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Apple Inc. (AAPL) — Pricing in perfection · Steady, decelerating · Exceptional & durable

Public reading · as of 2026-08-17 · educational, not investment advice

The short answer

The market is pricing Apple for sustained perfection (P/E 35, P/S 9.6) even as growth decelerates (6.4% revenue growth, down from ~7.6%/yr historically) and near-term margin risks emerge—yet the quality is undeniable (120% ROE, 66% ROCE, $123B FCF).

  • Value: Pricing in perfection (High confidence) — At a P/E of 35 and a price-to-sales of 9.6, the market is valuing Apple as if it will sustain near-industry-leading profitability and steady growth indefinitely, with little roo…
  • Growth: Steady, decelerating (High confidence) — Apple's revenue is growing at 6.4% year-over-year, down from the roughly 7.6%/yr pace over the past nine years—growth is healthy but slowing. The iPhone remains the core driver,…
  • Quality: Exceptional & durable (High confidence) — Apple earns a 27.6% net margin and generates $123 billion in free cash flow on $467 billion in revenue—it prints money. The company turns a 120% return on equity (meaning it ear…

Key figures

Figures as of — computed from the company’s own filings and market data.
Share price$305.93
Market cap$4.46T
Revenue (TTM)$466.82B
Net income (TTM)$128.93B
Revenue growth (YoY)6.4%
P/E35.1
P/B41.5
P/S9.6
Return on equity119.9%
Return on capital employed66.2%
Net margin27.6%
Operating margin33.2%
Free cash flow margin26.4%
Debt / equity0.8
Dividend yield0.3%

The full reading

Apple Inc.
AAPL · NASDAQ · Information Technology · Electronic Computers
$305.93+0.22% (+0.67)Mkt cap $4.46TEOD 2026-08-14

What this company does

Apple designs, manufactures, and markets consumer electronics including smartphones, personal computers, tablets, wearables, and accessories. The company also sells a variety of services such as advertising, cloud storage, digital content platforms, payment services, and AppleCare support. Revenue comes from selling these hardware products and services to consumers, businesses, education, enterprise, and government customers worldwide.

From the company’s latest 10-K · 2025-10-31, paraphrased.

Tap any ? to learn what it means and how it’s calculated.

Three-lens reading

The market is pricing Apple for sustained perfection (P/E 35, P/S 9.6) even as growth decelerates (6.4% revenue growth, down from ~7.6%/yr historically) and near-term margin risks emerge—yet the quality is undeniable (120% ROE, 66% ROCE, $123B FCF).

ValueHigh

Pricing in perfection

Is it cheap for what you get?

On balance, the valuation is rich relative to the current growth rate: a P/E of 35 against 6.4% revenue growth and a P/S of 9.6 on a $467B revenue base mean the market is betting on sustained high-30% returns on equity and durable Services expansion rather than merely extrapolating today's iPhone-centric economics. The 120% ROE and 66% ROCE justify a premium multiple, but the price leaves minimal margin for error if hardware refresh cycles soften or memory/component costs compress margins.

GrowthHigh

Steady, decelerating

How fast and durably is it expanding?

On balance, the growth profile is solid but decelerating: revenue rose from $216B in fiscal 2016 to $416B in fiscal 2025 (compounding at ~7.6%/yr), but the current year-over-year rate is 6.4%, and forward guidance per the news points to further moderation. Net income grew faster—compounding at ~10.5%/yr over nine years to $112B in fiscal 2025, now $129B TTM—suggesting margin expansion has been a larger driver than top-line acceleration. The recent earnings beat was driven by iPhone strength, but the market reacted negatively to the outlook, indicating concern that the cycle is maturing and that supply/memory cost pressures will cap growth.

QualityHigh

Exceptional & durable

How profitable, sound and well-run is it?

On balance, the quality is outstanding: a 120% ROE, 66% ROCE, and 27.6% net margin place Apple in the top tier of profitability. The company holds $63B in net cash (1.4% of market cap), a debt-to-equity ratio of 0.78, and interest coverage of 39×, so the balance sheet is fortress-strong despite the leverage. Free cash flow of $123B (26.4% margin) funds a $15B annual dividend (0.34% yield, 12% payout ratio) and aggressive buybacks (total shareholder yield 2.4%), with plenty left over. The one caveat is that stock-based compensation runs $13.7B (2.9% of revenue), an ongoing dilution cost to shareholders, though buybacks more than offset it.

💡Worth knowing
ROE vs ROCE

The 54-point spread between ROE (120%) and ROCE (66%) reflects Apple's use of debt and aggressive buybacks to amplify shareholder returns—the company has $84B in debt and has shrunk the equity base via repurchases, so ROE is levered up. Both figures are extraordinary, but ROCE is the cleaner measure of underlying business profitability.

