Analysis | StoClear

System Decision

HOLD

43%

Overall

2/4

Quality

1/3

Price

Mixed business fundamentals with reasonable valuation

Business Quality

Goal Settings

2/4

Passed 2 of 4 criteria

Revenue Growth

7.3% (Goal: ≥ 10%)

5-Year Revenue

Billions ($)

5-Year CAGR

Compound Annual Growth Rate

395B296B198B99B0B

'20

'21

'22

'23

'24

Goal

Actual

Actual: 7%

0%10%

27% below goal growth rate (Failed goal)

Operating Margin

29.1% (Goal: ≥ 15%)

5-Year Margin

Operating Margin %

5-Year Average Margin

vs Goal

32%24%16%8%0%

'20

'21

'22

'23

'24

Goal

Actual

29%

Actual: 29%

0%15%

94% above goal margin (Met goal)

Return on Capital

51.8% (Goal: ≥ 12%)

5-Year Returns

Percentage (%)

5-Year Average ROC

vs Goal

66%44%22%0%

'21

'22

'23

'24

'25

Goal

Actual

52%

Actual: 52%

0%12%

332% above goal ROIC (Met goal)

Debt / Equity

206.2% (Goal: ≤ 100.0%)

5-Year Ratio

Percentage (%)

5-Year Average D/E

vs Goal

314%236%157%79%0%

'21

'22

'23

'24

'25

Goal

Actual

206%

Actual: 206%

0%100.0%

87% above goal D/E ratio (Failed goal)

Price Fairness

Goal Settings

0/3

Passed 0 of 3 criteria

P/E vs Industry

x (Goal: ≤ 1.5x)

Current

Industry

Industry: 0.0x

35.9x

0.0x

Infinity% above industry average (Failed target)

P/E vs Historical

1.26x (Goal: ≤ 1x)

Current

Historical

Historical: 28.5x

35.9x

28.5x

26% above historical average (Failed target)

Price vs Fair Value

1.52x (Goal: ≤ 1x)

Current

Intrinsic

Intrinsic: $146.18

$221.79

$146.18

52% above intrinsic value (Failed target)

System Decision

Business Quality

Price Fairness

Apple Inc.

Historical Returns

Wall Street Analysts

Quarterly Earnings