Tuesday, April 21, 2026

Is This What Apple's New CEO Is Walking Into? April 21, 2026

Locator: 50582AAPL.

This is not an investment site:  (see blog's disclaimer).

Market cap:

  • AAPL: $3.91 trillion. P/E: 34. PEG: 1.3 to 2.7. (PEG: uncomfortably high.)
  • DELL:  $137 billion. P/E: 24. PEG: 0.7 to 0.9. (PEGs under 1.0 are considered best value.)

PEG: MU -- to compare -- MU, April, 2026, MU's PEG is thought to be between  0.04 and 0.12 as of April 2026, indicating the stock is significantly undervalued relative to its explosive AI-driven earnings growth. This low ratio suggests that despite a higher P/E, projected earnings growth is so high that the stock is considered "cheap 

Is this what Apple's new CEO, John Ternes, is walking into? Did Dell get it right? Did Apple get it wrong (initially)? Can Apple right the ship? The AI decisions below were CEO-level decisions. A lot of this depends on how important this subject is to end users and how Dell and Apple market their products. 

AI query: AI. This is interesting. For the last couple of years, Apple has been coming under a lot of criticism for its stumbling wiith regard to AI (Siri) but what AI is Dell using? 

Reply:


Only the "MAX" time period looks good for AAPL; the five-year and the one-year comparison (AAPL / DELL) is atrocious for AAPL.