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

Company Info

ISIN

US03784Y2000

CUSIP

03784Y200

Sector

Real Estate

IPO Date

May 18, 2015

Highlights

Market Cap

$3.78B

EPS (TTM)

$0.85

PE Ratio

18.52

Total Revenue (TTM)

$1.41B

Gross Profit (TTM)

$511.37M

EBITDA (TTM)

$460.62M

Year Range

$13.38 - $16.85

Target Price

$17.14

Short %

7.07%

Short Ratio

6.41

Share Price Chart


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Compare to other instruments

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


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


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
12.39%
12.14%
APLE (Apple Hospitality REIT, Inc.)
Benchmark (^GSPC)

Returns By Period

Apple Hospitality REIT, Inc. had a return of -0.10% year-to-date (YTD) and 2.51% in the last 12 months.


APLE

YTD

-0.10%

1M

6.27%

6M

13.41%

1Y

2.51%

5Y (annualized)

3.87%

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.85%0.69%2.31%-9.41%-1.61%1.26%2.26%-1.82%3.39%-0.01%-0.10%
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%
2020-7.00%-12.40%-29.30%5.56%5.48%-5.39%-8.70%15.31%-5.51%3.02%33.94%-2.64%-18.91%
201915.08%1.04%-0.49%1.53%-4.97%2.72%-0.32%2.70%4.08%-0.00%-0.73%0.56%21.97%
2018-0.10%-12.38%4.03%2.98%6.37%-5.02%0.61%-0.79%-0.91%-7.01%-0.62%-9.51%-21.64%
20170.20%-1.41%-1.74%-1.43%0.48%0.47%-1.34%-0.43%4.02%0.69%3.39%1.19%3.99%
2016-7.89%4.49%4.74%-3.93%-3.17%3.75%8.82%-3.19%-5.15%-2.04%2.82%8.90%6.63%
20153.06%2.82%-3.33%-1.79%5.41%6.74%-0.61%2.91%15.79%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of APLE is 45, suggesting that the investment has average results relative to other stocks 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 4545
Combined Rank
The Sharpe Ratio Rank of APLE is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of APLE is 4040
Sortino Ratio Rank
The Omega Ratio Rank of APLE is 3838
Omega Ratio Rank
The Calmar Ratio Rank of APLE is 5252
Calmar Ratio Rank
The Martin Ratio Rank of APLE is 4747
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 Hospitality REIT, Inc. (APLE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for APLE, currently valued at 0.17, compared to the broader market-4.00-2.000.002.004.000.172.54
The chart of Sortino ratio for APLE, currently valued at 0.41, compared to the broader market-4.00-2.000.002.004.000.413.40
The chart of Omega ratio for APLE, currently valued at 1.05, compared to the broader market0.501.001.502.001.051.47
The chart of Calmar ratio for APLE, currently valued at 0.21, compared to the broader market0.002.004.006.000.213.66
The chart of Martin ratio for APLE, currently valued at 0.37, compared to the broader market0.0010.0020.0030.000.3716.26
APLE
^GSPC

The current Apple Hospitality REIT, Inc. Sharpe ratio is 0.17. 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 Hospitality REIT, 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 Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.17
2.54
APLE (Apple Hospitality REIT, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Apple Hospitality REIT, Inc. provided a 6.42% dividend yield over the last twelve months, with an annual payout of $1.01 per share. The company has been increasing its dividends for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018201720162015
Dividend$1.01$1.01$0.76$0.04$0.30$1.10$1.30$1.10$1.20$0.80

Dividend yield

6.42%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
2024$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.00$0.80
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
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$0.30
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$1.10
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$1.30
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$1.10
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$1.20
2015$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.80

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.4%
Apple Hospitality REIT, Inc. has a dividend yield of 6.42%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%37.7%
Apple Hospitality REIT, Inc. has a payout ratio of 37.65%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-3.96%
-0.88%
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 71.82%, occurring on Mar 18, 2020. Recovery took 483 trading sessions.

The current Apple Hospitality REIT, Inc. drawdown is 3.96%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.82%Jan 25, 2018540Mar 18, 2020483Feb 15, 20221023
-23.92%Apr 29, 2022103Sep 26, 202287Jan 31, 2023190
-22.73%Feb 3, 202334Mar 23, 2023183Dec 13, 2023217
-17.75%Dec 15, 2023164Aug 12, 2024
-16.13%Dec 18, 201520Jan 19, 2016126Jul 19, 2016146

Volatility

Volatility Chart

The current Apple Hospitality REIT, Inc. volatility is 8.38%, 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%JuneJulyAugustSeptemberOctoberNovember
8.38%
3.96%
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

Valuation

The Valuation section provides an assessment of the market value of Apple Hospitality REIT, Inc. compared to its peers in the REIT - Hotel & Motel industry.


PE Ratio
20.040.060.080.0100.018.5
The chart displays the price to earnings (P/E) ratio for APLE in comparison to other companies of the REIT - Hotel & Motel industry. Currently, APLE has a PE value of 18.5. This PE ratio falls in the average range for the industry.
PEG Ratio
-2.0-1.00.01.02.00.0
The chart displays the price to earnings to growth (PEG) ratio for APLE in comparison to other companies of the REIT - Hotel & Motel industry. Currently, APLE has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

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


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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