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Apple Inc. (1AAPL.MI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

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Highlights

Market Cap

€3.37T

EPS (TTM)

€5.91

PE Ratio

37.89

PEG Ratio

2.10

Year Range

€152.42 - €248.80

Share Price Chart


190.0200.0210.0220.0230.0240.0250.0AugustSeptemberOctoberNovemberDecember2025
222.6

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Apple Inc.

Performance

Performance Chart

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.


-5.00%0.00%5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
8.49%
14.28%
1AAPL.MI (Apple Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Apple Inc. had a return of -8.32% year-to-date (YTD) and 28.27% in the last 12 months.


1AAPL.MI

YTD

-8.32%

1M

-8.15%

6M

8.48%

1Y

28.27%

5Y*

25.98%

10Y*

N/A

^GSPC (Benchmark)

YTD

1.96%

1M

1.11%

6M

7.77%

1Y

23.90%

5Y*

12.59%

10Y*

11.36%

*Annualized

Monthly Returns

The table below presents the monthly returns of 1AAPL.MI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.50%-2.24%-5.16%2.54%8.24%13.91%3.08%0.27%0.78%0.60%7.20%8.35%40.53%
202310.17%5.75%7.71%1.64%9.77%5.48%0.86%-2.25%-6.36%-1.33%7.87%0.49%45.81%
2022-3.03%-4.53%8.07%-3.22%-9.95%-5.46%20.68%0.42%-7.99%6.86%-11.42%-12.86%-24.19%
2021-1.27%-5.86%2.75%5.52%-7.73%13.32%6.02%5.50%-4.46%4.01%13.08%10.03%45.71%
202010.44%-13.78%-3.31%12.28%7.63%13.98%6.80%24.38%-8.35%-5.02%5.43%11.45%72.32%
20197.94%5.14%9.77%4.98%-9.77%9.55%12.55%-3.37%8.26%9.01%10.00%5.57%92.67%
2018-6.39%9.67%-6.59%1.47%16.48%0.25%1.50%20.63%-0.72%-0.62%-17.60%-14.14%-2.88%
2017-72.73%-0.34%-1.04%-73.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 81, 1AAPL.MI is among the top 19% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of 1AAPL.MI is 8181
Overall Rank
The Sharpe Ratio Rank of 1AAPL.MI is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of 1AAPL.MI is 7878
Sortino Ratio Rank
The Omega Ratio Rank of 1AAPL.MI is 7676
Omega Ratio Rank
The Calmar Ratio Rank of 1AAPL.MI is 8989
Calmar Ratio Rank
The Martin Ratio Rank of 1AAPL.MI is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Apple Inc. (1AAPL.MI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for 1AAPL.MI, currently valued at 1.24, compared to the broader market-2.000.002.004.001.242.06
The chart of Sortino ratio for 1AAPL.MI, currently valued at 1.85, compared to the broader market-4.00-2.000.002.004.001.852.74
The chart of Omega ratio for 1AAPL.MI, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.38
The chart of Calmar ratio for 1AAPL.MI, currently valued at 1.92, compared to the broader market0.002.004.006.001.923.13
The chart of Martin ratio for 1AAPL.MI, currently valued at 4.36, compared to the broader market-10.000.0010.0020.0030.004.3612.84
1AAPL.MI
^GSPC

The current Apple Inc. Sharpe ratio is 1.24. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Apple Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.24
2.54
1AAPL.MI (Apple Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Apple Inc. provided a 0.41% dividend yield over the last twelve months, with an annual payout of €0.92 per share. The company has been increasing its dividends for 7 consecutive years.


0.50%1.00%1.50%€0.00€0.20€0.40€0.60€0.80€1.0020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend€0.92€0.92€0.88€0.87€0.73€0.71€0.68€0.60€0.14

Dividend yield

0.41%0.38%0.51%0.72%0.46%0.65%1.05%1.77%0.38%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025€0.00€0.00
2024€0.00€0.22€0.00€0.00€0.23€0.00€0.00€0.23€0.00€0.00€0.23€0.00€0.92
2023€0.00€0.22€0.00€0.00€0.22€0.00€0.00€0.22€0.00€0.00€0.23€0.00€0.88
2022€0.00€0.19€0.00€0.00€0.22€0.00€0.00€0.23€0.00€0.00€0.23€0.00€0.87
2021€0.00€0.17€0.00€0.00€0.18€0.00€0.00€0.19€0.00€0.00€0.19€0.00€0.73
2020€0.00€0.18€0.00€0.00€0.19€0.00€0.00€0.17€0.00€0.00€0.17€0.00€0.71
2019€0.00€0.16€0.00€0.00€0.17€0.00€0.00€0.17€0.00€0.00€0.17€0.00€0.68
2018€0.00€0.13€0.00€0.00€0.15€0.00€0.00€0.16€0.00€0.00€0.16€0.00€0.60
2017€0.14€0.00€0.14

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.4%
Apple Inc. has a dividend yield of 0.41%, 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
200.0%400.0%600.0%800.0%17.6%
Apple Inc. has a payout ratio of 17.64%, 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

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-9.20%
0
1AAPL.MI (Apple Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Apple Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Apple Inc. was 76.10%, occurring on Feb 9, 2018. Recovery took 874 trading sessions.

The current Apple Inc. drawdown is 9.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.1%Oct 26, 201774Feb 9, 2018874Jul 26, 2021948
-30.92%Aug 19, 202297Jan 3, 2023106Jun 5, 2023203
-22.87%Apr 6, 202250Jun 16, 202234Aug 3, 202284
-14.73%Dec 14, 202358Mar 7, 202464Jun 10, 2024122
-13.95%Jan 4, 202250Mar 14, 202215Apr 4, 202265

Volatility

Volatility Chart

The current Apple Inc. volatility is 5.89%, 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%AugustSeptemberOctoberNovemberDecember2025
5.89%
4.07%
1AAPL.MI (Apple Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Apple Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0
Total Revenue
EBIT
Net Income

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Apple Inc., comparing actual results with analytics estimates.

0.501.001.502.002020AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJuly
0.88
Actual
Estimate

Valuation

The Valuation section provides an assessment of the market value of Apple Inc. compared to its peers in the Consumer Electronics industry.


PE Ratio
20.040.060.080.0100.0120.037.9
The chart displays the price to earnings (P/E) ratio for 1AAPL.MI in comparison to other companies of the Consumer Electronics industry. Currently, 1AAPL.MI has a PE value of 37.9. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-1.00.01.02.03.02.1
The chart displays the price to earnings to growth (PEG) ratio for 1AAPL.MI in comparison to other companies of the Consumer Electronics industry. Currently, 1AAPL.MI has a PEG value of 2.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Apple Inc..


32.034.036.038.040.042.044.0AugustSeptemberOctoberNovemberDecember2025
39.7

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items

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