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Value Verdict

DCF fair value with margin of safety

Far Above Fair Value

Auto:Defaulting to TTM Free Cash Flow — stable cash generation, no need to smooth.

Fair Value$126.22Wide moat · base $100.35
Margin-of-Safety Price$100.9820% margin of safety

Price is 114.1% above fair value (ratio 2.14× FV). Reaching $100.98 for a 20% margin of safety would require a major repricing.

20% MoS — lower buffer, derived from Wide moat (durable competitive advantage).

Quality before price

Is this a fundamentally healthy business?

Before any valuation, AAPL goes through our 8-pillar health check, a Buffett-style 8-point quality checklist, and a moat classifier — so a fair-looking price on a fragile business never slips through.

Financial health

6/8 pillars passed

Reasonable Valuation

5YR P/E Ratio < 22.5

Growing Profits

Net Income Growth 5 Yr

High Return on Capital

5YR ROIC > 9%

Growing Sales

Revenue Growth 5 Yr

Shareholder Friendly

Shares Outstanding

Manageable Debt

LTL / 5 Yr FCF < 5

Growing Cash Flow

Cash Flow Growth 5 Yr

Good Cash Generation relative to Price

5 YR Price to FCF < 22.5

Competitive Advantage

Signals that the company may have a durable advantage

Likely strong competitive advantage
  • Brand / Intangibles●○○
    • Gross margin above sector premium
    • Gross margin stable over 10 years
  • Cost Advantage●●●
    • ROIC consistently above 15%
  • Network Effect●●●
    • ROIC above 25% — usually platform economics
  • Scale●●●
    • Strong and consistent free cash flow margin
  • Pricing Power●●●
    • Gross margin expanding over time — pricing power

Automatic heuristics — always verify with the 10-K.

Buffett Checklist

Qualitative checks a long-term investor would run

6 of 7 checks passed
  • Predictable earnings

    EPS volatility 81% — lower is better. Buffett prefers companies whose profits don't swing wildly year to year.

  • Buys back shares

    Share count changed by -9.0% over 5 years. Falling share count means each existing share owns more of the business.

  • Manageable debt

    Long-term debt equals 0.0 years of free cash flow. Below 4 is comfortable.

  • High return on capital

    Average ROIC 72.7%. Above 15% is Buffett-grade — the company turns capital into profit efficiently.

  • Consistent free cash flow

    5/5 years of positive FCF. Unbroken positive FCF is one of Buffett's strongest filters.

  • Stable margins

    Gross margin ~41% and stable — usually means pricing power.

  • Pays dividends

    Informational — great compounders often reinvest instead of paying dividends.

Moat premium

Quality isn't decorative — it compounds.

A wide-moat business deserves a higher terminal multiple and a lower discount rate. We quantify the exact shift, so you see both the base fair value and the moat-adjusted fair value, with the parameter deltas that separate them.

Fair Value with Competitive Advantage

Base DCF refined by the company's detected competitive advantage.

DCF + Advantage
$126.22

Same DCF with terminal multiple and discount rate adjusted for detected competitive advantage.

Pure DCF
$100.35
25.8% higher with competitive advantage
Strong advantage — premium DCF inputs
Competitive advantage adjustments applied:Terminal multiple +5.0Discount rate -1.0pp

Moat Valuation Impact

How the moat rating shifts the DCF — concrete parameters, not a vibe.

Wide Moat
Base DCF$100.35
Moat-Adjusted$126.22+25.8%
Terminal Multiple+5Year-10 earnings quality
Discount Rate-1ppExecution risk premium

Wide-moat firms (durable pricing power, scale, network effects) still dominate their markets in 10 years. That supports a richer terminal multiple (+5) and a lower discount rate (−1pp), because the 10-year projection carries less execution risk. Pat Dorsey / Morningstar framework.

Four methods, one range

Not a single number. A triangulated range.

Discounted cash flow, Graham formula, P/E × normalized EPS, and EV/EBITDA — four independent lenses converge on a fair-value range. If three methods agree and one disagrees, you know where the uncertainty sits.

Valuation Range

Five independent methods triangulate a fair value band — no single number decides.

