Apple回报率指标

$打开交互终端运行 `audit returns` 并使用自定义选项。
资本流向回报率指标盈利质量负债纪律护城河评估
RETURN METRICS

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


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


[+] ROE Quality: Median 50.1%
    ↳ Median > 15% = high quality
[~] ROE Stability: CoV 73.6%
    ↳ CoV < 10% = highly stable
[+] ROIC Quality: Median 815.6%
    ↳ Median > 15% = high quality
[~] ROIC Stability: CoV 95.3%
    ↳ CoV < 10% = highly stable
[+] ROIIC Efficiency: -496.3%
    ↳ Capital efficient: more profit with less capital
[~] ROIC Trend: -589.19%/yr
    ↳ Slope > 0.5%/yr = strengthening moat
[~] ROIC Trend Reliability: R² 55%
    ↳ R² > 70% = strong trend, 40-70% = moderate, < 40% = noisy


Metric        ROE       ROTE       ROA         ROIC  ROIIC-3Y
-------------------------------------------------------------
Mean        81.5%      82.5%     20.9%      1316.8%    -61.2%
Median      50.1%      52.0%     18.5%       815.6%     14.3%
Max        197.0%     197.0%     31.2%      3525.3%    201.0%
Min         29.3%      30.0%     12.9%       448.2%   -496.3%
StdDev      60.0%      59.3%      5.6%      1255.0%    250.4%
CoV         73.6%      71.9%     26.7%        95.3%    409.3%
Slope   11.01%/yr  10.84%/yr  0.65%/yr  -589.19%/yr         -
R²            76%        76%       31%          55%         -


[DATA]


Period          ROE    ROTE    ROA    NOPAT       IC     ROIC  ROIIC-3Y
-----------------------------------------------------------------------
2010 ANNUAL   29.3%   30.0%  18.6%   14.52B   -3.22B        -         -
2011 ANNUAL   33.8%   35.9%  22.3%   26.69B   -4.96B        -         -
2012 ANNUAL   35.3%   37.0%  23.7%   43.64B   -3.04B        -         -
2013 ANNUAL   30.0%   31.4%  17.9%   38.71B   -6.25B        -         -
2014 ANNUAL   35.4%   38.4%  17.0%   41.48B   -8.40B        -   -487.6%
2015 ANNUAL   44.7%   48.4%  18.4%   56.27B  -21.98B        -   -367.0%
2016 ANNUAL   35.6%   38.2%  14.2%   47.42B  -22.30B        -    -46.0%
2017 ANNUAL   36.1%   36.1%  12.9%   48.46B  -19.17B        -    -43.5%
2018 ANNUAL   55.6%   55.6%  16.3%   56.01B  -15.47B        -      2.4%
2019 ANNUAL   61.1%   61.1%  16.3%   50.50B   -7.36B        -     47.4%
2020 ANNUAL   87.9%   87.9%  17.7%   52.37B   -4.21B        -     26.1%
2021 ANNUAL  150.1%  150.1%  27.0%   86.07B    9.10B  3525.3%    201.0%
2022 ANNUAL  197.0%  197.0%  28.3%   94.36B   14.04B   815.6%    178.5%
2023 ANNUAL  156.1%  156.1%  27.5%   90.30B   11.13B   717.3%    177.2%
2024 ANNUAL  164.6%  164.6%  25.7%   97.34B    6.93B  1077.7%     73.4%
2025 ANNUAL  151.9%  151.9%  31.2%  105.11B   39.97B   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: Median 50.1% ↳ Median > 15% = high quality
[~] ROE Stability: CoV 73.6% ↳ CoV < 10% = highly stable
[+] ROIC Quality: Median 815.6% ↳ Median > 15% = high quality
[~] ROIC Stability: CoV 95.3% ↳ CoV < 10% = highly stable
[+] ROIIC Efficiency: -496.3% ↳ Capital efficient: more profit with less capital
[~] ROIC Trend: -589.19%/yr ↳ Slope > 0.5%/yr = strengthening moat
[~] ROIC Trend Reliability: R² 55% ↳ R² > 70% = strong trend, 40-70% = moderate, < 40% = noisy
Metric ROE ROTE ROA ROIC ROIIC-3Y
-------------------------------------------------------------
Mean 81.5% 82.5% 20.9% 1316.8% -61.2%
Median 50.1% 52.0% 18.5% 815.6% 14.3%
Max 197.0% 197.0% 31.2% 3525.3% 201.0%
Min 29.3% 30.0% 12.9% 448.2% -496.3%
StdDev 60.0% 59.3% 5.6% 1255.0% 250.4%
CoV 73.6% 71.9% 26.7% 95.3% 409.3%
Slope 11.01%/yr 10.84%/yr 0.65%/yr -589.19%/yr -
R² 76% 76% 31% 55% -
[DATA]
Period ROE ROTE ROA NOPAT IC ROIC ROIIC-3Y
-----------------------------------------------------------------------
2010 ANNUAL 29.3% 30.0% 18.6% 14.52B -3.22B - -
2011 ANNUAL 33.8% 35.9% 22.3% 26.69B -4.96B - -
2012 ANNUAL 35.3% 37.0% 23.7% 43.64B -3.04B - -
2013 ANNUAL 30.0% 31.4% 17.9% 38.71B -6.25B - -
2014 ANNUAL 35.4% 38.4% 17.0% 41.48B -8.40B - -487.6%
2015 ANNUAL 44.7% 48.4% 18.4% 56.27B -21.98B - -367.0%
2016 ANNUAL 35.6% 38.2% 14.2% 47.42B -22.30B - -46.0%
2017 ANNUAL 36.1% 36.1% 12.9% 48.46B -19.17B - -43.5%
2018 ANNUAL 55.6% 55.6% 16.3% 56.01B -15.47B - 2.4%
2019 ANNUAL 61.1% 61.1% 16.3% 50.50B -7.36B - 47.4%
2020 ANNUAL 87.9% 87.9% 17.7% 52.37B -4.21B - 26.1%
2021 ANNUAL 150.1% 150.1% 27.0% 86.07B 9.10B 3525.3% 201.0%
2022 ANNUAL 197.0% 197.0% 28.3% 94.36B 14.04B 815.6% 178.5%
2023 ANNUAL 156.1% 156.1% 27.5% 90.30B 11.13B 717.3% 177.2%
2024 ANNUAL 164.6% 164.6% 25.7% 97.34B 6.93B 1077.7% 73.4%
2025 ANNUAL 151.9% 151.9% 31.2% 105.11B 39.97B 448.2% -496.3%