tickrz reports
Apple Inc (AAPL)
Consumer Goods | Consumer Durables
176.36  -0.51%
AAPL vs CONSUMER DURABLES SECTOR & S&P 500
VALUATION
AAPLSECTORS&P 500
P/E RATIO19.2320.621.12
EV/EBITDA RATIO10.4613.312.66
P/S RATIO4.0622.25
P/B RATIO6.947.43.45
QUALITY
RETURN ON EQUITY36.87%23.99%13.64%
RETURN ON CAPITAL%10.68%10.09%
NET MARGIN21.09%9.01%9.73%
DIVIDEND ANALYSIS
DIVIDEND YIELD
1.39%
PAYOUT RATIO26.41%
3 YR DIVIDEND GROWTH9.83%
FINANCIAL STRENGTH
PIOTROSKI F SCORE
4 OUT OF 9
DEBT-TO-EQUITY86%
INTEREST COVERAGE26.4x
CURRENT RATIO1.28
GROWTH
5 YR EPS GROWTH7.87%
5 YR SPS GROWTH8.01%
5 YR BPS GROWTH7.78%
About tickrz
Key Concepts
Great Investors
Apple Inc's stock has climbed 44% over the last year, earning it a strong Momentum Rank
TICKRZBOT SUMMARY
Apple Inc receives a B ranking in our multi-factor model that blends valuation, moat, operational performance, and financial strength. View the tickrz MFM Screener here. Here's a summary of Apple Inc's factor rankings that are combined together to calculate the tickrz MFM ranking:

FACTOR RANKINGSFACTOR SCREENER 
TICKRZ MFM RANK B / 145PURE VALUE RANKC / 248
DIVIDEND RANKB / 135MOAT RANKB / 180
FINANCIAL STRENGTH RANKC / 207GROWTH RANKB / 140
MOMENTUM RANKA / 43
GURU ANALYSIS
Buffett Rank B / 233Peter Lynch Rank B / 139
Apple Inc ranks 233 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a average score, meaning it ranks in the middle of the pack on valuation, moat, volatility, and financial strength factors. The stock's average Buffett rank suggests waiting for improved valuation or quality metrics before taking action.Our Peter Lynch mutli-factor model ranks stocks on their PEG ratio, Financial Strength, margin profile, and their P/Es relative to their respective industry groups. Apple Inc ranks 139, a relatively average score.
Alex Roepers Rank A / 105Joel Greenblatt Rank N/A
Alex Roepers, founder of Atlantic Investment Management, looks for stocks trading at low EV/EBITDA multiples with strong and consistent free cash flow. Apple Inc ranks 105 out of the S&P 500 constituents on our Roepers-inspired multi-factor model.Unfortunately tickrzbot doesn't have enough information to calculate this stock's Joel Greenblatt ranking.
FACTOR RANKINGS
Value
Pure Value Ranking C / 248
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Apple Inc's valuation score is comprised of a P/E ratio of 19.2x, a P/B ratio of 6.9x, a P/S ratio of 4.1x, and an EV/EBITDA ratio of 10.5x. Apple Inc ranks 248 out of the S&P 500 constituents on valuation--a relatively weak score.

Quality
Moat B / 180Financial Strength C / 207
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages.Apple Inc has a Piotroski F Score of 4 out of 9. The F Score examines changes in profitability, leverage, liquidity, and operating efficiency. Interest coverage of 26.4x, a debt/equity ratio of 86% and a Moat Rank of 180 translate to a weak Financial Strength score.


Momentum A / 43
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 43.98% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 43. Apple Inc's strong 12 month stock performance will appeal to momentum investors.

Yield B / 135
Value + Yield
Shares currently yield 1.39%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Apple Inc ranks 135 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

Growth B / 140
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value produce an average score. 7.9% 5 year annualized EPS growth, 8% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 7.8% combine to produce this average score.

Apple Inc (AAPL)
Consumer Goods | Consumer Durables
176.36  -0.51%


tickrz rank
B
VALUATION RATIOS
P/E Ratio19.23x
P/B Ratio6.94x
P/S Ratio4.06x
EV/EBITDA Ratio10.46x
DIVIDEND ANALYSIS
DIVIDEND YIELD
1.39%
PAYOUT RATIO26.41%
3 YR DIVIDEND GROWTH9.83%
FINANCIAL STRENGTH
PIOTROSKI F SCORE
4 OUT OF 9
DEBT-TO-EQUITY86%
INTEREST COVERAGE26.4x
CURRENT RATIO1.28
MOAT
ROE36.87%
ROIC
Net Margin21.09%
GROWTH
5 YR EPS GROWTH7.87%
5 YR SPS GROWTH8.01%
5 YR BPS GROWTH7.78%

TICKRZ RANK
Apple Inc receives a B ranking in our multi-factor model that blends valuation, moat, operational performance, and financial strength. View the tickrz MFM Screener here.

PURE VALUE
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Apple Inc's valuation score is comprised of a P/E ratio of 19.2x, a P/B ratio of 6.9x, a P/S ratio of 4.1x, and an EV/EBITDA ratio of 10.5x. Apple Inc ranks 248 out of the S&P 500 constituents on valuation--a relatively weak score.

WARREN BUFFETT RANKING
Apple Inc ranks 233 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a average score, meaning it ranks in the middle of the pack on valuation, moat, volatility, and financial strength factors. The stock's average Buffett rank suggests waiting for improved valuation or quality metrics before taking action.

MOAT
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is average. Our analysis of its moat reveals neither a durable moat or enduring competitive advantages.

FINANCIAL STRENGTH
Apple Inc has a Piotroski F Score of 4 out of 9. The F Score examines changes in profitability, leverage, liquidity, and operating efficiency. Interest coverage of 26.4x, a debt/equity ratio of 86% and a Moat Rank of 180 translate to a weak Financial Strength score.

MOMENTUM
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 43.98% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 43. Apple Inc's strong 12 month stock performance will appeal to momentum investors.

VALUE + YIELD
Shares currently yield 1.39%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, Apple Inc ranks 135 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

GROWTH
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value produce an average score. 7.9% 5 year annualized EPS growth, 8% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 7.8% combine to produce this average score.