Financial statement analysis and revenue forecast for Apple Inc.

Author:

Lu Yujia

Abstract

Nowadays, technology companies play an indispensable role in transforming people’s lifestyles and the productivity of the whole society. It is of great significance to focus on the ability of continuous operation and sustainable development of those high-tech companies. This paper takes Apple Inc. as an example and presents a financial statement analysis that combines strategy analysis, accounting standard analysis, common-size analysis, and ratio analysis. The figures shown in this paper are based on Apple’s past annual reports and relevant comparisons are made with Apple’s competitors when necessary. All the analyses in this paper are conducive to revealing the financial condition of Apple Inc. and forecasting its future revenue. After conducting all the analyses, it is easy to find that profitability didn’t witness dramatic progress in recent 3 years due to Covid-19. The paper, therefore, concludes that more efforts are needed to improve Apple’s efficiency and liquidity, which eventually enables Apple to make wise investments and generate more revenue. Furthermore, although Covid-19 is largely to blame for Apple’s plain performance in recent 3 years, more elements from the social environment and its competitors should also be carefully considered in order to make an exact forecast about Apple’s future financial performance.

Publisher

EDP Sciences

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