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Definitive Analysis

Financial Statements

Ticker

Industry

Sector

Page: Growth Rates

AAPL

Sector Analysis

Master Data Export


Income Statement Growth

Metric / Statistic 3Y 5Y 10Y 15Y 20Y 25Y 30Y
Revenue
Avg YoY 5.41% 9.08% 6.07% 7.05% 11.10% 11.14% 23.74%
Slope 5.12% 7.50% 6.09% 5.79% 6.61% 7.69% 8.20%
CAGR 5.13% 8.87% 5.92% 6.89% 9.72% 9.96% 17.44%
LSR 5.13% 7.93% 6.21% 6.06% 7.78% 10.22% 12.99%
Cost of Revenue
Avg YoY 4.57% 7.54% 5.71% 7.82% 10.49% 11.32% 23.77%
Slope 4.46% 7.08% 5.68% 6.43% 7.03% 7.99% 8.47%
CAGR 4.50% 7.42% 5.60% 7.69% 9.61% 10.53% 18.20%
LSR 4.50% 7.43% 5.81% 7.00% 8.22% 10.60% 13.69%
Gross Profit
Avg YoY 4.37% 10.21% 6.85% 6.93% 9.75% 10.19% 19.51%
Slope 3.96% 7.91% 7.06% 6.22% 6.44% 7.47% 7.99%
CAGR 3.91% 9.80% 6.47% 6.67% 8.66% 8.94% 15.52%
LSR 3.91% 8.50% 7.27% 6.37% 7.17% 9.59% 12.03%
Gross Margin
Avg YoY -1.14% 0.88% 0.62% -0.11% -0.85% -0.72% -1.27%
Slope -1.17% 0.52% 0.99% 0.30% -0.60% -0.60% -0.93%
CAGR -1.16% 0.85% 0.52% -0.21% -0.96% -0.93% -1.63%
LSR -1.16% 0.53% 1.00% 0.30% -0.57% -0.57% -0.85%
R&D Expenses
Avg YoY 5.88% 11.66% 9.60% 9.42% 11.57% 12.89% 44.22%
Slope 5.70% 10.98% 9.49% 8.82% 8.28% 8.95% 9.13%
CAGR 5.88% 11.45% 9.39% 8.94% 10.81% 12.04% 22.71%
LSR 5.88% 12.00% 9.92% 9.35% 9.11% 11.68% 14.84%
SG&A Expenses
Avg YoY 7.93% 9.40% 6.17% 6.93% 9.95% 9.52% 19.15%
Slope 7.65% 9.07% 5.04% 5.37% 6.49% 7.31% 7.77%
CAGR 7.85% 9.24% 5.93% 6.66% 9.39% 8.96% 15.33%
LSR 7.85% 9.52% 5.04% 5.69% 7.66% 9.26% 11.47%
Operating Expenses
Avg YoY 8.19% 9.90% 7.02% 7.25% 10.97% 10.87% 19.14%
Slope 7.86% 9.30% 6.84% 6.22% 6.62% 7.40% 7.90%
CAGR 8.19% 9.89% 6.95% 7.17% 9.74% 9.47% 15.35%
LSR 8.19% 9.88% 7.00% 6.45% 7.64% 9.26% 11.67%
Operating Income (EBIT)
Avg YoY -8.91% 15.62% 8.94% 9.25% 13.09% 19.31% 27.08%
Slope -13.91% 3.11% 7.68% 6.66% 7.10% 8.32% 8.66%
CAGR -12.07% 9.69% 5.41% 6.63% 8.48% 9.41% 15.99%
LSR -12.07% 4.49% 8.12% 6.80% 7.95% 12.07% 13.78%
Operating Margin
Avg YoY -14.78% 4.59% 1.84% 1.55% 1.35% 6.16% 4.66%
Slope -18.87% -3.45% 1.92% 0.83% 0.16% 1.18% 0.47%
CAGR -16.36% 0.76% -0.48% -0.24% -1.13% -0.50% -1.23%
LSR -16.36% -3.19% 1.80% 0.70% 0.16% 1.68% 0.69%
Interest Income
Avg YoY 55.72% 45.84% 32.58% 23.81% 72.43% 73.97% 73.97%
