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Upturn AI SWOT - About
AAPL 
Apple Inc (AAPL)
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Upturn Advisory Summary
09/16/2025: AAPL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
46 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $240.07
1 Year Target Price $240.07
| 20 | Strong Buy |
| 7 | Buy |
| 16 | Hold |
| 1 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.14% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 3.51T USD | Price to earnings Ratio 35.49 | 1Y Target Price 240.07 |
Price to earnings Ratio 35.49 | 1Y Target Price 240.07 | ||
Volume (30-day avg) 46 | Beta 1.11 | 52 Weeks Range 168.80 - 259.18 | Updated Date 09/15/2025 |
52 Weeks Range 168.80 - 259.18 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 0.43% | Basic EPS (TTM) 6.67 |
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) 29.99% |
Management Effectiveness
Return on Assets (TTM) 24.55% | Return on Equity (TTM) 149.81% |
Valuation
Trailing PE 35.49 | Forward PE 29.5 | Enterprise Value 3520016087300 | Price to Sales(TTM) 8.6 |
Enterprise Value 3520016087300 | Price to Sales(TTM) 8.6 | ||
Enterprise Value to Revenue 8.61 | Enterprise Value to EBITDA 24.84 | Shares Outstanding 14840399872 | Shares Floating 14814419318 |
Shares Outstanding 14840399872 | Shares Floating 14814419318 | ||
Percent Insiders 1.97 | Percent Institutions 63.64 |
Upturn AI SWOT
Apple Inc
Company Overview
History and Background
Apple Inc., founded in 1976 by Steve Jobs, Steve Wozniak, and Ronald Wayne, revolutionized personal computing. Key milestones include the Apple II launch, the Macintosh introduction, the iPod revolution, the iPhone launch, and the development of the iPad. The company has evolved from a computer manufacturer to a global technology leader in hardware, software, and services.
Core Business Areas
- iPhone: Apple's flagship product, the iPhone, generates significant revenue and profit. It competes directly with Android devices.
- Mac: Apple's line of Macintosh computers, including desktops and laptops, caters to creative professionals and general consumers.
- iPad: Apple's iPad is a popular tablet computer used for entertainment, productivity, and education. Competitors include Android tablets and Microsoft Surface.
- Wearables, Home and Accessories: This segment includes Apple Watch, AirPods, Apple TV, HomePod, and various accessories. It drives growth and expands Apple's ecosystem.
- Services: Apple's Services segment includes iCloud, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and the App Store, generating recurring revenue.
Leadership and Structure
Tim Cook is the CEO. The company is structured functionally, with key executives leading divisions like hardware engineering, software engineering, marketing, and operations.
Top Products and Market Share
Key Offerings
- iPhone: Apple's smartphone is a significant revenue driver. Global market share is approximately 20%. Competitors include Samsung, Xiaomi, and Google. Generates over 50% of revenue.
- Mac: Apple's line of computers. Estimated market share around 8-10% of the PC market. Competitors include Dell, HP, and Lenovo. The revenue generated accounts for about 8% of Apple's total revenue.
- iPad: Apple's tablet offering. Market share is estimated at 30-35% of the tablet market. Competitors include Samsung, Lenovo, and Amazon. This product accounts for just under 10% of revenue
- Apple Watch: Dominate the smartwatch market with over 50% share. Competitors include Samsung, Fitbit, and Garmin.
Market Dynamics
Industry Overview
The technology industry is characterized by rapid innovation, intense competition, and evolving consumer preferences. Key trends include artificial intelligence, cloud computing, and the Internet of Things.
Positioning
Apple is positioned as a premium brand known for its innovative design, user-friendly interfaces, and integrated ecosystem. Its competitive advantages include brand loyalty, strong supply chain management, and a large installed base.
Total Addressable Market (TAM)
The TAM for Apple's products and services is estimated to be several trillion dollars, encompassing consumer electronics, software, and cloud services. Apple is well-positioned to capture a significant portion of this TAM through innovation and ecosystem expansion.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Innovative product design
- Large and loyal customer base
- Integrated hardware and software ecosystem
- Strong financial performance
- Extensive retail network
Weaknesses
- High price point
- Closed ecosystem
- Dependence on iPhone sales
- Supply chain vulnerabilities
Opportunities
- Expansion into new markets (e.g., augmented reality)
- Growth in services revenue
- Development of new product categories
- Increased focus on sustainability
- Partnerships with other companies to expand ecosystem reach
Threats
- Intense competition
- Economic downturns
- Changing consumer preferences
- Supply chain disruptions
- Regulatory scrutiny
Competitors and Market Share
Key Competitors
- MSFT
- GOOG
- SAMSUNG
Competitive Landscape
Apple has a strong brand and loyal customer base, but its products are often more expensive. Google's Android operating system is more open and widely used. Samsung offers a wide range of devices at various price points. Microsoft focuses on software and cloud services.
Major Acquisitions
Shazam
- Year: 2018
- Acquisition Price (USD millions): 400
- Strategic Rationale: Integrated Shazam's music recognition technology into its ecosystem.
Beats Electronics
- Year: 2014
- Acquisition Price (USD millions): 3000
- Strategic Rationale: Expand its presence in the audio and music streaming market
Growth Trajectory and Initiatives
Historical Growth: Discuss Apple Inc's growth trends over the past years.
Future Projections: Provide projections for Apple Inc's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Apple Inc.
Summary
Apple is a strong company with a premium brand and loyal customer base. Its integrated ecosystem and innovative products drive growth. However, it faces competition and needs to diversify its revenue streams and manage supply chain risks, in addition, they will need to innovate to continue to compete. The biggest threat is the regulatory scrutiny that can affect the company's valuation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Apple Investor Relations
- Statista
- Gartner
- IDC
- Company Filings
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change. Past performance is not indicative of future results.
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 150000 | Website https://www.apple.com |
Full time employees 150000 | 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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