Apple Inc. AAPL
Technology · Consumer Electronics · United States · S&P 500
Based on the available data, Apple Inc. gets an algorithmic score of 65/100. It trades at 329.40 $, with a bullish technical trend (RSI 50.9) and 24.6% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (148.8%): generates strong profit on equity.
- High net margin (27.6%): pricing power / competitive advantage.
- Meaningful dividend (33.00%).
Weaknesses
- —
Fundamentals
| P/E | 37.73 |
| Forward P/E | 34.36 |
| PEG | 2.71 |
| P/B | 44.76 |
| EV/EBITDA | 28.75 |
| P/S | 10.30 |
| ROE % | 148.75 |
| ROA % | 27.08 |
| Gross margin % | 48.65 |
| Operating margin % | 32.62 |
| Net margin % | 27.62 |
| Revenue growth % (y/y) | 16.40 |
| Earnings growth % (y/y) | 28.70 |
| Revenue CAGR % | 1.81 |
| Earnings CAGR % | 3.92 |
| Debt/Equity % | 78.44 |
| Current ratio | 1.00 |
| FCF yield % | 2.05 |
| Dividend yield % | 33.00 |
| Payout % | 12.04 |
Returns
| 1 month | +3.0 % |
| 3 months | +13.9 % |
| 6 months | +33.8 % |
| YTD | +21.9 % |
| 1 year | +29.4 % |
| 3 years | +91.0 % |
| 5 years | +135.5 % |
Risk
| 1-year volatility | 24.6 % |
| Beta | 0.72 |
| 5-year max drawdown | -33.4 % |
| Sharpe 1A | 1.01 |
Macroeconomic context
Highly sensitive to interest rates (valued on future cash flows): rate cuts and falling bond yields help it. It depends on the corporate investment cycle (AI/cloud capex), the semiconductor supply chain (Taiwan/China) and the dollar (foreign revenue). As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.