AAPL - Apple Inc.

Overview

1Key fundamentals

Valuation

Price (current)257.46 USD

P/E (TTM)32.88

Forward P/E27.72

Valuation vs Index Norm (4Y)Index: Top 68%1.27×●

Stability & Risk

Volatility 1Y (Index)Index: Top 57%32.34%●

Max drawdown 5Y (Index)Index: Top 29%-33.36%●

Alpha vs. indexIndex: Top 43%4.39%●

Beta vs. index

Index: Top 82% (lower beta)

1.24

●

Event intensity (3Y, unitless)Index: Top 99% 110.4●

Quality

Return on invested capital (ROIC)Index: Top 1%100.56%●

Return on equity (ROE)Index: Top 2%152.02%⚠

Operating marginIndex: Top 14%35.37%●

Growth

Revenue growth (YoY, index-relative)Index percentile: 80% (Bottom 20%)

15.70%

●

Earnings growthIndex: Top 35%

18.30%

●

Dividend

Dividend yieldIndex: Top 92%0.50%●

2Market Behaviour Profile

Shows how the stock typically behaves across market conditions.

Divergence-tilted (primary)Growth-tilted (secondary)Coherence: Low

Divergence-tilted profiles describe patterns where price and fundamentals tend to decouple, often linked to repricing dynamics or regime transitions.

Pricing is concentrated in the expectation-driven quadrant. Narrative and growth sensitivity outweigh structural fundamental anchoring. Regime sensitivity coincides with weak behavioural coherence.

Volatility regime sensitivityAbove avg (71st pct)

Drawdown vs own historyAbove avg (62nd pct)

Role context and regime metrics describe structural and historical relationships. They do not express investment merit or action guidance.

3Market Behaviour Signals

These signals describe typical behavioural tendencies of the stock across market conditions. - They indicate sensitivity patterns – not performance quality.. Index context: sp500.

Coverage: full|Core:Stab Vol Mrkt|Optional:Grow Cyc Divg

Descriptive only. No target levels.

Stab

Stability

Price stability relative to its own history (drawdowns / smoothness)..

Vol

Volatility Exposure

Sensitivity to changing volatility regimes..

Mrkt

Market Confirmation

Trend and relative strength behaviour..

Grow

Growth Sensitivity optional

Sensitivity to growth expectations and repricing..

Cyc

Cyclicality optional

Sensitivity to macro / economic cycles..

Divg

Market-Fundamental Divergence optional

Degree of decoupling between price and fundamentals..

Comparisons

4Index comparison

Context vs the selected index. This is a positioning aid and does not affect peer ranking.

ValuationIndex: Top 68%●

QualityIndex: Top 4%●

Stability & RiskIndex: Top 62%●

GrowthIndex: Top 28%●

Summary
Index context: Valuation sits at Top 68% (below median). Quality is strong within the index (Top 4%). Growth registers above median at Top 28%. Stability & Risk comes in below median (Top 62%).

Note: index positioning uses the full index universe; peer comparison uses a narrower peer group.

5Overall grade (Peer-Score) PRO

Peer Score is the primary overall metric in AssetNext Pro. It compares the company to a structured peer universe based on valuation, quality, stability & risk, and growth.

Overall

67%

Scoring profile

Peer score (current profile)

n/a

Peer universe (Peer-Score)20 (Stable)

Main strengths
Ranks in the top 60% of peers based on the selected profile. Strongest dimension is Quality (92/100), while Growth (51/100) ranks lower within the peer set.

Valuation

59%

Quality

92%

Stability & Risk

56%

Growth

51%

Summary
See dimension breakdown below. Valuation ranks mid-field within the peer set. Quality ranks upper range within the peer set. Stability & Risk ranks mid-field within the peer set. Growth ranks mid-field within the peer set.

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

Peer comparison PRO

Focus company: Sector: Technology Industry: Consumer Electronics Selection: Functional peers · Peer universe: sp500 Trajectory-driven · cross-sector · orientation only Peer set: Stable (20 peers) Peer structure: Tight

AssetNext Pro compares companies against a peer set for structured orientation. Share classes are merged to avoid duplicates.

Peer map

Valuation (P/E) vs. ROIC. Dashed lines show peer medians. Informational; not part of the Peer-Score.

Reading: Apple Inc. sits in the upper-right quadrant (above-median P/E, above-median ROIC). Within the peer set, this reflects a high-profitability and premium-valued positioning.

Quality metric: 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 · Map: 20 plotted (1 missing required metrics) · Labels: ~13 of 20 shown (main + neighbors + extremes) · Map values may be capped; table shows raw.

Peer comparison (selected metrics)

The table below provides a comparative view across the selected peer set.

