Debt To Capitalization History

2024 0.61
2023 0.58
2022 0.64
2016 0.7

About Apple Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Apple income statement, its balance sheet, and the statement of cash flows. Apple investors use historical funamental indicators, such as Apple's Total Debt To Capitalization, to determine how well the company is positioned to perform in the future. Although Apple investors may use each financial statement separately, they are all related. The changes in Apple's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Apple's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Apple Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Apple. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Total Debt To Capitalization 0.58  0.61 

Pair Trading with Apple

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Apple position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Apple will appreciate offsetting losses from the drop in the long position's value.

Moving together with Apple Stock

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Moving against Apple Stock

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The ability to find closely correlated positions to Apple could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Apple when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Apple - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Apple Inc to buy it.
The correlation of Apple is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Apple moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Apple Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Apple can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
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:

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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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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
0.16
Dividend Share
0.95
Earnings Share
6.44
Revenue Per Share
24.648
Quarterly Revenue Growth
0.021
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.