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Upturn AI SWOT - About
AAPL 
Apple Inc (AAPL)
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Upturn Advisory Summary
06/06/2025: AAPL (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 4.93% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/06/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 3.05T USD | Price to earnings Ratio 31.76 | 1Y Target Price 228.85 |
Price to earnings Ratio 31.76 | 1Y Target Price 228.85 | ||
Volume (30-day avg) 52962730 | Beta 1.21 | 52 Weeks Range 168.99 - 259.47 | Updated Date 06/8/2025 |
52 Weeks Range 168.99 - 259.47 | Updated Date 06/8/2025 | ||
Dividends yield (FY) 0.51% | Basic EPS (TTM) 6.42 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 24.3% | Operating Margin (TTM) 31.03% |
Management Effectiveness
Return on Assets (TTM) 23.81% | Return on Equity (TTM) 138.02% |
Valuation
Trailing PE 31.76 | Forward PE 25.45 | Enterprise Value 3095401637920 | Price to Sales(TTM) 7.61 |
Enterprise Value 3095401637920 | Price to Sales(TTM) 7.61 | ||
Enterprise Value to Revenue 7.73 | Enterprise Value to EBITDA 22.29 | Shares Outstanding 14935799808 | Shares Floating 14911480604 |
Shares Outstanding 14935799808 | Shares Floating 14911480604 | ||
Percent Insiders 2.08 | Percent Institutions 62.9 |
Analyst Ratings
Rating 3.91 | Target Price 228.76 | Buy 7 | Strong Buy 20 |
Buy 7 | Strong Buy 20 | ||
Hold 16 | Sell 1 | Strong Sell 2 | |
Strong Sell 2 |
Upturn AI SWOT
Apple Inc
Company Overview
History and Background
Apple Inc. was founded in 1976 by Steve Jobs, Steve Wozniak, and Ronald Wayne. Initially focused on personal computers, it achieved significant milestones with products like the Apple II, Macintosh, iPod, iPhone, and iPad. The company has evolved into a global leader in consumer electronics, software, and online services.
Core Business Areas
- iPhone: Apple's flagship smartphone, generating a significant portion of its revenue. It includes the iPhone Pro, iPhone Pro Max, and iPhone SE models.
- Mac: Apple's line of personal computers, including iMac, MacBook Air, and MacBook Pro.
- iPad: Apple's tablet computer line, offering various models like iPad Pro, iPad Air, and iPad mini.
- Wearables, Home and Accessories: This segment includes Apple Watch, AirPods, Apple TV, HomePod, and accessories.
- Services: Includes Apple Music, iCloud, Apple Pay, AppleCare, and App Store.
Leadership and Structure
Tim Cook is the CEO. The company has a functional organizational structure with key executives leading different departments such as engineering, marketing, and operations.
Top Products and Market Share
Key Offerings
- iPhone: Apple's smartphone. Market share varies by region but is significant globally. Competitors include Samsung, Google, and Xiaomi. Global market share around 19% in Q1 2024 according to Counterpoint Research. Revenues attributed to iPhone are approximately 52% of Apple's total Revenue. (2023 Fiscal Year)
- Mac: Apple's personal computers. Market share is substantial in the premium segment. Competitors include HP, Dell, and Lenovo. About 8% global market share for PCs in Q1 2024. 8% of Apple's total revenue in 2023 Fiscal Year.
- iPad: Apple's tablet computer. Commands a leading share of the tablet market. Competitors include Samsung, Amazon, and Lenovo. Around 30% market share of tablets in 2023. 7% of Apple's total revenue in 2023 Fiscal Year.
- AirPods: Apple's wireless headphones. Estimated to have a large market share in the wireless headphone segment. Competitors include Sony, Samsung, and Bose. Revenue is included in the wearables segment of Apple's reporting.
- Apple Watch: The Apple watch maintains a dominant position within the smart watch market. Competitors include Samsung, Google, and Fitbit. Revenue is included in the wearables segment of Apple's reporting.