#	Ticker	Company	P/E	Quality	Market Cap
1	AAPL	Apple Inc.	32.9	100.6%ROIC	3.78T
2	AVGO	Broadcom Inc.	69.9	8.5%ROIC	1.57T
3	AMD	Advanced Micro Devices, Inc.	76.4	7.8%ROIC	313.7B
4	CSCO	Cisco Systems, Inc.	28.3	18.3%ROIC	310.7B
5	AMAT	Applied Materials, Inc.	35.6	35.3%ROIC	257.7B

Show more (15)

#	Ticker	Company	P/E	Quality	Market Cap
6	ANET	Arista Networks, Inc.	48.3	193.1%ROIC	167.3B
7	APH	Amphenol Corporation	39.5	25.4%ROIC	162.1B
8	ADI	Analog Devices, Inc.	60.3	6.6%ROIC	154.2B
9	ACN	Accenture plc	17.8	27.2%ROIC	133.3B
10	ADBE	Adobe Inc.	16.9	63.3%ROIC	118.7B
11	CRWD	CrowdStrike Holdings, Inc.	-	-ROIC	108.1B
12	GLW	Corning Incorporated	73.4	10.3%ROIC	105.8B
13	ADP	Automatic Data Processing, Inc.	21.7	52.5%ROIC	91.5B
14	CDNS	Cadence Design Systems, Inc.	74.0	23.6%ROIC	81.9B
15	ADSK	Autodesk, Inc.	50.5	39.7%ROIC	55.3B
16	XYZ	Block, Inc.	32.0	10.9%ROIC	40.3B
17	CTSH	Cognizant Technology Solutions Corporation	14.4	15.7%ROIC	32.0B
18	BR	Broadridge Financial Solutions, Inc.	21.1	16.1%ROIC	23.0B
19	CPAY	Corpay, Inc.	21.6	11.5%ROIC	22.0B
20	CDW	CDW Corporation	15.4	15.2%ROIC	16.1B

Valuation comparison (P/E vs peers)

+0.1% vs peer median

P/E: 32.88 · Peer median: 32.86 · Rank: 11/20

P/E vs peers (functional)

Outperformance (1Y)

-5% vs index

Peer rank: 12/21 · Informational (not part of Peer-Score)

Outperformance vs index (1Y)

Outperformance is computed as the relative difference between end-to-end returns vs the benchmark index over the same 1Y window. This section is informational and is not part of the Peer-Score.

Outperformance table

All peers are listed below.

Sort:

Ticker	Outperformance vs index (1Y)	P/E	Revenue (Last FY, bn)	Net income (Last FY, bn)
AAPL	-4.9%	32.88	416.16	112.01
ACN	-45.9%	17.77	69.67	7.68
ADBE	-45.5%	16.86	23.77	7.13
ADI	21.1%	60.27	11.02	2.27
ADP	-35.4%	21.73	20.56	4.08
ADSK	-15.3%	50.48	7.21	1.12
AKAM	4.6%	32.86	4.21	0.45
AMAT	82.9%	35.57	28.37	7.00
AMD	64.1%	76.36	34.64	4.33
ANET	31.2%	48.32	9.01	3.51
APH	78.0%	39.48	23.09	4.27
AVGO	50.9%	69.87	63.89	23.13
BR	-28.5%	21.10	6.89	0.84
CDNS	5.2%	74.05	5.30	1.11
CDW	-37.0%	15.39	22.42	1.07
CPAY	-23.5%	21.59	4.53	1.07
CRWD	1.8%	n/a	3.95	-0.02
CSCO	9.2%	28.29	56.65	10.18
CTSH	-30.6%	14.44	21.11	2.23
GLW	130.6%	73.39	15.63	1.60
XYZ	-5.9%	32.04	24.19	1.31

Resilience (1Y after drawdowns)

-1% vs. index

ARS 1Y: 0.99× · Peer rank: 16/20

Low 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: 2022-10-28 → 2023-10-28 (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
CRWD	CrowdStrike Holdings, Inc.	1.35×	+35%	1
AVGO	Broadcom Inc.	1.34×	+34%	1
CDNS	Cadence Design Systems, Inc.	1.25×	+25%	1
ADBE	Adobe Inc.	1.19×	+19%	1
CTSH	Cognizant Technology Solutions Corporation	1.10×	+10%	1
CPAY	Corpay, Inc.	1.09×	+9%	1
GLW	Corning Incorporated	1.07×	+7%	1
ANET	Arista Networks, Inc.	1.07×	+7%	1
ADI	Analog Devices, Inc.	1.03×	+3%	2
ADSK	Autodesk, Inc.	1.02×	+2%	1
CSCO	Cisco Systems, Inc.	1.02×	+2%	1
ACN	Accenture plc	1.02×	+2%	1
CDW	CDW Corporation	1.00×	+0.3%	2
AMD	Advanced Micro Devices, Inc.	1.00×	-0.2%	2
ADP	Automatic Data Processing, Inc.	1.00×	-0.4%	1
AAPL	Apple Inc.	0.99×	-1%	1
BR	Broadridge Financial Solutions, Inc.	0.98×	-2%	2
APH	Amphenol Corporation	0.97×	-3%	1
AKAM	Akamai Technologies, Inc.	0.92×	-8%	1
AMAT	Applied Materials, Inc.	0.80×	-20%	1

6Supporting visuals

Market position and charts that support the comparisons above.

