Company Analysis Apple
1. Summary
Advantages
- The stock's return over the last year (12.15%) is higher than the sector average (-47.55%).
- The company's current efficiency (ROE=157.41%) is higher than the sector average (ROE=-91.2%)
Disadvantages
- Price (278.28 $) is higher than fair price (88.48 $)
- Dividends (0.4411%) are below the sector average (0.6314%).
- Current debt level 32.62% has increased over 5 years from 31.92%.
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Apple | Technology | Index | |
|---|---|---|---|
| 7 days | -0.2% | -20% | -1.3% |
| 90 days | 18.9% | -48.8% | 5.1% |
| 1 year | 12.2% | -47.5% | 17% |
AAPL vs Sector: Apple has outperformed the "Technology" sector by 59.7% over the past year.
AAPL vs Market: Apple has underperformed the market marginally by -4.81% 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 0.2337% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Above fair price: The current price (278.28 $) is higher than the fair price (88.48 $).
Price is higher than fair: The current price (278.28 $) is 68.2% higher than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (38.3) is higher than that of the sector as a whole (-199.3).
P/E vs Market: The company's P/E (38.3) is higher than that of the market as a whole (-80.5).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (63.04) is higher than that of the sector as a whole (9.54).
P/BV vs Market: The company's P/BV (63.04) is higher than that of the market as a whole (51.89).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (9.18) is lower than that of the sector as a whole (11.73).
P/S vs Market: The company's P/S indicator (9.18) is lower than that of the market as a whole (137.42).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (27.32) is lower than that of the sector as a whole (81.87).
EV/Ebitda vs Market: The company's EV/Ebitda (27.32) is higher than that of the market as a whole (-47.95).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Rising and has grown by 12.65% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (12.65%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (18.38%).
6.4. ROE
ROE vs Sector: The company's ROE (157.41%) is higher than that of the sector as a whole (-91.2%).
ROE vs Market: The company's ROE (157.41%) is higher than that of the market as a whole (-10.25%).
6.6. ROA
ROA vs Sector: The company's ROA (26.13%) is lower than that of the sector as a whole (113.38%).
ROA vs Market: The company's ROA (26.13%) is lower than that of the market as a whole (39.65%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (53.9%) is higher than that of the sector as a whole (9.27%).
ROIC vs Market: The company's ROIC (53.9%) is higher than that of the market as a whole (8.73%).
8. Dividends
8.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0.4411% is below the average for the sector '0.6314%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 0.4411% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 0.4411% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (16.25%) are at an uncomfortable level.
9. Insider trades
9.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
9.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 02.10.2025 | WILLIAMS JEFFREY E Officer |
Purchase | 256.58 | 11 036 300 | 43 013 |
| 08.08.2025 | O'BRIEN DEIRDRE Officer |
Purchase | 223.2 | 7 772 050 | 34 821 |
| 23.04.2025 | Parekh Kevan Senior Vice President, CFO |
Sale | 206 | 941 420 | 4 570 |
| 23.04.2025 | KEVAN PAREKH Officer |
Purchase | 199.74 | 912 812 | 4 570 |
| 03.02.2025 | LEVINSON ARTHUR D Director |
Sale | 226.35 | 343 147 | 1 516 |
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Based on sources: porti.ru
