- ISIN
- US03784Y2000
- CUSIP
- 03784Y200
- Sector
- Real Estate
- Industry
- REIT - Hotel & Motel
- 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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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%
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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.10% | 6.00% | -5.46% | 17.73% | 9.64% | 13.07% | 44.66% | ||||||
| 2025 | 1.11% | -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% |
| 2023 | 12.87% | -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
- R²
- 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.
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.
| APLE | Benchmark | Difference | |
|---|---|---|---|
| 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 1mo | 1y 11mo | 4y 22dJan 2018 - Feb 2022 |
2025 selloff2025 | -32.95%Apr 2025 | 1y 3mo | 1y 1mo | 2y 5moDec 2023 - May 2026 |
Bear market2022 | -23.92%Sep 2022 | 5mo | 4mo 7d | 9mo 7dApr 2022 - Jan 2023 |
2023 bear market2023 | -22.73%Mar 2023 | 1mo 18d | 8mo 25d | 10mo 13dFeb 2023 - Dec 2023 |
2016 correction2016 | -16.13%Jan 2016 | 1mo 2d | 6mo 2d | 7mo 4dDec 2015 - Jul 2016 |
Drawdown Indicators
| APLE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -12.35% | -10.71% | -1.64% |
Ulcer IndexDepth 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.
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 | — |
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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 | — |
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