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2021-12-07

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Apple Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，但库比蒂诺的股票与其他大型股相比仍具有吸引力</blockquote>

Apple, Inc. shares are rebounding after the weakness witnessed late last week on reports of weaker i

Apple Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，但库比蒂诺的股票与其他大型股相比仍具有吸引力</blockquote>

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The company isn't overly reliant on the iPhone, as the product breadth has expanded, he added.<blockquote>苹果论文：分析师Nispel在一份报告中表示，苹果的iPhone销量尚未见顶，近期的5G升级周期可能会将苹果推过峰值。他补充说，随着产品范围的扩大，该公司并没有过度依赖iPhone。</blockquote> The analyst expects Services to grow at rates multiple times faster than user growth, ultimately driving gross margins higher through revenue mix. This, the analyst said, is despite concerns over regulations of Apple and the&nbsp;App Store.<blockquote>该分析师预计，服务的增长速度将是用户增长速度的数倍，最终通过收入组合推高毛利率。这位分析师表示，尽管人们对苹果和App Store的监管感到担忧。</blockquote> Apple will have 1.09 billion active installed iPhones and 1.8 billion active installed devices at the end of the first quarter of fiscal year 2022, Nispel estimates.<blockquote>Nispel估计，到2022财年第一季度末，苹果将拥有10.9亿部iPhone活跃安装量和18亿部活跃安装设备。</blockquote> \"To us, it's all about AAPL's user base, which is among the largest in the world, where a large and growing user base and new products and services provide a solid foundation for growth,\" the analyst said in the note.<blockquote>这位分析师在报告中表示：“对我们来说，这一切都与AAPL的用户群有关，它是世界上最大的用户群之一，庞大且不断增长的用户群以及新产品和服务为增长提供了坚实的基础。”</blockquote> While the company will likely make a healthy investment in the business, it is likely to allocate of over 100% of free cash flow to shareholders through about $300 billion of dividends and share repurchases over the next three years, providing attractive returns to shareholders, the analyst said.<blockquote>虽然该公司可能会对该业务进行健康投资，但它可能会在未来三年内通过约3000亿美元的股息和股票回购将超过100%的自由现金流分配给股东，为股东提供有吸引力的回报，分析师表示。</blockquote> KeyBanc estimates fiscal year 2022 revenues, gross margin, adjusted EBITDA and FCF of $386.3 billion, 42.5%, $135.9 billion and $106.1 billion, respectively, with all metrics coming in above consensus.<blockquote>KeyBanc预计2022财年的收入、毛利率、调整后EBITDA和FCF分别为3863亿美元、42.5%、1359亿美元和1061亿美元，所有指标均高于共识。</blockquote> \"While AAPL is expensive by historical valuations, we find AAPL attractive relative to other mega-caps given AAPL's superior ROIC characteristics,\" the firm said.<blockquote>该公司表示：“虽然从历史估值来看，AAPL价格昂贵，但鉴于AAPL卓越的投资回报率特征，我们发现AAPL相对于其他大型股具有吸引力。”</blockquote> AAPL trades at 18.5 times the firm's 2023 EBITDA estimates vs. the \"Big Tech\" peer group average of 15.3 times. Apple's lower growth compared to peers is offset by high ROIC and justifies an above-peer average valuation multiple, the firm said.<blockquote>AAPL的市盈率是该公司2023年EBITDA预期的18.5倍，而“大型科技”同行的平均水平为15.3倍。该公司表示，与同行相比，苹果较低的增长被高投资回报率所抵消，并证明了高于同行平均估值倍数的合理性。</blockquote> AAPL Price Action:Apple shares gained 2.15% Monday, closing at $165.32.<blockquote>AAPL价格走势：苹果股价周一上涨2.15%，收于165.32美元。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，但库比蒂诺的股票与其他大型股相比仍具有吸引力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Analyst: Cupertino's Stock Is Attractive Versus Other Mega Caps Despite Valuation<blockquote>苹果分析师：尽管估值较高，但库比蒂诺的股票与其他大型股相比仍具有吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-12-07 14:56\n</div>\n</div>\n</h4>\n</header>\n<article>\nApple, Inc.&nbsp;shares are rebounding after the weakness witnessed late last week on reports of&nbsp;weaker iPhone demand.Notwithstanding the rich valuation the shares have built up this year, they are still a buy, according to an analyst at KeyBanc Capital Markets.<blockquote>苹果公司。上周晚些时候，有报道称iPhone需求疲软，股价出现疲软，目前正在反弹。KeyBanc Capital Markets分析师表示，尽管该股今年估值很高，但仍值得买入。</blockquote> The Apple Analyst:Brandon Nispel initiated coverage of Apple shares with an Overweight rating and $191 price target,.<blockquote>苹果分析师：Brandon Nispel首次对苹果股票进行了跑赢大盘评级和191美元的目标价。</blockquote> The Apple Thesis:Apple's iPhone sales have not peaked, with a 5G upgrade cycle near-term potentially pushing Apple past its peak, analyst Nispel said in a note. The company isn't overly reliant on the iPhone, as the product breadth has expanded, he added.<blockquote>苹果论文：分析师Nispel在一份报告中表示，苹果的iPhone销量尚未见顶，近期的5G升级周期可能会将苹果推过峰值。他补充说，随着产品范围的扩大，该公司并没有过度依赖iPhone。</blockquote> The analyst expects Services to grow at rates multiple times faster than user growth, ultimately driving gross margins higher through revenue mix. This, the analyst said, is despite concerns over regulations of Apple and the&nbsp;App Store.