Apple Historical Financial Ratios

AAPL Stock  USD 171.48  1.83  1.06%   
Apple is presently reporting on over 106 different financial statement accounts. To analyze all of these accounts together requires a lot of time and effort. However, using these accounts to derive some meaningful and actionable indicators such as Price Earnings Ratio of 15.13, Price To Sales Ratio of 6.65 or Dividend Yield of 0.0061 will help investors to properly organize and evaluate Apple Inc financial condition quickly.
  
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 american community survey.

About Apple Financial Ratios Analysis

Apple IncFinancial ratios are relationships based on a company's financial information. They can serve as useful tools to evaluate Apple investment potential. Financial ratio analysis can also be defined as the process of presenting financial ratios, which are mathematical indicators calculated by comparing key financial information appearing on Apple financial statements. Financial ratios are useful tools that help investors analyze and compare relationships between different pieces of financial information across Apple history.

Apple Financial Ratios Chart

Apple Inc financial ratios usually calculated using numerical values taken directly from Apple financial statements such as income statements or balance sheets. They help investors to obtain meaningful information about Apple. Most financial ratios help to conduct quantitative analysis to assess vital information about the company's valuation as well as profitability and liquidity indicators such as leverage, growth, profit margins, and different types of rates of return.
At this time, Apple's Free Cash Flow Per Share is quite stable compared to the past year. Price To Free Cash Flows Ratio is expected to rise to 25.58 this year, although the value of Price Earnings Ratio will most likely fall to 15.13.

Price To Sales Ratio

Price to Sales Ratio is figured by comparing Apple Inc stock price to its revenues. An advantage to using Price to Sales ratio is that it is based on Apple sales, a figure that is much harder to manipulate than other Apple Inc multiples. Because sales tend to be more stable P/S ratio can be a good tool for screening cyclical companies fluctuating earnings patterns. A valuation ratio that compares a company’s stock price to its revenues, calculated by dividing the company’s market cap by its total sales or revenue over a 12-month period.

Dividend Yield

Dividend Yield is Apple Inc dividend as a percentage of Apple stock price. Apple Inc dividend yield is a measure of Apple stock productivity, which can be interpreted as interest rate earned on an Apple investment. A financial ratio that shows how much a company pays out in dividends each year relative to its stock price, calculated as annual dividends per share divided by price per share.

Payout Ratio

Payout Ratio is the proportion of Apple Inc earnings paid out as dividends to shareholders. Payout Ratio is typically expressed as a percentage but can be shown as dividends paid out as a proportion of cash flow. The payout ratio is used to determine the sustainability of Apple Inc dividend payments. A lower payout ratio is generally preferable to a higher payout ratio, with a ratio greater than 100% indicating Apple Inc is paying out more in dividends than it makes in net income.
Most ratios from Apple's fundamentals are interrelated and interconnected. However, analyzing fundamentals ratios one by one will only give a small insight into Apple Inc current financial condition. On the other hand, looking into the entire matrix of fundamentals ratios, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. 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 american community survey.
At this time, Apple's Free Cash Flow Per Share is quite stable compared to the past year. Price To Free Cash Flows Ratio is expected to rise to 25.58 this year, although the value of Price Earnings Ratio will most likely fall to 15.13.
 2016 2022 2023 2024 (projected)
Price Earnings Ratio24.4427.7925.0115.13
Short Term Coverage Ratios5.796.996.293.77

Apple fundamentals Correlations

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Click cells to compare fundamentals

Apple Account Relationship Matchups

Apple Investors Sentiment

The influence of Apple's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Apple. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Apple's public news can be used to forecast risks associated with an investment in Apple. The trend in average sentiment can be used to explain how an investor holding Apple can time the market purely based on public headlines and social activities around Apple Inc. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Apple's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Apple's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Apple's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Apple.

Apple Implied Volatility

    
  20.47  
Apple's implied volatility exposes the market's sentiment of Apple Inc stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Apple's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Apple stock will not fluctuate a lot when Apple's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Apple in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Apple's short interest history, or implied volatility extrapolated from Apple options trading.

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 against Apple Stock

  0.86GE General Electric Fiscal Quarter End 31st of March 2024 PairCorr
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  0.82MZHOF Mizuho FinancialPairCorr
  0.82BAC Bank Of America Aggressive PushPairCorr
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 instruments. 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:
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 american community survey.
You can also try the 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'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
6.43
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.