AAPL - Apple Inc.

Overview

1Key fundamentals

Valuation

P/E (TTM)33.92

Forward P/E28.62

Valuation vs Index Norm (4Y)Index: Top 73%1.37×●

Valuation is above the index median.

Stability & Risk

Volatility 1Y (Index)Index: Top 27%23.40%●

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

Beta vs. index

Index: Top 82% (lower beta)

1.22

●

Risk looks roughly middle of the pack.

Quality

Return on invested capital (ROIC)Index: Top 2%100.56%●

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

Raw outlier — low equity base

Operating marginIndex: Top 15%35.37%●

Quality is structurally strong. Extreme metrics are shown unchanged; they may reflect accounting effects such as very low invested capital or equity.

Growth

Revenue growth (YoY, index-relative)Index percentile: 78% (Bottom 22%)

15.70%

●

Earnings growthIndex: Top 40%

18.30%

●

Growth is above the index median.

Dividend (secondary)

Dividend yieldIndex: Top 92%0.48%●

Informational only — does not affect Similar-company-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

PrimaryMore story-driven

SecondaryGrowth-driven

CoherenceLow

The price here is driven more by expectations and stories than only by the day-to-day business. Behavioural coherence is low, so these patterns are less stable over time.

Reacts strongly in nervous market phasesAbove avg (62ndth pct)

Drawdown vs own historyBelow avg (39thth pct)

StabilityMid

Price sensitivityMid

Market confirmationMid

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 73%●

QualityIndex: Top 5%●

Stability & RiskIndex: Top 52%●

GrowthIndex: Top 31%●

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

4 Overall grade (Similar-company-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

67%

Valuation

57%

upper half

Quality

90%

upper range

Stability & Risk

62%

upper half

Growth

51%

mid-range

Score weighting

Profile

Score (current profile)

n/a

Comparison basisSector peers (SP500)

Similar-company universe20 peers · Stable

Coverage qualityMid

Selection modeUsing companies from the same sector.

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 upper half of the peer group. Growth is in the middle of the peer group.

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

Similar-company Comparison PRO

Comparison basis Sector peers (SP500)

Universe SP500

Coverage 20 peers · Stable · Tight

Scope cross-sector · trajectory-driven · basis for Similar-company-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 similar companies · Available: 1 focus + 20 similar companies (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 similar companies.

Similar-company comparison (selected metrics)

Similar-company-relative metrics within the functional similar-company group.

#	Ticker	Company	P/E	Quality	Market Cap
1	AAPL	Apple Inc.	33.9	100.6%ROIC	3.93T
2	AVGO	Broadcom Inc.	82.6	20.0%ROIC	2.00T
3	AMD	Advanced Micro Devices, Inc.	133.3	7.8%ROIC	567.1B
4	CSCO	Cisco Systems, Inc.	32.0	18.3%ROIC	351.6B
5	AMAT	Applied Materials, Inc.	42.7	35.3%ROIC	331.0B

Show more (15)

#	Ticker	Company	P/E	Quality	Market Cap
6	ANET	Arista Networks, Inc.	64.6	182.7%ROIC	222.8B
7	ADI	Analog Devices, Inc.	73.0	6.6%ROIC	195.1B
8	APH	Amphenol Corporation	44.8	25.4%ROIC	184.1B
9	GLW	Corning Incorporated	96.1	10.3%ROIC	151.1B
10	CRWD	CrowdStrike Holdings, Inc.	-	-555.3%ROIC	113.7B
11	ACN	Accenture plc	14.6	-ROIC	109.8B
12	ADBE	Adobe Inc.	14.3	65.9%ROIC	99.2B
13	CDNS	Cadence Design Systems, Inc.	82.0	23.5%ROIC	91.9B
14	ADP	Automatic Data Processing, Inc.	18.9	52.5%ROIC	79.1B
15	ADSK	Autodesk, Inc.	45.5	39.7%ROIC	50.1B
16	XYZ	Block, Inc.	33.1	10.9%ROIC	41.4B
17	CTSH	Cognizant Technology Solutions Corporation	12.1	15.7%ROIC	26.4B
18	CPAY	Corpay, Inc.	20.4	11.6%ROIC	20.3B
19	BR	Broadridge Financial Solutions, Inc.	17.3	16.1%ROIC	18.3B
20	CDW	CDW Corporation	16.5	15.2%ROIC	17.2B

Valuation comparison (P/E vs similar companies)

+4% vs peer median

KGV: 33.92 · Similar-company median: 32.55 · Rank: 11/19

P/E vs similar companies (functional)

Outperformance & resilience detail

Outperformance (1Y)

-0.5% vs index

Similar-company rank: {rank} · Informational (not part of Similar-company-Score): 9/21 · Informational (not part of Similar-company-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 Similar-company-Score.

