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Apple Hospitality REIT, Inc. (APLE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS03784Y2000
CUSIP03784Y200
SectorReal Estate
IndustryREIT—Hotel & Motel

Highlights

Market Cap$3.96B
EPS$0.77
PE Ratio21.27
Revenue (TTM)$1.34B
Gross Profit (TTM)$559.79M
EBITDA (TTM)$436.75M
Year Range$13.40 - $17.50
Target Price$18.00
Short %5.05%
Short Ratio4.18

Share Price Chart


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Apple Hospitality REIT, Inc.

Popular comparisons: APLE vs. GLPI, APLE vs. NEO.TO, APLE vs. BEDZ, APLE vs. VOO, APLE vs. NVDA, APLE vs. SCHD, APLE vs. SCHG, APLE vs. SPY, APLE vs. ADC, APLE vs. SPHD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Apple Hospitality REIT, 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%NovemberDecember2024FebruaryMarchApril
-1.81%
17.07%
APLE (Apple Hospitality REIT, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Apple Hospitality REIT, Inc. had a return of -6.33% year-to-date (YTD) and 2.16% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-6.33%5.90%
1 month-4.78%-1.28%
6 months-2.30%15.51%
1 year2.16%21.68%
5 years (annualized)2.80%11.74%
10 years (annualized)N/A10.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.85%0.69%2.31%
20232.67%2.77%6.83%0.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of APLE is 57, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of APLE is 5757
Apple Hospitality REIT, Inc.(APLE)
The Sharpe Ratio Rank of APLE is 5858Sharpe Ratio Rank
The Sortino Ratio Rank of APLE is 5151Sortino Ratio Rank
The Omega Ratio Rank of APLE is 4949Omega Ratio Rank
The Calmar Ratio Rank of APLE is 6363Calmar Ratio Rank
The Martin Ratio Rank of APLE is 6363Martin 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 Hospitality REIT, Inc. (APLE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


APLE
Sharpe ratio
The chart of Sharpe ratio for APLE, currently valued at 0.20, compared to the broader market-2.00-1.000.001.002.003.000.20
Sortino ratio
The chart of Sortino ratio for APLE, currently valued at 0.46, compared to the broader market-4.00-2.000.002.004.006.000.46
Omega ratio
The chart of Omega ratio for APLE, currently valued at 1.05, compared to the broader market0.501.001.501.05
Calmar ratio
The chart of Calmar ratio for APLE, currently valued at 0.25, compared to the broader market0.001.002.003.004.005.000.25
Martin ratio
The chart of Martin ratio for APLE, currently valued at 0.98, compared to the broader market-10.000.0010.0020.0030.000.98
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-2.00-1.000.001.002.003.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-4.00-2.000.002.004.006.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.001.002.003.004.005.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market-10.000.0010.0020.0030.007.62

Sharpe Ratio

The current Apple Hospitality REIT, Inc. Sharpe ratio is 0.20. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.20
1.89
APLE (Apple Hospitality REIT, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Apple Hospitality REIT, Inc. granted a 6.59% dividend yield in the last twelve months. The annual payout for that period amounted to $1.01 per share.


PeriodTTM202320222021202020192018201720162015
Dividend$1.01$1.01$0.75$0.04$0.30$1.10$1.29$1.09$1.19$0.79

Dividend yield

6.59%6.08%4.78%0.25%2.31%6.74%9.04%5.56%5.96%3.97%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.08$0.08$0.08
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
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
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
2020$0.10$0.10$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.10$0.10$0.10$0.20$0.00$0.10$0.20$0.00$0.10$0.10$0.10
2018$0.10$0.10$0.10$0.10$0.10$0.20$0.00$0.20$0.00$0.10$0.20$0.10
2017$0.00$0.10$0.20$0.10$0.10$0.10$0.00$0.20$0.00$0.10$0.10$0.10
2016$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10
2015$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%6.6%
Apple Hospitality REIT, Inc. has a dividend yield of 6.59%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%47.4%
Apple Hospitality REIT, Inc. has a payout ratio of 47.44%, which is quite average when compared to the overall market. This suggests that Apple Hospitality REIT, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-9.95%
-3.86%
APLE (Apple Hospitality REIT, Inc.)
Benchmark (^GSPC)

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 71.85%, occurring on Mar 18, 2020. Recovery took 483 trading sessions.

The current Apple Hospitality REIT, Inc. drawdown is 9.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.85%Jan 25, 2018540Mar 18, 2020483Feb 15, 20221023
-23.93%Apr 29, 2022103Sep 26, 202287Jan 31, 2023190
-22.73%Feb 3, 202334Mar 23, 2023183Dec 13, 2023217
-16.13%Dec 18, 201520Jan 19, 2016126Jul 19, 2016146
-14.03%Jun 29, 201541Aug 25, 20159Sep 8, 201550

Volatility

Volatility Chart

The current Apple Hospitality REIT, Inc. volatility is 5.58%, 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%12.00%NovemberDecember2024FebruaryMarchApril
5.58%
3.39%
APLE (Apple Hospitality REIT, Inc.)
Benchmark (^GSPC)

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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items