Apple
NASDAQ: AAPL
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0
Stock Overview
Is now the right time to buy or sell Apple (AAPL) stock?
Table of Content
Value Indicator:
A company is undervalued if priced below our median valuation with a value score above 7.5, or strongly undervalued if below our low valuation. It’s overvalued if priced above our median valuation with a value score below 2.5, or strongly overvalued if above our high valuation.
Forecast:
This represents our projected price in the next 12 month. Multiple valuation algorithms are used, prioritizing the models that have proven most accurate historically.
0.1
Investment Thesis
What are the key reasons to be bullish or bearish on Apple?
Bullish Thesis
Bearish Thesis
0.2
Financial Overview
How does Apple overall financial health compare to the rest of the S&P 500?
Financial Pulse
100+ financial metrics are tested, but only those that most impact stock price are included. The metrics are grouped into the 6 financial categories. The final score is ranked against all S&P 500 companies, resulting in a 1 to 10 score (10 being the highest).
Section 1 - Value:
Determines whether Apple is undervalued, fairly valued, or overvalued by comparing its current market price to intrinsic value estimates based on financial analysis and valuation models.
Section 2 - Returns:
Measures how Apple returns perform relative to the S&P 500, providing insights into whether the stock is outperforming, matching, or underperforming the broader market benchmark.
Section 3 - Profitability:
Evaluates how effectively Apple controls its expenses to optimize profitability, reflecting its ability to balance operational costs with revenue generation.
Section 4 - Liquidity:
Assesses Apple ability to balance its cash flow with debt obligations, indicating financial stability and the capacity to meet short and long-term liabilities.
Section 5 - Management:
Measures how effectively Apple management utilizes its assets and capital to generate returns, highlighting the company’s operational and financial efficiency.
Section 6 - Dividend:
Evaluates the consistency and stability of Apple dividend payouts, assessing the company’s ability to sustain and grow dividends while maintaining financial health.
Section 7 - Earnings:
Analyzes Apple's earnings consistency, analyst targets, and earnings call, providing insights into the company’s financial performance and management's guidance.
0.3
Trading Signals
Do trading signals indicate a bullish or bearish opportunity for Apple (AAPL)?
RANK
If the price is below our 12-month low forecast and the valuation score is above 7.5, it signals a strong bullish signal
(bright green).
If the price is below the 12-month median forecast with a valuation score above 7.5, it indicates a bullish signal
(dark green). The opposite applies for bearish signals.
Rankings are based on how a company's value, financial health, and returns compare to others in the S&P 500. Key price levels are determined by identifying past highs (resistance) and lows (support) and filtering minor fluctuations for consistency.
0.4
Latest News and Insights
What’s happening with Apple in the market recently?
Recent News
News for Apple in the last 14 days.| Date | Time | Title |
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News Insights
Filtered news feed featuring Apple top stories.| Year | Month | Insight |
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0.5
Financial Calendar
What are the key upcoming financial events for Apple?
Earnings Calendar
Quick comparison of Apple actual earnings per share (EPS) to the targets set by analysts.| Report | Type | Target | Actual | Surprise |
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Dividend Calendar
Upcoming dates to receive Apple next dividend, along with a history of dividend payouts.| Ex-Div | Payment | Dividend | Status |
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0.6
About The Company
What are the key highlights of Apple operations and history?
| Key Facts | Details |
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Company Description
End of Section: Overview
1
Valuation Overview
Is Apple undervalued, fairly valued, or overvalued?
| Ratios | Last 10Y | TTM | Rank |
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Table of Content
A green rank means the company is among the 25% of S&P 500 companies with the lowest valuations, indicating it may be undervalued. A red rank means it’s in the top 25% with the highest valuations, suggesting it may be overvalued. Bar chart colors indicate if metrics are improving or declining.
EV Multiple:
Measures a company's total value relative to its core earnings. A higher multiple may suggest market confidence in growth.
P/S Ratio:
Compares stock price to sales; lower values can indicate a better deal relative to revenue.
P/E Ratio:
Shows how much investors pay for each dollar of earnings. High P/E suggests growth potential, low P/E might mean undervaluation.
P/B Ratio:
Compares price to asset value. Lower values suggest undervaluation; higher means investor confidence.
P/FCF Ratio:
Looks at price versus cash flow after expenses. Lower values mean you're paying less per dollar of cash generated.
Forecast Accuracy:
Measures how closely the predicted year-end price aligns with the actual year-end price, showing the reliability of price forecasts.
1.1
Fair Value
What is Apple's fair value price based on our estimates?
1.2
12-Month Price Forecast
What is Apple price forecast for the next 12 months??
Accuracy
1.3
Model Accuracy
What approaches are considered effective for estimating Apple fair value?
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1.4
Variable Accuracy
What key factors have impacted Apple fair value over time?
1.5
Risk Reward
How does Apple risk reward compare vs the technology sector?
Reward reflects a company’s potential growth over the next 12 months. Risk is based on financial stability, calculated with key metrics linked to stock price. Market risk and reward use the average scores of all companies in the same sector.
