(AAPL) Apple - Overview

Sector: Technology | Industry: Consumer Electronics | Exchange: NASDAQ (USA) | Market Cap: 4.479.497m USD | Total Return: 54.9% in 12m

Smartphones, Computers, Tablets, Wearables, Digital Services
Total Rating 76
Safety 85
Buy Signal 1.34
Consumer Electronics
Industry Rotation: +16.3
Market Cap: 4,479B
Avg Turnover: 13.0B
Risk 3d forecast
Volatility20.8%
VaR 5th Pctl3.47%
VaR vs Median1.64%
Reward TTM
Sharpe Ratio1.86
Rel. Str. IBD76.1
Rel. Str. Peer Group47.7
Character TTM
Beta1.099
Beta Downside1.051
Hurst Exponent0.475
Drawdowns 3y
Max DD33.36%
CAGR/Max DD0.65
CAGR/Mean DD2.79
EPS (Earnings per Share) EPS (Earnings per Share) of AAPL over the last years for every Quarter: "2021-03": 1.4, "2021-06": 1.3, "2021-09": 1.24, "2021-12": 2.1, "2022-03": 1.52, "2022-06": 1.2, "2022-09": 1.29, "2022-12": 1.88, "2023-03": 1.52, "2023-06": 1.26, "2023-09": 1.46, "2023-12": 2.18, "2024-03": 1.53, "2024-06": 1.4, "2024-09": 0.97, "2024-12": 2.4, "2025-03": 1.65, "2025-06": 1.57, "2025-09": 1.85, "2025-12": 2.84, "2026-03": 2.01,
EPS CAGR: 10.41%
EPS Trend: 83.7%
Last SUE: 1.28
Qual. Beats: 6
Revenue Revenue of AAPL over the last years for every Quarter: 2021-03: 89584, 2021-06: 81434, 2021-09: 83360, 2021-12: 123945, 2022-03: 97278, 2022-06: 82959, 2022-09: 90146, 2022-12: 117154, 2023-03: 94836, 2023-06: 81797, 2023-09: 89498, 2023-12: 119575, 2024-03: 90753, 2024-06: 85777, 2024-09: 94930, 2024-12: 124300, 2025-03: 95359, 2025-06: 94036, 2025-09: 102466, 2025-12: 143756, 2026-03: 111184,
Rev. CAGR: 5.65%
Rev. Trend: 90.7%
Last SUE: 0.56
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

Confidence

Description: AAPL Apple

Apple Inc. is a global technology leader specializing in the design and manufacture of consumer electronics, including the iPhone, Mac, iPad, and a growing portfolio of wearables and home accessories. Beyond hardware, the company operates a robust services ecosystem encompassing the App Store, cloud computing, financial services, and digital content subscriptions like Apple Music and Apple TV+.

The company utilizes a vertically integrated business model, controlling both hardware and software to ensure high ecosystem retention and premium pricing power. Operating within the Technology Hardware, Storage & Peripherals sector, Apple increasingly prioritizes high-margin recurring revenue from its services segment to complement its cyclical hardware sales cycles.

Investors can further evaluate these revenue streams and valuation metrics by exploring the data on ValueRay.

Founded in 1976 and headquartered in Cupertino, California, Apple distributes its products through a mix of direct retail, online stores, and third-party cellular carriers. Its customer base spans individual consumers, educational institutions, enterprise corporations, and government entities.

Headlines to Watch Out For
  • iPhone hardware demand remains primary driver of global revenue and market sentiment
  • Services segment growth provides high-margin recurring revenue to offset hardware cycles
  • Regulatory scrutiny of App Store fees threatens long-term platform monetization models
  • Artificial intelligence integration into hardware ecosystem accelerates consumer upgrade cycles
  • Geopolitical tensions and supply chain concentration in China create manufacturing risks
Piotroski VR-10 (Strict) 7.5
Net Income: 123b TTM > 0 and > 6% of Revenue
FCF/TA: 0.35 > 0.02 and ΔFCF/TA 5.08 > 1.0
NWC/Revenue: 2.10% < 20% (prev -6.47%; Δ 8.57% < -1%)
CFO/TA 0.38 > 3% & CFO 140b > Net Income 123b
Net Debt (29.0b) to EBITDA (160b): 0.18 < 3
Current Ratio: 1.07 > 1.5 & < 3
Outstanding Shares: last quarter (14.8b) vs 12m ago -1.91% < -2%
Gross Margin: 47.86% > 18% (prev 0.47%; Δ 4.74k% > 0.5%)
Asset Turnover: 128.6% > 50% (prev 120.9%; Δ 7.69% > 0%)
Interest Coverage Ratio: 100.0k > 6 (EBITDA TTM 160b / Interest Expense TTM 1.00m)
Altman Z'' 3.52
A: 0.03 (Total Current Assets 144b - Total Current Liabilities 135b) / Total Assets 371b
B: 0.03 (Retained Earnings 12.4b / Total Assets 371b)
C: 0.42 (EBIT TTM 147b / Avg Total Assets 351b)
D: 0.40 (Book Value of Equity 106b / Total Liabilities 265b)
Altman-Z'' = 3.52 = A
Beneish M -3.07
DSRI: 0.95 (Receivables 53.5b/49.8b, Revenue 451b/400b)
GMI: 0.97 (GM 47.86% / 46.63%)
AQI: 0.95 (AQ_t 0.48 / AQ_t-1 0.50)
SGI: 1.13 (Revenue 451b / 400b)
TATA: -0.05 (NI 123b - CFO 140b) / TA 371b)
Beneish M = -3.07 (Cap -4..+1) = AA
What is the price of AAPL shares?

