Compare stocks
Summary
| Period | AAPL | MSFT | SPY |
|---|---|---|---|
| 1 year | +31.4% | +3.8% | +16.4% |
| This year | +26.9% | +10.9% | +14.3% |
- 1 year
- +31.4%
- P/E (forward)
- 35.5×
- Sales growth
- +14%
Analysts' consensus, as reported"Buy"·39 analystsAvg. target -5% vs last close
- 1 year
- +3.8%
- P/E (forward)
- 22.4×
- Sales growth
- +18%
Analysts' consensus, as reported"Strong Buy"·53 analystsAvg. target +12% vs last close
Sales growth is the last 12 months vs the 12 before. Analyst ratings and targets are Wall Street figures as reported by Yahoo Finance, not Coteau's view.
AAPL $15,946MSFT $13,332
From Aug 12, 2024 to Oct 21, 2026. Price only, dividends not included. Starts when the newest listing's history begins, so it covers less than 3Y.
| Closes as of Oct 21, 2026 |  AAPLApple Inc.$343.99 |  MSFTMicrosoft$532.95 |
|---|---|---|
| Returns and risk | ||
| 1W | +0.3%▲ | -0.1% |
| 1M | +1.5% | +6.2%▲ |
| 3M | +5.6% | +36.8%▲ |
| 6M | +26.1%▲ | +23.6% |
| YTD | +26.9%▲ | +10.9% |
| 1Y | +31.4%▲ | +3.8% |
| 3Y per year | – | – |
| 5Y per year | – | – |
| VolatilityHow much the price swings in a year | 24% | 33%▲ |
| Max drawdownBiggest drop from a high | -14%▲ | -34% |
| Beta vs SPYSwings vs the market (SPY = 1) | 0.60 | 1.00▲ |
| Valuation and fundamentals last 12 months | ||
| Market capWhat the whole company is worth | $5.0T▲ | $4.0T |
| P/E (trailing)Price vs the last year's profit | 38.9×▲ | 29.6× |
| P/E (forward)Price vs next year's expected profit | 35.5×▲ | 22.4× |
| Price / salesPrice vs the last year's sales | 10.8× | 11.9×▲ |
| Revenue growthSales vs a year earlier | 14% | 18%▲ |
| Gross marginSales left after direct costs | 49% | 68%▲ |
| Operating marginProfit from operations per $1 of sales | 33% | 47%▲ |
| Free-cash-flow marginCash left after investment, per $1 of sales | 29%▲ | 20% |
| Net debtDebt minus cash | $21.9B▲ | −$36.5Bnet cash |
| Dividend yieldLast year's dividends vs the price | 0.31% | 0.68%▲ |
| Analyst consensusWall Street ratings, as reported | "Buy"39 analysts | "Strong Buy"53 analysts |
| Average target vs last close | -5%$328.35 target | +12%▲$599.28 target |
| Next earnings | Nov 2 | Oct 28after close |
At Coteau: Long Book, models and tracked funds
| AAPL | MSFT | |
|---|---|---|
| Coteau Long BookHand-picked research portfolio | Not held | Not held |
| Quality GrowthSystematic model | Ranked 21of 360 | Ranked 68of 360 |
| Momentum Top 15Systematic model | Ranked 159of 499 | Ranked 347of 499 |
| Momentum BlendSystematic model | Not ranked | Not ranked |
| New Highs GrowthSystematic model | Ranked 59of 589 | Ranked 74of 589 |
| ARK Invest13F weight | Not held | <0.1% |
| Altimeter13F weight | Not held | 4.8% |
| Berkshire Hathaway13F weight | 22.0% | Not held |
| Brave Warrior13F weight | Not held | <0.1% |
| Coatue13F weight | Not held | 2.3% |
| Fundsmith13F weight | Not held | 4.4% |
| Gardner Russo & Quinn13F weight | <0.1% | <0.1% |
| Giverny Capital13F weight | 0.1% | <0.1% |
| H&H International13F weight | 41.1% | 1.5% |
| Himalaya Capital13F weight | 0.9% | Not held |
| Markel Group13F weight | 2.7% | 1.5% |
| Pershing Square13F weight | Not held | 15.3% |
| Point7213F weight | Not held | <0.1% |
| Ruane Cunniff (Sequoia)13F weight | <0.1% | <0.1% |
| Semper Augustus13F weight | 0.2% | <0.1% |
| Tiger Global13F weight | Not held | 3.5% |
| Viking Global13F weight | Not held | 1.6% |
| Whale Rock13F weight | 0.2% | Not held |
How closely they moved together
Correlation of daily returns over the last 12 months. 1.0 = moved in lockstep, 0 = unrelated.
How this works & disclosures
Side-by-side facts, not a recommendation. Past returns don't predict future results. Not investment advice. The ▲ / ▼ marks only show the highest and lowest value in each row. Returns are price changes only, without dividends.
What the terms mean
- Volatility
- How much the price swings in a year.
- Max drawdown
- Biggest drop from a high.
- Beta vs SPY
- Swings vs the market (SPY = 1).
- Market cap
- What the whole company is worth.
- P/E (trailing)
- Price vs the last year's profit.
- P/E (forward)
- Price vs next year's expected profit.
- Price / sales
- Price vs the last year's sales.
- Revenue growth
- Sales vs a year earlier.
- Gross margin
- Sales left after direct costs.
- Operating margin
- Profit from operations per $1 of sales.
- Free-cash-flow margin
- Cash left after investment, per $1 of sales.
- Net debt
- Debt minus cash.
- Dividend yield
- Last year's dividends vs the price.
- 3Y, 5Y
- Price return per year (annualized).
- Systematic models
- Rules-based model portfolios: holding, or the name's rank in the model's latest run.
- Funds
- Weight in each tracked fund's latest 13F filing.
Sources and dates
- Prices, returns, risk: daily closes from Yahoo Finance (adjusted for splits and dividends), as of the Oct 21, 2026 close. Returns are price only. 3Y and 5Y are annualized. Beta and correlation use daily returns against SPY.
- Fundamentals: each company's own SEC filings (EDGAR XBRL company facts). Last 12 months = latest fiscal year + year-to-date − the same period a year earlier. AAPL: quarterly filing for the period ended Jun 27, 2026, balance sheet Jun 27, 2026; MSFT: annual report for the period ended Jun 30, 2026, balance sheet Jun 30, 2026. Market cap = last close × shares outstanding from the latest filing.
- Forward P/E, analyst consensus and targets: Yahoo Finance company profiles stored by Coteau, updated Oct 21, 2026.
- Next earnings: the Nasdaq public earnings calendar where it's posted, otherwise Yahoo Finance dates.
- Coteau context: the latest model runs and published portfolios; fund holdings from each fund's latest 13F filing with the SEC (filed up to 45 days after quarter end).
Not investment advice · Important disclosures
Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app
Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.
Beta 0.9 · Oct 21, 2026