Equity due-diligence report

AAPL

Version date
August 11, 2026
Generated
Aug 11, 2026, 14:13 UTC
Freshness
Aging · 9d

LiveMarket quote

AAPL$65.86+$0.40 (+0.61%)today$63.89$67.81day rangeretrieved Aug 20, 2026, 05:32 UTC

Market state at retrieval — independent of this report’s as-of research inputs recorded below.

Source data

5 inputs · freshness

  • companyfacts.json8 days oldas of Aug 11, 2026, 13:38 UTC
  • filings.json8 days oldas of Aug 11, 2026, 13:38 UTC
  • market.json8 days oldas of Aug 11, 2026, 13:38 UTC
  • history.json8 days oldas of Aug 11, 2026, 13:38 UTC
  • policy.json8 days oldas of Aug 11, 2026, 13:38 UTC

TL;DR

TL;DR

At $308.26−9.36% off the $340.08 52-week high (2026-07-28), +52.32% off the $202.38 low (2025-08-01); "52-week," not "all-time" (history.json is a 1-year window) — Apple trades at 35.1× TTM earnings and ~9.6–9.8× reconciled EV/TTM-revenue, a +25% premium to Microsoft (28.2×) / +37% forward, and +30% to Alphabet (forward 26.9×) — the most expensive name in its cohort while earning less absolute net income ($128.9B TTM) than either. The one open question: does FY2026's ~16% acceleration persist, or was it a pull-forward now reverting into management's own guided Q4 slowdown?

  • Bull (strongest point). The durability the case once had to promise is now delivered — three consecutive ~16% quarters (Q1 +16% / Q2 +17% / Q3 +16.4%), 9M revenue +16.2%, gross margin +225 bps to 49.07%, net income +20.0%, OCF +43.1% — and the market already took out the "priced-for-perfection" premium, re-rating Apple from ~38× to 35.1× on the sell-off, so you pay a smaller premium for a company throwing off $136.7B TTM free cash flow into a self-funded ~$83B/yr buyback.
  • Bear (strongest point). Concede all of that — most of it is still in the price. Even after the −9.4% de-rate, 35.1× only holds if +16% persists, and management guided Q4 down to 9–11%; +16.2% is 4.9× Apple's own FY2021–25 revenue CAGR of 3.28%, the Q3 50% margin was ~2pp tariff-refund-aided with Services gross margin flat YoY, and a regulatory overhang (a €500M DMA fine levied, an Art. 6(4) tail up to ~$46.7B, a Google search-default worth $12.5–28B/yr) aims at the 39.1%-of-gross-profit Services stream. Re-rating to the cohort at flat earnings is −20% to −27% ($225–247), bracketing the fetched targets (Barclays $245, DCF ~$231).
  • Priced-in break-even. At the adopted narrow reconciled EV $4.5723T the 35.1× multiple is justified over horizon T iff TTM net income compounds into the cohort multiple within T — a 3-year grow-in to Alphabet's 26.9× requires ≥9.28%/yr, which the guided 9–11% straddles: at the 9M +16.2% pace the premium self-liquidates in ~1.8 years, but at the +3.28% base rate earnings never grow in and the multiple must compress −20% to −27%. The whole conclusion flips on whether ~16% growth and ~49% gross margin persist. No buy/sell/hold — research tooling, not advice.

Watch next — a cold reader can act on these:

WindowEventIf it lands bullishIf it lands bearish
~late Oct / early Nov 2026Q4 / full-year FY2026 print + 10-K — the fulcrum (both cases' falsifier #1)Reported Q4 growth at/above the guided 9–11% and margin at/above the guided 47–48% — the deceleration was supply-limited, 35.1× is earnedQ4 below the 9% floor or margin under 47% as the ~2pp tariff refund reverses — the +16% was a pull-forward, premium unwinds
progressively, through the FY2026 10-KMultiple compression vs the ~26–28× cohort35×+ holds — the market treats the premium as structuralRe-rating toward the cohort ≈ −20% to −27% ($225–247) at flat earnings
Eff. 2026-09-01 (~3 weeks out)CEO succession — Cook → Executive Chair, Ternus → CEO (8-K 2026-04-20; +1.04% on the news)Orderly long-tenured-insider handoff; continuity through the product cycleKey-person/strategy risk; the still-unfiled Ternus comp 8-K/A (~3.5 mo overdue) leaves the new-CEO incentive structure unknown
~Sept 9, 2026 (rumored; Apple unconfirmed)September product cycle — iPhone 18 / foldable / Apple-Intelligence eventA real AI/hardware upgrade sustains iPhone ASPs (iPhone 53.9% of 9M revenue)Incremental hardware; memory-cost price hikes suppress upgrade demand
court-driven, undatedEU DMA Art. 6(4) / DOJ / Google-appeal rulingsOverhang resolves benign — fine overturned, Google payments survive, no App Store remedyA binding remedy strikes the 39.1%-of-gross-profit Services stream (Art. 6(4) ceiling ~$46.7B)

What the numbers sayLocked

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Bull caseLocked

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Bear caseLocked

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Cross-examination ledgerLocked

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Is it priced in?Locked

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Catalyst calendarLocked

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Sources appendixLocked

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