NASDAQ: AAPL - Apple

Yield per half year: +15.52%
Sector: Technology

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1. Summary

Advantages

  • Positive review The stock's return over the last year (15.58%) is higher than the sector average (-100%).
  • Positive review The company's current efficiency (ROE=171.95%) is higher than the sector average (ROE=14.37%)

Disadvantages

  • Negative review Price (223.98 $) is higher than fair price (57.5 $)
  • Negative review Dividends (0.5084%) are below the sector average (2.34%).
  • Negative review Current debt level 31.51% has increased over 5 years from 31.3%.

2. Share price and performance

2.1. Share price

2.2. News

2.3. Market efficiency

Apple Technology Index
7 days -2.8% -100% 3.8%
90 days 35.7% -100% -13.1%
1 year 15.6% -100% 3.7%

Positive review AAPL vs Sector: Apple has outperformed the "Technology" sector by 115.58% over the past year.

Positive review AAPL vs Market: Apple has outperformed the market by 11.92% over the past year.

Positive review 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 0.2997% over the past year.

3. Summary of the report

3.1. General

P/E: 28.71
P/S: 7.26

3.2. Revenue

EPS 6.13
ROE 171.95%
ROA 27.5%
ROIC 53.9%
Ebitda margin 32.83%

4. Fundamental Analysis

4.1. Stock price and price forecast

The fair price is calculated taking into account the Central Bank refinancing rate and earnings per share (EPS)

Negative review Above fair price: The current price (223.98 $) is higher than the fair price (57.5 $).

Negative review Price is higher than fair: The current price (223.98 $) is 74.3% higher than the fair price.

4.2. P/E

Positive review P/E vs Sector: The company's P/E (28.71) is lower than that of the sector as a whole (84.83).

Positive review P/E vs Market: The company's P/E (28.71) is lower than that of the market as a whole (54.77).

4.2.1 P/E Similar companies

4.3. P/BV

Negative review P/BV vs Sector: The company's P/BV (44.8) is higher than that of the sector as a whole (38.31).

Negative review P/BV vs Market: The company's P/BV (44.8) is higher than that of the market as a whole (2.3).

4.3.1 P/BV Similar companies

4.4. P/S

Positive review P/S vs Sector: The company's P/S indicator (7.26) is lower than that of the sector as a whole (38.07).

Positive review P/S vs Market: The company's P/S indicator (7.26) is lower than that of the market as a whole (9.99).

4.4.1 P/S Similar companies

4.5. EV/Ebitda

Positive review EV/Ebitda vs Sector: The company's EV/Ebitda (22.77) is lower than that of the sector as a whole (58.86).

Negative review EV/Ebitda vs Market: The company's EV/Ebitda (22.77) is higher than that of the market as a whole (22.26).

5. Profitability

5.1. Profitability and revenue

5.2. Earnings per share - EPS

5.3. Past profitability Ebitda

Positive review Yield Trend: Rising and has grown by 15.11% over the last 5 years.

Negative review Earnings Slowdown: The last year's return (0%) is below the 5-year average return (15.11%).

Positive review Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-3.04%).

5.4. ROE

Positive review ROE vs Sector: The company's ROE (171.95%) is higher than that of the sector as a whole (14.37%).

Positive review ROE vs Market: The company's ROE (171.95%) is higher than that of the market as a whole (31.8%).

5.5. ROA

Positive review ROA vs Sector: The company's ROA (27.5%) is higher than that of the sector as a whole (7.89%).

Positive review ROA vs Market: The company's ROA (27.5%) is higher than that of the market as a whole (7.12%).

5.6. ROIC

Positive review ROIC vs Sector: The company's ROIC (53.9%) is higher than that of the sector as a whole (19.69%).

Positive review ROIC vs Market: The company's ROIC (53.9%) is higher than that of the market as a whole (10.68%).

6. Finance

6.1. Assets and debt

Positive review Debt level: (31.51%) is quite low in relation to assets.

Negative review Increasing debt: over 5 years, the debt has increased from 31.3% to 31.51%.

Negative review Excess of debt: The debt is not covered by net income, percentage 114.53%.

6.2. Profit growth and share price

7. Dividends

7.1. Dividend yield vs Market

Negative review Low yield: The dividend yield of the company 0.5084% is below the average for the sector '2.34%.

7.2. Stability and increase in payments

Positive review Dividend stability: The company's dividend yield 0.5084% has been steadily paid over the past 7 years, DSI=0.93.

Positive review Dividend growth: Company's dividend yield 0.5084% has been growing over the last 5 years. Growth over 16 years.

7.3. Payout percentage

Negative review Dividend Coverage: Current payments from income (15.49%) are at an uncomfortable level.

8. Insider trades

8.1. Insider trading

Positive review Insider Buying Exceeds insider sales by 100% over the last 3 months.

8.2. Latest transactions

Transaction date Insider Type Price Volume Quantity
11.04.2024 Maestri Luca
Senior Vice President, CFO
Sale 174.12 9 262 140 53194
11.04.2024 WILLIAMS JEFFREY E
COO
Sale 172.22 10 188 900 59162
29.11.2023 KONDO CHRIS
Principal Accounting Officer
Sale 192 1 058 500 5513
22.11.2022 KONDO CHRIS
Principal Accounting Officer
Sale 148.72 3 004 140 20200
03.02.2022 Adams Katherine L.
SVP, GC and Secretary
Sale 174.78 4 369 500 25000

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9. Stocks forum Apple

9.1. Stocks forum - Latest comments

9 December 2022 01:02

Мне кажется ,что в Apple вложится самое время , особенно если учесть, что во многих источниках прогнозируют уменьшение доли рынка смартфонов  практически всех лидеров за исключением Apple.

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