Apple Paper
docx
keyboard_arrow_up
School
American Public University *
*We aren’t endorsed by this school
Course
575
Subject
Finance
Date
Jan 9, 2024
Type
docx
Pages
6
Uploaded by august20jr
1
Apple Inc. Financial Analysis: A Comparative Study of 2022, 2021, and 2020
Ashley Williams
FIN575
Professor Alan Hansen
December 10, 2023
2
Apple Inc. Financial Analysis: A Comparative Study of 2022, 2021, and 2020
Abstract
This paper conducts a comprehensive financial analysis of Apple Inc. in 2022, 2021, and 2020.
Utilizing a meticulously curated spreadsheet containing critical financial data, the study explores
trends, scrutinizes resource allocation, and evaluates the company's financial stability. The
analysis spans income statements and balance sheets, shedding light on factors contributing to
observed differences in specific financial measures. The findings give industry enthusiasts,
investors, and stakeholders a nuanced understanding of Apple Inc.'s financial intricacies,
emphasizing the interplay of innovation, strategic acumen, and market dynamics in shaping the
company's success.
3
Introduction
Apple Inc., a prominent player in the global technology industry, has consistently showcased its
prowess in innovation, product design, and market dominance. This paper delves into the
financial performance of Apple Inc. by analyzing its income statements and balance sheets for
the years 2022, 2021, and 2020. The analysis aims to uncover trends, scrutinize resource
allocation techniques, and evaluate the company's financial stability.
Instrument: Financial Data Spreadsheet
The paper includes a detailed spreadsheet presenting Apple Inc.'s financial data for the specified
years to facilitate a comprehensive analysis. The spreadsheet encompasses key financial
measures such as revenue, expenses, gross profit, assets, equity, and liabilities. This instrument
provides a numerical foundation for understanding the company's financial trajectory.
Your preview ends here
Eager to read complete document? Join bartleby learn and gain access to the full version
- Access to all documents
- Unlimited textbook solutions
- 24/7 expert homework help
4
Financial Data Spreadsheet (Dybek, 2019)
Analysis: Unveiling Financial Trends
The analysis of Apple Inc.'s financial data reveals intriguing trends and disparities between 2022,
2021, and 2020. Several factors contribute to the observed differences in specific financial
measures. Notably, the revenue for the three years shows a consistent increase, reaching
$394,328 in 2022 from $274,150 in 2020. This upward trend prompts exploring contributing
factors, such as product launches, market demand, and pricing strategies (Akmal, 2022).
Examining the income statement, the analysis scrutinizes expenses and gross profit. It becomes
evident that certain costs have seen fluctuations, warranting an in-depth investigation. Factors
such as research and development investments, marketing expenditures, and operational costs are
dissected to comprehend their impact on the company's overall financial health (Dybek, 2019).
Turning to the balance sheet, evaluating assets, equity, and liabilities provides insights into the
holistic view of Apple Inc.'s financial position. The increase in support from $323,888 in 2020 to
$352,755 in 2022 requires exploration. Factors influencing this surge, including acquisitions,
investments, and changes in market conditions, are considered in the analysis.
Summary
The financial analysis of Apple Inc. encapsulates a meticulous examination of the company's
economic trajectory across 2022, 2021, and 2020. The provided spreadsheet, serving as a
numerical foundation, encapsulates vital financial measures. Noteworthy trends in revenue,
5
expenses, gross profit, assets, equity, and liabilities are dissected to discern the driving forces
behind the observed variations.
The income statement analysis delves into revenue growth dynamics, highlighting factors such
as product launches, market demand, and pricing strategies. A meticulous examination of
expenses and gross profit uncovers fluctuations, prompting a detailed investigation into research
and development investments, marketing expenditures, and operational costs. Turning attention
to the balance sheet and evaluating assets, equity, and liabilities provides a holistic view of Apple
Inc.'s financial position. The surge in purchases prompts exploration into factors like
acquisitions, investments, and market conditions (Li, 2021).
Conclusion
In conclusion, the financial analysis of Apple Inc. for the years 2022, 2021, and 2020 uncovers
vital trends and factors shaping the company's economic trajectory. The spreadsheet instrument
serves as a quantitative foundation, while the written analysis provides a qualitative
understanding of the observed differences. This comprehensive examination contributes valuable
insights for industry enthusiasts, investors, and individuals seeking a nuanced comprehension of
Apple Inc.'s financial intricacies. The success of Apple Inc. not only reflects its innovative
products but underscores its strategic insight in navigating the dynamic technology landscape.