Wide Spread

4 methods disagree widely: $26.47 – $126.22 (median $106.06). The model relies on assumptions that differ materially across methods.

DCF (Moat-adj.)
126.2
P/E × Norm EPS
102.3
EV/EBITDA
109.9
Graham Number
Low confidence · asset-light (book value < 1.5× earnings)
26.5
Low$26.47
Median$106.06
Weighted$109.96
High$126.22

Current price $270.23 sits 154.8% above the median — above the fair-value range.

Rule #1 investing

Sticker price, 10-Cap, and payback time.

On top of DCF, every quality stock gets the Phil Town toolkit: a sticker price with a built-in margin of safety, Buffett's 10-Cap owner-earnings yield, the years to earn your money back, and a predictability score — so you know not just what it's worth, but when it's a buy.

MoS −50%

MoS buy price

Sticker price discounted by a margin of safety — the price below which the odds tilt in your favor.

10×

Buffett 10-Cap

Owner-earnings yield inverted to a 10× cap rate — what a private buyer would pay for the whole business.

8 yr

Payback time

How many years of free cash flow it takes to earn back today's price, growth included.

★★★★☆

Predictability ★

A 5-star read on how stable earnings, cash flow and growth have been — the foundation of any forecast.

Reverse DCF

What growth does the market already price in?

Instead of guessing a growth rate, we solve for the rate implied by today's price for AAPL — then compare it to the company's historical CAGR. If the market demands 15% growth from a 3% grower, you're buying optimism.

Market Expectations

What growth is the price implying?

Unrealistic

To justify the current price, the market implies FCF will grow at 18.1% annually for 10 years.

Historical 5Y CAGR
3.3%
Market-implied
18.1%

5.51× historical growth

Market prices in growth significantly beyond historical trend. Elevated downside risk if growth disappoints.

Your assumptions

Don't trust our number? Run your own.

Every fair value is just a model — so we let you drive it. Override the growth rate, discount rate and terminal multiple and watch the intrinsic value recalculate instantly, with a projection chart of the cash flows behind it.

  • Editable growth, discount rate and terminal multiple
  • Live recalculation as you move each input
  • Visual projection chart of the modeled cash flows
  • Your assumptions are saved per stock
Model AAPL yourself

AAPL — base case

Growth rate (yr 1–5)3.28%
Discount rate10%
Terminal multiple15×
Fair value / share$100

Raw data

10 years of filings, one click away

Income statement, balance sheet and cash flow for AAPL — with searchable tooltips and hover-sparklines that visualize the 10-year trend of any line item.

