Apple-Analysis

Table of Contents

• Project Overview
• Data Sources
• Tools
• Data Cleaning/Transformation
• Exploratory Data Analysis
• Data Analysis
• Results/Findings
• Recommendations

Project Overview

This Project aims to analyze Apple's stock over the past five years and see how their financials correlate to an increase or decrease in stock price. To dive deeper, I compared Apple's financials to Microsoft to see how the two tech giants perform relative to each other.

APPL Stock & Financials.pdf

Data Sources

1. APPL Financials.csv

2. Microsoft Financials.csv

3. APPL Stock and Financials.pbix

Tools

Excel: Use for Ratio Analyis and detailed financial statements analysis

Power BI: Utilized for Data Transformation, Modeling, and Visualization to present trends, correlations, and insights

Data Cleaning/Transformation

In the initial data preparation phase, I performed the following tasks:

1. Data loading and inspection: Imported stock and financial data into Excel and Power BI

2. Data cleaning and formatting: Ensured accurate data types, and structured data for analysis

Exploratory Data Analysis

EDA involved exploring stock and financial data to answer key questions, such as:

• Has Apple's stock increased over the years? How does their financials correlate with it's increase or decrease in stock price?

• How does Apple's financials compare to Microsoft?

• What are the highest and lowest performing prices?

• Has trading volume increased or decreased? What could have caused the volume to increase or decrease?

Data Analysis

Ratio Analysis: Gather financial information from balance sheet, cash flow, and income statement to calculate key financial ratios (ROA, ROE, Debt-to-Equity, Current Ratio).

Trend Analysis: Analyzed trends in Apple's stock and financials measures (Net Income, Current Liabilities).

Comperative Analysis: Conducted a side-by-side analysis on Microsoft and Apple's key financial metrics

Results/Findings

The analysis results are summarized as follows:

1. Apple has an aggressive approach to generating revenue compared to Micosoft more conservative approach.

2. Apple's high stock price can correlate to it's aggressive approach.

3. Apple's ROE and Debt-to-Equity are much higher than Microsoft, which can increase returns but with higher financial risk.

References

Apple Investor Relations Microsoft Investor Relations Yahoo Finance