AAPL
AAPL — Technology
Graham: 12
Buffett: 68
Lynch: 29
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple Vision...
Price ?
278.12
Market Cap ?
4087.8B
P/E ?
35.21
P/B ?
46.37
Div Yield ?
0.37%
52W Range ?
169.21 - 288.62
200W MA ?
193.9
12
Graham-style buying rate (0-100)
Criteria breakdown
- ✓ Company size sufficient (large-cap) ? $4,087,787,028,480 — Uses market cap >= $2B as proxy
- ✗ Solid financial condition (CR>=2; LT debt <= NCAV) ? CR=0.97 | D/E=1.03 — Partial: checks current ratio; LT debt vs NCAV unavailable
- ✗ Uninterrupted dividends for 20 years ?
- ✓ No losses in last 10 years ? 10y window — Positive earnings for last 17y
- ✓ EPS growth >= 33% over 10 years ? ~347%
- ✗ Price-to-Book (P/B) <= 1.5 ? 46.37
- ✗ Price-to-Earnings (P/E) <= 15 ? 35.2 — Uses trailing P/E as proxy for 3y avg EPS
- ✗ Combined formula (P/E * P/B) <= 22.5 ? 1632.4
- ✗ Margin of safety >= 20% ? -149% — Intrinsic = EPS * 15
- ✗ High ROE maintained without excessive debt ? ROE=152.0% | D/E=1.03 — Approximate threshold ROE = 15%, D/E = 1.0
What is evaluated (Graham):
- Valuation discipline and buying below intrinsic value.
- Financial resilience: liquidity and prudent leverage.
- Consistent dividends and earnings over long horizons.
"The intelligent investor is a realist who sells to optimists and buys from pessimists." — Benjamin Graham
68
Buffett-style buying rate (0-100)
Criteria breakdown
- ✗ Positive and growing FCF (multi-year) ? 127,701,000,000 -> 124,197,000,000
- ✓ ROIC >= 12% sustained ? 106.5%
- ✓ High ROE (proxy for durable advantages) ? 152.0% — Consistency over years not checked
- ✓ Net profit margin >= 10% ? 27.0% — Derived from available financial filings
- ✗ Conservative leverage (D/E <= 1.0) ? 1.03
- ✓ Sustainable shareholder returns (dividend > 0%) ? 0.37% — Does not assess buybacks or payout safety
What is evaluated (Buffett):
- Durable advantages: high ROE, healthy margins.
- Balance discipline and shareholder friendly capital use.
- Positive free cash flow and efficient reinvestment.
"It is far better to buy a wonderful company at a fair price than a fair company at a wonderful price." — Warren Buffett
29
Lynch-style buying rate (0-100)
Criteria breakdown
- ✗ PEG ratio (P/E / growth) <= 1.0 ? 4.77
- ✗ Positive multi-year EPS growth (per-year >= 10%) ? ~7.4%/yr
- ✗ Conservative leverage (D/E <= 0.5) ? 1.03
- ✓ Sustainable profitability (net margin >= 5%) ? 27.0%
- ✓ Earnings stability (no losses in 10y) ? 10y window
What is evaluated (Lynch):
- Growth at a reasonable price (PEG and EPS CAGR).
- Durable earnings with limited drawdowns.
- Conservative balance sheet and baseline profitability.
"Know what you own, and know why you own it." — Peter Lynch