Under & Overvalued Companies
Which companies in the technology sector are the most under or overvalued?
Top 5 Undervalued Companies
Companies are ranked within the technology sector, and only those rated as undervalued are selected.| Rank | Symbol | Price | Financial | Vs Med |
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Top 5 Overvalued Companies
Companies are ranked within the technology sector, and only those rated as overvalued are selected.| Rank | Symbol | Price | Financial | Vs Med |
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End of Section 1: Valuation
2
Returns Overview
How does Apple returns compare vs the S&P 500?
| Returns | Last 10Y | TTM | Rank |
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Table of Content
A green rank means the company is in the top 25% of S&P 500 companies. A red rank means it’s in the bottom 25%. Bar chart colors indicate if metrics are improving or declining.
5Y Beta:
Measure of a stock's volatility compared to the overall market over the past five years; a higher beta means more volatility, while a lower beta indicates more stability.
10Y Annual Return:
Average yearly gain or loss of an investment over the past 10 years, showing how it has performed on a yearly basis during that period.
10Y Annual Alpha:
Average yearly performance of an investment over the past 10 years compared to the S&P 500, showing its outperformance or underperformance.
2.1
Historical Returns
What key factors have driven Apple returns over the past ten years?
2.2
Performance vs S&P 500
Have the historical returns of Apple outperformed the S&P 500?
Returns Year-to-Date
Compare year-to-date returns vs the technology sector and the S&P 500.3-Year Annualized Returns
3-year annualized returns vs the technology sector and the S&P 500.5-Year Annualized Returns
5-year annualized returns vs the technology sector and the S&P 500.
The returns for the S&P 500 and the sector are calculated using a weighted average based on market capitalization, meaning larger companies have a greater influence on the overall return. This method reflects actual market dynamics by accounting for the size of each company.
2.3
Growth & Decline
What are the reasons behind Apple downturns, growth, and recovery cycles in the past five years?
| Downturn & Decline Insights |
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| Growth & Recovery Insights |
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2.4
Technical Analysis
What is the likely direction of a Apple price based on its historical price?
RSI
TREND
COPPOCK
TRIX
RSI measures the speed and magnitude of recent price changes to identify overbought or oversold conditions. Momentum is a straightforward measure of the rate of change in a security’s price over a specific period, helping to gauge the strength of a trend. The Coppock Curve is a long-term momentum indicator designed to identify buying opportunities by combining weighted moving averages of price changes and smoothing them over time. TRIX (Triple Exponential Moving Average) is a momentum oscillator that filters out insignificant price movements to focus on longer-term trends, highlighting both the direction and strength of a trend.
2.5
Price Volatility
How much has Apple price fluctuated relative to the S&P 500 historically?
End of Section 2: Returns
3
Profitability Overview
How effectively does Apple manage costs to maximize profitability?
| Profitability | Last 10Y | TTM | Rank |
|---|
A green rank means the company is in the top 25% of S&P 500 companies. A red rank means it’s in the bottom 25%. Bar chart colors indicate if metrics are improving or declining.
Revenue Growth:
The increase in a company’s sales over time. It shows how well the company is expanding, attracting customers, or selling more products.
Gross Margin:
Percentage of revenue remaining after production costs. It reflects how efficiently a company manages costs relative to sales.
Operation Margin:
Percentage of revenue left after covering both production and operating expenses. It shows how efficiently a company manages overall costs relative to its sales.
Net Margin:
Percentage of revenue left after all expenses, including taxes and interest. It indicates the company’s overall profitability from total sales.
Tax Rate:
Percentage of a company’s profits paid as taxes. It shows how much of earnings go to government obligations.
3.1
Profitability Trend
How did Apple quarterly profitability metrics compare historically?
3.2
Profitability vs S&P 500
How did Apple profitability metrics compare to the S&P 500?
5-Year Revenue Growth
5-year annualized revenue growth vs it's sector and the S&P 500.Gross Margin
% of revenue after subtracting the cost of goods sold (COGS).Operating Margin
% of revenue left after paying for production and operational costs.Net Margin
% of revenue remaining as profit after deducting all expenses.
3.3
Revenue Breakdown
How is Apple revenue split between its product and geographic segments?
End of Section 3: Profitability
4
Liquidity Overview
How well does Apple balance cash flow and debt obligations?
| Liquidity | Last 10Y | TTM | Rank |
|---|
A green rank means the company is in the top 25% of S&P 500 companies. A red rank means it’s in the bottom 25%. Bar chart colors indicate if metrics are improving or declining.
Debt to Equity:
Compares a company’s total debt to its shareholder equity. It shows how much of the company’s financing comes from debt versus owner investments, indicating financial leverage and risk level.
Quick Ratio:
Measure of a company’s ability to meet short-term liabilities using only its most liquid assets, like cash and receivables.
Days of Sales Outstanding:
Measures the average number of days it takes for a company to collect payment after a sale. It reflects how efficiently the company manages credit and collections.