Slope 36.02% 36.05% 19.74% 15.78% 12.09% 12.53% 12.03%
CAGR 50.16% 35.19% 24.29% 17.00% 31.72%
LSR 50.16% 45.73% 21.47% 15.87% 17.03%
Interest Expense
Avg YoY 13.20% 12.34% 14.21% 10.53% 29.74% 37.99% 42.87%
Slope 11.64% 12.83% 10.42% 9.67% 10.27% 11.29% 11.15%
CAGR 12.77% 11.97% 13.57% 9.71% 22.57% 27.36% 26.15%
LSR 12.77% 13.79% 11.74% 10.41% 15.49% 28.25% 31.04%
Net Interest Income
Avg YoY -42.53% -18.89% 0.72% 2.61% -41.90% -21.09% -6.02%
Slope 54.61% 23.51% 0.70% -3.40% -8.24% -9.92% -10.17%
CAGR
LSR
Other Income / Expense
Avg YoY -196.38% -49.32% 28.48% 4.32% -43.44% -40.44% -45.10%
Slope 99.98% 29.27% -9.47% -8.96% -8.33% -8.38% -8.99%
CAGR
LSR
Unusual Items
Avg YoY -196.38% -49.32% 28.48% 4.32% -43.44% -40.44% -45.10%
Slope -99.98% -29.27% 9.47% 8.96% 8.33% 8.38% 8.99%
CAGR -49.21% -20.31% 7.72% 5.17% 15.61%
LSR
EBT excl. Unusual
Avg YoY 1.64% 33.66% 10.89% 12.08% 31.32% 69.22% 73.63%
Slope 1.21% 9.16% 6.86% 6.02% 6.90% 8.38% 8.66%
CAGR 1.25% 19.67% 2.42% 6.20% 9.18% 7.75% 16.07%
LSR 1.25% 13.94% 6.81% 5.90% 8.29% 15.21% 14.99%
Pre-Tax Income
Avg YoY -6.65% 20.13% 7.84% 9.18% 16.62% 25.80% 34.02%
Slope -7.63% 5.29% 7.11% 6.29% 7.03% 8.38% 8.69%
CAGR -7.12% 12.98% 3.78% 6.28% 8.82% 8.58% 16.04%
LSR -7.12% 7.79% 7.30% 6.37% 8.11% 13.05% 14.19%
Pre-Tax Margin
Avg YoY -11.62% 9.04% 0.81% 1.51% 3.96% 11.19% 10.27%
Slope -12.48% -1.08% 1.11% 0.42% 0.18% 1.47% 0.55%
CAGR -11.66% 3.77% -2.02% -0.56% -0.82% -1.26% -1.19%
LSR -11.66% -0.14% 1.02% 0.30% 0.31% 2.57% 1.06%
Income Tax Expense
Avg YoY 17.91% 16.48% 6.92% 8.51% 10.29% 14.60% 25.29%
Slope 15.45% 10.60% 2.79% 3.69% 4.53% 6.30% 6.98%
CAGR 15.71% 14.80% 4.03% 6.44% 6.51% 7.33% 14.43%
LSR 15.71% 10.99% 2.54% 3.82% 5.01% 8.99% 10.63%
Net Income
Avg YoY -6.83% 9.19% 5.86% 8.99% 17.03% 53.31% 56.26%
Slope -7.58% 2.28% 7.32% 6.65% 7.49% 8.81% 9.08%
CAGR -7.13% 6.41% 3.88% 6.82% 9.07% 9.84% 17.10%
LSR -7.13% 3.14% 7.74% 7.01% 8.88% 14.88% 15.84%
Net Margin
Avg YoY -11.66% -0.47% -0.61% 1.56% 4.20% 34.78% 29.79%
Slope -12.40% -4.54% 1.46% 0.93% 0.84% 2.34% 1.73%
CAGR -11.66% -2.26% -1.92% -0.06% -0.59% -0.11% -0.29%
LSR -11.66% -4.44% 1.44% 0.90% 1.03% 4.23% 2.53%
Depreciation & Amortization
Avg YoY 8.71% 6.74% 7.85% 7.83% 10.73% 10.41% 27.74%
Slope 8.32% 5.05% 6.35% 7.21% 7.10% 7.52% 8.06%
