Apple Inc vs Sony Group Corp ADR

Apple Inc (AAPL) is slightly overvalued and Sony Group Corp ADR (SONY) is fairly valued.

Against our estimates of intrinsic value, SONY trades at the wider discount: a margin of safety of +3%, against -12% for AAPL.

Values as of the 22 Sept 2026 close.

Apple Inc (AAPL)

A 9.6x revenue multiple, adjusted for growth and margin, values the shares at $304.17; the price of $339.75 is 12% above that value.

Leak Score 76/100 on 10 of 12 signals

Sony Group Corp ADR (SONY)

Discounting its cash flows at 9.5% (average of 2 methods) values the shares at $24.13; the price of $23.42 is 3% below that value, and 73% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

MetricAAPLSONY
VerdictSlightly overvaluedFairly valued
Price$339.75$23.42
Intrinsic value$304.17$24.13
Margin of safety-12%+3%
Leak Score76/100 (10/12)0/100 (2/12)
Market cap$4.96T$137.5B
Revenue growth, 5 years8.7%-0.5%
Operating margin33.2%13.3%
Net margin27.6%-1.7%
Return on equity148.8%13.3%
Debt to equity0.780.22
P/E39.0x
Forward P/E35.4x16.1x
P/B46.2x2.7x
Dividend yield0.3%0.9%

All stocks in Consumer Electronics