Apple Stock Hands $847 Bil Back – Worth a Look?

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In the last decade, Apple (AAPL) stock has returned a staggering $847 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the market’s biggest capital-return machines.

As it turns out, AAPL stock has returned the highest amount to shareholders in history.

  AAPL S&P Median
Dividends $141 Bil $4.5 Bil
Share Repurchase $706 Bil $5.6 Bil
Total Returned $847 Bil $9.4 Bil
Total Returned as % of Current Market Cap 23.0% 24.8%

Why should you care? Because dividends and share repurchases represent direct, tangible returns of capital to shareholders. They also signal management’s confidence in the company’s financial health and ability to generate sustainable cash flows. And there are more stocks like that. Here is a list of the top 10 companies ranked by total capital returned to shareholders via dividends and stock repurchases.

Top 10 Stocks By Total Shareholder Return

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  Total Money Returned As % Of Current Market Cap via Dividends via Share Repurchases
AAPL $847 Bil 23.0% $141 Bil $706 Bil
MSFT $368 Bil 10.9% $169 Bil $200 Bil
GOOGL $357 Bil 9.2% $15 Bil $342 Bil
XOM $218 Bil 39.0% $146 Bil $72 Bil
WFC $212 Bil 76.7% $58 Bil $153 Bil
META $183 Bil 12.0% $9.1 Bil $174 Bil
JPM $181 Bil 21.7% $0.0 $181 Bil
JNJ $159 Bil 30.3% $105 Bil $54 Bil
ORCL $158 Bil 30.7% $35 Bil $123 Bil
CVX $157 Bil 48.9% $99 Bil $58 Bil

For full ranking, visit Buybacks & Dividends Ranking

What do you notice here? The total capital returned to shareholders as a % of the current market cap appears inversely proportional to growth prospects for reinvestments. Stocks like Meta (META) and Microsoft (MSFT) are growing much faster, in a more predictable way, compared to the others, but they have returned a much lower fraction of their market cap to shareholders.

That’s the flip side to high capital returns. Sure, they are attractive, but you have to ask yourself the question: Am I sacrificing growth and sound fundamentals? With that in mind, let’s look at some numbers for AAPL. (see Buy or Sell Apple Stock for more details)

Apple Fundamentals

  • Revenue Growth: 6.0% LTM and 1.8% last 3-year average.
  • Cash Generation: Nearly 23.5% free cash flow margin and 31.9% operating margin LTM.
  • Recent Revenue Shocks: The minimum annual revenue growth in the last 3 years for AAPL was -0.9%.
  • Valuation: Apple stock trades at a P/E multiple of 37.0

  AAPL S&P Median
Sector Information Technology
Industry Technology Hardware, Storage & Peripherals
PE Ratio 37.0 24.2

   
LTM* Revenue Growth 6.0% 6.4%
3Y Average Annual Revenue Growth 1.8% 5.7%
Min Annual Revenue Growth Last 3Y -0.9% 0.2%

   
LTM* Operating Margin 31.9% 18.8%
3Y Average Operating Margin 30.8% 18.4%
LTM* Free Cash Flow Margin 23.5% 13.5%

*LTM: Last Twelve Months

The table gives good overview of what you get from AAPL stock, but what about the risk?

AAPL Historical Risk

Apple isn’t immune to big drops either. It plunged about 81% during the Dot-Com Bubble and around 61% in the Global Financial Crisis. Even the 2018 correction and Covid sell-off knocked it down roughly 31-39%. The recent inflation shock caused a similar 31% dip. So, despite all the positives around Apple, severe market shocks can still take a heavy toll. Quality stocks can soften the blow but not avoid it completely.

But the risk is not limited to major market crashes. Stocks fall even when markets are good – think events like earnings, business updates, and outlook changes. Read AAPL Dip Buyer Analyses to see how the stock has recovered from sharp dips in the past.

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.