Company Analysis Apple
1. Summary
Advantages
- The stock's return over the last year (30.1%) is higher than the sector average (-49.26%).
- Current debt level 29.22% is below 100% and has decreased over 5 years from 31.3%.
- The company's current efficiency (ROE=157.41%) is higher than the sector average (ROE=17.12%)
Disadvantages
- Price (172.7 $) is higher than fair price (75.15 $)
- Dividends (0.4898%) are below the sector average (0.6704%).
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Apple | Technology | Index | |
|---|---|---|---|
| 7 days | 2.8% | 11.7% | 0.4% |
| 90 days | 14.9% | -49.2% | 13.7% |
| 1 year | 30.1% | -49.3% | 36.2% |
AAPL vs Sector: Apple has outperformed the "Technology" sector by 79.36% over the past year.
AAPL vs Market: Apple has significantly underperformed the market by -6.12% over the past year.
Stable price: AAPL is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: AAPL with weekly volatility of 0.5789% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (172.7 $) is higher than the fair price (75.15 $).
Price is higher than fair: The current price (172.7 $) is 56.5% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (38.3) is lower than that of the sector as a whole (74.71).
P/E vs Market: The company's P/E (38.3) is lower than that of the market as a whole (48.31).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (63.04) is higher than that of the sector as a whole (9.26).
P/BV vs Market: The company's P/BV (63.04) is higher than that of the market as a whole (3.18).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (9.18) is higher than that of the sector as a whole (8.19).
P/S vs Market: The company's P/S indicator (9.18) is lower than that of the market as a whole (10.18).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (27.23) is lower than that of the sector as a whole (92.69).
EV/Ebitda vs Market: The company's EV/Ebitda (27.23) is higher than that of the market as a whole (18.31).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 13.93% over the last 5 years.
Earnings Slowdown: The last year's return (-3.36%) is below the 5-year average return (13.93%).
Profitability vs Sector: The return for the last year (-3.36%) is lower than the return for the sector (3.02%).
5.4. ROE
ROE vs Sector: The company's ROE (157.41%) is higher than that of the sector as a whole (17.12%).
ROE vs Market: The company's ROE (157.41%) is higher than that of the market as a whole (10.9%).
5.5. ROA
ROA vs Sector: The company's ROA (26.13%) is higher than that of the sector as a whole (9.15%).
ROA vs Market: The company's ROA (26.13%) is higher than that of the market as a whole (6.48%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (53.9%) is higher than that of the sector as a whole (13.26%).
ROIC vs Market: The company's ROIC (53.9%) is higher than that of the market as a whole (10.79%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0.4898% is below the average for the sector '0.6704%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 0.4898% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 0.4898% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (16.25%) are at an uncomfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 09.08.2024 | KONDO CHRIS Principal Accounting Officer |
Sale | 216.5 | 1 121 040 | 5 178 |
| 11.04.2024 | Maestri Luca Senior Vice President, CFO |
Sale | 174.12 | 9 262 140 | 53 194 |
| 11.04.2024 | WILLIAMS JEFFREY E COO |
Sale | 172.22 | 10 188 900 | 59 162 |
| 29.11.2023 | KONDO CHRIS Principal Accounting Officer |
Sale | 192 | 1 058 500 | 5 513 |
| 22.11.2022 | KONDO CHRIS Principal Accounting Officer |
Sale | 148.72 | 3 004 140 | 20 200 |
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9. Stocks forum Apple
9.1. Stocks forum - Latest comments
ΠΠ½Π΅ ΠΊΠ°ΠΆΠ΅ΡΡΡ ,ΡΡΠΎ Π² Apple Π²Π»ΠΎΠΆΠΈΡΡΡ ΡΠ°ΠΌΠΎΠ΅ Π²ΡΠ΅ΠΌΡ , ΠΎΡΠΎΠ±Π΅Π½Π½ΠΎ Π΅ΡΠ»ΠΈ ΡΡΠ΅ΡΡΡ, ΡΡΠΎ Π²ΠΎ ΠΌΠ½ΠΎΠ³ΠΈΡ ΠΈΡΡΠΎΡΠ½ΠΈΠΊΠ°Ρ ΠΏΡΠΎΠ³Π½ΠΎΠ·ΠΈΡΡΡΡ ΡΠΌΠ΅Π½ΡΡΠ΅Π½ΠΈΠ΅ Π΄ΠΎΠ»ΠΈ ΡΡΠ½ΠΊΠ° ΡΠΌΠ°ΡΡΡΠΎΠ½ΠΎΠ² ΠΏΡΠ°ΠΊΡΠΈΡΠ΅ΡΠΊΠΈ Π²ΡΠ΅Ρ Π»ΠΈΠ΄Π΅ΡΠΎΠ² Π·Π° ΠΈΡΠΊΠ»ΡΡΠ΅Π½ΠΈΠ΅ΠΌ Apple.