FCF margin

A 26.4% FCF margin ($123B on $467B revenue) means Apple converts more than a quarter of every revenue dollar into discretionary cash—well above the ~15-20% bar for quality software/platform businesses. The gap between net margin (27.6%) and FCF margin (26.4%) is minimal, so GAAP earnings are a good proxy for cash generation with little working-capital distortion.

Stock comp

SBC of $13.7B (2.9% of revenue) is a meaningful ongoing cost—equivalent to roughly 11% of net income—but Apple's 2.4% total shareholder yield (dividend plus buybacks) more than offsets the dilution, so net per-share growth is still positive. The figure is in line with large-cap tech peers, but it's a reminder that reported EPS growth overstates the per-share improvement available to outside investors.

P/E ratio

A P/E of 35 against 6.4% revenue growth and a 120% ROE is pricing in durable high returns and steady compounding—the multiple is rich relative to the growth rate, but the profitability and cash generation justify a premium. The risk is that the multiple compresses if growth decelerates further or margins face pressure from memory/component costs, as flagged in the post-earnings analysis.

Bull case

Apple is a profit machine with fortress economics: 120% ROE, 66% ROCE, and 27.6% net margin place it among the most profitable large-cap businesses in the world, and $123B in free cash flow (26.4% margin) funds a growing dividend, aggressive buybacks, and strategic investments with room to spare. The $63B net cash position and minimal leverage (D/E 0.78, interest coverage 39×) insulate the business from any macro or financing risk. Margins have expanded steadily—gross margin rose from 39.1% in fiscal 2016 to 48.7% now, net margin from 21.2% to 27.6%—as Services and scale leverage compound, and the installed base provides a durable, recurring revenue stream that is only beginning to be monetized (AppleCare, subscriptions, advertising). Even with revenue growth decelerating to 6.4% year-over-year, the quality of those dollars is unmatched, and the 2027 glass-centric iPhone overhaul noted in the news could reignite the product cycle.

Bear case

The valuation prices in perfection—P/E of 35 and P/S of 9.6 against 6.4% revenue growth—leaving no room for missteps, and the near-term outlook is clouded by slower forward guidance, supply constraints, and analyst concern over iPhone margin pressure (Jefferies cut its target to $264 citing margin risk). Revenue growth has decelerated from ~7.6%/yr over nine years to 6.4% year-over-year, and the iPhone cycle appears to be maturing with no major catalyst until the 2027 overhaul, so the market is betting on a Services-driven reacceleration that has not yet materialized in the top line. Stock-based compensation runs $13.7B annually (2.9% of revenue), an ongoing dilution cost that buybacks must offset, and any margin compression from memory/component cost inflation (flagged in the post-earnings analysis) would pressure the 27.6% net margin that underpins the multiple. At a P/E of 35, even a modest growth or margin disappointment would trigger a meaningful derating, and the forward guidance already suggests the next few quarters will test the thesis.

What must be true
  • Net margin holds above ~25% (now 27.6%) despite memory/component cost pressures cited in the news
  • Revenue growth stabilizes near 6% year-over-year (now 6.4%) or reaccelerates from Services mix shift
  • FCF margin stays above ~24% (now 26.4%), supporting the dividend and buyback program
  • The installed base continues to drive Services attach, offsetting hardware cycle maturity
What would change the thesis
  • Revenue growth reaccelerates above 8-10% year-over-year on Services momentum or a strong iPhone cycle, validating the premium multiple
  • Net margin falls below 25% due to memory/component cost pressures or mix shift, compressing the ROE and triggering a derating
  • Forward guidance points to sustained deceleration below 5% revenue growth, signaling iPhone cycle maturity
  • A major Services monetization announcement (e.g., expanded subscription bundles, advertising growth) demonstrates durable high-single-digit top-line growth independent of hardware

What to watch

SignalWhat to watch forWhere it stands
Watch-outQuality
Net margin trajectory: if memory/component costs compress margins as flagged in the post-earnings analysis, the pricing-in-perfection thesis breaksNet margin holds above ~25%Net margin 27.6% now; each margin point is worth ~$4.7B in operating income
Apple postQ: iPhone strength drives beat; supply and ... ↗
TailwindGrowth
Services revenue growth: the installed-base monetization story depends on Services outpacing hardware—if Services mix shifts materially, it could offset hardware decelerationServices revenue growth sustains double-digit rates in coming quartersServices drove the recent earnings beat per the news; no segment breakout in the provided facts but directionally positive
TailwindGrowth
2027 glass-centric iPhone launch: if the overhaul delivers a super-cycle, it could reignite hardware growth and validate the multiple2027 iPhone launch drives year-over-year revenue growth above 10%Revenue growth 6.4% year-over-year now; a super-cycle could push it above 10%
Apple's Glass-Centric 20th-Anniversary iPhone Remains ... ↗
Watch-outValue
Forward guidance: the market reacted negatively to the last outlook (slower growth, supply constraints)—if the next guide disappoints again, the valuation multiple will compressNext quarterly guide implies revenue growth above 5% year-over-yearP/E 35 prices in steady 6%+ growth; sustained deceleration below 5% would argue for a lower multiple