AR Turns:
Accounts receivable turnover measures how many times a company collects its average accounts receivable in a period. It indicates the efficiency of the company’s credit and collection process.
AP Turns:
Accounts payable turnover measures how often a company pays off its average accounts payable within a period. It reflects how efficiently the company manages its payments to suppliers.
Cash/Share:
Amount of cash a company holds divided by its total number of shares. It indicates the cash available per share, showing liquidity.
OCF/Share:
Operating cash flow per share is the cash generated from operations divided by the number of shares. It shows how much cash each share produces, reflecting financial health and cash efficiency.
FCF/Share:
Free cash flow per share is the cash remaining after expenses and investments, divided by the number of shares. It shows the cash available per share for dividends, debt reduction, or growth.
4.1
Financial Leverage
What does Apple's financial leverage multiple reveal about the company’s reliance on debt?
Debt to Equity
Indicates how much debt is used to finance assets relative to equity, showing reliance on borrowing.Debt to Sales
Indicates how much debt a company has relative to its revenue, showing borrowing efficiency.Debt to OCF
Measures debt relative to its operating cash flow TTM, showing its ability to repay debt from operations.
4.2
Short-Term Coverage
What does Apple short-term coverage ratio indicate about its ability to meet immediate obligations?
4.3
Total Debt
How is Apple debt divided between long-term and short-term?
End of Section 4: Liquidity
5
Management Overview
How efficiently does Apple management utilize assets and capital to generate returns?
| Management | Last 10Y | TTM | Rank |
|---|
Table of Content
A green rank means the company is in the top 25% of S&P 500 companies. A red rank means it’s in the bottom 25%. Bar chart colors indicate if metrics are improving or declining.
Market Cap:
Total value of a company’s outstanding shares of stock. It’s calculated by multiplying the share price by the number of shares.
ROC:
Return on capital measures how effectively a company generates profits from its invested capital. It shows how well management is using funds from both debt and equity to grow the business and create value.
ROA:
Return on assets measures how efficiently a company uses its assets to generate profit. It shows how well management turns the company’s assets into earnings.
Days of Inventory Outstanding:
Measures the average number of days a company holds inventory before selling it. It indicates how efficiently the company manages its stock and how quickly products move through the supply chain.
Inventory Turnover:
Measures how many times a company sells and replaces its inventory over a year. It shows how efficiently inventory is managed and how quickly products are sold.
Full-Time Employees:
Total number of employees working full time for a company, typically meeting a standard number of hours per week (often 35–40 hours). This count provides insight into the company’s workforce size and operational capacity.
5.1
Key Executives
Who are Apple key executives?
| Title | Name | Age |
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5.2
Stock Buyback
Is Apple buying back shares (positive) or issuing new ones (negative)?
5.3
Stock Compensation
How much Apple is spending on stock compensation relative to sales and operating cashflow?
5.4
Inventory Management
How efficiently is Apple managing and turning inventory?
End of Section 5: Management
6
Dividend Overview
How reliable and safe is Apple’s dividend for shareholders?
| Dividend | Last 10Y | TTM | Rank |
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Dividend Yield:
Percentage of a stock’s price paid out in annual dividends. It shows the income investors earn per dollar invested.
Payout Ratio:
Percentage of a company’s earnings paid to shareholders as dividends. It shows how much profit is returned to investors versus reinvested in the business.
6.1
Dividend Calendar
When is the deadline to own Apple stock to receive the next dividend payment?
Latest Dividend Payment
| Ex-Dividend Date | |
| Dividend Payment Date | |
| Dividend per Share |
Upcoming Dividend Payment
| Ex-Dividend Date | |
| Dividend Payment Date | |
| Dividend per Share |
6.2
Dividend History
How has Apple's dividend yield performed over time?
6.3
Payout Ratio
How reliably can Apple provide dividend payouts to shareholders?
End of Section 6: Dividend
7
Earnings Overview
How has Apple performed quarterly and what is management's response?
7.1
Latest Earnings Report
How did Apple latest quarterly performance measure up against analyst expectations?
Latest Quarter's Earnings
| Quarter | |
| Report Date | |
| Earnings | |
| Revenue | |
| SEC Filing |
Upcoming Quarter's Earnings
| Quarter | |
| Report Date | |
| Earnings | |
| Revenue |
7.2
Analyst Targets
How has Apple quarterly financials performed vs analyst targets?
7.3
Earnings vs Last Year
How has Apple quarterly financials performed vs last year?
7.4
Company Outlook
What risks and opportunities does Apple face based on its recent earnings calls?
Financial Highlights
Apple updates on earnings to provide a snapshot on the company’s current financial performance.| Qtr | Insight |
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Risks & Challenges
Apple potential obstacles such as market changes, operational issues, regulatory updates, and external events.| Quarter | Insight |
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7.5
Earnings Call Summary
What are the key takeaways from Apple recent earnings call?
End of Section 7: Earnings