Assessment Deliverable
Use the previous year’s financial reports research you completed in Week 3.
Write a 2- to 3-page shareholder analysis in which you address the following:
·
Evaluate
economic conditions that influence company performance. Consider inflation, reinvestment, interest rate, market, and exchange rate risk. For instance, what was the inflation rate in 2021, 2022, and 2023? How does the change impact the Fortune 500 company studied in our class? Consider economic cycles, etc.
·
Compare market conditions for 2021, 2022, and 2023. Conclude how the year’s market conditions, such as social, legal, political, and technological changes, influenced the company’s performance.
·
Provide the 2021, 2022, and 2023 trailing PE ratio, forward PE ratio, price to book, return on assets, and return on equity.
Analyze the 2021, 2022, and 2023 trailing PE ratio, forward PE ratio, price to book, return on assets, and return on equity.
Cite references to support your assessment according to APA guidelines. Use the APA Template in the Writing Center if you write a paper. The APA Template is in Microsoft Word. Use the Sample PowerPoint in the Writing Center if you write a presentation. And include speaker notes with each slide except the title and reference pages. If you need help locating the APA Template of Sample Presentation, send me a private message.
Submit your assessment.
Apple Inc. Financial Performance for 2022 and 2023
|
Financial Metric |
2022 |
2023 |
|
Total Assets |
$352.76 billion |
$382.92 billion |
|
Total Liabilities |
$302.83 billion |
$321.26 billion |
|
Total Equity |
$49.93 billion |
$61.66 billion |
|
Revenue |
$383.29 billion |
$381.62 billion |
|
Gross Profit |
$169.15 billion |
$173.97 billion |
|
Net Income |
$96.99 billion |
$100.39 billion |
Apple Inc. Economic condition for 2022 and 2023
|
Economic Condition |
2022 |
2023 |
|
Interest Rates |
4.25% to 4.50% |
5.00% to 5.25% |
|
Inflation |
8.0% |
5.5% |
|
GDP Growth |
2.1% |
1.8% |
Apple Inc. (2023). FY23 Q4 Consolidated Financial Statements. Retrieved from
Apple Inc. (2023). FY23 Q1 Consolidated Financial Statements. Retrieved from
Stocklight. (2023). Apple Annual Report 2023. Retrieved from
Stock Analysis. (2023). Apple (AAPL) Financials – Income Statement. Retrieved from
