AAPL - Apple Inc.

Overview

1Key fundamentals

Valuation

P/E (TTM)39.90

Forward P/E35.96

Valuation vs Index Norm (4Y)Index: Top 82%1.69×●

On a normalized basis, valuation is above most peers.

Stability & Risk

Volatility 1Y (Index)Index: Top 21%23.96%●

Max drawdown 5Y (Index)Index: Top 26%-33.36%●

Beta vs. index

Index: Top 77% (lower beta)

1.17

●

Risk looks roughly middle of the pack.

Quality

Return on invested capital (ROIC)Index: Top 2%86.80%●

Return on equity (ROE)Index: Top 2%148.75%●

Operating marginIndex: Top 24%32.62%●

The business looks strong and is backed by good capital returns.

Growth

Revenue growth (YoY, index-relative)Index percentile: 73% (Bottom 27%)

16.40%

●

Earnings growthIndex: Top 37%

28.70%

●

Growth is above the index median.

Dividend (secondary)

Dividend yieldIndex: Top 93%0.38%●

Informational only — does not affect Peer Score or ranking.

2 How the stock usually behaves

Shows what the stock usually responds to. It does not tell you whether the company is good or bad. · sp500

PrimaryGrowth-driven

SecondaryMore story-driven

CoherenceLow

The stock reacts strongly to growth expectations. Strong or weak growth stories often move the price directly. Behavioural coherence is low, so these patterns are less stable over time.

Reacts strongly in nervous market phasesLow (16thth pct)

Drawdown vs own historyLow (8thth pct)

StabilityMid

Price sensitivityMid

Market confirmationHigh

Show additional signals

Growth dependenceHigh

Sensitive to growth expectations and changing assumptions.

Sensitivity to the economic cycleMid

Sensitive to economic and macro phases.

Price is drifting away from the businessHigh

Price is drifting away from the business

Behavioural profile and signals describe core and historical relationships. They do not express investment merit or action guidance.

Comparisons

3 Index comparison

Broad-market comparison only. No peer comparison.

ValuationIndex: Top 82%●

QualityIndex: Top 7%●

Stability & RiskIndex: Top 49%●

GrowthIndex: Top 32%●

Versus the broad market, Quality is above the usual level. Overall, the market is giving more tailwind than headwind. Peer ranking remains the primary lens for interpretation.

4 Overall grade (Peer Score) PRO

The Peer-Score places the company against similar businesses on valuation, quality, risk/stability and growth. This is the primary verdict block.

Overall

65%

Valuation

45%

mid-range

Quality

85%

upper range

Stability & Risk

54%

mid-range

Growth

74%

upper half

Score weighting

Profile

Score (current profile)

n/a

Comparison basisFunctional peers · Peer universe: SP500 → RUSSELL1000

Peer universe20 peers · Stable

Coverage qualityMid

Selection modeComparison with companies that developed similarly over time, even across sectors.

Bottom line
Organized by dimension: Valuation is in the middle of the peer group. Quality is in the upper range of the peer group. Stability & Risk is in the middle of the peer group. Growth is in the upper half of the peer group.

Note: values are peer-relative (percentiles, 0-100). Higher means better relative to peers.

Peer comparison PRO

Comparison basis Functional peers · Peer universe: SP500 → RUSSELL1000

Universe SP500

Coverage 20 peers · Stable · Tight

Scope cross-sector · trajectory-driven · basis for Peer Score

Quality metric: Return on Invested Capital (ROIC)
Dashed lines indicate peer medians · Bubble size reflects market capitalization · Gold bubble marks the focus company.

Selected: 1 focus + 20 peers · Available: 1 focus + 20 peers (2 missing required metrics) · ~12 of 19 shown (main + neighbors + extremes) · Map values may be capped; table shows raw.

Map readingApple Inc. is in the upper right: strong Return on Invested Capital (ROIC), but with an above-median P/E relative to peers.

Peer comparison (selected metrics)

Peer-relative metrics within the functional peer group.

#	Ticker	Company	P/E	Quality	Market Cap
1	AAPL	Apple Inc.	39.9	86.8%ROIC	4.50T
2	PG	The Procter & Gamble Company	24.0	21.6%ROIC	328.7B
3	AMAT	Applied Materials, Inc.	32.5	30.3%ROIC	275.6B
4	ACN	Accenture plc	18.4	26.5%ROIC	135.6B
5	ADBE	Adobe Inc.	13.9	57.1%ROIC	87.1B

Show more (15)

#	Ticker	Company	P/E	Quality	Market Cap
6	MNST	Monster Beverage Corporation	43.0	30.8%ROIC	81.5B
7	MSI	Motorola Solutions, Inc.	38.2	21.0%ROIC	72.0B
8	ITW	Illinois Tool Works Inc.	25.0	28.0%ROIC	70.5B
9	TEL	TE Connectivity plc	20.4	10.6%ROIC	55.6B
10	IDXX	IDEXX Laboratories, Inc.	40.1	43.4%ROIC	40.3B
11	WAT	Waters Corporation	115.4	3.5%ROIC	40.1B
12	NTAP	NetApp, Inc.	30.4	298.1%ROIC	39.1B
13	YUM	Yum! Brands, Inc.	18.8	34.4%ROIC	36.6B
14	MTD	Mettler-Toledo International Inc.	38.3	44.1%ROIC	30.5B
15	CTSH	Cognizant Technology Solutions Corporation	14.9	13.9%ROIC	29.4B
16	BR	Broadridge Financial Solutions, Inc.	18.5	20.4%ROIC	17.9B
17	IT	Gartner, Inc.	20.9	49.1%ROIC	13.1B
18	MANH	Manhattan Associates, Inc.	67.9	859.4%ROIC	12.3B
19	SEIC	SEI Investments Company	17.8	33.7%ROIC	11.0B
20	CRUS	nan	13.8	-ROIC	5.7B

