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Apple Inc. (AAPL) Stock Fundamental Analysis & AI Rating 2026

AAPL Nasdaq Electronic Computers CA CIK: 0000320193
Updated This Month • Analysis: Mar 17, 2026 • SEC Data: 2025-12-27
Combined AI Rating
BUY
87% Confidence
AGREEMENT
STRONG BUY
92% Conf
BUY
82% Conf

📊 AAPL Key Takeaways

Revenue: $143.8B
Net Margin: 29.3%
Free Cash Flow: $51.6B
Current Ratio: 0.97x
Debt/Equity: 1.00x
EPS: $2.84
AI Rating: STRONG BUY with 92% confidence
Apple Inc. (AAPL) receives a BUY rating with 87% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $143.8B, net profit margin of 29.3%, and return on equity (ROE) of 47.7%, Apple Inc. demonstrates strong fundamentals in the Technology sector. Below is our complete AAPL stock analysis for 2026.

Is Apple Inc. (AAPL) a Good Investment?

Claude

Apple demonstrates exceptional financial strength with 29.3% net margins, robust 47.7% ROE, and industry-leading 35.9% free cash flow margins, indicating superior operational efficiency and capital productivity. The company's 19.5% YoY net income growth significantly outpaces 6.4% revenue growth, demonstrating operating leverage and margin expansion. Strong balance sheet with $51.6B annual free cash flow generation provides substantial financial flexibility despite elevated leverage.

ChatGPT

Apple’s fundamentals remain exceptional, with very high margins, strong net income growth, and outstanding free cash flow conversion relative to revenue. The business shows durable earnings quality and strong operating efficiency, though below-1 current liquidity and a leveraged capital structure temper an otherwise top-tier financial profile.

Why Buy Apple Inc. Stock? AAPL Key Strengths

Claude
  • + Outstanding profitability: 29.3% net margin and 35.4% operating margin far exceed technology sector averages
  • + Superior cash generation: $51.6B free cash flow with 35.9% FCF margin supports capital allocation and shareholder returns
  • + Operational leverage: Net income growth (19.5%) significantly outpaces revenue growth (6.4%) indicating margin expansion and efficiency gains
  • + Exceptional returns on capital: 47.7% ROE demonstrates highly efficient capital deployment despite significant debt
  • + Strong interest coverage: 12.9x interest coverage ratio indicates manageable debt service obligations despite high absolute leverage
ChatGPT
  • + Exceptional profitability with 48.2% gross margin, 35.4% operating margin, and 29.3% net margin
  • + Very strong cash generation, with $51.55B in free cash flow and a 35.9% FCF margin
  • + Solid growth quality as net income (+19.5%) and diluted EPS (+22.7%) are growing faster than revenue (+6.4%)

AAPL Stock Risks: Apple Inc. Investment Risks

Claude
  • ! Leverage concerns: 1.00x debt-to-equity ratio and $88.5B long-term debt create financial risk despite strong cash generation
  • ! Tight liquidity: Current ratio of 0.97x and quick ratio of 0.94x suggest potential near-term liquidity pressure if operating conditions deteriorate
  • ! Slowing top-line growth: 6.4% revenue growth appears to be decelerating, raising sustainability questions for continued margin expansion
  • ! High operational dependency: Extreme profitability metrics suggest limited room for operational mistakes or market disruptions
  • ! Revenue concentration risk: Growth significantly lags income growth, indicating potential market saturation in core segments
ChatGPT
  • ! Current ratio of 0.97x and quick ratio of 0.94x leave limited short-term liquidity cushion
  • ! Leverage is meaningful, with $88.50B in long-term debt and debt/equity at 1.00x
  • ! Profit growth is materially outpacing revenue growth, which may be harder to sustain if margin expansion slows

Key Metrics to Watch

Claude
  • * Gross margin trend - monitor if 48.2% can be sustained or if competitive pressure erodes pricing power
  • * Revenue growth acceleration - critical to validate whether 6.4% represents cyclical slowdown or structural challenge
  • * Free cash flow consistency - ensure $51.6B FCF can sustain debt service and capital returns during downturns
  • * Operating expense ratio - track whether SG&A growth remains controlled relative to revenue expansion
  • * Debt service and refinancing costs - monitor interest rates impact on $88.5B debt obligations
ChatGPT
  • * Revenue growth versus net income growth
  • * Free cash flow margin and operating margin

Apple Inc. (AAPL) Financial Metrics & Key Ratios

Revenue
$143.8B
Net Income
$42.1B
EPS (Diluted)
$2.84
Free Cash Flow
$51.6B
Total Assets
$379.3B
Cash Position
$45.3B

💡 AI Analyst Insight

The 35.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

AAPL Profit Margin, ROE & Profitability Analysis

Gross Margin 48.2%
Operating Margin 35.4%
Net Margin 29.3%
ROE 47.7%
ROA 11.1%
FCF Margin 35.9%

