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AXR vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AXR and AAPL is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

AXR vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AMREP Corporation (AXR) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AXR:

0.10

AAPL:

0.25

Sortino Ratio

AXR:

0.60

AAPL:

0.63

Omega Ratio

AXR:

1.08

AAPL:

1.09

Calmar Ratio

AXR:

0.07

AAPL:

0.28

Martin Ratio

AXR:

0.28

AAPL:

0.95

Ulcer Index

AXR:

22.95%

AAPL:

9.81%

Daily Std Dev

AXR:

59.82%

AAPL:

32.34%

Max Drawdown

AXR:

-97.43%

AAPL:

-81.80%

Current Drawdown

AXR:

-84.64%

AAPL:

-23.27%

Fundamentals

Market Cap

AXR:

$120.77M

AAPL:

$2.96T

EPS

AXR:

$2.41

AAPL:

$6.42

PE Ratio

AXR:

9.48

AAPL:

30.86

PEG Ratio

AXR:

0.00

AAPL:

1.98

PS Ratio

AXR:

2.02

AAPL:

7.39

PB Ratio

AXR:

0.96

AAPL:

44.16

Total Revenue (TTM)

AXR:

$38.52M

AAPL:

$400.37B

Gross Profit (TTM)

AXR:

$18.60M

AAPL:

$186.70B

EBITDA (TTM)

AXR:

$8.65M

AAPL:

$138.87B

Returns By Period

In the year-to-date period, AXR achieves a -30.32% return, which is significantly lower than AAPL's -20.63% return. Over the past 10 years, AXR has underperformed AAPL with an annualized return of 16.29%, while AAPL has yielded a comparatively higher 21.60% annualized return.


AXR

YTD

-30.32%

1M

12.84%

6M

-28.71%

1Y

6.21%

5Y*

37.00%

10Y*

16.29%

AAPL

YTD

-20.63%

1M

-0.16%

6M

-12.43%

1Y

8.07%

5Y*

21.40%

10Y*

21.60%

*Annualized

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Risk-Adjusted Performance

AXR vs. AAPL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AXR
The Risk-Adjusted Performance Rank of AXR is 5555
Overall Rank
The Sharpe Ratio Rank of AXR is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of AXR is 5454
Sortino Ratio Rank
The Omega Ratio Rank of AXR is 5454
Omega Ratio Rank
The Calmar Ratio Rank of AXR is 5555
Calmar Ratio Rank
The Martin Ratio Rank of AXR is 5555
Martin Ratio Rank

AAPL
The Risk-Adjusted Performance Rank of AAPL is 6161
Overall Rank
The Sharpe Ratio Rank of AAPL is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPL is 5656
Sortino Ratio Rank
The Omega Ratio Rank of AAPL is 5656
Omega Ratio Rank
The Calmar Ratio Rank of AAPL is 6565
Calmar Ratio Rank
The Martin Ratio Rank of AAPL is 6363
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.

AXR vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AMREP Corporation (AXR) and Apple Inc (AAPL). 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.


The current AXR Sharpe Ratio is 0.10, which is lower than the AAPL Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of AXR and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AXR vs. AAPL - Dividend Comparison

AXR has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.50%.


TTM20242023202220212020201920182017201620152014
AXR
AMREP Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AAPL
Apple Inc
0.50%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

AXR vs. AAPL - Drawdown Comparison

The maximum AXR drawdown since its inception was -97.43%, which is greater than AAPL's maximum drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for AXR and AAPL. For additional features, visit the drawdowns tool.


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Volatility

AXR vs. AAPL - Volatility Comparison


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Financials

AXR vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between AMREP Corporation and Apple Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B100.00B120.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
7.52M
95.36B
(AXR) Total Revenue
(AAPL) Total Revenue
Values in USD except per share items

AXR vs. AAPL - Profitability Comparison

The chart below illustrates the profitability comparison between AMREP Corporation and Apple Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
57.8%
47.1%
(AXR) Gross Margin
(AAPL) Gross Margin
AXR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, AMREP Corporation reported a gross profit of 4.35M and revenue of 7.52M. Therefore, the gross margin over that period was 57.8%.

AAPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Apple Inc reported a gross profit of 44.87B and revenue of 95.36B. Therefore, the gross margin over that period was 47.1%.

AXR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, AMREP Corporation reported an operating income of 432.00K and revenue of 7.52M, resulting in an operating margin of 5.7%.

AAPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Apple Inc reported an operating income of 29.59B and revenue of 95.36B, resulting in an operating margin of 31.0%.

AXR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, AMREP Corporation reported a net income of 717.00K and revenue of 7.52M, resulting in a net margin of 9.5%.

AAPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Apple Inc reported a net income of 24.78B and revenue of 95.36B, resulting in a net margin of 26.0%.