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Apple Inc (AAPL)
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Upturn Advisory Summary
12/11/2024: AAPL (3-star) is a STRONG-BUY. BUY since 76 days. Profits (8.62%). Updated daily EoD!
Analysis of Past Performance
Type: Stock | Upturn Star Rating | Today’s Advisory: Regular Buy |
Historic Profit: 44.85% | Upturn Advisory Performance 5 | Avg. Invested days: 59 |
Profits based on simulation | Stock Returns Performance 3 | Last Close 12/11/2024 |
Type: Stock | Today’s Advisory: Regular Buy |
Historic Profit: 44.85% | Avg. Invested days: 59 |
Upturn Star Rating | Stock Returns Performance 3 |
Profits based on simulation Last Close 12/11/2024 | Upturn Advisory Performance 5 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 3.73T USD |
Price to earnings Ratio 40.47 | 1Y Target Price 244.48 |
Dividends yield (FY) 0.41% | Basic EPS (TTM) 6.09 |
Volume (30-day avg) 44526221 | Beta 1.24 |
52 Weeks Range 163.49 - 250.80 | Updated Date 12/11/2024 |
Company Size Large-Cap Stock | Market Capitalization 3.73T USD | Price to earnings Ratio 40.47 | 1Y Target Price 244.48 |
Dividends yield (FY) 0.41% | Basic EPS (TTM) 6.09 | Volume (30-day avg) 44526221 | Beta 1.24 |
52 Weeks Range 163.49 - 250.80 | Updated Date 12/11/2024 |
Earnings Date
Report Date - | When - |
Estimate - | Actual - |
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.97% | Operating Margin (TTM) 31.17% |
Management Effectiveness
Return on Assets (TTM) 21.46% | Return on Equity (TTM) 157.41% |
Revenue by Products
Revenue by Products - Current and Previous Year
Revenue by Geography
Revenue by Geography - Current and Previous Year
Valuation
Trailing PE 40.47 | Forward PE 33.33 |
Enterprise Value 3786705464710 | Price to Sales(TTM) 9.53 |
Enterprise Value to Revenue 9.68 | Enterprise Value to EBITDA 28.12 |
Shares Outstanding 15115799552 | Shares Floating 15091184209 |
Percent Insiders 2.06 | Percent Institutions 61.94 |
Trailing PE 40.47 | Forward PE 33.33 | Enterprise Value 3786705464710 | Price to Sales(TTM) 9.53 |
Enterprise Value to Revenue 9.68 | Enterprise Value to EBITDA 28.12 | Shares Outstanding 15115799552 | Shares Floating 15091184209 |
Percent Insiders 2.06 | Percent Institutions 61.94 |
Analyst Ratings
Rating 4.11 | Target Price 234.79 | Buy 8 |
Strong Buy 24 | Hold 12 | Sell 2 |
Strong Sell 1 |
Rating 4.11 | Target Price 234.79 | Buy 8 | Strong Buy 24 |
Hold 12 | Sell 2 | Strong Sell 1 |
AI Summarization
Apple Inc.: Comprehensive Stock Overview
Company Profile:
Detailed history and background:
- Apple Inc. was founded in 1976 by Steve Jobs, Steve Wozniak, and Ronald Wayne.
- Initially, the company focused on personal computers, with the Apple II being a major success.
- In the 1980s, the company faced challenges due to internal conflicts and the rise of IBM-compatible computers.
- In 1997, Steve Jobs returned as CEO, leading to a significant turnaround.
- The introduction of the iMac in 1998 and the iPod in 2001 marked major milestones.
- The iPhone, launched in 2007, revolutionized the smartphone industry and became Apple's flagship product.
- Today, Apple is the world's largest technology company by market capitalization.
Description of the company’s core business areas:
- Hardware: iPhone, iPad, Mac computers, wearables, and accessories.
- Software: iOS, iPadOS, macOS, watchOS, tvOS, and services like iCloud, Apple Music, and App Store.
- Services: App Store, iCloud, Apple TV+, Apple Music, Apple Pay, etc.
Overview of the company’s leadership team and corporate structure:
- Tim Cook: CEO
- Luca Maestri: CFO
- Jeff Williams: COO
- Deirdre O'Brien: Senior Vice President, Retail + People
- Craig Federighi: Senior Vice President, Software Engineering
- John Ternus: Senior Vice President, Hardware Engineering
- Sabih Khan Senior Vice President, Operations
Top Products and Market Share:
Top products and offerings:
- iPhone
- iPad
- MacBooks
- Apple Watch
- AirPods
Global market share:
- Smartphones: 15.2% (2023)
- Tablets: ~39% (2023)
- PCs: ~15% (2023)
- Wearables: ~36% (2023)
Market reception and comparison:
- Apple consistently receives high marks for product design, innovation, and user experience.