6
References
Akmal, M. (2022). Apple. Available at SSRN 4299051.
Dybek, M. (2019). Apple Inc. (AAPL) | Analysis of Profitability Ratios
. Stock Analysis on Net; Stock Analysis on Net. https://www.stock-analysis-on.net/NASDAQ/Company/Apple-
Inc/Ratios/Profitability
Li, Y. (2021). Apple Inc. Analysis and Forecast Evaluation. Proceedings of Business and
Economic Studies, 4(4), 71–78.
NIK SOH, N. N. (2019). AN ANALYSIS OF AN EXPLANATION OF APPLE INC.
WSJ Markets. (2023). Apple Inc. AAPL (U.S.: Nasdaq). [Link to WSJ Markets]
(
https://www.wsj.com/market-data/quotes/AAPL/financials/annual/balance-sheet
)
Your preview ends here
Eager to read complete document? Join bartleby learn and gain access to the full version
- Access to all documents
- Unlimited textbook solutions
- 24/7 expert homework help
Related Documents
Related Questions
Quiz Q10
arrow_forward
GP
You
Write a post providing us with the context for the resources of adopting innovative technologies that can lead to streamlined processes, real-time insights, and increased focus on strategic planning technological advancements in the accounting and finance profession have required finance professionals to adapt and expand their skill sets. Those who can adapt can support business growth and discover better career opportunities selected by identifying the field of study of accounting and finance and specifying an associated profession if relevant. Explain in two separate sections how this could be applied to the criteria of validity checklist to determine the validity of each resource. Try to be as thorough as possible with the questions listed under each heading on the checklist. If unable to make a determination about any of the criteria, be sure to explain that, too.
arrow_forward
Choose one publicly-traded company that you will use for your research paper. You will research and monitor this company during the course. Your research should include all of the following :
Corporate Governance Analysis
Stockholder Analysis
Capital Structure Choices
Valuation – This is qualitative in nature. Research the previous annual reports to assist you with valuation. Sites, such as Yahoo Finance are also useful for these valuations.
Suggestions for Improving the Company in the Future
arrow_forward
Finance 500
In this assignment, the purpose is to tie into the key concepts and insights studied this term in this course. Reflecting on key principles, strategies, or tactics that were covered from the accounting and finance fields, students should relate the information to their career, company or industry of interest.
Demonstrate how the knowledge, skills, or theories of this course have been applied, or could be applied, in a practical manner to your current work environment (a project manager in design industry).
Share a personal connection that identifies specific knowledge and theories from this course.
Demonstrate a connection to your current work environment.
You should NOT, provide an overview of the assignments assigned in the course. The assignment asks that you reflect how the knowledge and skills obtained through meeting course objectives were applied or could be applied in the workplace.
arrow_forward
Need help with Part 1 and 2 please.
arrow_forward
>
Week 9
Assignment 9.4
Assignment 9.4 - BUSINESS PLAN
Upload your assignment through the link
provided in this week's assignments folder.
The financial and accounting statements
provide the information needed to measure
the projected success of the business plan.
The recipient of the business plan will want to
have an understanding of this information in
assessing the performance of the proposed
business plan. The two questions to answer
are the following:
a. What information will be needed to
develop the accounting and financial
statements.
b. What information is needed to explain
the importance of these statements to
the other business functions.
The discussion shall be approximately 1½ to 2
pages in length, doubled space, using a size
12 font. Any direct quotes or the paraphrase of
unique thoughts of others should be properly
cited and referenced using general APA
arrow_forward
Part C:
Budgeting and Financial plan Required:
Research Unilever PLC and complete the following task:
Task 3A:
Critically evaluate the impact of budgeting process on any potential project and demonstrate how budgets, objectives, and strategic plans are related.
Task 3B:
Briefly discuss the significance of Business plan and analyse key elements of its financial plan section of a proposed business plan.
