FinscoFinsco

Apple — Returns

$Open the interactive terminal to run `audit returns` with custom options.→
Capital FlowReturnsEarning QualityDebt DisciplineMoat
RETURN METRICS

TICKER: [US.AAPL - Apple]
PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]


Parameter  Value
----------------
ROIIC LAG     3Y
Tax Rate   21.0%


[+] ROE Quality: Mean 81.5% (Mean > 15% = high quality)
[~] ROE Stability: CoV 73.6% (CoV < 10% = highly stable)
[+] ROIC Quality: Mean 1316.8% (> 15% = high quality)
[+] ROIIC Efficiency: -496.3% (Capital efficient: more profit with less capital)
[~] ROIC Trend: -589.19%/yr (Slope > 0.5%/yr = strengthening moat)


Metric                     Value
--------------------------------
ROE CoV (Stability)        73.6%
ROIC Trend (Slope)   -589.19%/yr


Period          ROE    ROTE    ROA     ROIC  ROIIC-3Y
-----------------------------------------------------
2010 ANNUAL   29.3%   30.0%  18.6%        -         -
2011 ANNUAL   33.8%   35.9%  22.3%        -         -
2012 ANNUAL   35.3%   37.0%  23.7%        -         -
2013 ANNUAL   30.0%   31.4%  17.9%        -         -
2014 ANNUAL   35.4%   38.4%  17.0%        -   -487.6%
2015 ANNUAL   44.7%   48.4%  18.4%        -   -367.0%
2016 ANNUAL   35.6%   38.2%  14.2%        -    -46.0%
2017 ANNUAL   36.1%   36.1%  12.9%        -    -43.5%
2018 ANNUAL   55.6%   55.6%  16.3%        -      2.4%
2019 ANNUAL   61.1%   61.1%  16.3%        -     47.4%
2020 ANNUAL   87.9%   87.9%  17.7%        -     26.1%
2021 ANNUAL  150.1%  150.1%  27.0%  3525.3%    201.0%
2022 ANNUAL  197.0%  197.0%  28.3%   815.6%    178.5%
2023 ANNUAL  156.1%  156.1%  27.5%   717.3%    177.2%
2024 ANNUAL  164.6%  164.6%  25.7%  1077.7%     73.4%
2025 ANNUAL  151.9%  151.9%  31.2%   448.2%   -496.3%
audit returns
RETURN METRICS TICKER: [US.AAPL - Apple] PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]
Parameter Value
----------------
ROIIC LAG 3Y
Tax Rate 21.0%
[+] ROE Quality: Mean 81.5% (Mean > 15% = high quality)
[~] ROE Stability: CoV 73.6% (CoV < 10% = highly stable)
[+] ROIC Quality: Mean 1316.8% (> 15% = high quality)
[+] ROIIC Efficiency: -496.3% (Capital efficient: more profit with less capital)
[~] ROIC Trend: -589.19%/yr (Slope > 0.5%/yr = strengthening moat)
Metric Value
--------------------------------
ROE CoV (Stability) 73.6%
ROIC Trend (Slope) -589.19%/yr
Period ROE ROTE ROA ROIC ROIIC-3Y
-----------------------------------------------------
2010 ANNUAL 29.3% 30.0% 18.6% - -
2011 ANNUAL 33.8% 35.9% 22.3% - -
2012 ANNUAL 35.3% 37.0% 23.7% - -
2013 ANNUAL 30.0% 31.4% 17.9% - -
2014 ANNUAL 35.4% 38.4% 17.0% - -487.6%
2015 ANNUAL 44.7% 48.4% 18.4% - -367.0%
2016 ANNUAL 35.6% 38.2% 14.2% - -46.0%
2017 ANNUAL 36.1% 36.1% 12.9% - -43.5%
2018 ANNUAL 55.6% 55.6% 16.3% - 2.4%
2019 ANNUAL 61.1% 61.1% 16.3% - 47.4%
2020 ANNUAL 87.9% 87.9% 17.7% - 26.1%
2021 ANNUAL 150.1% 150.1% 27.0% 3525.3% 201.0%
2022 ANNUAL 197.0% 197.0% 28.3% 815.6% 178.5%
2023 ANNUAL 156.1% 156.1% 27.5% 717.3% 177.2%
2024 ANNUAL 164.6% 164.6% 25.7% 1077.7% 73.4%
2025 ANNUAL 151.9% 151.9% 31.2% 448.2% -496.3%