AAPL

Apple Inc.Nasdaq

Three independently researched cases — bear, base, and bull — generated automatically from published financials. Every assumption is justified and cited; the discount rate is computed from researched market inputs.

Market vs intrinsic value as of valuation

Price $314.86
Market cap $4.6T
Bear
$90.36 / share$1.3T IV-71.3%
Base
$121.08 / share$1.8T IV-61.5%
Bull
$146.09 / share$2.2T IV-53.6%

Compared against the researched share price for AAPL; recalculate the valuation to refresh it.

Base inputs from financials

source period →

Base revenue (TTM)

$451.4B

Diluted shares

14,725,873,000

Net cash

-$14.2B

Bear

low confidence

$90.36

IV / share

-71.3% vs $314.86

Enterprise

$1.3T

Equity

$1.3T

Discount rate

9.2%

Cost of equity

9.3%

Revenue growth3.0% → 2.5% → 2.0% → 1.5% → 1.0%medium

Assumes the current FY2026 double-digit iPhone momentum fades into low-single-digit growth as hardware saturates and China/regulatory pressure weighs.

Operating margin29.5%medium

Margin compresses below the FY2025 level on tariff/component costs and a less favorable services mix in a weak-demand scenario.

Tax rate17.0%medium

Bear case embeds higher global-minimum-tax and reduced foreign-rate benefit, pushing above the reported effective rate.

Reinvestment rate10.0%low

Slow growth requires little incremental capital, but low ROIC-adjusted efficiency in a weak scenario still consumes ~10% of after-tax EBIT.

Terminal growth1.5%medium

A mature, ex-growth Apple settles near sub-inflation perpetual growth.

Base

medium confidence

$121.08

IV / share

-61.5% vs $314.86

Enterprise

$1.8T

Equity

$1.8T

Discount rate

9.2%

Cost of equity

9.3%

Revenue growth7.0% → 6.0% → 5.0% → 4.5% → 4.0%high

Consensus path decelerates from strong current-cycle momentum toward mid-single-digit growth as the installed base and services mature.

Operating margin32.0%high

Holds roughly at the reported FY2025 level as services growth offsets hardware cost pressure.

Tax rate15.5%high

Uses the most recent reported effective rate as the mid-case steady state.

Reinvestment rate15.0%medium

Moderate growth funded with limited capital given Apple's capital-light, high-return model.

Terminal growth2.5%high

Perpetual growth roughly tracks long-term nominal economic growth.

Bull

low confidence

$146.09

IV / share

-53.6% vs $314.86

Enterprise

$2.2T

Equity

$2.2T

Discount rate

9.2%

Cost of equity

9.3%

Revenue growth12.0% → 10.0% → 8.0% → 6.5% → 5.0%medium

Assumes the AI-driven iPhone upgrade supercycle and services expansion sustain elevated growth before normalizing.

Operating margin34.5%medium

A higher-margin services and AI-monetization mix lifts operating margin toward recent quarterly peaks.

Tax rate15.0%medium

Favorable tax planning and continued foreign-rate/R&D benefits hold the effective rate slightly below the reported level.

Reinvestment rate22.0%low

Sustaining a supercycle in AI hardware/services demands greater capex, R&D, and acquisitions than the base case.

Terminal growth3.0%medium

A durable ecosystem and AI monetization support perpetual growth modestly above inflation.

Market inputs researched

Risk-free rate

The 10-year Treasury is the standard risk-free proxy for a USD DCF and stood at 4.63% mid-July 2026.

4.6%
high
Beta

The widely used 5-year monthly beta of ~1.1 sits mid-range across providers.

1.1
medium
Equity risk premium

Damodaran's forward-looking implied premium is the current market-consistent ERP for US equities.

4.2%
high
Share price

Most recent closing price used to compare intrinsic value against market price.

314.86
high
Cost of debt

Apple's high-grade credit trades at a small spread over Treasuries, implying a ~5.0% pre-tax cost of debt.

5.0%
medium
Reasoned byClaude Code
Why the model matters →

Generated 7/15/2026, 4:29:21 AM · pipeline v1.0.0

For research and educational use only. Valuation estimates are not financial advice.