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Apple (AAPL) vs. Google (GOOGL) Financial Analysis: Revenue, Income, Margins, and Growth

A detailed comparison of Apple and Google's fundamentals, including revenue, net income, free cash flow, profit margins, P/E ratios, and historical growth rates (CAGR) to assess their financial performance and investment potential.

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Aurora

Hello. Would you like to create a new portfolio?

User

Compare Apple to Google's fundamentals including

  • Revenue
  • Net income
  • FCF
  • CAGR

Aurora

Here's a summary of the financial data for Apple and Google, focusing on their recent performance and historical growth rates:

Financial Comparison: Apple vs. Google

Ticker Current Revenue Current Net Income Current Free Cash Flow Revenue CAGR (5yr) Net Income CAGR (5yr) FCF CAGR (5yr) Revenue CAGR (10yr) Net Income CAGR (10yr) FCF CAGR (10yr)
AAPL $124.30B $36.33B $26.99B 7.33% 10.30% 8.20% 5.28% 5.79% 4.54%
GOOGL $96.47B $26.54B $24.84B 16.68% 23.86% 18.63% 18.16% 21.36% 20.35%

Summary:

This data provides a snapshot of the latest quarterly financials for Apple and Google, alongside their compounded annual growth rates (CAGR) over the past 5 and 10 years for revenue, net income, and free cash flow. Apple shows strong current revenue and net income figures, while Google demonstrates significantly higher growth rates across all metrics over both the 5 and 10-year periods.

Interesting Observations:

  • Growth vs. Scale: Google (GOOGL) has exhibited much stronger historical growth in revenue, net income, and free cash flow compared to Apple (AAPL). This suggests Google has been expanding at a faster pace over the last decade.
  • Current Financials: Despite Google's higher growth rates, Apple's (AAPL) most recent quarterly revenue and net income are higher than Google's (GOOGL). This highlights Apple's current larger scale in terms of top-line and bottom-line figures.
  • Missing 3-Year CAGR for Apple: The data shows null values for Apple's 3-year CAGRs. This could be due to insufficient data points within that specific three-year window for the calculation to be performed.

Important Note:

Please remember to double-check all financial data and observations generated by AI. While I strive for accuracy, it's always best to verify information from reliable sources before making any financial decisions. Market conditions and other factors can significantly impact a company's performance, and historical data is not always indicative of future results.

User

Do other important metrics like profit margin (and their increase), P/E ratio, etc

Aurora

Here's a look at the recent fundamental data for Apple and Google, including their latest quarterly performance and key margins:

Financial Comparison: Apple vs. Google

Ticker Current Revenue Current Gross Profit Current Operating Income Current Net Income Current Gross Margin (%) Current Operating Margin (%) Current Net Margin (%) Gross Margin Increase (%) (QoQ) Operating Margin Increase (%) (QoQ) Net Margin Increase (%) (QoQ) P/E Ratio Current Report Date Previous Report Date Price Date
AAPL $124.30B $58.28B $42.83B $36.33B 46.88 34.46 29.23 1.43 10.55 88.29 33.03 2025-01-31 2024-11-01 2025-05-14
GOOGL $96.47B $55.86B $30.97B $26.54B 57.90 32.11 27.51 -1.33 -0.64 -7.68 18.91 2025-02-05 2024-10-30 2025-05-14

Summary:

This table presents the latest quarterly financial figures for Apple and Google, including revenue, gross profit, operating income, and net income. It also shows their respective margins for the current quarter and the percentage change in these margins compared to the previous quarter. Additionally, the latest available Price-to-Earnings (P/E) ratio for each company is included.

Interesting Observations:

  • Margin Performance: Google (GOOGL) currently boasts higher gross margins than Apple (AAPL), indicating it's more efficient at converting revenue into gross profit. However, Apple shows stronger operating and net margins in the latest quarter.
  • Quarter-over-Quarter Margin Changes: Apple (AAPL) saw significant positive percentage increases in all three margin types (gross, operating, and net) compared to the previous quarter. Google (GOOGL), on the other hand, experienced slight decreases in its margins quarter-over-quarter. This suggests Apple had a more favorable recent quarter in terms of profitability improvement.
  • P/E Ratio Difference: There's a notable difference in the P/E ratios, with Apple (AAPL) trading at a higher multiple (33.03) compared to Google (GOOGL) (18.91). This could imply that investors have higher growth expectations for Apple or that Google is potentially undervalued based on this metric, though P/E ratios should always be considered in context with other factors.

Important Note:

Please remember to double-check all financial data and observations generated by AI. While I strive for accuracy, I can make mistakes. It's always best to verify information from reliable sources and consult with a qualified financial advisor before making any investment decisions. Market conditions and other factors can significantly impact a company's performance, and historical data is not always indicative of future results.

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