Apple Total Shareholder Return (TSR): 25.3% in 2023 and 15.3% 3-yr returns (above peer average) | Trefis (2024)

FAQs

What is the total return of Apple in 2023? ›

Apple Total Shareholder Return (TSR): 25.3% in 2023 and 15.3% 3-yr returns (above peer average)

Total Shareholder Return = “(Change in Stock Price + Dividends Paid)/Beginning Stock Price” where “Dividends Paid” means the total of all dividends paid on one (1) share of stock during the Performance Cycle.

Total shareholder return (TSR) measures a combination of share price appreciation and dividend yield for a company's stock over a given period of time. It serves as a comprehensive metric for gauging a company's shareholder value creation performance.

Returns By Period

Apple Inc. had a return of 0.12% year-to-date (YTD) and 7.32% in the last 12 months. Over the past 10 years, Apple Inc. had an annualized return of 25.35%, outperforming the S&P 500 benchmark which had an annualized return of 10.63%.

There must be two values that are known to calculate the rate of return; the current value of the investment and the original value. To calculate the rate of return subtract the original value from the current value, divide the difference by the original value, then multiply by 100.

Apple clearly lags its largest peers when it comes to growth. According to the Journal, Apple's revenue fell nearly 3% in the fiscal year ending September 2023 and FactSet notes Wall Street expects Apple to generate single-digit growth averaging 5% annually over the next three years.

Key Takeaways. Total shareholder return (TSR) is a measure of financial performance, indicating the total amount an investor reaps from an investment—specifically, equities or shares of stock. Total shareholder return factors in capital gains and dividends when measuring the total return generated by a stock.

TSR, the stock price appreciation plus reinvested dividends over a period, is the ultimate measure of a company's achievement for shareholders over the long term. Higher TSR results in greater capital gains for shareholders, stock price appreciation for employee-‐owners and potential for future success.

A performance measure used by financial analysts which indicates the total amount that an investor gains from an investment. It is usually expressed as a percentage and reflects both dividends that have been paid and share price growth (or decrease).

AAPL's ROIC (Return on Invested Capital) for the past 12 months is very high and is equal to 44%. AAPL has positive Gross Profit for the last twelve months. AAPL's ROE (Return on Equity) for the past 12 months is very high and is equal to 153%. AAPL has positive Free Cash Flow for the last twelve months.

What is a good rate of return percentage? ›

General ROI: A positive ROI is generally considered good, with a normal ROI of 5-7% often seen as a reasonable expectation. However, a strong general ROI is something greater than 10%. Return on Stocks: On average, a ROI of 7% after inflation is often considered good, based on the historical returns of the market.

The mean historical ROE of Apple Inc. over the last ten years is 85.94%. The current 148.33% ROE has changed 72.59% with respect to the historical average. Over the past ten years (40 quarters), AAPL's ROE was at its highest in in the December 2022 quarter at 52.88%.

The all-time high Apple stock closing price was 197.59 on December 14, 2023. The Apple 52-week high stock price is 199.62, which is 2.7% above the current share price. The Apple 52-week low stock price is 164.07, which is 15.6% below the current share price.

Apple 1 Year Total Returns (Daily): 9.65% for June 5, 2024

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As of 2023-12-18, Apple Inc's intrinsic value as calculated by the Discounted Earnings model is $162.57.