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Apple (AAPL) Value Investing Data

🇺🇸 USAAPL

As of 2026-06-18 · Last updated: 2026-07-07 · Source: SEC EDGAR (10-K, 10-Q), TradingView (price, financials, consensus), S&P Global Market Intelligence (consensus), macrotrends · stockanalysis (10-year series), Company IR · Prices & financials updated periodically (not real-time) · Information tool (not investment advice)

Apple (AAPL) Financial Health Check
In short: A financially solid, high-quality company
Does it earn well?
Yes, very strongly
It earns very efficiently on invested capital and keeps a large slice of each sale as profit.
Metrics · ROE 141.5% · Operating Margin 32.6% · Net Margin 27.2%
Will the company survive?
Low debt burden — stable
Debt is smaller than equity and it can meet short-term obligations.
Metrics · D/E ~80% · Current Ratio 1.07
Is the price expensive now?
On the expensive side
Even accounting for growth expectations, the price is set high.
Metrics · P/E 36.1 · P/B 59.7

Profitability is excellent (33% operating, 27% net margin). The 141% ROE is inflated by buybacks shrinking equity. Debt is ~0.8x equity; 36x P/E is pricey.

Compiled from public financial data. Not a recommendation to buy or sell any security. · Source: Company filings · TradingView · S&P Global (margins, debt, liquidity, P/B are TTM), as of 2026-06-18

Business Summary · Key Value Metrics
Designs and sells iPhone, Mac, iPad, and wearable hardware alongside a fast-growing Services arm (App Store, subscriptions). Its edge rests on in-house M- and A-series silicon (fabricated by TSMC) and the locked-in iOS ecosystem. FY2025 (ended Sept 2025) revenue was $416.2B with $133.1B operating income (32% margin).
Current Price
$298.01
+0.7% +$2.06 · Close 2026-06-18
Analyst Consensus Target (external reference)
$318.87
Avg. of 48 external analysts · TradingView (analyst consensus) · cross-referenced with S&P Global Market Intelligence (48 analysts)
P/E (TTM)
36.1x
TTM · forward ~31x
ROE
141.5%
TTM (buyback-inflated)
Operating Margin
32.6%
TTM
Net Margin
27.2%
TTM
Revenue Growth
+12.8%
TTM YoY
Market Cap
$4.38T
As of 2026-06-18

Economic Moat · Key Business Segments

An installed base of 2.3B+ active devices anchors an iOS ecosystem that raises switching costs. High-margin Services revenue (App Store fees, subscriptions) keeps gaining share of the mix. In-house M- and A-series silicon, fabricated on TSMC's leading-edge nodes, delivers performance and power-efficiency advantages, while the brand, retail channel, and Apple Pay reinforce the lock-in (source: company IR · 10-K).

iOS ecosystem lock-in2.3B+ active devices; apps, payments, and continuity features make switching costly.
High-margin ServicesApp Store, subscriptions, and ads drive high-margin revenue that keeps gaining share.
In-house siliconSelf-designed M- and A-series chips on TSMC's leading-edge nodes give performance and efficiency advantages.
Brand and pricing powerA premium brand paired with bundled hardware and services sustains a price premium.

10-Year Financial Trends

Revenue growth has been modest at a 9-year CAGR of +7.6% (FY2016 $215.6B → FY2025 $416.2B), but operating income (+9.3%), net income (+10.5%), and EPS (+15.3%) grew faster, helped by buybacks and a richer Services mix. Operating margin rose from the mid-24% range in FY2020 to 32% in FY2025. Revenue dipped modestly in FY2023 (-2.8%) before recovering in FY2024 and FY2025. EPS reflects the 2020 4-for-1 split (source: SEC EDGAR 10-K · macrotrends · stockanalysis).

10-Year Growth

Revenue$416B · CAGR +7.6%
$416B$0.0B20162025
Operating Income$133B · CAGR +9.3%
$133B$0.0B20162025
EPS$7.46 · CAGR +15.2%
$7.46$0.0020162025

10-Year Valuation

P/E (year-end)34.2x · avg 25.1x
39.5x12.3x20162025
ROE171.4% · avg 107.6%
182.4%30.0%20162025
Operating Margin32.0% · avg 28.3%
32.4%23.7%20162025
📊 Annual Data Table (AAPL) — expand/collapse
YearRevenue (B$)Op. Income (B$)EPS ($)P/E (x)ROE (%)Op. Margin (%)
2016215.6602.0813.536.927.8
2017229.261.32.316.836.926.8
2018265.670.92.9818.949.426.7
2019260.263.92.9718.955.924.6
2020274.566.33.2835.373.724.1
2021365.8108.95.6125.2147.429.8
2022394.3119.46.1122.6175.530.3
2023383.3114.36.1327.6171.929.8
2024391123.26.0938.3157.431.5
2025416.2133.17.4634.2171.432