CAGR 8.50% 6.50% 7.25% 7.32% 9.30% 8.96% 18.31%
LSR 8.50% 5.11% 6.76% 7.83% 8.09% 9.01% 12.40%
EBITDA
Avg YoY -3.29% 10.89% 7.81% 8.06% 10.96% 11.72% 23.00%
Slope -5.49% 3.85% 7.16% 6.87% 7.10% 8.00% 8.42%
CAGR -5.05% 8.31% 6.14% 6.91% 8.80% 9.22% 16.79%
LSR -5.05% 4.60% 7.61% 7.21% 7.98% 10.40% 13.01%
EBITDA Margin
Avg YoY -9.04% 0.83% 1.20% 0.74% -0.14% 0.24% 0.31%
Slope -10.56% -3.17% 1.35% 1.14% 0.21% 0.15% 0.02%
CAGR -9.68% -0.51% 0.21% 0.02% -0.83% -0.68% -0.55%
LSR -9.68% -3.09% 1.32% 1.09% 0.19% 0.16% 0.02%
NOPAT
Avg YoY -8.91% 15.62% 8.94% 9.25% 13.09% 19.31% 27.08%
Slope -13.91% 3.11% 7.68% 6.66% 7.10% 8.32% 8.66%
CAGR -12.07% 9.69% 5.41% 6.63% 8.48% 9.41% 15.99%
LSR -12.07% 4.49% 8.12% 6.80% 7.95% 12.07% 13.78%
NOPAT Margin
Avg YoY -14.78% 4.59% 1.84% 1.55% 1.35% 6.16% 4.66%
Slope -18.87% -3.45% 1.92% 0.83% 0.16% 1.18% 0.47%
CAGR -16.36% 0.76% -0.48% -0.24% -1.13% -0.50% -1.23%
LSR -16.36% -3.19% 1.80% 0.70% 0.16% 1.68% 0.69%
Owner's Earnings
Avg YoY 1.21% 14.19% 7.35% 10.26% 14.78% 15.93% 32.02%
Slope 1.15% 3.81% 7.90% 7.20% 8.23% 9.04% 9.35%
CAGR 1.14% 9.58% 4.71% 7.47% 10.74% 10.47% 20.46%
LSR 1.14% 5.16% 8.23% 7.53% 9.80% 12.70% 16.30%
Owner's Earnings Margin
Avg YoY -3.73% 4.27% 0.87% 2.75% 3.09% 3.72% 7.56%
Slope -3.82% -3.07% 1.91% 1.44% 1.88% 2.06% 2.59%
CAGR -3.80% 0.65% -1.14% 0.54% 0.93% 0.46% 2.57%
LSR -3.80% -2.57% 1.90% 1.39% 1.87% 2.26% 2.93%
EPS (Basic)
Avg YoY -12.11% 9.59% 3.06% 5.56% 14.67% 45.89% 44.23%
Slope -13.54% -0.26% 4.37% 3.20% 4.70% 6.62% 7.08%
CAGR -12.40% 4.73% 0.39% 3.22% 5.84% 5.45% 9.24%
LSR -12.40% 0.71% 4.38% 3.19% 5.64% 11.22% 10.78%
EPS (Diluted)
Avg YoY -12.63% 9.09% 2.94% 5.67% 14.83% 45.32% 43.50%
Slope -14.01% -0.31% 4.38% 3.26% 4.88% 6.77% 7.17%
CAGR -12.84% 4.42% 0.40% 3.42% 6.34% 5.61% 9.19%
LSR -12.84% 0.62% 4.39% 3.28% 5.93% 11.47% 10.87%
Shares (Basic)
Avg YoY 6.02% 1.84% 3.65% 3.80% 3.40% 4.52% 8.80%
Slope 5.84% 2.40% 3.11% 3.59% 3.06% 3.17% 3.86%
CAGR 6.02% 1.60% 3.48% 3.48% 3.05% 4.17% 7.19%
LSR 6.02% 2.41% 3.22% 3.70% 3.07% 3.29% 4.57%
Shares (Diluted)
Avg YoY 6.56% 2.12% 3.64% 3.63% 2.93% 4.39% 8.89%
Slope 6.37% 2.52% 3.11% 3.52% 2.81% 2.95% 3.75%
CAGR 6.55% 1.90% 3.47% 3.29% 2.56% 4.00% 7.24%
LSR 6.55% 2.51% 3.21% 3.61% 2.79% 3.05% 4.49%

