PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios

Apple Inc. (0R2V.L)

Equity · Currency in USD · Last updated Sep 30, 2023

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple TV, Apple Watch, Beats products, and HomePod. It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allow customers to discover and download applications and digital content, such as books, music, video, games, and podcasts. In addition, the company offers various services, such as Apple Arcade, a game subscription service; Apple Fitness+, a personalized fitness service; Apple Music, which offers users a curated listening experience with on-demand radio stations; Apple News+, a subscription news and magazine service; Apple TV+, which offers exclusive original content; Apple Card, a co-branded credit card; and Apple Pay, a cashless payment service, as well as licenses its intellectual property. The company serves consumers, and small and mid-sized businesses; and the education, enterprise, and government markets. It distributes third-party applications for its products through the App Store. The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers, wholesalers, retailers, and resellers. Apple Inc. was incorporated in 1977 and is headquartered in Cupertino, California.

SummaryFinancials

Company Info

ISINUS0378331005
SectorConsumer Goods
IndustryElectronic Equipment

Highlights

Market Cap$9,223,372.04T
EPS$12.73
Revenue (TTM)$383.93B
Gross Profit (TTM)$170.78B
EBITDA (TTM)$123.96B
Year Range$123.53 - $198.13

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of $10,000 in Apple Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%MayJuneJulyAugustSeptember
4.79%
3.21%
0R2V.L (Apple Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with 0R2V.L

Apple Inc.

Popular comparisons: 0R2V.L vs. MSFT, 0R2V.L vs. VUAA.L

Return

Apple Inc. had a return of 34.29% year-to-date (YTD) and 21.11% in the last 12 months. Over the past 10 years, Apple Inc. had an annualized return of 64.49%, outperforming the S&P 500 benchmark which had an annualized return of 4.21%.


PeriodReturnBenchmark
1 month-7.82%-5.02%
6 months5.76%3.59%
Year-To-Date34.29%10.87%
1 year21.11%17.41%
5 years (annualized)26.12%5.66%
10 years (annualized)64.49%4.21%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20233.20%10.26%3.19%5.20%8.82%2.05%-2.95%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Apple Inc. (0R2V.L) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
0R2V.L
Apple Inc.
0.68
^GSPC
S&P 500
0.89

Sharpe Ratio

The current Apple Inc. Sharpe ratio is 0.68. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.00MayJuneJulyAugustSeptember
0.68
1.02
0R2V.L (Apple Inc.)
Benchmark (^GSPC)

Dividend History

Apple Inc. granted a 0.55% dividend yield in the last twelve months. The annual payout for that period amounted to $0.94 per share.


PeriodTTM20222021202020192018201720162015
Dividend$0.94$0.91$0.87$0.81$0.76$0.71$0.62$0.00$0.12

Dividend yield

0.55%0.71%0.49%0.60%1.07%1.86%0.00%0.00%0.47%

Monthly Dividends

The table displays the monthly dividend distributions for Apple Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.23$0.00$0.00$0.24$0.00$0.00$0.24
2022$0.00$0.22$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00
2021$0.00$0.21$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00
2020$0.00$0.19$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00
2019$0.00$0.18$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00
2018$0.00$0.16$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2017$0.00$0.14$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2015$0.12$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
0R2V.L
0.55%
Market bottom
1.03%
Market top
5.23%
Apple Inc. has a dividend yield of 0.55%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
0R2V.L
15.80%
Market bottom
16.54%
Market top
56.91%
Apple Inc. has a payout ratio of 15.80%, which is below the market average. This means Apple Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%MayJuneJulyAugustSeptember
-12.28%
-14.15%
0R2V.L (Apple Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Apple Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Apple Inc. is 61.04%, recorded on Jan 20, 2009. It took 184 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.04%Jan 2, 2008256Jan 20, 2009184Oct 21, 2009440
-38.25%Oct 4, 201863Jan 3, 2019193Oct 10, 2019256
-32.7%Jan 30, 202038Mar 23, 202051Jun 5, 202089
-30.74%Apr 5, 2022186Jan 3, 2023103Jun 2, 2023289
-30.37%Jul 21, 2015130Jan 28, 201613Jan 9, 2018143

Volatility Chart

The current Apple Inc. volatility is 6.01%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%MayJuneJulyAugustSeptember
6.01%
3.15%
0R2V.L (Apple Inc.)
Benchmark (^GSPC)