Task 3C:
There is a growing nascent for using of Artificial Intelligence (AI) and Machine Learning (ML) in financial community. Critical discuss (in 5-line ofwords), how either AI or ML could be effective in preparing a long-term budget.
arrow_forward
Strategy
The table below contains the names of six companies.
Required:
For each company, categorize its strategy as being focused on customer intimacy, operational excellence, or product leadership, if you wish to improve your understanding of each company’s customer value proposition before completing the exercise, review its most recent annual report. To obtain electronic access to this information, perform an Internet search on each company’s name followed by the words “annual report.”
arrow_forward
The balanced scorecard for a service company
American Express Company is a major financial services company noted for its American Express® card. Some of the performance measures used by the company on its balanced scorecard are listed below.
For each measure, identify whether the measure best fits the learning and growth, internal processes, customer, or financial performance perspective of the balanced scorecard.
Performance Metric
Performance Perspective
Average card member spending
Number of Internet features
Cards in force
Number of merchant signings
Earnings growth
Number of new card launches
Hours of credit consultant training
Return on equity
Investment in information technology
Revenue growth
Number of card choices
arrow_forward
help please answer in text form with proper workings and explanation for each and every part and steps with concept and introduction no AI no copy paste remember answer must be in proper format with all working!
arrow_forward
Interview with an industry professional: Use of Cashflow statements
In this task, you will interview a finance professional with work experience in retail or manufacturing units and ask them the following questions about the significance of cash flow statements:
The significance of maintaining optimum cash balances
The role of inventory management on cash flow activities
Impact on long-term planning
Write their responses and your takeaways from this conversation in the third output of this component, ‘Interview with an industry professional: Use of Cashflow statements.
arrow_forward
Please step by step solutions
arrow_forward
SEE MORE QUESTIONS
Recommended textbooks for you

Managerial Accounting
Accounting
ISBN:9781337912020
Author:Carl Warren, Ph.d. Cma William B. Tayler
Publisher:South-Western College Pub
Principles of Accounting Volume 2
Accounting
ISBN:9781947172609
Author:OpenStax
Publisher:OpenStax College
Century 21 Accounting Multicolumn Journal
Accounting
ISBN:9781337679503
Author:Gilbertson
Publisher:Cengage

Cornerstones of Financial Accounting
Accounting
ISBN:9781337690881
Author:Jay Rich, Jeff Jones
Publisher:Cengage Learning

EBK CONTEMPORARY FINANCIAL MANAGEMENT
Finance
ISBN:9781337514835
Author:MOYER
Publisher:CENGAGE LEARNING - CONSIGNMENT
Related Questions
- Quiz Q10arrow_forwardGP You Write a post providing us with the context for the resources of adopting innovative technologies that can lead to streamlined processes, real-time insights, and increased focus on strategic planning technological advancements in the accounting and finance profession have required finance professionals to adapt and expand their skill sets. Those who can adapt can support business growth and discover better career opportunities selected by identifying the field of study of accounting and finance and specifying an associated profession if relevant. Explain in two separate sections how this could be applied to the criteria of validity checklist to determine the validity of each resource. Try to be as thorough as possible with the questions listed under each heading on the checklist. If unable to make a determination about any of the criteria, be sure to explain that, too.arrow_forwardChoose one publicly-traded company that you will use for your research paper. You will research and monitor this company during the course. Your research should include all of the following : Corporate Governance Analysis Stockholder Analysis Capital Structure Choices Valuation – This is qualitative in nature. Research the previous annual reports to assist you with valuation. Sites, such as Yahoo Finance are also useful for these valuations. Suggestions for Improving the Company in the Futurearrow_forward
