System Decision

SELL

33%

Overall Score

2/5

Quality

1/4

Price

Significant concerns with business fundamentals

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Business Quality

Goal Settings

2/5

Passed 2 of 5 criteria

Revenue Growth

2.6% (Goal: ≥ 10%)

5-Year Revenue

Billions ($)

5-Year CAGR

Compound Annual Growth Rate

5-Year Revenue

Billions ($)

416.2B312.1B208.1B104.0B0.0B

'21

'22

'23

'24

'25

5-Year CAGR

Compound Annual Growth Rate

Goal

Actual

Actual: 3%

0%10%

74% below goal growth rate (Failed goal)

Operating Margin

30.7% (Goal: ≥ 15%)

5-Year Margin

Operating Margin %

5-Year Average Margin

vs Goal

5-Year Margin

Operating Margin %

32%24%16%8%0%

'21

'22

'23

'24

'25

5-Year Average Margin

vs Goal

Goal

Actual

31%

Actual: 31%

0%15%

105% above goal margin (Met goal)

Return on Capital

59.5% (Goal: ≥ 12%)

5-Year Returns

Percentage (%)

5-Year Average ROC

vs Goal

5-Year Returns

Percentage (%)

69%46%23%0%

'21

'22

'23

'24

'25

5-Year Average ROC

vs Goal

Goal

Actual

60%

Actual: 60%

0%12%

396% above goal ROIC (Met goal)

Debt / Equity Ratio

207.7% (Goal: ≤ 100.0%)

5-Year Ratio

Percentage (%)

5-Year Average D/E

vs Goal

5-Year Ratio

Percentage (%)

314%236%157%79%0%

'21

'22

'23

'24

'25

5-Year Average D/E

vs Goal

Goal

Actual

Goal: 100.0%

207.7%

Actual: 207.7%

0%100.0%

108% above goal D/E ratio (Failed goal)

FCF / Share Growth

4.38% (Goal: ≥ 8%)

5-Year FCF/Share

Dollars ($)

5-Year CAGR

Compound Annual Growth Rate

5-Year FCF/Share

Dollars ($)

$9.0$6.8$4.5$2.3$0.0

'21

'22

'23

'24

'25

5-Year CAGR

Compound Annual Growth Rate

Goal

Actual

Actual: 4%

0%8%

45% below goal growth rate (Failed goal)

Price Fairness

Goal Settings

1/4

Passed 1 of 4 criteria

P/E vs Industry

1x (Goal: ≤ 1.5x)

Current

Industry

Industry: 36.5x

36.4x

36.5x

At industry average (Met target)

P/E vs Historical

1.24x (Goal: ≤ 1x)

Current

Historical

Historical: 29.4x

36.4x

29.4x

24% above historical average (Failed target)

Price vs Fair Value

1.83x (Goal: ≤ 1x)

Current

Intrinsic

$272.95

$149.40

83% above intrinsic value (Failed target)

PEG Ratio

2.73x (Goal: ≤ 1.5x)

Current

Target

2.73

1.5

Overvalued: PEG ratio is 82% above target

System Decision

Business Quality

Price Fairness

Apple Inc.

Historical Returns

Wall Street Analysts

Earnings Per Share (EPS)

Outstanding Shares