Outperformance table

All similar companies listed below.

Sort:

Ticker	Outperformance vs index (1Y)	P/E	Revenue (Last FY, bn)	Net income (Last FY, bn)
AAPL	-0.5%	33.92	416.16	112.01
ACN	-53.2%	14.62	69.67	7.68
ADBE	-48.8%	14.30	23.77	7.13
ADI	63.5%	73.05	11.02	2.27
ADP	-43.3%	18.86	20.56	4.08
ADSK	-33.0%	45.49	7.21	1.12
AKAM	-1.9%	31.03	4.21	0.45
AMAT	105.3%	42.73	28.37	7.00
AMD	184.7%	133.26	34.64	4.33
ANET	65.0%	64.57	9.01	3.51
APH	49.2%	44.82	23.09	4.27
AVGO	69.8%	82.57	63.89	23.13
BR	-49.6%	17.30	6.89	0.84
CDNS	-15.9%	81.99	5.30	1.11
CDW	-32.9%	16.47	22.42	1.07
CPAY	-27.1%	20.41	4.53	1.07
CRWD	-20.2%	n/a	4.81	-0.16
CSCO	25.9%	32.02	56.65	10.18
CTSH	-43.3%	12.09	21.11	2.23
GLW	189.2%	96.11	15.63	1.60
XYZ	-8.7%	33.08	24.19	1.31

Resilience (1Y after drawdowns)

+6% vs. index

ARS 1Y: 1.06× · Similar-company rank: {rank} · Informational (not part of Similar-company-Score): 8/20

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 positive relative to the index.

Evaluation window: 2022-11-10 → 2023-11-10 (252 trading days)

Later data is not included.

Similar-company recovery breakdown

Individual post-drawdown recovery outcomes relative to the index.

Ticker	Company	ARS 1Y	Δ vs index	n
AVGO	Broadcom Inc.	1.34×	+34%	1
CRWD	CrowdStrike Holdings, Inc.	1.33×	+33%	1
CDNS	Cadence Design Systems, Inc.	1.25×	+25%	1
ADBE	Adobe Inc.	1.22×	+22%	1
CTSH	Cognizant Technology Solutions Corporation	1.10×	+10%	1
GLW	Corning Incorporated	1.09×	+9%	1
ANET	Arista Networks, Inc.	1.07×	+7%	1
AAPL	Apple Inc.	1.06×	+6%	1
AMD	Advanced Micro Devices, Inc.	1.06×	+6%	2
AKAM	Akamai Technologies, Inc.	1.05×	+5%	1
ADI	Analog Devices, Inc.	1.03×	+3%	2
CSCO	Cisco Systems, Inc.	1.03×	+3%	1
CDW	CDW Corporation	1.00×	+0.3%	2
ADP	Automatic Data Processing, Inc.	1.00×	-0.4%	1
BR	Broadridge Financial Solutions, Inc.	0.97×	-3%	2
ACN	Accenture plc	0.97×	-3%	1
APH	Amphenol Corporation	0.97×	-3%	1
CPAY	Corpay, Inc.	0.95×	-5%	2
ADSK	Autodesk, Inc.	0.92×	-8%	1
AMAT	Applied Materials, Inc.	0.80×	-20%	1

5Market backdrop & chart picture

Trend state and market evidence.

Market position

EMA200253.51 USD●

Distance to EMA2007.04%

Technical indicators (Pro)
RSI (14): 61.6 (neutral range)
MACD: MACD line above signal line (Δ 0.480)

Trend of the comparison indexRisk-on / Turbulent

Price & EMA200

The price is currently +7.0% 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.