Recent Quarterly Operating Income

Quarterly operating income YoY growth:

FY2022 +9.6%FY2023 -4.3%FY2024 +7.8%FY2025 +8.0%

9-Year CAGR: Revenue +7.6% · Operating Income +9.3% · Net Income +10.5% · EPS +15.3%

Sources: SEC EDGAR (10-K) · macrotrends · stockanalysis · company IR. Figures on a fiscal-year (September) basis. EPS is diluted and adjusted for the 2020 4-for-1 split. ROE is net income ÷ average equity; cumulative buybacks have shrunk equity, pushing ROE well above 100% (recent TTM around 141%). P/E is fiscal year-end price ÷ diluted EPS.

Mega-Cap Value Metric Comparison

Among the peer group, Apple's 141.5% ROE is the highest, driven by cumulative buybacks, but its 32.6% operating margin trails MSFT (~47%) and GOOGL (~34%). Revenue growth of +12.8% is on the lower end versus GOOGL and Samsung, and the forward P/E of ~31x sits at the top of the group (P/E = forward · ROE/operating margin = TTM · growth = TTM YoY · sources: company IR · SEC · TradingView).

Metric★ AAPLMSFTGOOGL
Fwd P/E31.120.228.8
ROE141.5%*34.0%38.9%
Operating Margin32.6%46.8%33.6%
Revenue YoY Growth+12.8%+18%+22%

* Apple's ROE includes the cumulative effect of buybacks. P/E = forward, ROE and operating margin = TTM, revenue growth = TTM YoY · sources: company IR · SEC · TradingView, as of 2026-06-18.

Key Risk Factors (from 10-K)

China dependence and regulation China accounts for roughly 15-18% of sales, with ongoing risks from local regulation, competition (e.g., Huawei), and manufacturing concentration (Foxconn).Source: Company 10-K Risk Factors
Antitrust and platform regulation The EU Digital Markets Act (DMA) and the U.S. DOJ antitrust suit pressure App Store fees and default-app policies, potentially weighing on Services revenue.Source: Company 10-K · regulators
AI catch-up and longer upgrade cycles Generative AI (Apple Intelligence) launched later than rivals, and lengthening smartphone upgrade cycles raise concerns about slowing hardware growth.Source: Industry · earnings calls
Valuation risk At a 36x P/E and 60x P/B, valuation sits at the high end of its history; a growth slowdown risks a multiple de-rating.Source: TradingView
✦ ValueCrab Dashboard PreviewAAPL $298.01 +0.7% · as of 2026-06-18
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Value Investing FAQ (AAPL)

Q. What are Apple's (AAPL) key value-investing metrics?P/E (TTM) 36.1, ROE 141.5% (buyback effect), operating margin 32.6%, net margin 27.2%, 9-year revenue CAGR +7.6%, and 9-year EPS CAGR +15.3% (sources: company IR · SEC · TradingView, as of 2026-06-18).
Q. What is the analyst price-target consensus for Apple?The average analyst target is about $318.87 (TradingView consensus). Across 48 analysts tracked by S&P Global Market Intelligence, the average is roughly $312-313. These are external consensus figures, not our own estimates, implying about +7.0% upside from the current $298.01. Sources: TradingView · S&P Global, 2026-06.
Q. Apple's ROE is 141% — does that make it a great company?ROE is net income ÷ shareholders' equity, and Apple's large buybacks have sharply reduced equity (the denominator), pushing ROE above 100%. Profitability is genuinely very high, but the figure itself reflects capital-structure effects. We do not offer a definitive judgment.
Q. Is it expensive on Peter Lynch's PEG measure?PEG is highly sensitive to growth assumptions. On the facts alone, the forward P/E is about 31x and the TTM P/E is 36x, near the high end of Apple's history. We do not treat PEG as a buy signal and do not offer a valuation call.
Q. Who are Apple's main competitors?In smartphones and hardware, Samsung; in ecosystem, services, and AI, Microsoft and Google. Apple competes with Big Tech across cloud AI assistants and app platforms.

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