Last Price$220.8(2.9%)
Market Cap$3,332.0B
LTM Return on Invested Capital (ROIC)
191.0%
5Y avg
207.7%
Consumer Electronics industry
median
(18.0%)
Stock quality & Intrinsic value
7/10
(0.6%) overvalued
Apple Inc. Return on Invested Capital (ROIC)
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Sep'05 | Sep'06 | Sep'07 | Sep'08 | Sep'09 | Sep'10 | Sep'11 | Sep'12 | Sep'13 | Sep'14 | Sep'15 | Sep'16 | Sep'17 | Sep'18 | Sep'19 | Sep'20 | Sep'21 | Sep'22 | Sep'23 | Sep'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return on Invested Capital (ROIC) | 209.9% | 181.0% | 210.2% | 200.0% | 180.5% | 341.0% | 342.8% | 282.4% | 180.0% | 151.4% | 182.2% | 160.4% | 134.4% | 150.5% | 134.6% | 132.3% | 193.9% | 186.9% | 172.1% | 171.0% |
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Apple Inc. (AAPL) Return on Invested Capital (ROIC) comparison analysis
General
LTM Return on Invested Capital (ROIC)
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
Apple Inc.AAPL
191.0%
2.0%
(0.8%)
24.0%
Median Peer Set
(13.5%)
(7.3%)
0.0%
(7.3%)
Sony Group CorporationSONY
14.9%
5.7%
(2.9%)
7.5%
Turtle Beach CorporationHEAR
8.6%
7.5%
(71.5%)
(6.8%)
LG Display Co., Ltd.LPL
(1.9%)
(19.5%)
(19.0%)
(12.8%)
Universal Electronics Inc.UEIC
(8.8%)
(6.1%)
(75.8%)
(6.1%)
VIZIO Holding Corp.VZIO
(9.3%)
(9.8%)
N/A
1.7%
Sonos, Inc.SONO
(17.6%)
(8.3%)
285.1%
(2.5%)
Koss CorporationKOSS
(18.5%)
(6.4%)
N/A
(7.8%)
VOXX International CorporationVOXX
(27.8%)
(12.2%)
37.0%
(8.7%)
GoPro, Inc.GPRO
(141.1%)
(20.3%)
705.7%
(53.9%)
Vuzix CorporationVUZI
(326.4%)
2.5%
27.4%
(413.5%)
AAPL key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Sep'05 | Sep'06 | Sep'07 | Sep'08 | Sep'09 | Sep'10 | Sep'11 | Sep'12 | Sep'13 | Sep'14 | Sep'15 | Sep'16 | Sep'17 | Sep'18 | Sep'19 | Sep'20 | Sep'21 | Sep'22 | Sep'23 | Sep'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 13,931.0 68.3% | 19,315.0 38.6% | 24,006.0 24.3% | 32,479.0 35.3% | 36,537.0 12.5% | 65,225.0 78.5% | 108,249.0 66.0% | 156,508.0 44.6% | 170,910.0 9.2% | 182,795.0 7.0% | 233,715.0 27.9% | 215,639.0 (7.7%) | 229,234.0 6.3% | 265,595.0 15.9% | 260,174.0 (2.0%) | 274,515.0 5.5% | 365,817.0 33.3% | 394,328.0 7.8% | 383,285.0 (2.8%) | 391,035.0 2.0% |
| Cost of Goods Sold (COGS) | 9,888.0 | 13,717.0 | 15,852.0 | 21,334.0 | 23,397.0 | 39,541.0 | 64,431.0 | 87,846.0 | 106,606.0 | 112,258.0 | 140,089.0 | 131,376.0 | 141,048.0 | 163,756.0 | 161,782.0 | 169,559.0 | 212,981.0 | 223,546.0 | 214,137.0 | 210,352.0 |
% margin | 4,043.0 29.0% | 5,598.0 29.0% | 8,154.0 34.0% | 11,145.0 34.3% | 13,140.0 36.0% | 25,684.0 39.4% | 43,818.0 40.5% | 68,662.0 43.9% | 64,304.0 37.6% | 70,537.0 38.6% | 93,626.0 40.1% | 84,263.0 39.1% | 88,186.0 38.5% | 101,839.0 38.3% | 98,392.0 37.8% | 104,956.0 38.2% | 152,836.0 41.8% | 170,782.0 43.3% | 169,148.0 44.1% | 180,683.0 46.2% |
| Operating Expenses | 2,393.0 | 3,145.0 | 3,745.0 | 4,870.0 | 5,482.0 | 7,299.0 | 10,028.0 | 13,987.0 | 15,629.0 | 18,465.0 | 23,299.0 | 25,434.0 | 26,975.0 | 31,382.0 | 34,040.0 | 38,755.0 | 43,827.0 | 51,573.0 | 54,847.0 | 57,467.0 |
| Research & Development Expenses (R&D) | 534.0 | 712.0 | 782.0 | 1,109.0 | 1,333.0 | 1,782.0 | 2,429.0 | 3,381.0 | 4,475.0 | 6,041.0 | 8,067.0 | 10,045.0 | 11,581.0 | 14,236.0 | 16,217.0 | 18,752.0 | 21,914.0 | 26,251.0 | 29,915.0 | 31,370.0 |
