Apple Stock Buy Hold or Sell Recommendation

AAPL
 Stock
  

USD 164.91  0.04  0.0243%   

Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Apple Inc is 'Strong Buy'. Macroaxis provides Apple buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Apple positions. The advice algorithm takes into account all of Apple's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Apple's buy-and-hold perspective. Please continue to Apple Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Apple and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Apple Inc.

Execute Apple Buy or Sell Advice

The Apple recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Apple Inc. Macroaxis does not own or have any residual interests in Apple Inc or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Apple's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell AppleBuy Apple
Strong Buy

Volatility

Very steadyDetails

Hype Condition

Over hypedDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Responds to the marketDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

StrongDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Apple Inc has a Risk Adjusted Performance of 0.0168, Jensen Alpha of 0.1031, Total Risk Alpha of 0.1171, Sortino Ratio of 0.0256 and Treynor Ratio of 0.0078
Macroaxis provides advice on Apple Inc to complement and cross-verify current analyst consensus on Apple Inc. Our investment recommendation engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Apple is not overpriced, please confirm all Apple Inc fundamentals, including its price to earning, cash per share, price to earnings to growth, as well as the relationship between the gross profit and book value per share . Given that Apple Inc has a price to earning of 29.47 X, we suggest you to validate Apple Inc market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Apple Trading Alerts and Improvement Suggestions

Apple Inc is unlikely to experience financial distress in the next 2 years
The company currently holds 119.69 B in liabilities with Debt to Equity (D/E) ratio of 2.06, implying the company greatly relies on financing operations through barrowing. Apple Inc has a current ratio of 0.85, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Apple until it has trouble settling it off, either with new capital or with free cash flow. So, Apple's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Apple Inc sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Apple to invest in growth at high rates of return. When we think about Apple's use of debt, we should always consider it together with cash and equity.
Apple Inc has a strong financial position based on the latest SEC filings
About 60.0% of Apple shares are held by institutions such as insurance companies
Latest headline from seekingalpha.com: Apple Stock Exploring Michael Burrys Bear Case - Seeking Alpha

Apple current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Apple analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Apple analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price181.87
Target Median Price185.00
Target High Price214.00
Recommendation Mean1.90
Number Of Analyst Opinions44
Target Low Price130.00
Average Consensus Buy
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

Apple Returns Distribution Density

The distribution of Apple's historical returns is an attempt to chart the future uncertainty of Apple's future price movements. The chart of the probability distribution of Apple stock daily returns describes the distribution of returns around its average expected value. We use Apple Inc price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Apple returns is essential to provide solid investment advice for Apple stock.
Mean Return0.0224Value At Risk-3.96
Potential Upside3.42Standard Deviation2.40
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Apple historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Apple Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Apple or Technology sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Apple stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Apple stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.10
β
Beta against DOW1.59
σ
Overall volatility
2.22
Ir
Information ratio 0.029

Apple Volatility Alert

Apple Inc currently demonstrates below-average downside deviation. It has Information Ratio of 0.03 and Jensen Alpha of 0.1. However, we advise investors to further question Apple Inc expected returns to ensure all indicators are consistent with the current outlook about its relatively low value at risk. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Apple's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Apple's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Apple Implied Volatility

Apple's implied volatility" href="/stock-options/AAPL/Apple-Inc">Apple's implied volatility exposes the market's sentiment of Apple Inc stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Apple's implied volatility" href="/stock-options/AAPL/Apple-Inc">Apple's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Apple stock will not fluctuate a lot when Apple's options" href="/stock-options/AAPL/Apple-Inc">Apple's options are near their expiration.

Apple Fundamentals Vs Peers

Comparing Apple's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Apple's direct or indirect competition across all of the common fundamentals between Apple and the related equities. This way, we can detect undervalued stocks with similar characteristics as Apple or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Apple's fundamental indicators could also be used in its relative valuation, which is a method of valuing Apple by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Apple to competition
FundamentalsApplePeer Average
Return On Equity162.82 %(0.31) %
Return On Asset22.20 %(0.14) %
Profit Margin25.71 %(1.27) %
Operating Margin33.43 %(5.51) %
Current Valuation2680 B16.62 B
Shares Outstanding16.41 B571.82 M
Shares Owned by Insiders0.07 %10.09 %
Shares Owned by Institutions60.08 %39.21 %
Number of Shares Shorted104.99 M4.71 M
Price to Earning29.47 X28.72 X
Price to Book43.05 X9.51 X
Price to Sales7.00 X11.42 X
Revenue387.54 B9.43 B
Gross Profit152.84 B27.38 B
EBITDA129.56 B3.9 B
Net Income99.63 B570.98 M
Cash and Equivalents48.23 B2.7 B
Cash per Share3.00 X5.01 X
Total Debt119.69 B5.32 B
Debt to Equity2.06 %48.70 %
Current Ratio0.87 X2.16 X
Book Value Per Share3.84 X1.93 K
Cash Flow from Operations118.22 B971.22 M
Short Ratio1.32 X4.00 X
Earnings Per Share5.61 X3.12 X
Price to Earnings To Growth2.59 X4.89 X
Number of Employees154 K18.84 K
Beta1.19-0.15
Market Capitalization2710 B19.03 B
Total Asset321.69 B29.47 B
Retained Earnings94.88 B9.33 B
Working Capital27.86 B1.48 B
Current Asset106.87 B9.34 B
   Sale by Katherine Adams of 5700 shares of Apple [view details]

Apple Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Apple . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Accumulation Distribution650021.0
Daily Balance Of Power0.0194
Rate Of Daily Change1.0
Day Median Price164.79
Day Typical Price164.83
Price Action Indicator0.14

About Apple Buy or Sell Advice

When is the right time to buy or sell Apple Inc? Buying financial instruments such as Apple Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Apple investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2011 2016 2021 2022 (projected)
Receivables29.3 B51.51 B35.67 B31.66 B
Inventories2.13 B6.58 B4.86 B5.24 B

Use Investing Ideas to Build Portfolios

In addition to having Apple in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Financials Thematic Idea Now

Financials
Financials Theme
Companies that provide financial services to business or retail customers. The Financials theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Financials Theme or any other thematic opportunities.
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Please continue to Apple Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Apple Inc information on this page should be used as a complementary analysis to other Apple's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

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Is Apple's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Apple. If investors know Apple will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Apple listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
-0.077
Market Capitalization
2657.3 B
Quarterly Revenue Growth YOY
0.019
Return On Assets
0.22
Return On Equity
1.63
The market value of Apple Inc is measured differently than its book value, which is the value of Apple that is recorded on the company's balance sheet. Investors also form their own opinion of Apple's value that differs from its market value or its book value, called intrinsic value, which is Apple's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Apple's market value can be influenced by many factors that don't directly affect Apple's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Apple's value and its price as these two are different measures arrived at by different means. Investors typically determine Apple value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Apple's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.