AAPL
Apple Inc.
AAPL has the edge over LFUS overall, supported by stronger valuation and stronger fundamentals.
LFUS
Littelfuse, Inc.
LFUS offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
AAPL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
AAPL's revenue, profitability, cash flow and balance sheet are all currently healthy.
LFUS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Strong | |
| Strong |
LFUS's revenue, cash flow and balance sheet are currently healthy, and its profitability is stable.
AAPL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 26x | $230 | -35% |
| Fair | 31x | $279 | -21% |
| Expensive | 37x | $328 | -7.5% |
| Forward | 38x | $355 | — |
| Current | 40x | $355 | — |
Historical ranges are pointers, not guarantees.
AAPL has the edge over LFUS in the historical PE scenario, which offers more potential upside but is not a forecast.
LFUS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 18x | $397 | — |
| Cheap | 19x | $23.29 | -94% |
| Fair | 29x | $36.08 | -91% |
| Expensive | 56x | $69.13 | -83% |
| Current | 322x | $397 | — |
Historical ranges are pointers, not guarantees.
LFUS's PE is in its expensive range at 322x. If earnings grow as analysts expect, today's price would be 18x next year's earnings, in its cheap range.
AAPL Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Weakening | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for AAPL, but weaker profitability.
LFUS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
LFUS has the edge over AAPL on the outlook, with more favorable valuation and profitability expectations.
AAPL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.28 | +3.3% |
| Q3 2026 | $8.98 | +20% |
| Q2 2026 | $8.71 | +32% |
| Q1 2026 | $8.26 | +29% |
| Q4 2025 | $7.90 | +25% |
| Q3 2025 | $7.46 | +23% |
| Q2 2025 | $6.59 | +0.2% |
| Q1 2025 | $6.42 | -0.3% |
| Q4 2024 | $6.30 | -2% |
AAPL has the edge over LFUS on earnings, with more consistent year-over-year improvement.
LFUS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $21.86 | +1678% |
| Q3 2026 | $1.23 | -74% |
| Q2 2026 | -$0.49 | -111% |
| Q1 2026 | -$1.68 | -144% |
| Q4 2025 | -$2.89 | -172% |
| Q3 2025 | $4.75 | -39% |
| Q2 2025 | $4.30 | -45% |
| Q1 2025 | $3.82 | -56% |
| Q4 2024 | $4.00 | -61% |
LFUS's earnings per share have fallen from their peak: $1.23 over the past year, against $14.94 in late 2022.
AAPL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $114.5B | +12% |
| Q2 2026 | $109.4B | +16% |
| Q1 2026 | $111.2B | +17% |
| Q4 2025 | $143.8B | +16% |
| Q3 2025 | $102.5B | +7.9% |
| Q2 2025 | $94B | +9.6% |
| Q1 2025 | $95.4B | +5.1% |
| Q4 2024 | $124.3B | +4% |
AAPL's revenue has grown year over year for 10 quarters in a row: $114B last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 31% | -0.5 points |
| Q2 2026 | 33% | +2.6 points |
| Q1 2026 | 32% | +1.3 points |
| Q4 2025 | 35% | +0.9 points |
| Q3 2025 | 32% | +0.5 points |
| Q2 2025 | 30% | +0.4 points |
| Q1 2025 | 31% | +0.3 points |
| Q4 2024 | 34% | +0.7 points |
AAPL has the edge over LFUS on profitability, with a higher operating margin.
LFUS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $766.7M | +23% |
| Q2 2026 | $738.8M | +20% |
| Q1 2026 | $657M | +19% |
| Q4 2025 | $593.9M | +12% |
| Q3 2025 | $624.6M | +10% |
| Q2 2025 | $613.4M | +9.8% |
| Q1 2025 | $554.3M | +3.5% |
| Q4 2024 | $529.5M | -0.8% |
LFUS's revenue has grown year over year for seven quarters in a row: $767M last quarter, up 23% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | +4.4 points |
| Q2 2026 | 16% | +1.1 points |
| Q1 2026 | 15% | +2.7 points |
| Q4 2025 | -38% | -28 points |
| Q3 2025 | 16% | +0.1 points |
| Q2 2025 | 15% | +3.4 points |
| Q1 2025 | 13% | +2.4 points |
| Q4 2024 | -9.3% | -21 points |
LFUS's operating margin was 20% last quarter, up 4.4 points from the same quarter a year ago.
AAPL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $25.9B | -2.4% |
| Q2 2026 | $31.9B | +31% |
| Q1 2026 | $26.7B | +28% |
| Q4 2025 | $51.6B | +91% |
| Q3 2025 | $26.5B | +11% |
| Q2 2025 | $24.4B | -8.6% |
| Q1 2025 | $20.9B | +0.9% |
| Q4 2024 | $27B | -28% |
AAPL's free cash flow has been positive every quarter for seven years: $136B over the past year, up 38% from the year before.