- Finance 500 In this assignment, the purpose is to tie into the key concepts and insights studied this term in this course. Reflecting on key principles, strategies, or tactics that were covered from the accounting and finance fields, students should relate the information to their career, company or industry of interest. Demonstrate how the knowledge, skills, or theories of this course have been applied, or could be applied, in a practical manner to your current work environment (a project manager in design industry). Share a personal connection that identifies specific knowledge and theories from this course. Demonstrate a connection to your current work environment. You should NOT, provide an overview of the assignments assigned in the course. The assignment asks that you reflect how the knowledge and skills obtained through meeting course objectives were applied or could be applied in the workplace.arrow_forwardNeed help with Part 1 and 2 please.arrow_forward> Week 9 Assignment 9.4 Assignment 9.4 - BUSINESS PLAN Upload your assignment through the link provided in this week's assignments folder. The financial and accounting statements provide the information needed to measure the projected success of the business plan. The recipient of the business plan will want to have an understanding of this information in assessing the performance of the proposed business plan. The two questions to answer are the following: a. What information will be needed to develop the accounting and financial statements. b. What information is needed to explain the importance of these statements to the other business functions. The discussion shall be approximately 1½ to 2 pages in length, doubled space, using a size 12 font. Any direct quotes or the paraphrase of unique thoughts of others should be properly cited and referenced using general APAarrow_forward
- Part C: Budgeting and Financial plan Required: Research Unilever PLC and complete the following task: Task 3A: Critically evaluate the impact of budgeting process on any potential project and demonstrate how budgets, objectives, and strategic plans are related. Task 3B: Briefly discuss the significance of Business plan and analyse key elements of its financial plan section of a proposed business plan. Task 3C: There is a growing nascent for using of Artificial Intelligence (AI) and Machine Learning (ML) in financial community. Critical discuss (in 5-line ofwords), how either AI or ML could be effective in preparing a long-term budget.arrow_forwardStrategy The table below contains the names of six companies. Required: For each company, categorize its strategy as being focused on customer intimacy, operational excellence, or product leadership, if you wish to improve your understanding of each company’s customer value proposition before completing the exercise, review its most recent annual report. To obtain electronic access to this information, perform an Internet search on each company’s name followed by the words “annual report.”arrow_forwardThe balanced scorecard for a service company American Express Company is a major financial services company noted for its American Express® card. Some of the performance measures used by the company on its balanced scorecard are listed below. For each measure, identify whether the measure best fits the learning and growth, internal processes, customer, or financial performance perspective of the balanced scorecard. Performance Metric Performance Perspective Average card member spending Number of Internet features Cards in force Number of merchant signings Earnings growth Number of new card launches Hours of credit consultant training Return on equity Investment in information technology Revenue growth Number of card choicesarrow_forward
- help please answer in text form with proper workings and explanation for each and every part and steps with concept and introduction no AI no copy paste remember answer must be in proper format with all working!arrow_forwardInterview with an industry professional: Use of Cashflow statements In this task, you will interview a finance professional with work experience in retail or manufacturing units and ask them the following questions about the significance of cash flow statements: The significance of maintaining optimum cash balances The role of inventory management on cash flow activities Impact on long-term planning Write their responses and your takeaways from this conversation in the third output of this component, ‘Interview with an industry professional: Use of Cashflow statements.arrow_forwardPlease step by step solutionsarrow_forward
arrow_back_ios
arrow_forward_ios
Recommended textbooks for you
- Managerial AccountingAccountingISBN:9781337912020Author:Carl Warren, Ph.d. Cma William B. TaylerPublisher:South-Western College PubPrinciples of Accounting Volume 2AccountingISBN:9781947172609Author:OpenStaxPublisher:OpenStax CollegeCentury 21 Accounting Multicolumn JournalAccountingISBN:9781337679503Author:GilbertsonPublisher:Cengage
- Cornerstones of Financial AccountingAccountingISBN:9781337690881Author:Jay Rich, Jeff JonesPublisher:Cengage LearningEBK CONTEMPORARY FINANCIAL MANAGEMENTFinanceISBN:9781337514835Author:MOYERPublisher:CENGAGE LEARNING - CONSIGNMENT

Managerial Accounting
Accounting
ISBN:9781337912020
Author:Carl Warren, Ph.d. Cma William B. Tayler
Publisher:South-Western College Pub
Principles of Accounting Volume 2
Accounting
ISBN:9781947172609
Author:OpenStax
Publisher:OpenStax College
Century 21 Accounting Multicolumn Journal
Accounting
ISBN:9781337679503
Author:Gilbertson
Publisher:Cengage

Cornerstones of Financial Accounting
Accounting
ISBN:9781337690881
Author:Jay Rich, Jeff Jones
Publisher:Cengage Learning

EBK CONTEMPORARY FINANCIAL MANAGEMENT
Finance
ISBN:9781337514835
Author:MOYER
Publisher:CENGAGE LEARNING - CONSIGNMENT