Balance Sheet Growth

Metric / Statistic 3Y 5Y 10Y 15Y 20Y 25Y 30Y
Cash & Cash Equivalents
Avg YoY 0.23% 3.51% 3.14% 4.72% 8.51% 8.27% 12.96%
Slope 0.20% 2.19% 2.57% 3.59% 5.39% 6.40% 7.12%
CAGR 0.20% 3.30% 2.88% 4.22% 7.51% 7.37% 11.55%
LSR 0.20% 2.31% 2.64% 3.86% 6.57% 8.10% 10.37%
Short-Term Investments
Avg YoY -10.29% -0.30% 1.09% 4.00% 11.62% 10.66% 68.83%
Slope -10.84% -5.80% 0.80% 1.94% 3.97% 5.47% 6.60%
CAGR -10.29% -2.81% -1.95% 1.45% 5.31% 5.35% 19.25%
LSR -10.29% -5.58% 0.86% 1.93% 5.02% 7.08% 11.78%
Cash & Short-Term Investments
Avg YoY -3.44% 1.97% 1.70% 3.73% 8.56% 8.14% 15.96%
Slope -3.53% -0.69% 1.95% 2.99% 4.87% 6.06% 6.93%
CAGR -3.45% 1.19% 1.11% 3.23% 6.72% 6.63% 12.75%
LSR -3.45% -0.55% 1.94% 3.17% 6.00% 7.74% 10.55%
Net Receivables
Avg YoY 0.47% 9.68% 4.44% 5.07% 9.86% 7.27% 11.84%
Slope -0.73% 5.27% 3.73% 3.45% 4.68% 5.90% 6.33%
CAGR -0.69% 8.43% 3.76% 4.36% 8.10% 5.39% 9.64%
LSR -0.69% 5.81% 3.70% 3.59% 5.69% 7.52% 8.34%
Inventory
Avg YoY -4.38% 10.43% 5.12% 6.42% 10.01% 7.54% 9.29%
Slope -4.69% 7.09% 5.34% 4.58% 5.09% 5.87% 6.16%
CAGR -4.51% 9.29% 4.48% 5.57% 7.57% 5.37% 7.30%
LSR -4.51% 8.16% 5.36% 4.76% 5.88% 6.98% 7.47%
Other Current Assets
Avg YoY -26.18% -12.31% -2.45% 5.96% 18.95% 16.35% 14.81%
Slope -36.76% -19.69% -2.19% 1.51% 3.59% 5.63% 6.27%
CAGR -29.16% -15.86% -6.29% 2.22% 5.09% 5.14% 5.42%
LSR -29.16% -19.71% -3.08% 1.67% 5.09% 8.01% 8.55%
Total Current Assets
Avg YoY -4.54% 3.95% 2.29% 4.38% 9.40% 7.76% 11.60%
Slope -5.17% 0.67% 2.60% 3.22% 4.72% 5.94% 6.56%
CAGR -4.90% 3.02% 1.83% 3.90% 7.19% 5.87% 9.57%
LSR -4.90% 0.88% 2.60% 3.44% 5.80% 7.56% 8.96%
Property, Plant & Equipment
Avg YoY -3.13% 2.10% 2.51% 4.88% 10.19% 8.80% 12.65%
Slope -3.19% 0.88% 2.08% 3.53% 4.67% 5.98% 6.54%
CAGR -3.13% 1.82% 1.89% 4.06% 7.17% 6.22% 9.90%
LSR -3.13% 0.97% 2.16% 3.92% 5.81% 7.73% 8.97%
Goodwill
Avg YoY -1.76% 9.56% 7.18% 6.96% 32.23% 58.35% 58.35%
Slope -2.09% 7.02% 6.65% 6.46% 7.67% 9.70% 10.07%
CAGR -2.02% 8.81% 6.71% 6.31% 18.46%
LSR -2.02% 7.81% 6.87% 6.75% 10.71%
Intangible Assets
Avg YoY 0.26% 6.80% 2.65% 5.94% 9.96% 10.55% 20.93%
Slope 0.16% 5.92% 2.17% 3.22% 5.96% 6.40% 7.40%
CAGR 0.16% 6.53% 2.26% 5.31% 7.08% 7.80% 16.18%
LSR 0.16% 6.31% 2.10% 3.50% 7.86% 7.96% 12.90%
Long-Term Investments
Avg YoY -14.80% 2.34% 4.56% 5.14% 24.40% 111,859.78% 111,859.78%
Slope -15.86% 0.99% 6.38% 7.00% 8.01% 9.85% 10.17%
CAGR -15.16% 0.61% 3.27% 3.44% 15.34%
LSR -15.16% 1.03% 6.68% 7.45% 11.77%
Tax Assets
Avg YoY 3.85% 7.52% 6.70% 6.22% 12.20% 32.96% 118.68%
Slope 3.61% 5.90% 5.41% 4.22% 5.57% 7.26% 8.37%
CAGR 3.73% 7.06% 5.68% 4.71% 9.30% 20.78%
LSR 3.73% 6.37% 5.55% 4.23% 6.96% 12.70%
Other Non-Current Assets
Avg YoY 8.04% 17.36% 12.77% 12.89% 14.66% 10.04% 18.38%
Slope 7.11% 11.14% 11.85% 11.27% 9.35% 7.68% 7.51%
CAGR 7.05% 15.86% 11.79% 11.91% 11.06% 6.70% 13.24%