| Selling, General & Administrative Expenses (SG&A) | 1,859.0 | 2,433.0 | 2,963.0 | 3,761.0 | 4,149.0 | 5,517.0 | 7,599.0 | 10,040.0 | 10,830.0 | 11,993.0 | 14,329.0 | 14,194.0 | 15,261.0 | 16,705.0 | 18,245.0 | 19,916.0 | 21,973.0 | 25,094.0 | 24,932.0 | 26,097.0 |
% margin | 1,650.0 11.8% | 2,453.0 12.7% | 4,409.0 18.4% | 6,275.0 19.3% | 7,658.0 21.0% | 18,385.0 28.2% | 33,790.0 31.2% | 55,241.0 35.3% | 50,479.0 29.5% | 52,503.0 28.7% | 71,230.0 30.5% | 62,567.0 29.0% | 61,344.0 26.8% | 70,898.0 26.7% | 63,930.0 24.6% | 66,288.0 24.1% | 108,949.0 29.8% | 119,437.0 30.3% | 114,301.0 29.8% | 123,216.0 31.5% |
| Interest Income | 183.0 | 394.0 | 647.0 | 653.0 | 407.0 | 311.0 | 519.0 | 1,088.0 | 1,616.0 | 1,795.0 | 2,921.0 | 3,999.0 | 5,201.0 | 5,686.0 | 4,961.0 | 3,763.0 | 2,843.0 | 2,825.0 | 3,750.0 | 0.0 |
| Interest Expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 136.0 | 384.0 | 733.0 | 1,456.0 | 2,323.0 | 3,240.0 | 3,576.0 | 2,873.0 | 2,645.0 | 2,931.0 | 3,933.0 | 0.0 |
| Pre-tax Income | 1,815.0 | 2,818.0 | 5,008.0 | 6,895.0 | 7,984.0 | 18,540.0 | 34,205.0 | 55,763.0 | 50,155.0 | 53,483.0 | 72,515.0 | 61,372.0 | 64,089.0 | 72,903.0 | 65,737.0 | 67,091.0 | 109,207.0 | 119,103.0 | 113,736.0 | 123,485.0 |
% effective tax rate | 480.0 26.4% | 829.0 29.4% | 1,512.0 30.2% | 2,061.0 29.9% | 2,280.0 28.6% | 4,527.0 24.4% | 8,283.0 24.2% | 14,030.0 25.2% | 13,118.0 26.2% | 13,973.0 26.1% | 19,121.0 26.4% | 15,685.0 25.6% | 15,738.0 24.6% | 13,372.0 18.3% | 10,481.0 15.9% | 9,680.0 14.4% | 14,527.0 13.3% | 19,300.0 16.2% | 16,741.0 14.7% | 29,749.0 24.1% |
% margin | 1,328.0 9.5% | 1,989.0 10.3% | 3,495.0 14.6% | 4,834.0 14.9% | 5,704.0 15.6% | 14,013.0 21.5% | 25,922.0 23.9% | 41,733.0 26.7% | 37,037.0 21.7% | 39,510.0 21.6% | 53,394.0 22.8% | 45,687.0 21.2% | 48,351.0 21.1% | 59,531.0 22.4% | 55,256.0 21.2% | 57,411.0 20.9% | 94,680.0 25.9% | 99,803.0 25.3% | 96,995.0 25.3% | 93,736.0 24.0% |
| EPS | 0.06 | 0.08 | 0.14 | 0.20 | 0.23 | 0.55 | 1.00 | 1.59 | 1.43 | 1.62 | 2.32 | 2.09 | 2.32 | 3.00 | 2.99 | 3.31 | 5.67 | 6.15 | 6.16 | 6.11 |
| Diluted EPS | 0.06 | 0.08 | 0.14 | 0.19 | 0.22 | 0.54 | 0.99 | 1.58 | 1.42 | 1.61 | 2.30 | 2.08 | 2.30 | 2.98 | 2.97 | 3.28 | 5.61 | 6.11 | 6.13 | 6.08 |
% margin | 1,829.0 13.1% | 3,043.0 15.8% | 4,726.0 19.7% | 6,748.0 20.8% | 8,361.0 22.9% | 19,412.0 29.8% | 35,997.0 33.3% | 59,040.0 37.7% | 55,756.0 32.6% | 60,449.0 33.1% | 82,487.0 35.3% | 72,628.0 33.7% | 75,812.0 33.1% | 81,801.0 30.8% | 76,477.0 29.4% | 77,344.0 28.2% | 120,233.0 32.9% | 130,541.0 33.1% | 125,820.0 32.8% | 134,661.0 34.4% |
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FAQ
1) What is Apple Inc.'s Return on Invested Capital (ROIC)?
As of today, Microsoft Corp's last 12-month Return on Invested Capital (ROIC) is 191.0%, based on the financial report for Dec 28, 2024 (Q4’2024). The average annual Return on Invested Capital (ROIC) for Apple Inc. have been 225.0% over the past three years, and 218.1% over the past five years.
2) Is Apple Inc.'s Return on Invested Capital (ROIC) Good?
As of today, Apple Inc.'s Return on Invested Capital (ROIC) is 191.0%, which is higher than industry median of (18.0%). It indicates that Apple Inc.'s Return on Invested Capital (ROIC) is Good.