Apple Inc. (AAPL) is a technology hardware, storage & peripherals company in the Information Technology sector. Listed on the NASDAQ, Apple Inc. is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $291.58.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $291.58 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 20.93% |
| Risk / Std Dev (Annualized) | 27.53% |
| Sharpe Ratio (rf=4.5%) | 0.60 |
S&P 500 Context
- Sector: Information Technology
- Sub-Industry: Technology Hardware, Storage & Peripherals
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 20.93% with an annualized volatility of 27.53%. The Sharpe ratio of 0.60 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 4282.54B |
| Enterprise Value | 4298.74B |
| Trailing P/E | 35.34 |
| Forward P/E | 30.39 |
| Price to Book | 40.16 |
| Price to Sales | 9.49 |
| EV/Revenue | 9.52 |
| EV/EBITDA | 26.87 |
| Profitability | | | Profit Margin | 27.15% | | Operating Margin | 32.27% | | ROE | 141.47% | | ROA | 26.23% |
| Growth | | | Revenue Growth | 16.6% | | Earnings Growth | 21.8% |
| Dividend | | | Dividend Yield | 37.0% | | Payout Ratio | 12.59% | | 5Y Avg Yield | 50.0% |
| Financial Health | | | Total Revenue | 451.44B | | Total Debt | 84.71B | | Total Cash | 68.51B | | Free Cash Flow | 101.09B | | Operating Cash Flow | 140.22B |
| Price & Technical | | | 52W High | $317.4$ | | 52W Low | $195.07$ | | 50-Day Avg | $283.05$ | | 200-Day Avg | $265.9$ | | Beta | 1.09 | | Shares Outstanding | 14.69B | | Float Shares | 14.66B | | Insider Holdings | 1.63% | | Institutional Holdings | 65.83% | | Short Ratio | 3.12 | | Short % of Float | 1.06% |
| Analyst Targets | | | Target High | $400.0$ | | Target Low | $215.0$ | | Target Mean | $312.48$ | | Target Median | $310.0$ | | # of Analysts | 43 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.