<blockquote>该分析师预计，服务的增长速度将是用户增长速度的数倍，最终通过收入组合推高毛利率。这位分析师表示，尽管人们对苹果和App Store的监管感到担忧。</blockquote> Apple will have 1.09 billion active installed iPhones and 1.8 billion active installed devices at the end of the first quarter of fiscal year 2022, Nispel estimates.<blockquote>Nispel估计，到2022财年第一季度末，苹果将拥有10.9亿部iPhone活跃安装量和18亿部活跃安装设备。</blockquote> \"To us, it's all about AAPL's user base, which is among the largest in the world, where a large and growing user base and new products and services provide a solid foundation for growth,\" the analyst said in the note.<blockquote>这位分析师在报告中表示：“对我们来说，这一切都与AAPL的用户群有关，它是世界上最大的用户群之一，庞大且不断增长的用户群以及新产品和服务为增长提供了坚实的基础。”</blockquote> While the company will likely make a healthy investment in the business, it is likely to allocate of over 100% of free cash flow to shareholders through about $300 billion of dividends and share repurchases over the next three years, providing attractive returns to shareholders, the analyst said.<blockquote>虽然该公司可能会对该业务进行健康投资，但它可能会在未来三年内通过约3000亿美元的股息和股票回购将超过100%的自由现金流分配给股东，为股东提供有吸引力的回报，分析师表示。</blockquote> KeyBanc estimates fiscal year 2022 revenues, gross margin, adjusted EBITDA and FCF of $386.3 billion, 42.5%, $135.9 billion and $106.1 billion, respectively, with all metrics coming in above consensus.<blockquote>KeyBanc预计2022财年的收入、毛利率、调整后EBITDA和FCF分别为3863亿美元、42.5%、1359亿美元和1061亿美元，所有指标均高于共识。</blockquote> \"While AAPL is expensive by historical valuations, we find AAPL attractive relative to other mega-caps given AAPL's superior ROIC characteristics,\" the firm said.<blockquote>该公司表示：“虽然从历史估值来看，AAPL价格昂贵，但鉴于AAPL卓越的投资回报率特征，我们发现AAPL相对于其他大型股具有吸引力。”</blockquote> AAPL trades at 18.5 times the firm's 2023 EBITDA estimates vs. the \"Big Tech\" peer group average of 15.3 times. Apple's lower growth compared to peers is offset by high ROIC and justifies an above-peer average valuation multiple, the firm said.<blockquote>AAPL的市盈率是该公司2023年EBITDA预期的18.5倍，而“大型科技”同行的平均水平为15.3倍。该公司表示，与同行相比，苹果较低的增长被高投资回报率所抵消，并证明了高于同行平均估值倍数的合理性。</blockquote> AAPL Price Action:Apple shares gained 2.15% Monday, closing at $165.32.<blockquote>AAPL价格走势：苹果股价周一上涨2.15%，收于165.32美元。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153232076","content_text":"Apple, Inc. shares are rebounding after the weakness witnessed late last week on reports of weaker iPhone demand.Notwithstanding the rich valuation the shares have built up this year, they are still a buy, according to an analyst at KeyBanc Capital Markets.\nThe Apple Analyst:Brandon Nispel initiated coverage of Apple shares with an Overweight rating and $191 price target,.\nThe Apple Thesis:Apple's iPhone sales have not peaked, with a 5G upgrade cycle near-term potentially pushing Apple past its peak, analyst Nispel said in a note. The company isn't overly reliant on the iPhone, as the product breadth has expanded, he added.\nThe analyst expects Services to grow at rates multiple times faster than user growth, ultimately driving gross margins higher through revenue mix. This, the analyst said, is despite concerns over regulations of Apple and the App Store.\nApple will have 1.09 billion active installed iPhones and 1.8 billion active installed devices at the end of the first quarter of fiscal year 2022, Nispel estimates.\n\"To us, it's all about AAPL's user base, which is among the largest in the world, where a large and growing user base and new products and services provide a solid foundation for growth,\" the analyst said in the note.\nWhile the company will likely make a healthy investment in the business, it is likely to allocate of over 100% of free cash flow to shareholders through about $300 billion of dividends and share repurchases over the next three years, providing attractive returns to shareholders, the analyst said.\nKeyBanc estimates fiscal year 2022 revenues, gross margin, adjusted EBITDA and FCF of $386.3 billion, 42.5%, $135.9 billion and $106.1 billion, respectively, with all metrics coming in above consensus.\n\"While AAPL is expensive by historical valuations, we find AAPL attractive relative to other mega-caps given AAPL's superior ROIC characteristics,\" the firm said.\nAAPL trades at 18.5 times the firm's 2023 EBITDA estimates vs. the \"Big Tech\" peer group average of 15.3 times. Apple's lower growth compared to peers is offset by high ROIC and justifies an above-peer average valuation multiple, the firm said.\nAAPL Price Action:Apple shares gained 2.15% Monday, closing at $165.32.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2311,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}