LSR 7.05% 12.66% 12.81% 12.54% 10.08% 7.52% 8.50%
Other Assets
Avg YoY
Slope
CAGR
LSR
Total Non-Current Assets
Avg YoY -1.10% 6.70% 4.95% 6.17% 11.53% 10.07% 15.01%
Slope -1.21% 4.73% 4.90% 5.36% 6.25% 7.23% 7.69%
CAGR -1.19% 6.26% 4.64% 5.75% 9.57% 8.32% 12.74%
LSR -1.19% 5.16% 5.04% 5.73% 7.63% 9.34% 11.09%
Total Assets
Avg YoY -2.92% 5.22% 3.45% 5.14% 10.27% 8.65% 12.78%
Slope -3.25% 2.59% 3.67% 4.19% 5.41% 6.52% 7.06%
CAGR -3.13% 4.55% 3.12% 4.75% 8.23% 6.90% 10.81%
LSR -3.13% 2.89% 3.72% 4.47% 6.62% 8.33% 9.83%
Accounts Payable
Avg YoY 0.33% 10.40% 4.65% 5.05% 9.24% 8.02% 12.10%
Slope 0.03% 7.15% 4.22% 3.84% 4.56% 5.92% 6.52%
CAGR 0.03% 9.63% 4.14% 4.36% 7.47% 6.09% 9.92%
LSR 0.03% 7.99% 4.18% 3.94% 5.30% 7.54% 8.86%
Short-Term Debt
Avg YoY 6.85% 7.10% 8.04% 7.05% 15.07% 13.22% 14.71%
Slope 5.32% 1.69% 4.62% 5.35% 7.00% 8.14% 8.33%
CAGR 5.15% 5.41% 6.73% 5.82% 11.24% 9.09% 10.57%
LSR 5.15% 1.72% 4.96% 5.81% 9.25% 11.58% 12.08%
Tax Payables
Avg YoY -9.62% 0.03% 4.41% 6.48% 33.49% 45.11% 38.80%
Slope -10.10% -2.06% 4.00% 5.60% 7.04% 9.18% 9.70%
CAGR -9.62% -0.82% 2.75% 5.20% 12.45% 19.69%
LSR -9.62% -2.03% 4.12% 6.17% 10.32%
Deferred Revenue
Avg YoY -19.98% -13.92% 5.19% 4.31% 14.04% 17.42% 33.20%
Slope -24.27% -34.31% -1.77% 1.97% 4.85% 6.94% 8.07%
CAGR -20.85% -24.91% -5.47% -3.76% 5.08% 8.71%
LSR -20.85% -31.35% -4.39% 0.54% 5.91% 10.43%
Other Current Liabilities
Avg YoY 5.81% 7.98% 6.73% 5.56% 9.49% 8.03% 12.02%
Slope 5.55% 7.11% 4.92% 4.75% 5.28% 6.16% 6.34%
CAGR 5.77% 7.85% 5.89% 4.93% 7.70% 6.48% 9.60%
LSR 5.77% 7.55% 5.05% 4.88% 6.00% 7.42% 8.11%
Total Current Liabilities
Avg YoY 0.37% 3.77% 4.73% 4.60% 10.21% 9.01% 12.43%
Slope 0.10% -0.90% 3.43% 4.06% 5.28% 6.62% 7.11%
CAGR 0.09% 2.31% 3.90% 3.73% 8.00% 7.00% 10.34%
LSR 0.09% -0.68% 3.60% 4.31% 6.45% 8.74% 10.00%
Long-Term Debt
Avg YoY -6.25% 6.64% 5.63% 7.76% 12.21% 9.29% 13.25%
Slope -6.59% 2.36% 4.80% 6.65% 7.29% 7.61% 7.70%
CAGR -6.31% 5.06% 4.20% 6.64% 9.87% 7.13% 10.46%
LSR -6.31% 2.93% 5.07% 7.44% 8.92% 9.26% 10.08%
Capital Lease Obligations
Avg YoY -6.44% 2.44% 1,082.69% 1,082.69% 1,082.69% 1,082.69% 1,082.69%
Slope -6.65% 2.85% 27.44% 25.52% 21.85% 18.78% 16.37%
CAGR -6.53% 1.91%
LSR -6.53% 2.98%
Deferred Tax Liabilities
Avg YoY -10.14% 17.37% 10.15% 5.98% 15.53% 15.96% 18.06%
Slope -10.74% 9.87% 2.47% 2.98% 4.97% 6.97% 7.69%
CAGR -10.15% 13.85% 5.38% 2.15% 9.09% 7.77% 10.50%
LSR -10.15% 12.61% 2.80% 3.02% 6.62% 10.74% 12.37%
Other Non-Current Liabilities
Avg YoY -8.00% -1.16% -0.86% 2.93% 7.34% 9.51% 19.99%
Slope -8.43% -1.76% -0.46% 1.25% 4.22% 4.94% 6.17%
CAGR -8.03% -1.42% -1.14% 2.30% 5.84% 6.99% 14.21%
LSR -8.03% -1.79% -0.47% 1.45% 5.61% 6.27% 10.32%
Total Non-Current Liabilities
Avg YoY -6.71% 4.78% 5.03% 6.92% 11.30% 9.35% 13.79%
Slope -7.03% 1.89% 4.92% 6.14% 7.06% 7.36% 7.64%
CAGR -6.74% 3.76% 4.08% 6.14% 9.38% 7.53% 11.27%
