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AAPL vs GFS

AAPL
Apple Inc.
NEUTRAL
Price
$258.90
Market Cap
$3.81T
Sector
Technology
AI Confidence
85%
GFS
GLOBALFOUNDRIES Inc.
NEUTRAL
Price
$48.70
Market Cap
$26.74B
Sector
Technology
AI Confidence
75%

Valuation

P/E Ratio
AAPL
32.77
GFS
30.06
Forward P/E
AAPL
27.76
GFS
20.58
P/B Ratio
AAPL
43.16
GFS
2.27
P/S Ratio
AAPL
8.74
GFS
3.94
EV/EBITDA
AAPL
25.01
GFS
12.59

Profitability

Gross Margin
AAPL
47.33%
GFS
24.89%
Operating Margin
AAPL
35.37%
GFS
13.93%
Profit Margin
AAPL
27.04%
GFS
13.03%
ROE
AAPL
152.02%
GFS
7.79%
ROA
AAPL
24.38%
GFS
2.94%

Growth

Revenue Growth
AAPL
15.7%
GFS
0.0%
Earnings Growth
AAPL
18.3%
GFS
--

Financial Health

Debt/Equity
AAPL
1.03
GFS
0.14
Current Ratio
AAPL
0.97
GFS
2.62
Quick Ratio
AAPL
0.84
GFS
1.95

Dividends

Dividend Yield
AAPL
0.4%
GFS
--
Payout Ratio
AAPL
13.04%
GFS
0.0%

AI Verdict

AAPL NEUTRAL

Apple exhibits a stable financial foundation with a Piotroski F-Score of 6/9, though it currently trades at a significant premium to its intrinsic value of $233.05 and Graham Number of $32.65. While the company demonstrates elite profitability with an ROE of 152.02% and a consistent track record of earnings beats over 25 quarters, valuation metrics are stretched with a PEG ratio of 2.27. The outlook is tempered by bearish insider activity from the CEO and CFO, alongside a technical trend score of 0/100, suggesting a period of consolidation or correction despite strong fundamental growth.

Strengths
Exceptional Return on Equity (ROE) of 152.02%
Consistent earnings beat record over 25 consecutive quarters
Strong profitability margins (Operating Margin: 35.37%, Gross Margin: 47.33%)
Risks
Significant overvaluation relative to defensive fair value (Graham Number)
Bearish insider sentiment with selling from the CEO and CFO
High PEG ratio (2.27) indicating price is outstripping growth
GFS NEUTRAL

GFS presents a dichotomy between strong operational execution and poor deterministic valuation. While the Piotroski F-Score of 4/9 indicates stable financial health and the balance sheet is exceptionally clean (Debt/Equity 0.14), the stock trades at a significant premium to its Graham Number ($27.97) and Intrinsic Value ($11.34). Consistent earnings beats and positive EPS growth are offset by stagnant 0% revenue growth and bearish insider sentiment. The current price is nearing its 52-week high, suggesting a momentum-driven valuation rather than a fundamental one.

Strengths
Exceptionally low leverage with a Debt/Equity ratio of 0.14
Strong liquidity position evidenced by a Current Ratio of 2.62
Consistent track record of beating earnings estimates over 19 quarters
Risks
Severe overvaluation relative to Graham and Intrinsic value models
Stagnant top-line growth with 0.00% YoY and Q/Q revenue growth
Bearish insider activity with net selling over the last 6 months

Compare Another Pair

AAPL vs GFS: Head-to-Head Comparison

This page compares Apple Inc. (AAPL) and GLOBALFOUNDRIES Inc. (GFS) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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