LFUS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $215.7M | +64% |
| Q2 2026 | $127.3M | +75% |
| Q1 2026 | $66.2M | +55% |
| Q4 2025 | $119.7M | -11% |
| Q3 2025 | $131.2M | +102% |
| Q2 2025 | $72.6M | +44% |
| Q1 2025 | $42.7M | +2.5% |
| Q4 2024 | $134.8M | +11% |
LFUS has the edge over AAPL on cash flow, with more consistent year-over-year improvement.
AAPL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | +5.6M shares |
| 1 year | -1.9% | -284M shares |
| 3 years | -6.9% | -1.1B shares |
| 5 years | -13% | -2.1B shares |
| Available history | -17% | -3.1B shares |
AAPL has the edge over LFUS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $24.3B |
| Q2 2026 | $25.1B |
| Q1 2026 | $12.3B |
| Q4 2025 | $24.7B |
| Q3 2025 | $20.1B |
| Q2 2025 | $21.1B |
| Q1 2025 | $25.9B |
| Q4 2024 | $23.6B |
AAPL spent $86.4B buying back its own shares over the past year, down 4.8% from the year before.
LFUS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +54K shares |
| 1 year | +2.3% | +572K shares |
| 3 years | +2.1% | +531K shares |
| 5 years | +3% | +748K shares |
| Available history | +3.4% | +856K shares |
LFUS has 26M diluted shares, up 2.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $179,000 |
| Q1 2025 | $27.4M |
| Q4 2024 | — |
LFUS hasn't bought back shares in the past year.
AAPL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.3x | Very low |
| Q2 2026 | 0.3x | Very low |
| Q1 2026 | 0.2x | Very low |
| Q4 2025 | 0.3x | Very low |
| Q3 2025 | 0.4x | Very low |
| Q2 2025 | 0.5x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.5x | Very low |
AAPL's net debt is less than a year of its operating earnings (EBITDA).
LFUS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.7x | Net Cash |
| Q2 2026 | 0.0x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | 0.3x | Very low |
| Q4 2024 | 0.5x | Very low |
LFUS has the edge over AAPL on leverage, with a lower net debt burden relative to earnings.
AAPL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.1 | Neutral |
| Stochastic | 85.0 | Overbought |
AAPL's weekly RSI is 68 (neutral) and its Stochastic is 85 (overbought).
LFUS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.2 | Neutral |
| Stochastic | 29.6 | Neutral |
LFUS's weekly RSI is 49 (neutral) and its Stochastic is 30 (neutral).
AAPL PE vs Technology Sector
| Metric | AAPL | Sector median | Relative |
|---|---|---|---|
| PE | 40x | 28x | 42% above |
| PE % | 96 | 35 | 61 pts above |
AAPL has the edge over LFUS on valuation relative to its sector.
LFUS PE vs Technology Sector
| Metric | LFUS | Sector median | Relative |
|---|---|---|---|
| PE | 322x | 28x | 1,057% above |
| PE % | 100 | 35 | 65 pts above |
LFUS is trading at 322x earnings, a 1057% premium to the Technology sector's median of 28x.
AAPL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $343.1 | 3.4% above |
| 20 week MA | $329.0 | 7.9% above |
| 50 week MA | $295.6 | 20% above |
| 100 week MA | $262.4 | 35% above |
| 200 week MA | $226.3 | 57% above |
AAPL has the edge over LFUS on trend strength, trading above more of its moving averages.
LFUS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $398.7 | 0.5% below |
| 20 week MA | $413.0 | 4% below |
| 50 week MA | $381.8 | 3.9% above |
| 100 week MA | $306.1 | 30% above |
| 200 week MA | $280.0 | 42% above |
LFUS has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 42% above its 200-week average.
AAPL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $72.5 | $132.0 | +82% |
| 2021 | $132.0 | $176.3 | +34% |
| 2022 | $176.3 | $131.9 | -25% |
| 2023 | $131.9 | $192.5 | +46% |
| 2024 | $192.5 | $255.6 | +33% |
| 2025 | $255.6 | $273.4 | +7% |
| 2026 YTD | $273.4 | $354.9 | +30% |
AAPL has finished higher in five of the last six years. It's up 30% so far in 2026.
LFUS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $192.0 | $251.7 | +31% |
| 2021 | $251.7 | $304.3 | +21% |
| 2022 | $304.3 | $218.6 | -28% |
| 2023 | $218.6 | $267.6 | +22% |
| 2024 | $267.6 | $237.0 | -11% |
| 2025 | $237.0 | $262.1 | +11% |
| 2026 YTD | $262.1 | $396.6 | +51% |
LFUS has the edge over AAPL on returns for 2026, with the stronger performance.