LSR -6.74% 2.25% 5.18% 6.73% 8.66% 8.91% 10.37%
Total Liabilities
Avg YoY -2.74% 4.01% 4.72% 5.33% 10.51% 8.92% 12.59%
Slope -2.98% 0.26% 4.04% 4.89% 5.98% 6.91% 7.32%
CAGR -2.88% 2.89% 3.97% 4.62% 8.53% 7.21% 10.69%
LSR -2.88% 0.51% 4.25% 5.25% 7.29% 8.77% 10.12%
Preferred Stock
Avg YoY
Slope
CAGR
LSR
Common Stock
Avg YoY -16.67% 0.03% -3.93% 2.07% 9.52% 8.14% 31.88%
Slope -18.31% 0.39% -2.81% 0.40% 3.54% 5.17% 6.59%
CAGR -17.68% -2.05% -4.94% 0.57% 5.26% 4.64% 14.51%
LSR -17.68% 0.03% -2.87% 0.56% 5.00% 6.93% 13.15%
Retained Earnings
Avg YoY -7.46% 7.73% 2.42% 5.30% 11.42% 9.62% 16.43%
Slope -7.93% 4.76% 3.60% 3.49% 5.37% 6.89% 7.35%
CAGR -7.54% 6.52% 1.75% 4.48% 8.87% 7.14% 12.27%
LSR -7.54% 5.48% 3.54% 3.73% 6.92% 9.59% 10.72%
Accumulated OCI
Avg YoY -30.34% -30.50% 39.06% 30.64% 19.43% 7.27% 15.26%
Slope 46.28% 40.76% 8.47% -5.49% -16.61% -9.48% -4.70%
CAGR
LSR
Minority Interest
Avg YoY -0.10% 9.43% 13.44% 11.33% 20.95% 16.01% 24.67%
Slope -0.98% 8.99% 8.94% 9.22% 8.56% 9.28% 9.30%
CAGR -1.03% 8.51% 10.31% 8.74% 14.54% 9.70% 17.45%
LSR -1.03% 9.98% 9.76% 9.98% 10.54% 12.90% 14.60%
Total Shareholders’ Equity
Avg YoY -8.94% 6.66% 1.27% 4.70% 10.99% 9.25% 17.12%
Slope -9.39% 4.28% 2.55% 2.92% 5.00% 6.56% 7.23%
CAGR -8.94% 5.47% 0.63% 3.88% 8.24% 6.76% 12.73%
LSR -8.94% 4.90% 2.47% 3.17% 6.53% 9.07% 10.96%
Total Equity
Avg YoY -8.75% 6.72% 1.42% 4.77% 11.08% 9.30% 17.18%
Slope -9.17% 4.40% 2.69% 3.04% 5.07% 6.61% 7.26%
CAGR -8.76% 5.54% 0.80% 3.97% 8.34% 6.81% 12.80%
LSR -8.76% 5.03% 2.61% 3.29% 6.60% 9.13% 11.01%
Total Liabilities & Equity
Avg YoY -5.49% 4.91% 3.01% 4.94% 10.64% 8.95% 13.70%
Slope -5.76% 2.05% 3.45% 4.06% 5.57% 6.77% 7.30%
CAGR -5.54% 3.99% 2.49% 4.34% 8.45% 7.03% 11.46%
LSR -5.54% 2.40% 3.50% 4.36% 6.99% 8.93% 10.48%
Tangible Assets
Avg YoY -3.26% 4.66% 3.13% 4.96% 10.07% 8.29% 12.37%
Slope -3.60% 1.86% 3.41% 4.00% 5.14% 6.21% 6.76%
CAGR -3.46% 3.93% 2.77% 4.53% 7.70% 6.30% 10.18%
LSR -3.46% 2.12% 3.46% 4.28% 6.27% 7.82% 9.20%
Tangible Equity
Avg YoY -14.55% 5.38% -1.03% 3.89% 11.42% 9.00% 16.80%
Slope -15.52% 2.58% 0.87% 1.51% 3.79% 5.46% 6.19%
CAGR -14.63% 3.31% -2.19% 2.43% 6.13% 4.37% 10.42%
LSR -14.63% 3.04% 0.80% 1.78% 5.17% 7.40% 8.89%
Tangible Book Value
Avg YoY -14.55% 5.38% -1.03% 3.89% 11.42% 9.00% 16.80%
Slope -15.52% 2.58% 0.87% 1.51% 3.79% 5.46% 6.19%
CAGR -14.63% 3.31% -2.19% 2.43% 6.13% 4.37% 10.42%
LSR -14.63% 3.04% 0.80% 1.78% 5.17% 7.40% 8.89%
Total Investments
Avg YoY -4.18% 10.25% 7.87% 4.90% 8.95% 11.54% 67.67%
Slope -4.36% 3.99% 8.24% 6.15% 5.74% 6.96% 7.94%
CAGR -4.22% 7.80% 6.77% 3.68% 7.30% 9.04% 29.55%
LSR -4.22% 4.99% 8.76% 6.07% 6.09% 8.89% 17.39%
Net Debt
Avg YoY -12.72% 45.79% -1,949.54% -1,231.77% -929.59% -746.92% -591.65%
Slope -20.20% 2.14% 18.07% 35.68% 31.34% 29.10% 18.46%
CAGR -16.89% 18.40% 52.47% 9.19% 7.48%
LSR -16.89% 7.62%