Valuation comparison (P/E vs peers)

+91% vs peer median

KGV: 39.90 · Peer median: 20.89 · Rank: 17/20

P/E vs peers (functional)

Outperformance & resilience detail

Outperformance (1Y)

+14% vs index

Peer rank: {rank} · Informational (not part of Peer Score): 5/21 · Informational (not part of Peer Score)

Outperformance vs index (1Y)

Outperformance shows how much better or worse the stock did over one year than the comparison index. Extra why it matters only — not part of the Peer Score.

Outperformance table

All peers listed below.

Sort:

Ticker	Company	Outperformance vs index (1Y)	P/E	Revenue (Last FY, bn)	Net income (Last FY, bn)
AAPL	nan	14.0%	39.90	416.16	112.01
ACN	nan	-11.3%	18.40	74.18	8.37
ADBE	nan	-38.0%	13.87	23.77	7.13
AMAT	nan	60.5%	32.54	28.37	7.00
BR	nan	-30.7%	18.45	7.48	1.12
CRUS	Cirrus Logic, Inc.	-24.4%	13.80	2.00	0.41
CTSH	nan	-11.5%	14.91	21.11	2.23
IDXX	nan	-22.8%	40.07	4.30	1.06
IT	nan	-23.9%	20.89	6.50	0.73
ITW	nan	1.4%	25.04	16.04	3.07
LOPE	Grand Canyon Education, Inc.	-37.4%	19.46	1.11	0.22
MANH	nan	13.1%	67.93	1.08	0.22
MNST	nan	16.4%	43.00	8.29	1.91
MSI	nan	-2.2%	38.24	11.68	2.15
MTD	nan	6.2%	38.28	4.03	0.87
NTAP	nan	72.0%	30.38	6.92	1.28
PG	nan	-4.7%	23.98	87.03	16.05
SEIC	nan	11.6%	17.79	2.30	0.72
TEL	nan	-16.1%	20.37	17.26	1.84
WAT	nan	20.4%	115.44	3.17	0.64
YUM	nan	-5.0%	18.82	8.21	1.56

Resilience (1Y after drawdowns)

+0.0% vs. index

ARS 1Y: 1.00× · Peer rank: {rank} · Informational (not part of Peer Score): 10/21

Moderate confidence.

Resilience vs. Index (1Y after downturns)

Post-downturn performance relative to the index over the following year.

Resilience summary

Post-downturn performance was broadly in line with the index.

Evaluation window: 2025-04-09 → 2026-04-09 (252 trading days)

Later data is not included.

Peer recovery breakdown

Individual post-drawdown recovery outcomes relative to the index.

Ticker	Company	ARS 1Y	Δ vs index	n
IT	Gartner, Inc.	1.21×	+21%	1
LOPE	nan	1.16×	+16%	2
MANH	Manhattan Associates, Inc.	1.14×	+14%	1
MSI	Motorola Solutions, Inc.	1.12×	+12%	2
BR	Broadridge Financial Solutions, Inc.	1.11×	+11%	1
AMAT	Applied Materials, Inc.	1.09×	+9%	1
MNST	Monster Beverage Corporation	1.08×	+8%	2
CRUS	nan	1.02×	+2%	3
MTD	Mettler-Toledo International Inc.	1.02×	+2%	3
AAPL	Apple Inc.	1.00×	+0.0%	2
YUM	Yum! Brands, Inc.	1.00×	-0.4%	2
NTAP	NetApp, Inc.	0.99×	-1%	2
WAT	Waters Corporation	0.99×	-1%	3
SEIC	SEI Investments Company	0.99×	-1%	2
TEL	TE Connectivity plc	0.96×	-4%	3
IDXX	IDEXX Laboratories, Inc.	0.96×	-4%	3
ITW	Illinois Tool Works Inc.	0.94×	-6%	2
PG	The Procter & Gamble Company	0.92×	-8%	3
CTSH	Cognizant Technology Solutions Corporation	0.91×	-9%	3
ADBE	Adobe Inc.	0.86×	-14%	1
ACN	Accenture plc	0.84×	-16%	2

5Market backdrop & chart picture

Trend state and market evidence.

Market position

EMA200270.64 EUR●

Distance to EMA20013.84%

Technical indicators (Pro)
RSI (14): 54.7 (mid range)
MACD: MACD line below signal line (Δ -0.147)

Trend of the comparison indexIndex above EMA200 · Volatility in the lower part of its 5-year range

Price & EMA200

The price is currently +13.8% above the EMA200. That gives the short-term picture more support.

If shown, blue bands mark phases where the stock clearly moved differently from the comparison index.

Relative Strength vs. S&P 500 Index

Relative strength

Relative strength was above the index baseline for most of the period and is currently still above it.

Event intensity (3Y) vs. S&P 500 Index

Multi-year view

How Apple Inc. has developed over the years

Revenue pathGrowing

Margin pathImproving

Revenue trajectory (index, start=100)

Annual data · 4 points · Index base = 100

Margin why it matters (operating)

Revenue: +5% vs startMargin: +0.7 pp slope

Historical development only. Indexed values (base = 100). No forecast or investment recommendation.