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ISIN
US03784Y2000
CUSIP
03784Y200
IPO Date
May 18, 2015

Highlights

Market Cap
$3.92B
Enterprise Value
$4.14B
EPS (TTM)
$0.72
PE Ratio
22.92
PEG Ratio
0.14
Total Revenue (TTM)
$1.42B
Gross Profit (TTM)
$673.26M
EBITDA (TTM)
$388.53M
Year Range
$10.85 - $16.88
Target Price
$14.00
ROA (TTM)
3.51%
ROE (TTM)
5.50%

Share Price Chart


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Performance

APLE Performance Chart

Apple Hospitality REIT, Inc. (APLE) is up 44.7% since the beginning of the year. At $17 per share, APLE is trading just below its 52-week high of $17. Investors who bought $1,000 worth of APLE shares 5 years ago would now be looking at an investment worth $1,409.


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S&P 500 Index

Returns By Period

Apple Hospitality REIT, Inc. (APLE) has returned 44.66% so far this year and 54.71% over the past 12 months. Over the last ten years, APLE has returned 4.50% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Apple Hospitality REIT, Inc.

1D
0.12%
1M
15.41%
YTD
44.66%
6M
41.92%
1Y
54.71%
3Y*
12.73%
5Y*
7.10%
10Y*
4.50%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.15%
1Y
24.03%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

APLE Monthly Returns History

Based on dividend-adjusted daily data since May 18, 2015, APLE's average daily return is +0.04%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.

Historically, 51% of months were positive and 49% were negative. The best month was Nov 2020 with a return of +33.9%, while the worst month was Mar 2020 at -29.3%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.

On a daily basis, APLE closed higher 49% of trading days. The best single day was Mar 24, 2020 with a return of +21.7%, while the worst single day was Mar 18, 2020 at -23.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.10%6.00%-5.46%17.73%9.64%13.07%44.66%
20251.11%-3.55%-12.28%-8.21%-0.86%1.38%1.36%11.83%-7.42%-6.17%6.97%0.33%-16.61%
2024-2.85%0.69%2.31%-9.41%-1.61%1.26%2.26%-1.82%3.39%-0.01%9.61%-3.91%-1.26%
202312.87%-6.43%-5.49%-3.54%-1.88%4.56%3.13%-2.59%2.67%2.77%6.83%0.41%12.31%
2022-0.12%9.67%1.87%-1.28%-5.27%-11.94%14.09%-4.33%-11.24%22.37%0.12%-6.10%2.41%
2021-3.33%14.18%2.32%8.85%0.06%-3.78%-2.03%-1.14%6.49%-0.13%-4.39%7.59%25.42%

Benchmark Metrics

Apple Hospitality REIT, Inc. has an annualized alpha of -3.17%, beta of 1.06, and R2 of 0.32 versus S&P 500 Index. Calculated based on daily prices since May 18, 2015.

  • This stock participated in 89.84% of S&P 500 Index downside but only 64.06% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.32 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-3.17%
Beta
1.06
0.32
Upside Capture
64.06%
Downside Capture
89.84%

Return for Risk

Risk / Return Rank

APLE ranks 90 for risk / return — in the top 90% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


APLE Risk / Return Rank: 9090
Overall Rank
APLE Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
APLE Sortino Ratio Rank: 9292
Sortino Ratio Rank
APLE Omega Ratio Rank: 8888
Omega Ratio Rank
APLE Calmar Ratio Rank: 8989
Calmar Ratio Rank
APLE Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Apple Hospitality REIT, Inc. (APLE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


APLEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.37

Sortino ratioReturn per unit of downside risk

+0.71

Omega ratioGain probability vs. loss probability

1.38

1.37

+0.02

Calmar ratioReturn relative to maximum drawdown

4.08

2.78

+1.29

Martin ratioReturn relative to average drawdown

9.44

12.44

-3.00

Dividends

Dividend History

Apple Hospitality REIT, Inc. provided a 5.78% dividend yield over the last twelve months, with an annual payout of $0.96 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.96$0.96$1.01$1.01$0.76$0.04$0.30$1.10$1.30$1.10$1.20$0.80

Dividend yield

5.78%8.10%6.58%6.08%4.82%0.25%2.32%6.77%9.12%5.61%6.01%4.01%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.08$0.08$0.08$0.08$0.08$0.00$0.40
2025$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.96
2024$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.13$1.01
2023$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.13$1.01
2022$0.00$0.00$0.05$0.05$0.05$0.05$0.05$0.05$0.07$0.07$0.08$0.24$0.76
2021$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.04

Dividend Yield & Payout


Dividend Yield

Apple Hospitality REIT, Inc. has a dividend yield of 5.78%, which means its dividend payment is significantly above the market average.

Payout Ratio

Apple Hospitality REIT, Inc. has a payout ratio of 140.04%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Apple Hospitality REIT, 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 Hospitality REIT, Inc. was 71.83%, occurring on Mar 18, 2020. Recovery took 483 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-71.83%Mar 2020
2y 1mo1y 11mo
4y 22dJan 2018 - Feb 2022
2025 selloff2025
-32.95%Apr 2025
1y 3mo1y 1mo
2y 5moDec 2023 - May 2026
Bear market2022
-23.92%Sep 2022
5mo4mo 7d
9mo 7dApr 2022 - Jan 2023
2023 bear market2023
-22.73%Mar 2023
1mo 18d8mo 25d
10mo 13dFeb 2023 - Dec 2023
2016 correction2016
-16.13%Jan 2016
1mo 2d6mo 2d
7mo 4dDec 2015 - Jul 2016

Drawdown Indicators


APLEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-71.83%

-56.78%

-15.05%

Max Drawdown (1Y)

Largest decline over 1 year

-13.49%

-9.10%

-4.39%

Max Drawdown (3Y)

Largest decline over 3 years

-32.95%

-18.90%

-14.05%

Max Drawdown (5Y)

Largest decline over 5 years

-32.95%

-25.43%

-7.52%

Max Drawdown (10Y)

Largest decline over 10 years

-71.83%

-33.92%

-37.91%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-12.35%

-10.71%

-1.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.81%

2.03%

+3.78%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

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


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Apple Hospitality REIT, Inc. is priced in the market compared to other companies in the REIT - Hotel & Motel industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for APLE, comparing it with other companies in the REIT - Hotel & Motel industry. Currently, APLE has a P/E ratio of 22.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for APLE compared to other companies in the REIT - Hotel & Motel industry. APLE currently has a PEG ratio of 0.1. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for APLE relative to other companies in the REIT - Hotel & Motel industry. Currently, APLE has a P/S ratio of 2.8. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for APLE in comparison with other companies in the REIT - Hotel & Motel industry. Currently, APLE has a P/B value of 1.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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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