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Upturn AI SWOT - About
AAPL 
Apple Inc (AAPL)
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Upturn Advisory Summary
01/27/2025: AAPL (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 37.09% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 3.36T USD | Price to earnings Ratio 35.22 | 1Y Target Price 252.59 |
Price to earnings Ratio 35.22 | 1Y Target Price 252.59 | ||
Volume (30-day avg) 53654017 | Beta 1.18 | 52 Weeks Range 163.31 - 259.81 | Updated Date 03/26/2025 |
52 Weeks Range 163.31 - 259.81 | Updated Date 03/26/2025 | ||
Dividends yield (FY) 0.45% | Basic EPS (TTM) 6.29 |
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) 34.46% |
Management Effectiveness
Return on Assets (TTM) 22.52% | Return on Equity (TTM) 136.52% |
Valuation
Trailing PE 35.22 | Forward PE 30.49 | Enterprise Value 3404212833750 | Price to Sales(TTM) 8.49 |
Enterprise Value 3404212833750 | Price to Sales(TTM) 8.49 | ||
Enterprise Value to Revenue 8.6 | Enterprise Value to EBITDA 24.78 | Shares Outstanding 15022100480 | Shares Floating 14998187904 |
Shares Outstanding 15022100480 | Shares Floating 14998187904 | ||
Percent Insiders 2.07 | Percent Institutions 62.83 |
Analyst Ratings
Rating 4.11 | Target Price 247.93 | Buy 8 | Strong Buy 24 |
Buy 8 | Strong Buy 24 | ||
Hold 12 | Sell 2 | Strong Sell 1 | |
Strong Sell 1 |
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 revolutionized the tech industry with products like the Macintosh, iPod, iPhone, and iPad, becoming a global leader in consumer electronics, software, and online services.
Core Business Areas
- iPhone: Apple's flagship product, driving a significant portion of its revenue. Known for its premium design, user-friendly interface, and extensive app ecosystem.
- Mac: Apple's line of personal computers, including iMac, MacBook, and Mac Pro, known for their performance, design, and integration with Apple's ecosystem.
- iPad: Apple's tablet computer, offering a range of models for various uses, from personal entertainment to professional productivity.
- Wearables, Home and Accessories: Includes Apple Watch, AirPods, Apple TV, HomePod, and other accessories, expanding Apple's ecosystem and revenue streams.
- Services: Encompasses Apple's subscription-based offerings like Apple Music, Apple TV+, iCloud, Apple Arcade, and Apple Pay, providing recurring revenue and expanding its ecosystem.
Leadership and Structure
Tim Cook is the CEO of Apple Inc. The company has a functional organizational structure with key departments led by senior vice presidents.
Top Products and Market Share
Key Offerings
- Market Share: 20
- iPhone: Smartphones. Apple held approximately 20% global market share in Q1 2024. Competitors include Samsung, Xiaomi, and Google.
- Market Share: 35
- iPad: Tablets. Apple continues to be the leader in the tablet market, with a substantial share. Competitors include Samsung, Lenovo and Microsoft.
- Mac: Personal computers. In Q1 2024, Apple's Mac shipments grew but held a lower market share in the PC market compared to Lenovo and HP. Competitors include Lenovo, HP, Dell, and Microsoft.
- Market Share: 8
- Apple Watch: Smartwatches. Apple Watch is the leading smartwatch vendor with a significant market share. Competitors include Samsung, Garmin and Fitbit.
- Market Share: 30
- AirPods: Wireless earbuds. Apple leads the wireless earbuds market. Competitors include Samsung, Sony, and Bose.
- Market Share: 25
Market Dynamics
Industry Overview
The tech industry is rapidly evolving, characterized by intense competition, technological advancements, and shifting consumer preferences. Growth is driven by digital transformation, cloud computing, AI, and emerging technologies.
Positioning
Apple Inc. holds a premium position in the tech industry, known for its innovative products, strong brand loyalty, and integrated ecosystem. It competes across various segments, including smartphones, tablets, PCs, wearables, and services.
Total Addressable Market (TAM)
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- High customer loyalty
- Integrated ecosystem
- Innovative product design
- Large cash reserves
Weaknesses
- High product prices
- Limited customization options
- Dependence on a few key products
- Closed ecosystem
- Reliance on third-party manufacturers
Opportunities
- Expansion into new markets
- Development of new product categories
- Growth of services revenue
- AI and Machine Learning advancement
- Augmented and Virtual Reality
Threats
- Intense competition
- Changing consumer preferences
- Economic downturns
- Supply chain disruptions
- Regulatory scrutiny
Competitors and Market Share
Key Competitors
- Samsung Electronics (SSNLF)
- Microsoft (MSFT)
- Alphabet (GOOGL)
- Amazon (AMZN)
Competitive Landscape
The tech industry is highly competitive, with numerous companies vying for market share. Apple competes with companies like Samsung, Microsoft, Google, and Amazon across various segments.
Major Acquisitions
AI Music
- Year: 2019
- Acquisition Price (USD millions): Estimate 50
- Strategic Rationale: AI Music technology allows for dynamic soundtracks that change based on user interaction, driving content creation to generate unique experiences for its user.
Drive.ai
- Year: 2019
- Acquisition Price (USD millions): Estimate 200
- Strategic Rationale: Acquiring the talent, the companyu2019s cars and other assets for its secretive autonomous driving car project.
Growth Trajectory and Initiatives
Historical Growth: Apple has demonstrated strong growth in revenue and profitability over the past years, driven by its innovative products and expanding ecosystem. However, recent growth has slowed compared to previous years.
Future Projections: Analysts project continued growth for Apple, driven by its services business, expansion into new markets, and development of new product categories. However, growth may be impacted by economic conditions and competitive pressures.
Recent Initiatives: Apple's recent initiatives include expanding its services offerings, investing in AI and machine learning, developing augmented and virtual reality technologies, and focusing on sustainability.
Similar Companies
- MSFT
- GOOGL
- SMCI
- DELL
- HPQ
Sources and Disclaimers
Data Sources:
- Apple's SEC filings
- Industry reports
- Market research reports
- Financial news sources
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change. Please do your own research before making any investment decisions.
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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