Apple, Inc. (AAPL) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

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Why is Apple, Inc. ?

High Management Efficiency with a high ROCE of 94.78%

Strong ability to service debt as the company has a low Debt to EBITDA ratio of 0.59 times

Healthy long term growth as Net Sales has grown by an annual rate of 8.18% and Operating profit at 13.80%

Positive results in Jun 26

OPERATING CASH FLOW(Y) Highest at USD 146,724 MM
DIVIDEND PER SHARE(HY) Highest at USD 8.83
RAW MATERIAL COST(Y) Fallen by -7.85% (YoY)

With ROCE of 126.19%, it has a fair valuation with a 32.88 Enterprise value to Capital Employed

The stock is trading at a discount compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 46.50%, its profits have risen by 22.5% ; the PEG ratio of the company is 1.2

High Institutional Holdings at 74.61%

These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
Their stake has increased by 8.99% over the previous quarter.

Market Beating Performance

The stock has generated a return of 46.50% in the last 1 year, much higher than market (S&P 500) returns of 21.51%

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Apple, Inc. should be less than 10%
Overall Portfolio exposure to Telecom - Equipment & Accessories should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Telecom - Equipment & Accessories)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Apple, Inc. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

Apple, Inc.

46.5%

2.37

26.05%

S&P 500

21.51%

1.63

13.19%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

8.18%

EBIT Growth (5y)

13.80%

EBIT to Interest (avg)

100.00

Debt to EBITDA (avg)

0.42

Net Debt to Equity (avg)

0.74

Sales to Capital Employed (avg)

2.32

Tax Ratio

23.39%

Dividend Payout Ratio

13.66%

Pledged Shares

Institutional Holding

65.62%

ROCE (avg)

94.78%

ROE (avg)

138.75%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

41.42

EV to EBIT

26.06

EV to EBITDA

24.04

EV to Capital Employed

32.88

EV to Sales

8.44

PEG Ratio

1.23

Dividend Yield

0.43%

ROCE (Latest)

126.19%

ROE (Latest)

133.55%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Bearish

Bullish

Dow Theory

Mildly Bullish

Mildly Bearish

OBV

Mildly Bullish

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

6What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 146,724 MM

DIVIDEND PER SHARE(HY)

Highest at USD 8.83

RAW MATERIAL COST(Y)

Fallen by -7.85% (YoY

DEBT-EQUITY RATIO (HY)

Lowest at 20.41 %

-4What is not working for the Company

DIVIDEND PAYOUT RATIO(Y)

Lowest at 13.34%

INVENTORY TURNOVER RATIO(HY)

Lowest at 28.17 times

Here's what is working for Apple, Inc.

Dividend per share

Highest at USD 8.83 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Operating Cash Flow

Highest at USD 146,724 MM

in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Debt-Equity Ratio

Lowest at 20.41 %

in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Raw Material Cost

Fallen by -7.85% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Apple, Inc.

Dividend Payout Ratio

Lowest at 13.34% and Fallen

In each year in the last five years

MOJO Watch

Company is distributing lower proportion of profits generated as dividend

DPR (%)

Inventory Turnover Ratio

Lowest at 28.17 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling inventory has slowed

Inventory Turnover Ratio