Capital Structure Growth

Metric / Statistic 3Y 5Y 10Y 15Y 20Y 25Y 30Y
Working Capital
Avg YoY -10.23% 0.19% -2.43% 0.33% 7.37% 6.39% 10.67%
Slope -10.71% -4.72% -2.43% -0.67% 2.10% 3.94% 5.10%
CAGR -10.25% -2.14% -3.90% -1.04% 3.60% 3.31% 7.48%
LSR -10.25% -4.54% -2.50% -0.73% 2.91% 5.16% 7.24%
Total Capital
Avg YoY -1.51% 7.23% 4.16% 5.77% 9.75% 8.06% 12.92%
Slope -1.63% 4.71% 4.19% 4.88% 5.75% 6.62% 7.12%
CAGR -1.60% 6.61% 3.76% 5.32% 8.19% 6.63% 11.11%
LSR -1.60% 5.22% 4.22% 5.21% 6.80% 8.18% 9.74%
Capital Employed
Avg YoY -1.11% 6.18% 4.42% 5.06% 10.79% 8.46% 15.03%
Slope -1.49% 3.10% 4.42% 4.70% 5.78% 6.59% 7.18%
CAGR -1.44% 5.43% 4.03% 4.36% 8.63% 6.65% 12.14%
LSR -1.44% 3.42% 4.54% 4.96% 7.00% 8.15% 10.10%
Invested Capital
Avg YoY -1.88% 8.21% 4.53% 6.15% 10.19% 8.21% 13.16%
Slope -2.05% 5.31% 4.59% 5.20% 5.85% 6.68% 7.12%
CAGR -1.99% 7.45% 3.97% 5.59% 8.36% 6.48% 11.01%
LSR -1.99% 5.95% 4.62% 5.56% 6.86% 8.21% 9.60%