Market position

EMA200250.46 USD●

Distance to EMA2002.79%

Technical indicators (Pro)
RSI (14): 51.9 (neutral range)
MACD: MACD line below signal line (Δ -1.149)

Market regime (benchmark)Risk-on / Normal

Price & EMA200

Blue bands (if shown) indicate confirmed stock-specific phases where price dynamics diverge from the benchmark trend over several trading weeks (confirmed over 4×5 trading days).

Relative Strength vs. S&P 500 Index (Pro)

Relative strength summary

Relative strength was above the index level for the majority of the observed period.
Extended uninterrupted phases of relative outperformance were observed.
Relative strength is currently above the index level.

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

Context

Long-term trajectory

Historical context across business fundamentals

Revenue trajectory (index, start=100)

Annual data · 5 points · Index base = 100

Trajectory summary

Revenue (indexed) shows a directional trajectory (one interruption) and ends at +6% versus the starting point.
Operating margin changes by +1.7 pp over the observed period with relatively low variation.

Margin context (operating)

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

Methodology & Notes

Peer comparisons are percentile-based within a structured peer universe.
All outputs are descriptive context only (no investment advice).
Compact labels indicate limited peer availability or partial data coverage where applicable.
Benchmark: S&P 500 Index (^GSPC).
Pro adds Peer-Score & peer percentile, peer comparison charts, resilience analytics, relative strength (stock/index ratio), and RSI/MACD (context only).
Tier: Pro · Build: 2026-03-09 06:20:52 UTC

Methodology details

Peer universe & scoring

Peer-Score (0–100) positions a company relative to a structured peer group using valuation, quality, stability, and growth dimensions.

Dimension scores are derived from peer-relative percentile rankings within each category.

The Overall Peer Score aggregates the dimension rankings using a weighted composite model (scoring profile).

Share classes are merged to avoid self-comparison (e.g., GOOG/GOOGL).

Metrics described as context do not affect the Peer-Score.

Valuation framework

Valuation is assessed via P/E relative to the index’s multi-year norm (4Y reference) and peer-relative valuation percentiles.

If trailing P/E (TTM) is unavailable, Forward P/E may be used as a fallback reference.

Extremely high multiples are interpreted as valuation regime signals; raw values are shown, while peer scoring uses robust normalization where needed.

When earnings are negative, P/E-based valuation is not economically meaningful; valuation is handled via regime classification.

Robustness & outlier handling

Raw financial metrics are displayed without distortion.

For peer scoring, extreme statistical outliers may be robustly normalized (soft-capped) to prevent percentile distortions.

Index position & market regime

Index Position uses Q33/Q67 classification within the selected index (Green=above-average, Yellow=around-average, Red=below-average, Gray=n/a).

Market regime summarizes EMA200 distance and benchmark-based risk context; it is descriptive and does not affect the Peer-Score.

Dividend indicators are informational only and do not affect rank/percentiles.

Price-behavior analytics (Pro)

Event intensity (3Y) measures the frequency and magnitude of unusually large daily price moves over the last 3 calendar years (higher = more extreme moves).

Relative strength (stock/index ratio) describes index-relative performance over time; it is descriptive and not a forecast.

RSI (14) and MACD are shown as context only and are not included in Index Position, rank, or Peer-Score.

Resilience vs. Index (1Y after downturns) (Pro)

Resilience (ARS 1Y) measures index-relative recovery after drawdown events: values above 1.0 indicate historical outperformance vs. the benchmark during the 1Y recovery windows.

Low event counts increase uncertainty; Standard may omit this analysis.

Peer map (valuation vs. operating margin)

The peer map plots valuation (P/E, x-axis) versus operating margin (y-axis) within the selected peer set; dashed lines show peer medians; bubble size reflects market capitalization; the gold marker is the focus company.

For readability, extreme values may be capped in charts (e.g., P/E capped at 100, operating margin capped at 200%). Chart caps do not change the underlying displayed values or peer scoring.

Functional peers

Functional peers group companies with similar long-term revenue, margin and capital-efficiency trajectories within the selected peer universe.

Sector and index labels may differ and are shown for orientation only.

Trajectory context (peer-relative)

Trajectory context summarizes long-term revenue and operating-margin patterns relative to peers (historical only).

Trajectory context is descriptive and does not affect the Peer-Score.