AAPL
Apple·NASDAQ
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8.28 / 10
Outperform
Apple's fundamental analysis yields an 8.3/10, highlighting robust financial health. Key positives include a low PB-ROE difference (9.7244), favorable asset and revenue metrics, high ROA (30.9325), and an impressive interest-coverage ratio (44.3825). Weaknesses are a modest Profit-MV deficit (-0.1305) and Cash-UP challenge (0.3185). These factors collectively place AAPL in a strong quartile for growth and profitability, with historical back-tests supporting elevated monthly returns for several metrics.
Analysis Checks(8/10)
Revenue-MV
Value-0.52
Score3/3
Weight10.41%
1M Return6.80%
Value-0.52
Score3/3
Weight10.41%
1M Return6.80%
Profit-MV
Value-0.13
Score1/3
Weight-0.69%
1M Return-0.47%
Value-0.13
Score1/3
Weight-0.69%
1M Return-0.47%
PB-ROE
Value9.72
Score2/3
Weight16.48%
1M Return10.30%
Value9.72
Score2/3
Weight16.48%
1M Return10.30%
Annualized net profit margin on total assets (%)
Value30.93
Score3/3
Weight6.31%
1M Return4.59%
Value30.93
Score3/3
Weight6.31%
1M Return4.59%
Asset-MV
Value-0.53
Score2/3
Weight0.58%
1M Return0.49%
Value-0.53
Score2/3
Weight0.58%
1M Return0.49%
ROA (%)
Value30.93
Score3/3
Weight6.31%
1M Return4.59%
Value30.93
Score3/3
Weight6.31%
1M Return4.59%
Net income-Revenue
Value1.37
Score3/3
Weight45.77%
1M Return23.84%
Value1.37
Score3/3
Weight45.77%
1M Return23.84%
Cash-UP
Value0.32
Score0/3
Weight-6.86%
1M Return-9.11%
Value0.32
Score0/3
Weight-6.86%
1M Return-9.11%
Interest coverage ratio (EBIT / Interest expense) (%)
Value44.38
Score3/3
Weight16.81%
1M Return10.71%
Value44.38
Score3/3
Weight16.81%
1M Return10.71%
Current assets / Total assets (%)
Value41.19
Score3/3
Weight4.88%
1M Return3.64%
Value41.19
Score3/3
Weight4.88%
1M Return3.64%
Revenue-MV
Value-0.52
Score3/3
Weight10.41%
1M Return6.80%
Value-0.52
Score3/3
Weight10.41%
1M Return6.80%
ROA (%)
Value30.93
Score3/3
Weight6.31%
1M Return4.59%
Value30.93
Score3/3
Weight6.31%
1M Return4.59%
Profit-MV
Value-0.13
Score1/3
Weight-0.69%
1M Return-0.47%
Value-0.13
Score1/3
Weight-0.69%
1M Return-0.47%
Net income-Revenue
Value1.37
Score3/3
Weight45.77%
1M Return23.84%
Value1.37
Score3/3
Weight45.77%
1M Return23.84%
PB-ROE
Value9.72
Score2/3
Weight16.48%
1M Return10.30%
Value9.72
Score2/3
Weight16.48%
1M Return10.30%
Cash-UP
Value0.32
Score0/3
Weight-6.86%
1M Return-9.11%
Value0.32
Score0/3
Weight-6.86%
1M Return-9.11%
Annualized net profit margin on total assets (%)
Value30.93
Score3/3
Weight6.31%
1M Return4.59%
Value30.93
Score3/3
Weight6.31%
1M Return4.59%
Interest coverage ratio (EBIT / Interest expense) (%)
Value44.38
Score3/3
Weight16.81%
1M Return10.71%
Value44.38
Score3/3
Weight16.81%
1M Return10.71%
Asset-MV
Value-0.53
Score2/3
Weight0.58%
1M Return0.49%
Value-0.53
Score2/3
Weight0.58%
1M Return0.49%
Current assets / Total assets (%)
Value41.19
Score3/3
Weight4.88%
1M Return3.64%
Value41.19
Score3/3
Weight4.88%
1M Return3.64%
Is AAPL undervalued or overvalued?
- AAPL scores 8.28/10 on fundamentals and holds a Discounted valuation at present. Backed by its 52.00% ROE, 27.04% net margin, 34.67 P/E ratio, 46.30 P/B ratio, and 25.28% earnings growth, these metrics solidify its Outperform investment rating.