Market Dynamics
Industry Overview
The consumer electronics and technology industry is characterized by rapid innovation, intense competition, and evolving consumer preferences. It is driven by advancements in hardware, software, and connectivity.
Positioning
Apple Inc. is positioned as a premium brand known for its innovative products, integrated ecosystem, and strong brand loyalty. Its competitive advantage lies in its design capabilities, software expertise, and marketing prowess.
Total Addressable Market (TAM)
The TAM for Apple includes the consumer electronics, software, and services markets, estimated to be several trillion dollars. Apple is well-positioned to capture a significant portion of this TAM through its diverse product portfolio and ecosystem.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Loyal customer base
- Innovative product design
- Integrated ecosystem
- Large cash reserves
Weaknesses
- Premium pricing
- Dependence on iPhone sales
- Limited product customization
- Proprietary ecosystem
Opportunities
- Expansion into emerging markets
- Development of new product categories
- Growth in services revenue
- Augmented and virtual reality
Threats
- Intense competition
- Changing consumer preferences
- Economic downturns
- Regulatory scrutiny
Competitors and Market Share
Key Competitors
- Samsung (SSNLF)
- Alphabet (GOOGL)
- Microsoft (MSFT)
Competitive Landscape
Apple's advantages include its brand loyalty, integrated ecosystem, and design capabilities. Its disadvantages include its premium pricing and limited customization.
Major Acquisitions
AI Music
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: Acquired for its AI technology to generate dynamic soundtracks.
Beddit
- Year: 2017
- Acquisition Price (USD millions):
- Strategic Rationale: Acquired for its sleep monitoring technology, integrated into Apple Watch.
Growth Trajectory and Initiatives
Historical Growth: Apple has experienced significant growth in revenue and profits over the past decade, driven by the success of the iPhone and the expansion of its services business.
Future Projections: Analysts project continued growth for Apple, driven by new product categories, expansion into emerging markets, and growth in services revenue.
Recent Initiatives: Recent initiatives include investments in augmented reality, self-driving cars, and healthcare technology.
Summary
Apple is a financially strong company with a loyal customer base and innovative products. Its ecosystem and brand recognition provide a competitive edge. However, its premium pricing and reliance on the iPhone remain risks. Future success depends on diversifying its product portfolio and expanding into new markets.
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Sources and Disclaimers
Data Sources:
- Apple's SEC Filings (10-K, 10-Q)
- Market Research Reports (e.g., IDC, Gartner, Counterpoint Research)
- Financial News Outlets (e.g., Bloomberg, Reuters, Wall Street Journal)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on available reports and may vary depending on the source. Financial data is based on the latest available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Apple Inc
Exchange NASDAQ | Headquaters Cupertino, CA, United States | ||
IPO Launch date 1980-12-12 | CEO & Director Mr. Timothy D. Cook | ||
Sector Technology | Industry Consumer Electronics | Full time employees 164000 | Website https://www.apple.com |
Full time employees 164000 | Website https://www.apple.com | ||
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 TV, Apple Watch, Beats products, and HomePod. It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allow customers to discover and download applications and digital content, such as books, music, video, games, and podcasts, as well as advertising services include third-party licensing arrangements and its own advertising platforms. In addition, the company offers various subscription-based services, such as Apple Arcade, a game subscription service; Apple Fitness+, a personalized fitness service; Apple Music, which offers users a curated listening experience with on-demand radio stations; Apple News+, a subscription news and magazine service; Apple TV+, which offers exclusive original content; Apple Card, a co-branded credit card; and Apple Pay, a cashless payment service, as well as licenses its intellectual property. The company serves consumers, and small and mid-sized businesses; and the education, enterprise, and government markets. It distributes third-party applications for its products through the App Store. The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers, wholesalers, retailers, and resellers. Apple Inc. was founded in 1976 and is headquartered in Cupertino, California.
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