Research and education, not investment advice. AI-generated and may contain errors — verify against primary sources before relying on it; Navam Digital is not responsible for decisions made from this output. The reading is grounded in the facts below; you make the decision. Generated by Sonnet, with recent news.

Peers

suggested comparables

Suggested from sector and business model. Each ticker is verified against SEC filings.

Comparables are suggested by industry, business model, and available filings. They are not investment recommendations, and may differ in size, capital structure, or valuation.

  • MSFTMICROSOFT CORP
    Diversified tech: hardware, software, services ecosystem
  • GOOGAlphabet Inc.
    Consumer tech platform with hardware devices
  • DELLDell Technologies Inc.
    PC and consumer electronics manufacturer
  • HPQHP INC
    Personal computers and consumer technology hardware
  • SONYSony Group Corp
    Consumer electronics, smartphones, entertainment hardware

Recent news

8 headlines

Apple opened a new Advanced Manufacturing Center in Houston on August 13 and said it will use the facility to help expand U.S. manufacturing and provide training for small and medium-sized businesses. Days earlier, Apple reported fiscal third-quarter results that beat expectations on revenue and earnings but disappointed investors with forward guidance that implied slower growth and ongoing supply constraints. Bloomberg also reported that Apple is still planning a glass-centric iPhone overhaul for its 20th-anniversary models in 2027, countering claims that the project had been canceled.

Recent coverage feeding the reading above. Links open the source.

Company filings

1 in the last month

Material events filed with the SEC (Form 8-K) — disclosed by the company. Read alongside, not in place of, independent coverage.

Financials

Prices are end-of-day; fundamentals come from the company's latest SEC filings and each carries its own as-of date (shown per row), so they are not as current as the price. Tags: SEC straight from the filing, computed derived by ThreeLens from filed figures, market from a market-data feed.

Revenue$466.82B
TTM = FY2025 (416.16B) + 3Q (364.36B) − prior 3Q (313.69B) SEC
Net income$128.93B
TTM = FY2025 (112.01B) + 3Q (101.46B) − prior 3Q (84.54B) SEC
Operating income$154.86B
TTM = FY2025 (133.05B) + 3Q (122.43B) − prior 3Q (100.62B) SEC
Gross profit$227.12B
GrossProfit (TTM) 227.12B computed
Free cash flow$123.32B
FCF = 135.47B (TTM operating cash flow) − 12.15B (TTM capex) computed
Diluted EPS$8.71
TTM = FY2025 (7.46) + 3Q (6.87) − prior 3Q (5.62) SEC
Revenue growth (YoY)6.4%
(FY2025 416.16B − FY2024 391.04B) / prior computed
Total equity$107.52B
as of 2026-06-27 SEC
Total assets$383.27B
as of 2026-06-27 SEC
Total debt$83.58B
LongTermDebtNoncurrent 71.34B + current LongTermDebtCurrent 11.01B (as of 2026-06-27) + finance leases 1.23B SEC
Cash & equivalents$39.54B
as of 2026-06-27 SEC
Dividends per share$1.05
TTM = FY2025 (1.02) + 3Q (0.79) − prior 3Q (0.76) SEC
Shares outstanding14.59B
as of 2026-07-17 SEC
Current liabilities$149.33B
as of 2026-06-27 SEC
Operating cash flow$135.47B
TTM = FY2025 (111.48B) + 1Q (53.92B) − prior 1Q (29.93B) SEC
Capital expenditure$12.15B
TTM = FY2025 (12.71B) + 1Q (2.37B) − prior 1Q (2.94B) SEC
Net cash$62.94B
Net cash = 39.54B (cash) + 106.97B (securities) − 83.58B (total debt) computed
Enterprise value$4.40T
EV = 4.46T (market cap) + 83.58B (debt) − 39.54B (cash) − 106.97B (securities) computed
EBITDA$166.69B
EBITDA = 154.86B (TTM operating income) + 11.83B (TTM D&A) computed
Current assets$149.82B
as of 2026-06-27 SEC
Inventory$11.09B
as of 2026-06-27 SEC
Total liabilities$275.75B
as of 2026-06-27 SEC
Marketable securities$106.97B
Marketable securities = current 22.86B + non-current 84.12B computed
Intangible assets$25.42B
as of 2026-06-27 SEC
Depreciation & amortization$11.83B
TTM = FY2025 (11.70B) + 1Q (3.21B) − prior 1Q (3.08B) SEC
Interest expense$3.93B
FY2023 (3.93B) SEC
R&D expense$42.90B
TTM = FY2025 (34.55B) + 3Q (34.03B) − prior 3Q (25.68B) SEC
Stock-based compensation$13.71B
TTM = FY2025 (12.86B) + 3Q (10.52B) − prior 3Q (9.68B) SEC

