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This research report reevaluates Apple, Inc. AAPL 0.00%↑ to determine if it still meets QualityValue Investing’s (QVI) Real-Time Stock Picks criteria based on QVI’s checklist analysis of the company’s current wealth and its share price’s present value.
Apple | Current Wealth
Value Proposition
Apple is a large-cap dividend stock in the information technology sector’s hardware, peripherals, and services industry. It was added to the QVI Stock Picks on March 8, 2017, at a cost basis of $32.29, adjusted for a 4:1 stock split and dividends paid in cash.
Apple Inc. designs and sells smartphones, computers, tablets, wearables, and accessories globally. It serves consumers, small and mid-sized businesses, and education, enterprise, and government sectors. The company distributes apps via its innovative App Store and sells products through retail and online stores, direct sales, and third-party carriers and resellers. Founded in 1976, Apple Inc. is based in Cupertino, California, USA.
Economic Moat
Morningstar assigns Apple a wide economic moat from customer switching costs, intangible assets, and network effects. The iOS ecosystem deeply embeds customers with software and seamless integration across devices like iPhone, Mac, iPad, and Apple Watch. Analysts praise Apple for its exceptional design, which is highlighted by the integration of hardware, software, and semiconductors, resulting in top-tier products. These factors lead to high profitability and impressive returns on invested capital.
QVI’s Value Proposition Elevator Pitch for Apple
Apple leads in productivity hardware and services for business and personal use, including mobile, wearables, television, desktops, and laptops. Its iOS ecosystem is unmatched.
QVI’s value proposition rating for Apple: Bullish.
Next, we’ll examine the company’s management returns, enterprise risks, shareholder yields, valuation multiples, share price risks, and the investment thesis, exclusive to Quality Value Investing’s paying subscribers.
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Unless noted, all data presented is sourced from Charles Schwab & Co., Yahoo Finance, and Apple, Inc. as of the market close on February 25, 2025, and is intended for illustrative purposes only.
Disclosure: At the time of this report, I/we hold a long position in APPL shares in our family portfolio. I authored this report and expressed my opinions without compensation, except from Substack subscriptions. I have no business relationships with any of the companies mentioned.
Additional Disclosure: David J. Waldron’s Quality Value Investing research reports are for informational purposes only. Data accuracy is not guaranteed. Narratives and analytics are impersonal and not tailored to individual needs or portfolio construction beyond the QVI Stock Picks presented solely for educational purposes. David is an individual investor and author, not an investment adviser. Readers should conduct independent research or due diligence and consider consulting a fee-only financial planner, a licensed discount broker, a flat-fee registered adviser, a certified public accountant, or a specialized attorney before making investment, tax, or estate planning decisions.
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