As of May 25, 2026, the stock is trading at USD 308.82 with a total of 43,627,900 shares traded.
Over the past week, the price has changed by +2.86%, over one month by +14.04%, over three months by +13.58% and over the past year by +54.86%.

Is AAPL a buy, sell or hold?

Apple has received a consensus analysts rating of 4.04. Therefore, it is recommended to buy AAPL.

  • StrongBuy: 23
  • Buy: 7
  • Hold: 16
  • Sell: 1
  • StrongSell: 1

What are the forecasts/targets for the AAPL price?
Analysts Target Price 308.7 -0.1%
Apple (AAPL) - Fundamental Data Overview as of 23 May 2026
Market Cap USD = 4479b (4479b USD * 1.0 USD.USD)
P/E Trailing = 36.8791
P/E Forward = 34.4828
P/S = 10.0407
P/B = 42.0646
P/EG = 2.6539
Revenue TTM = 451b USD
EBIT TTM = 147b USD
EBITDA TTM = 160b USD
Long Term Debt = 74.4b USD (from longTermDebt, last quarter)
Short Term Debt = 10.3b USD (from shortTermDebt, last quarter)
Debt = 97.6b USD (from shortLongTermDebtTotal, last quarter) + Leases 12.8b
Net Debt = 29.0b USD (calculated: Debt 97.6b - CCE 68.5b)
Enterprise Value = 4509b USD (4479b + Debt 97.6b - CCE 68.5b)
 Interest Coverage Ratio = 147k (Ebit TTM 147b / Interest Expense TTM 1.00m)
 EV/FCF = 34.90x (Enterprise Value 4509b / FCF TTM 129b)
FCF Yield = 2.87% (FCF TTM 129b / Enterprise Value 4509b)
FCF Margin = 28.61% (FCF TTM 129b / Revenue TTM 451b)
Net Margin = 27.15% (Net Income TTM 123b / Revenue TTM 451b)
Gross Margin = 47.86% ((Revenue TTM 451b - Cost of Revenue TTM 235b) / Revenue TTM)
Gross Margin QoQ = 49.27% (prev 48.16%)
Tobins Q-Ratio = 12.15 (Enterprise Value 4509b / Total Assets 371b)
Interest Expense / Debt = 0.00% (Interest Expense 1.00m / Debt 97.6b)
Taxrate = 17.46% (6.25b / 35.8b)
NOPAT = 122b (EBIT 147b * (1 - 17.46%))
Current Ratio = 1.07 (Total Current Assets 144b / Total Current Liabilities 135b)
Debt / Equity = 0.92 (Debt 97.6b / totalStockholderEquity, last quarter 106b)
Debt / EBITDA = 0.18 (Net Debt 29.0b / EBITDA 160b)
Debt / FCF = 0.22 (Net Debt 29.0b / FCF TTM 129b)
Total Stockholder Equity = 83.6b (last 4 quarters mean from totalStockholderEquity)
RoA = 34.91% (Net Income 123b / Total Assets 371b)
RoE = 146.7% (Net Income TTM 123b / Total Stockholder Equity 83.6b)
RoCE = 93.28% (EBIT 147b / Capital Employed (Equity 83.6b + L.T.Debt 74.4b))
RoIC = 49.29% (NOPAT 122b / Invested Capital 247b)
WACC = 9.64% (E(4479b)/V(4577b) * Re(9.85%) + D(97.6b)/V(4577b) * Rd(0.00%) * (1-Tc(0.17)))
Discount Rate = 9.85% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -91.11 | Cagr: -2.34%
[DCF] Terminal Value 73.91% ; FCFF base≈117b ; Y1≈134b ; Y5≈197b
[DCF] Fair Price = 162.6 (EV 2418b - Net Debt 29.0b = Equity 2389b / Shares 14.7b; r=9.64% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 83.71 | EPS CAGR: 10.41% | SUE: 1.28 | # QB: 6
Revenue Correlation: 90.69 | Revenue CAGR: 5.65% | SUE: 0.56 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.90 | Chg30d=+9.58% | Revisions=+86% | Analysts=32
EPS current Year (2026-09-30): EPS=8.75 | Chg30d=+2.98% | Revisions=+80% | GrowthEPS=+17.3% | GrowthRev=+14.9%
EPS next Year (2027-09-30): EPS=9.65 | Chg30d=+3.10% | Revisions=+78% | GrowthEPS=+10.3% | GrowthRev=+8.3%
[Analyst] Revisions Ratio: +86%