Ratios — computed from filings + price

P / E35.12
P/E = 305.93 / 8.71 (TTM diluted EPS) computed
P / B41.52
P/B = 305.93 / 7.37 (book/share = equity 107.52B / 14.59B sh) computed
P / S9.56
P/S = 305.93 / 31.99 (sales/share = revenue 466.82B / 14.59B sh) computed
ROE119.9%
ROE = 128.93B (TTM NI) / 107.52B (equity) × 100 computed
ROCE66.2%
ROCE = 154.86B (TTM EBIT) / 233.94B (assets − current liab) × 100 computed
Debt / equity0.78
D/E = 83.58B (LT debt) / 107.52B (equity) computed
Current ratio1.00
Current ratio = 149.82B (current assets) / 149.33B (current liab) computed
Net margin27.6%
Net margin = 128.93B (TTM NI) / 466.82B (TTM rev) × 100 computed
Gross margin48.7%
Gross margin = 227.12B (TTM gross profit) / 466.82B (TTM rev) × 100 computed
Free cash flow margin26.4%
FCF margin = 123.32B (TTM free cash flow) / 466.82B (TTM rev) × 100 computed
Dividend yield0.3%
Yield = 1.05 (TTM DPS) / 305.93 × 100 computed
Operating margin33.2%
Operating margin = 154.86B (TTM operating income) / 466.82B (TTM rev) × 100 computed
Return on assets33.6%
ROA = 128.93B (TTM NI) / 383.27B (total assets) × 100 computed
FCF per share$8.45
FCF/share = 123.32B (TTM free cash flow) / 14.59B (shares) computed
Dividend payout ratio12.1%
Payout = 1.05 (TTM DPS) / 8.71 (TTM diluted EPS) × 100 computed
Book value / share$7.37
Book value/share = 107.52B (equity) / 14.59B sh computed
Asset turnover1.22
Asset turnover = 466.82B (TTM revenue) / 383.27B (total assets) computed
Quick ratio0.93
Quick ratio = (149.82B current assets − 11.09B inventory) / 149.33B (current liab) computed
Interest coverage39.37
Interest coverage = 154.86B (TTM EBIT) / 3.93B (TTM interest expense) computed
EV / EBITDA26.41
EV/EBITDA = 4401.86B (enterprise value) / 166.69B (TTM EBITDA) computed
P / TBV54.38
P/TBV = 305.93 / 5.63 (tangible book/share = (equity 107.52B − goodwill 0 − intangibles 25.42B) / 14.59B sh) computed
Effective tax rate17.3%
Effective tax rate = 26.98B (TTM tax) / 155.91B (TTM pretax income) × 100 computed
R&D intensity9.2%
R&D intensity = 42.90B (TTM R&D) / 466.82B (TTM rev) × 100 computed
SBC intensity2.9%
SBC intensity = 13.71B (TTM stock-based comp) / 466.82B (TTM rev) × 100 computed
Shareholder yield2.4%
Shareholder yield = (15.49B dividends + 91.81B buybacks) / 4464.80B (market cap) × 100 computed

Trends — from filings

Revenue$215.64B$416.16B
201620202025
+93% over 10 yrs
Net income$45.69B$112.01B
201620202025
+145% over 10 yrs
Free cash flow$53.50B$98.77B
201620202025
+85% over 10 yrs
Gross margin39.1%46.9%
201620202025
+7.8 pp over 10 yrs
Operating margin27.8%32.0%
201620202025
+4.1 pp over 10 yrs
Net margin21.2%26.9%
201620202025
+5.7 pp over 10 yrs
FCF margin24.8%23.7%
201620202025
-1.1 pp over 10 yrs
ROCE21.1%61.3%
201720212025
+40.3 pp over 9 yrs

TTM = trailing twelve months — the last four quarters, kept current. Tap to learn more.

Sources

Compiled from 9 public sources — filings and recent news, not analyst opinion. Fundamentals are from SEC EDGAR; market data via Twelve Data.