AAPL vs Technology Sector: How Apple Inc. Compares

How Apple Inc. compares to Technology sector averages

Net Margin
AAPL 29.3%
vs
Sector Avg 18.0%
AAPL Sector
ROE
AAPL 47.7%
vs
Sector Avg 22.0%
AAPL Sector
Current Ratio
AAPL 1.0x
vs
Sector Avg 2.5x
AAPL Sector
Debt/Equity
AAPL 1.0x
vs
Sector Avg 0.5x
AAPL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Apple Inc. Stock Overvalued? AAPL Valuation Analysis 2026

Based on fundamental analysis, Apple Inc. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
47.7%
Sector avg: 22%
Net Profit Margin
29.3%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.00x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Apple Inc. Balance Sheet: AAPL Debt, Cash & Liquidity

Current Ratio
0.97x
Quick Ratio
0.94x
Debt/Equity
1.00x
Debt/Assets
76.7%
Interest Coverage
12.93x
Long-term Debt
$88.5B

AAPL Revenue & Earnings Growth: 5-Year Financial Trend

AAPL 5-year financial data: Year 2021: Revenue $365.8B, Net Income $55.3B, EPS $2.97. Year 2022: Revenue $394.3B, Net Income $57.4B, EPS $3.28. Year 2023: Revenue $394.3B, Net Income $94.7B, EPS $5.61. Year 2024: Revenue $394.3B, Net Income $99.8B, EPS $6.11. Year 2025: Revenue $416.2B, Net Income $97.0B, EPS $6.13.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Apple Inc.'s revenue has grown significantly by 14% over the 5-year period, indicating strong business expansion. The most recent EPS of $6.13 reflects profitable operations.

AAPL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
35.9%
Free cash flow / Revenue

AAPL Quarterly Earnings & Performance

Quarterly financial performance data for Apple Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $124.3B $36.3B $2.40
Q3 2025 $85.8B $21.4B $1.40
Q2 2025 $90.8B $23.6B $1.53
Q1 2025 $119.6B $33.9B $2.18
Q3 2024 $81.8B $19.9B $1.26
Q2 2024 $90.8B $23.6B $1.52
Q1 2024 $117.2B $30.0B $1.88
Q3 2023 $81.8B $19.4B $1.20

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Apple Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$53.9B
Cash generated from operations
Stock Buybacks
$24.7B
Shares repurchased (TTM)
Capital Expenditures
$2.4B
Investment in assets
Dividends Paid
$3.9B
Returned to shareholders

AAPL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Apple Inc. (CIK: 0000320193)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 4 xslF345X06/form4.xml View →
Apr 3, 2026 4 xslF345X06/form4.xml View →
Apr 3, 2026 4 xslF345X06/form4.xml View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773786674.xml View →
Feb 26, 2026 4 xslF345X05/wk-form4_1772148856.xml View →

Frequently Asked Questions about AAPL

What is the AI rating for AAPL?

Apple Inc. (AAPL) has a Combined AI Rating of BUY from Claude (STRONG BUY) and ChatGPT (BUY) with 87% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AAPL's key strengths?

Claude: Outstanding profitability: 29.3% net margin and 35.4% operating margin far exceed technology sector averages. Superior cash generation: $51.6B free cash flow with 35.9% FCF margin supports capital allocation and shareholder returns. ChatGPT: Exceptional profitability with 48.2% gross margin, 35.4% operating margin, and 29.3% net margin. Very strong cash generation, with $51.55B in free cash flow and a 35.9% FCF margin.

What are the risks of investing in AAPL?

Claude: Leverage concerns: 1.00x debt-to-equity ratio and $88.5B long-term debt create financial risk despite strong cash generation. Tight liquidity: Current ratio of 0.97x and quick ratio of 0.94x suggest potential near-term liquidity pressure if operating conditions deteriorate. ChatGPT: Current ratio of 0.97x and quick ratio of 0.94x leave limited short-term liquidity cushion. Leverage is meaningful, with $88.50B in long-term debt and debt/equity at 1.00x.

What is AAPL's revenue and growth?

Apple Inc. reported revenue of $143.8B.

Does AAPL pay dividends?

Apple Inc. pays dividends, with $3,921.0M distributed to shareholders in the trailing twelve months.

Where can I find AAPL SEC filings?

Official SEC filings for Apple Inc. (CIK: 0000320193) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AAPL's EPS?

Apple Inc. has a diluted EPS of $2.84.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is AAPL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Apple Inc. has a BUY rating with 87% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is AAPL stock overvalued or undervalued?

Valuation metrics for AAPL: ROE of 47.7% (sector avg: 22%), net margin of 29.3% (sector avg: 18%). Higher ROE suggests strong returns relative to peers.

Should I buy AAPL stock in 2026?

Our dual AI analysis gives Apple Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is AAPL's free cash flow?

Apple Inc.'s operating cash flow is $53.9B, with capital expenditures of $2.4B. FCF margin is 35.9%.

How does AAPL compare to other Technology stocks?

Vs Technology sector averages: Net margin 29.3% (avg: 18%), ROE 47.7% (avg: 22%), current ratio 0.97 (avg: 2.5).

Why is AAPL's return on equity (ROE) so high?

Apple Inc. has a return on equity of 47.7%, significantly above the Technology sector average of 22%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 29.3% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 17, 2026 | Data as of: 2025-12-27 | Powered by Claude AI