
Compare Apple and Microsoft stock performance over five years using Nasdaq historical share price charts and closing prices, highlighting Apple's 291% rise and Microsoft's 347% rise.
Compare Apple and Microsoft revenues over the last five years, noting Apple still leads in gross dollars. Microsoft shows stronger percentage growth across the period.
Microsoft doubles its operating income from $26.1B in 2016 to $52.9B in 2020, while Apple modestly rises from about $60B to $66.3B, with Microsoft delivering more stable, higher growth.
Compare Apple and Microsoft's net income over the last five years, showing Microsoft's growth from 20.5B to 44.3B and Apple's rise from 45.7B to 57.4B.
Compare the income statements of Apple and Microsoft, highlighting year-over-year growth in net sales, gross margin, operating income, net income, and basic EPS from the 10-K filings, noting Microsoft's growth.
Apple leads in gross revenues, with 274.5 billion dollars versus 143 billion dollars for Microsoft. Microsoft shows stronger five-year and year-over-year growth in revenues, operating income, and net income.
Explore Apple’s segment performance by product type, noting iPhone declines and growth in iMac, iPad, wearables, and services, with services emerging as a key growth driver.
Analyze Apple’s geographic segments and growth trends across the Americas, Europe, greater China, Japan, and Asia Pacific, noting net sales, operating income, and regional declines over the last three years.
analyze microsoft's segment performance across server products and cloud services, office products and cloud services, Windows, and gaming, noting exceptional growth in LinkedIn and steady year-over-year gains across all segments.
Compare Apple and Microsoft total assets over the last five years. Microsoft's assets rise sharply, catching up to Apple while Apple's assets stay relatively flat.
Compare Apple and Microsoft's total liabilities over the last five years using a chart, showing increases from 193.4B to 258.5B for Apple and 121.5B to 183B for Microsoft.
Analyze total equity for Apple and Microsoft over five years, showing Apple decline from 128.2B to 65.3B and Microsoft rise from 71.9B to 118.3B, now higher than Apple.
Compare Apple and Microsoft balance sheets, highlighting liquidity from cash and marketable securities, healthy current assets versus liabilities, and rising equity.
Analyze Apple and Microsoft using a scorecard of balance sheet assets, liabilities, and equity, highlighting five-year growth trends and a clear Microsoft advantage in equity and growth.
Compare Apple and Microsoft gross margin ratios to show how each retains gross profit per dollar of net sales, noting Microsoft's higher margin driven by services.
Compare the net profit margin ratio for Apple and Microsoft. Show that Apple earns about 20.9% and Microsoft earns 31%, indicating higher profitability for Microsoft.
Calculate the return on assets for Apple and Microsoft to compare how efficiently each company generates profits from assets, with Apple at about 17.33% and Microsoft at 15.06%.
Calculate the return on equity for Apple and Microsoft using net income over average equity, showing Apple around 73.7% and Microsoft about 40.1%, and discuss industry impact on ROE.
Apple vs Microsoft scorecard: gross margin, net profit margin, return on assets, and return on equity; Microsoft edges margins, Apple edges assets and equity, overall a draw.
Compute the p e ratio for Apple and Microsoft by dividing year-end share prices by diluted earnings per share. Apple 34.23, Microsoft 35.33, show similar valuations.
Calculate basic and diluted earnings per share (eps) for Apple and Microsoft using net income and weighted average shares, illustrating Apple’s $3.31/$3.28 and Microsoft’s $5.82/$5.76.
Compute the current ratio for Apple and Microsoft, showing Apple at 1.36 and Microsoft at 2.52, illustrating that Microsoft is more liquid while both exceed one.
Calculate the cash ratio for Apple and Microsoft, showing that Microsoft has a higher ratio, about 1.89, indicating stronger liquidity to cover current liabilities.
Calculate the debt to equity ratio for Apple and Microsoft to assess financial leverage and capital structure. Apple shows about 164.4, while Microsoft shows about 53.5, indicating Microsoft's lower leverage.
Assess the Apple vs Microsoft scorecard on liquidity and capital structure, focusing on current ratio, cash ratio, and debt to equity ratio. Microsoft leads in all three metrics.
Apple and Microsoft show healthy operating cash flows in 2020, with Microsoft posting stronger five-year growth; both invest and finance buybacks and dividends through financing activities.
Compute the dividend yield for Apple and Microsoft by annual dividends per share over year-end price; Apple yields about 0.71%, while Microsoft yields about 1.0%.
Compare five-year operating cash flows and dividend yields for Apple and Microsoft, with Apple up 21.8% and Microsoft 82.1% in cash flows, and Microsoft leading 1.0% vs 0.71% yields.
Microsoft shows stronger growth, profitability, liquidity, and dividend yield across key metrics. Apple remains larger in total assets, with a slight ROA/ROE edge.
This course was previously a paid course, and now I am sharing it for free to help all learners develop their financial analysis skills. I hope you enjoy this course!
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What you’ll learn
• Analysis of Apple & Microsoft’s Financial Statements
• Understand key Financial Information including Segments Analysis
• Financial Statement Ratios - Profitability, Valuation, Liquidity & Capital Structure Ratios
What Makes this Course Different?
1) Interesting & fun with ‘Real Life Examples’
We will analyze the financial information from Apple & Microsoft’s Financial Statements
2) ‘Scorecard Comparison’
We will maintain a ‘Scorecard’ to compare Apple and Microsoft throughout our Analysis
'3) ‘Gain Insights’
We will ‘Gain Insights’ into the Financial Performance of Apple versus Microsoft
In this course, we will focus on the following Key Areas:
A) Financial Statement Analysis:
• Income Statements
• Balance Sheets
• Cash Flows
B) Financial Information
• Excerpts from Apple and Microsoft’s Financial Statements
• Segments Analysis
C) Financial Statement Ratios:
• Profitability
• Valuation
• Liquidity & Capital Structure
In this course, we will go through the following lectures together:
• Stock Performance – Apple vs Microsoft
• Income Statement
• Trending Analysis – Revenues, Operating Income & Net Income
• Apple Segments – Product, Service Type
• Apple Segments – Geographic Regions
• Microsoft Segments – Product & Service Types
• Balance Sheet
• Trending Analysis – Total Assets, Total Liabilities & Total Equity
• Profitability Ratios - Gross Margin Ratio, Net Profit Margin Ratio, Return on Assets and Return on Equity
• Valuation Ratios - Price Earnings Ratio, Basic Earnings Per Share (“EPS”) and Diluted EPS
• Liquidity Ratios & Capital Structure Ratios - Current Ratio, Cash Ratio and Debt to Equity Ratio
• Cash Flows & Dividend Yield – Operating, Investing & Financing Activities