- The company faces significant competition, particularly from Samsung in smartphones and Microsoft in PCs.
Total Addressable Market (TAM):
Global smartphone market: Over 1.4 billion units in 2023. Global tablet market: Over 160 million units in 2023. Global PC market: Over 275 million units in 2023. Global wearables market:~ 550 million units in 2023.
Financial Performance:
Apple's recent financials have shown consistent growth:
- Revenue: $386 billion in FY 2023.
- Net income: $100 billion in FY 2023.
- Profit margins: 26.2% in FY 2023.
- **Earnings per share (EPS): ** $6.11 in FY 2023.
Financial health: Apple boasts a strong balance sheet with abundant cash reserves.
Dividends and Shareholder Returns:
Dividend History:
Apple has a history of consistent dividend increases, with an annual dividend of $0.92 per share as of 2023. Shareholder return:
- Over 1-year: ~10%.
- Over 5-years: ~250%.
- Over 10-years: ~1,500%.
Growth Trajectory:
Historical growth:
- Revenue has grown at a CAGR of 15% over the last five years.
Future projections:
Analysts expect Apple's growth to continue, driven by new product releases and expanding services revenue.
Recent product launches & initiatives:
- Apple continues to invest heavily in R&D, with a focus on new technologies like AR/VR, artificial intelligence, and autonomous vehicles.
Market Dynamics:
Current trends:
The smartphone market is maturing, but demand for premium devices remains strong.
The wearables market is growing rapidly.
Industry changes:
Technological advancements are driving innovation and competition. Apple's positioning:
Apple is well-positioned due to its premium brand, loyal customer base, and strong financial resources.
Competitors:
Key competitors::
Samsung (SSNLF), Microsoft (MSFT), Google (GOOGL), Amazon (AMZN) Market Share:
Samsung: 22.8% (smartphones) Microsoft: 14.4% (PCs) Competitive Advantages:
Strong brand, premium product design, loyal customer base, and robust ecosystem.
- Disadvantages: High product prices, limited customization options.
Potential Challenges and Opportunities: Key Challenges:
Supply chain disruptions. Competition from lower-cost players. Maintaining innovation.
Potential Opportunities: Growth in emerging markets. New product categories (e.g., AR/VR, autonomous vehicles). Expanding service offerings.
Recent Acquisitions (2020-2023):
2023:
Xnor.ai (AI chip and software developer) - for its expertise in on-device AI technology.
2022:
SpectralEdge (imaging sensor technology) - to enhance iPhone camera capabilities.
Voysis (AI voice assistant technology) - to improve Siri's functionality.
2020:
NextVR (virtual reality content) - to bolster Apple's AR/VR ecosystem.
Inductiv (wireless charging technology) - to improve wireless charging experience for Apple devices.
AI-Based Fundamental Rating:
Apple receives a strong rating of 9 out of 10 based on its robust financials, dominant market position, and excellent growth prospects. The company's strong brand, loyal customer base, and continuous innovation fuel its success and future potential.
Sources and Disclaimers:
- Apple Investor Relations
- Statista
- Gartner
- IDC
- Disclaimer: This information is intended for educational purposes only and should not be considered financial advice. Consult with a qualified financial professional before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Apple Inc
Exchange | NASDAQ | Headquaters | Cupertino, CA, United States |
IPO Launch date | 1980-12-12 | CEO & Director | Mr. Timothy D. Cook |
Sector | Technology | Website | https://www.apple.com |
Industry | Consumer Electronics | Full time employees | 164000 |
Headquaters | Cupertino, CA, United States | ||
CEO & Director | Mr. Timothy D. Cook | ||
Website | https://www.apple.com | ||
Website | https://www.apple.com | ||
Full time employees | 164000 |
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple TV, Apple Watch, Beats products, and HomePod. It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allow customers to discover and download applications and digital content, such as books, music, video, games, and podcasts, as well as advertising services include third-party licensing arrangements and its own advertising platforms. In addition, the company offers various subscription-based services, such as Apple Arcade, a game subscription service; Apple Fitness+, a personalized fitness service; Apple Music, which offers users a curated listening experience with on-demand radio stations; Apple News+, a subscription news and magazine service; Apple TV+, which offers exclusive original content; Apple Card, a co-branded credit card; and Apple Pay, a cashless payment service, as well as licenses its intellectual property. The company serves consumers, and small and mid-sized businesses; and the education, enterprise, and government markets. It distributes third-party applications for its products through the App Store. The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers, wholesalers, retailers, and resellers. Apple Inc. was founded in 1976 and is headquartered in Cupertino, California.
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