Welcome to the new sg.morningstar.com! Learn more about the changes and how our new features help your investing success.

Is Apple a Growth or Value Stock, or Both?

With a market cap of around $2 trillion, Apple is too big for investors to ignore. But which investment style does the stock suit? 

Dan Lefkovitz 28.04.2021
Facebook Twitter LinkedIn

white apple logo on building

With a market capitalisation of roughly $2 trillion, Apple (AAPL) is too big for most investors to ignore.

Any investor holding a broad equity market index fund owns a generous helping of Apple. For example, it consumes nearly 5% of the Morningstar US Market Index – which contains 1,439 stocks – and this weighting is higher in other indices. Thanks to strong iPhone demand and a sticky customer base, Apple flourished both before and during the Covid-19 pandemic. Investors are slated to get the latest read on Apple’s earnings on April 28.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Member.

Register For Free
Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Apple Inc145.86 USD0.15Rating

About Author

Dan Lefkovitz  Dan Lefkovitz is Strategist, Indexes Product Management. 

Audience Confirmation


By clicking "accept" I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See "Cookie Consent" for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All Rights Reserved.      Terms of Useund      Privacy Policy.    Cookie Consent
© Copyright 2021 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy        Cookies