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

Apple Inc. (AAPL)

Equity · Currency in USD · Last updated Dec 2, 2023

Apple Inc. is a multinational technology company that designs and sells consumer electronics, computer software, and online services. The company is best known for its products and services, including the iPhone, iPad, Mac, iPod, Apple Watch, Apple TV, and Apple Music. Apple also offers various online services, including the App Store, iCloud, Apple Arcade, and Apple News+.

SummaryFinancials

Company Info

ISINUS0378331005
CUSIP037833100
SectorTechnology
IndustryConsumer Electronics

Highlights

Market Cap$2.97T
EPS$6.14
PE Ratio31.15
PEG Ratio2.24
Revenue (TTM)$383.29B
Gross Profit (TTM)$170.78B
EBITDA (TTM)$125.82B
Year Range$123.48 - $197.70
Target Price$180.44
Short %0.68%
Short Ratio1.81

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.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.97%
7.29%
AAPL (Apple Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with AAPL

Apple Inc.

Popular comparisons: AAPL vs. SPY, AAPL vs. MSFT, AAPL vs. VOO, AAPL vs. QQQ, AAPL vs. TSLA, AAPL vs. GOOG, AAPL vs. BTC-USD, AAPL vs. GOOGL, AAPL vs. AMZN, AAPL vs. VTI

Return

Apple Inc. had a return of 48.01% year-to-date (YTD) and 29.67% in the last 12 months. Over the past 10 years, Apple Inc. had an annualized return of 26.90%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.


PeriodReturnBenchmark
Year-To-Date48.01%19.67%
1 month10.07%8.42%
6 months5.97%7.29%
1 year29.67%12.71%
5 years (annualized)34.94%10.75%
10 years (annualized)26.90%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20234.61%9.43%1.28%-4.24%-8.87%-0.26%11.38%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Apple Inc. (AAPL) 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
AAPL
Apple Inc.
1.38
^GSPC
S&P 500
0.91

Sharpe Ratio

The current Apple Inc. Sharpe ratio is 1.38. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
1.38
0.91
AAPL (Apple Inc.)
Benchmark (^GSPC)

Dividend History

Apple Inc. granted a 0.50% dividend yield in the last twelve months. The annual payout for that period amounted to $0.95 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.95$0.91$0.87$0.81$0.76$0.71$0.62$0.56$0.51$0.46$0.42$0.19

Dividend yield

0.50%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%2.10%1.00%

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$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$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00
2015$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00
2014$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00
2013$0.00$0.09$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00
2012$0.09$0.00$0.00$0.09$0.00

Dividend Yield & Payout


Dividend Yield
AAPL
0.50%
Market bottom
1.03%
Market top
5.13%
Apple Inc. has a dividend yield of 0.50%, 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
AAPL
15.52%
Market bottom
17.94%
Market top
59.27%
Apple Inc. has a payout ratio of 15.52%, 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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.39%
-4.21%
AAPL (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 81.80%, occurring on Apr 17, 2003. Recovery took 447 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.8%Mar 23, 2000770Apr 17, 2003447Jan 26, 20051217
-81.25%Apr 3, 19911703Dec 23, 1997426Sep 2, 19992129
-76.89%Jun 7, 1983556Aug 15, 1985379Feb 17, 1987935
-69.45%Dec 30, 1980385Jul 8, 1982137Jan 20, 1983522
-60.87%Dec 31, 2007266Jan 20, 2009191Oct 21, 2009457

Volatility Chart

The current Apple Inc. volatility is 3.87%, 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%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
3.87%
2.79%
AAPL (Apple Inc.)
Benchmark (^GSPC)

Portfolios with Apple Inc.


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownExpense RatioSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
Cloud Computing Stocks Portfolio62.44%0.54%26.51%-44.98%0.00%2.08
FAAMG Portfolio78.57%0.25%25.68%-46.78%0.00%2.51
FAANG Portfolio79.07%0.10%27.21%-48.98%0.00%2.51
FANG Plus Portfolio63.81%0.53%26.97%-48.47%0.00%2.09
MATANA Portfolio88.29%0.21%28.54%-46.26%0.00%2.22
PortfoliosLab Trends Portfolio51.45%24.71%1.11%22.09%-34.57%0.04%1.86
Tech Stocks Dividend Portfolio26.64%15.73%2.47%21.50%-77.75%0.00%0.99