AAPL

stock74Moderate

Apple Inc.

Information Technology

$228.00

Mkt cap $3.44T

Snapshot

Designs consumer hardware (iPhone, Mac, Watch) and a fast-growing, high-margin Services segment (App Store, iCloud, payments). Brand and ecosystem drive loyalty.

Rev 10Y CAGR

8.0%

ROIC

56.0%

ROE

150.0%

FCF Margin

26.0%

Op. Margin

31.0%

Debt/Equity

1.5

Div Yield

0.5%

Div Streak

13y

Payout

16%

Shares 5Y

-15.0%

Insider Own.

0.1%

Insider Activity

neutral

Long-Term Total Return

Decade-scale view, dividends reinvested, vs. the S&P 500.

AAPL9.1×S&P 5002.4×

Growth of $10,000 invested at the start of the period, total return (price + reinvested dividends). Illustrative.

Risk Profile

Moderate

Balanced growth with manageable swings.

Volatility

27%

Beta

1.70

Max Drawdown

-38%

1Y Return

+39%

momentum

2–5 Year Outlook

Hypothetical bear / base / bull scenarios — not a prediction.

Hypothetical 5-year scenarios for $10,000 invested today.

Scenario	Annualized	Total return	$10,000 →
Bull 16%/yr FCF growth, exit 36× FCF	+17.1%/yr	+120%	$21,973
Base 6%/yr FCF growth, exit 31× FCF	+4.4%/yr	+24%	$12,408
Bear 0%/yr FCF growth, exit 21× FCF	-9.0%/yr	-38%	$6,250

Projects free cash flow forward and applies an exit valuation multiple (current ≈ 34× FCF). Dividends added at the current yield.

Hypothetical scenarios, not a forecast. These ranges are modeled from illustrative assumptions about growth and valuation — not predictions, price targets, or a recommendation to buy or sell. Real outcomes vary widely and can be negative. Not investment advice.

Technical Indicators

Objective price signals — moving averages, RSI, 52-week range — to interpret, not act on.

DowntrendRSI 4522% off 52W high

AAPL price50-day avg200-day avg

Illustrative daily prices (last ~9 months) with 50- and 200-day moving averages.

52W High

$293.88

52W Low

$216.72

50-day avg

$240.42

200-day avg

$258.14

Below its 200-day moving average — in a longer-term downtrend.
RSI 45 — neutral (neither overbought nor oversold).
22% below its 52-week high.
MACD is above its signal line (positive momentum).

Technical indicators are objective descriptions of price behavior, not signals to act on. They are computed from illustrative sample prices and say nothing about a company's value. Not investment advice.

Fundamental Trends

Ten-plus years of the figures that drive long-term value.

10-year fundamental trend charts

Track revenue, earnings, free cash flow, ROIC, share count, and dividends over a decade-plus — a Premium research tool.

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Valuation Context

Valuation context

See P/E, P/FCF, and EV/EBITDA against historical and sector medians with Premium.

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Moat Analysis

5 / 5

BrandSwitching costsNetwork effectsScale advantages

An aspirational brand plus a tightly integrated hardware/software ecosystem produces extraordinary customer retention. Services revenue compounds on a ~2B-device installed base.

Reinvestment runway

Services monetization of the installed base, plus emerging categories; growth is more about deepening wallet share than unit growth.

Risk Factors

What could impair the long-term thesis.

Heavy revenue concentration in iPhone
China demand and supply-chain exposure
Regulatory pressure on App Store economics

Hypothetical Growth

What a past investment would be worth today.

Hypothetical growth calculator

See what an investment made years ago would be worth today, vs. the S&P 500 — a Premium tool.

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Forward Scenario Modeler

Project a starting investment across multi-decade horizons.

Forward scenario modeler

Model conservative, base, and optimistic returns across 10–40 year horizons with Premium.

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Data as of 2025-12-31. Illustrative sample data for research & education — not live market data, and not a recommendation to buy or sell AAPL.