20252024202320222021202020192018201720162015201420132012201120102009200820072006
$416.16B$391.04B$383.29B$394.33B$365.82B$274.52B$260.17B$265.60B$229.23B$215.64B$233.72B$182.80B$170.91BN/A$108.25BN/A$42.91B$37.49B$24.58BN/A
$220.96B$210.35B$214.14B$223.55B$212.98B$169.56B$161.78B$163.76B$141.05B$131.38B$140.09B$112.26B$106.61BN/A$64.43BN/A$25.68B$24.29B$16.43BN/A
$195.20B$180.68B$169.15B$170.78B$152.84B$104.96B$98.39B$101.84B$88.19B$84.26B$93.63B$70.54B$64.30BN/A$43.82BN/A$17.22B$13.20B$8.15BN/A
$27.60B$26.10B$24.93B$25.09B$21.97B$19.92B$18.25B$16.71B$15.26B$14.19B$14.33B$11.99B$10.83BN/A$7.60BN/A$4.15B$3.76B$2.96BN/A
$34.55B$31.37B$29.92B$26.25B$21.91B$18.75B$16.22B$14.24B$11.58B$10.05B$8.07B$6.04B$4.48BN/A$2.43BN/A$1.33B$1.11B$782.00MN/A
Operating Interest Expense
$321.00MN/A$3.93B$2.93B$2.65B$2.87B$3.58B$3.24B$2.32B$1.46B$733.00M$384.00M$136.00MN/AN/AN/AN/AN/AN/AN/A
$62.15B$57.47B$54.85B$51.35B$43.89B$38.67B$34.46B$30.94B$26.84B$24.24B$22.40B$18.03B$15.31BN/A$10.03BN/A$5.48B$4.87B$3.75BN/A
$133.05B$123.22B$114.30B$119.44B$108.95B$66.29B$63.93B$70.90B$61.34B$60.02B$71.23B$52.50B$49.00BN/A$33.79BN/A$11.74B$8.33B$4.41BN/A
Non-Operating Interest Expense
$321.00MN/A$3.93B$2.93B$2.65B$2.87B$3.58B$3.24B$2.32B$1.46B$733.00M$384.00M$136.00MN/AN/AN/AN/AN/AN/AN/A
Net Non-Op. Interest Income/Expense
-$321.00M$269.00M-$183.00M-$106.00M$198.00M$890.00M$1.39B$2.45B$2.88B$2.54B$2.19B$1.41B$1.48BN/A$519.00MN/A$326.00M$620.00M$599.00MN/A
Other Income & Expenses
-$321.00M$269.00M-$565.00M-$334.00M$258.00M$803.00M$1.81B$2.01B$2.75B$1.35B$1.29B$980.00M$1.16BN/A$415.00MN/A$326.00M$620.00M$599.00MN/A
Net Interest Income
-$321.00M$269.00M-$183.00M-$106.00M$198.00M$890.00M$1.39B$2.45B$2.88B$2.54B$2.19B$1.41B$1.48BN/A$519.00MN/A$326.00M$620.00M$599.00MN/A
Pre-Tax Income (EBT)
$132.73B$123.49B$113.74B$119.10B$109.21B$67.09B$65.74B$72.90B$64.09B$61.37B$72.52B$53.48B$50.16BN/A$34.21BN/AN/AN/AN/AN/A
Provision for Income Taxes
$20.72B$29.75B$16.74B$19.30B$14.53B$9.68B$10.48B$13.37B$15.74B$15.69B$19.12B$13.97B$13.12BN/A$8.28BN/A$3.83B$2.83B$1.51BN/A
Income from Continuing Operations
$112.01B$93.74B$97.00B$99.80B$94.68B$57.41B$55.26B$59.53B$48.35B$45.69B$53.39B$39.51B$37.04BN/A$25.92BN/A-$3.83B-$2.83B-$1.51BN/A
$112.01B$93.74B$97.00B$99.80B$94.68B$57.41B$55.26B$59.53B$48.35B$45.69B$53.39B$39.51B$37.04BN/A$25.92BN/A$8.24B$6.12B$3.50BN/A
$144.75B$134.66B$125.82B$130.54B$120.23B$77.34B$76.48B$81.80B$71.50B$70.53B$80.43B$52.50B$49.00BN/A$33.79BN/A$11.74B$8.33B$4.41BN/A
Depreciation & Amortization
$11.70B$11.45B$11.52B$11.10B$11.28B$11.06B$12.55B$10.90B$10.16B$10.51B$9.20BN/AN/AN/AN/AN/AN/AN/AN/AN/A

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Wide-moat, high-ROIC businesses on sale relative to intrinsic value.

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Frequently asked questions

Everything you need to know about Finrys, DCF, and value investing.

What is Finrys?

Finrys is a value investing research platform offering fair value estimates, DCF and reverse DCF valuations, Buffett-style quality checks, and moat analysis for over 6,000 publicly traded stocks.

How does Finrys calculate fair value?

Finrys uses a probability-weighted Discounted Cash Flow (DCF) model across three scenarios — bearish, base, and bullish — combined with reverse DCF, quality gates, and moat analysis to produce a triangulated fair value estimate for each stock.

What is a DCF valuation?

Discounted Cash Flow (DCF) is a valuation method that estimates a company's intrinsic value by projecting its future free cash flows and discounting them to present value. It is the cornerstone technique used by value investors like Warren Buffett.

What is reverse DCF?

Reverse DCF starts from today's stock price and calculates what growth rate the market is implicitly expecting. It helps spot stocks where market expectations are unrealistically high, overpriced, or overly pessimistic.

Can I use Finrys for free?

Yes. Finrys offers public access to 5 S&P 500 stock reports (AAPL, MSFT, BRK-B, JPM, LLY) without any account. A free Starter account unlocks 20 top S&P 500 companies with full valuation and moat analysis.

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