WallStSmart

Apple Inc. (AAPL)vsMicrochip Technology Inc (MCHP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Apple Inc. generates 9014% more annual revenue ($466.82B vs $5.12B). AAPL leads profitability with a 27.6% profit margin vs 9.3%. MCHP appears more attractively valued with a PEG of 0.22. AAPL earns a higher WallStSmart Score of 67/100 (B-).

AAPL

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 10.0Value: 4.3Quality: 6.5
Piotroski: 7/9Altman Z: 2.42

MCHP

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 6.0Value: 6.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.56
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AAPL.

MCHPUndervalued (+10.9%)

Margin of Safety

+10.9%

Fair Value

$81.97

Current Price

$74.20

$7.77 discount

UndervaluedFair: $81.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAPL6 strengths · Avg: 9.5/10
Market CapQuality
$4.85T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
119.9%10/10

Every $100 of equity generates 120 in profit

Operating MarginProfitability
32.6%10/10

Strong operational efficiency at 32.6%

Free Cash FlowQuality
$31.91B10/10

Generating 31.9B in free cash flow

Profit MarginProfitability
27.6%9/10

Keeps 28 of every $100 in revenue as profit

Revenue GrowthGrowth
16.4%8/10

16.4% revenue growth

MCHP3 strengths · Avg: 9.3/10
PEG RatioValuation
0.2210/10

Growing faster than its price suggests

Revenue GrowthGrowth
38.0%10/10

Revenue surging 38.0% year-over-year

Operating MarginProfitability
24.0%8/10

Strong operational efficiency at 24.0%

Areas to Watch

AAPL3 concerns · Avg: 3.3/10
PEG RatioValuation
2.484/10

Expensive relative to growth rate

P/E RatioValuation
37.5x4/10

Premium valuation, high expectations priced in

Price/BookValuation
45.1x2/10

Trading at 45.1x book value

MCHP4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.564/10

Distress zone — elevated risk

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

P/E RatioValuation
107.9x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-81.6%2/10

Earnings declined 81.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : AAPL

The strongest argument for AAPL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.6% and operating margin at 32.6%. Revenue growth of 16.4% demonstrates continued momentum.

Bull Case : MCHP

The strongest argument for MCHP centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 38.0% demonstrates continued momentum. PEG of 0.22 suggests the stock is reasonably priced for its growth.

Bear Case : AAPL

The primary concerns for AAPL are PEG Ratio, P/E Ratio, Price/Book.

Bear Case : MCHP

The primary concerns for MCHP are Altman Z-Score, Return on Equity, P/E Ratio. A P/E of 107.9x leaves little room for execution misses.

Key Dynamics to Monitor

AAPL profiles as a growth stock while MCHP is a hypergrowth play — different risk/reward profiles.

MCHP carries more volatility with a beta of 1.74 — expect wider price swings.

MCHP is growing revenue faster at 38.0% — sustainability is the question.

AAPL generates stronger free cash flow (31.9B), providing more financial flexibility.

Bottom Line

AAPL scores higher overall (67/100 vs 57/100), backed by strong 27.6% margins and 16.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Apple Inc.

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.

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Microchip Technology Inc

TECHNOLOGY · SEMICONDUCTORS · USA

Microchip Technology Inc. is a publicly-listed American corporation that manufactures microcontroller, mixed-signal, analog and Flash-IP integrated circuits.

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