Cash Flow Growth

Metric / Statistic 3Y 5Y 10Y 15Y 20Y 25Y 30Y
Net Income
Avg YoY -12.18% 10.50% 2.89% 6.36% 14.36% 44.72% 42.17%
Slope -13.60% 1.10% 4.29% 3.68% 5.24% 7.10% 7.36%
CAGR -12.45% 5.92% 0.22% 4.01% 6.45% 6.02% 8.52%
LSR -12.45% 2.20% 4.32% 3.74% 6.31% 12.39% 11.11%
Depreciation & Amortization
Avg YoY 1.96% 5.13% 4.40% 4.80% 9.21% 7.14% 13.90%
Slope 1.84% 2.34% 3.34% 3.87% 4.34% 4.97% 5.70%
CAGR 1.83% 4.51% 3.65% 3.91% 6.57% 4.76% 10.32%
LSR 1.83% 2.54% 3.44% 4.07% 5.16% 5.78% 7.58%
Deferred Income Tax
Avg YoY 11.19% -2.80% -10.77% 3.54% -40.52% -17.81% -54.56%
Slope 18.25% 4.68% -11.79% -15.02% -13.24% -12.11% -11.07%
CAGR -19.64% -6.50% 3.58% 27.03% 5.44% 9.91%
LSR -19.64% -5.80% 13.25%
Stock-Based Compensation
Avg YoY 21.88% 18.97% 15.10% 12.42% 86.07% 86.07% 86.07%
Slope 13.07% 16.10% 12.37% 9.96% 11.45% 12.13% 11.75%
CAGR 15.90% 15.66% 12.57% 9.77%
LSR 15.90% 18.18% 13.13% 10.18%
Change in Working Capital
Avg YoY 9.38% -245.54% -114.91% -87.71% -115.76% -85.96% -93.89%
Slope 35.18% -4.51% -12.59% -10.01% -9.57% -10.05% -8.47%
CAGR -26.02% 56.02% 6.45% 11.50% 23.18% 2.47% 5.09%
LSR -26.02% 29.43% 13.47% 8.93%
Accounts Receivable
Avg YoY -1,107.16% -589.10% -422.06% -271.43% 61.38% 58.06% 58.06%
Slope -34.47% -13.32% -19.54% -12.43% -15.02% -14.23% -13.22%
CAGR 27.15% 36.48% 10.74% 20.61%
LSR 27.15% -3.94%
Inventory
Avg YoY -24.43% -68.15% -152.08% -929.47% -686.35% -1,123.90% -1,148.26%
Slope 132.52% 27.47% -5.02% -7.19% -9.72% -9.41% -8.36%
CAGR -58.28% -7.36% 5.83% -2.56% 7.53% -1.08% 2.11%
LSR
Accounts Payable
Avg YoY 57.29% 61.15% 108.39% 196.09% 174.03% 174.03% 174.03%
Slope -2.93% -24.58% 10.28% 11.69% 14.92% 14.35% 13.30%
CAGR -1.38% 8.33% 4.07% 16.61%
LSR
Other Working Capital
Avg YoY 29.70% -37.73% -0.35% -65.90% -41.25% -46.82% -58.43%
Slope 36.76% -95.86% -8.91% -34.77% -11.93% -13.27% -9.24%
CAGR -30.29% -8.08% 8.84%
LSR -30.29%
Other Non-Cash Items
Avg YoY 11.82% 13.84% 19.60% 34.81% 30.29% 81.25% 67.04%
Slope 5.38% 6.66% 7.46% 11.88% 4.76% 3.05% 4.52%
CAGR 4.96% 6.21% 9.35% 24.08% 6.53% 7.36%
LSR 4.96% 6.56% 7.72% 18.50% 6.57%
Net Cash from Operating Activities
Avg YoY -3.98% 1.96% 3.82% 4.09% 9.51% 9.42% 13.69%
Slope -4.30% -0.01% 5.63% 3.91% 4.57% 5.74% 6.43%
CAGR -4.34% 0.90% 3.05% 2.83% 6.10% 6.32% 10.31%
LSR -4.34% 0.11% 5.86% 3.95% 5.20% 7.08% 8.82%
Capital Expenditures (PPE)
Avg YoY 9.93% -1.42% -3.68% -4.43% -8.67% -7.98% -11.40%
Slope 11.63% -0.11% -2.75% -3.07% -3.15% -4.52% -5.07%
CAGR -10.60% -0.15% 2.66% 2.89% 4.54% 3.82% 7.43%
LSR -10.60% 0.12% 2.86% 3.24% 3.69% 5.59% 6.43%
Acquisitions (Net)
Avg YoY 31.04% 12.47% -3.97% -9.25% -17.88% -16.86% -305.37%
Slope 44.24% 33.12% 6.43% 1.44% -1.77% -3.88% -6.02%
CAGR -34.13% -25.05% -8.19% -5.90% -1.31% -2.47%
LSR -34.13% -32.12% -9.80% -3.31% 1.38% 4.66%
Purchases of Investments
Avg YoY -14.29% -10.83% -13.80% -12.36% -12.62% -15.35% -17.44%
Slope -13.13% -7.46% -5.62% -7.86% -5.80% -5.56% -6.34%
CAGR 13.53% 10.04% 10.01% 8.50% 5.45% 8.15% 10.75%
LSR 13.53% 7.54% 6.06% 9.16% 6.16% 5.95% 8.19%
Sales / Maturities of Investments
Avg YoY 1.29% 1.80% 10.45% 8.72% 7.09% 9.32% 14.18%
Slope -4.37% -4.15% 4.72% 7.36% 4.83% 5.39% 6.29%
CAGR -3.88% -0.86% 7.71% 6.85% 3.66% 5.99% 8.93%
LSR -3.88% -4.34% 5.43% 8.33% 4.91% 5.85% 8.30%
Other Investing Activities
Avg YoY -24.77% -3.25% 29.11% 78.13% 491.76% 394.80% 324.88%
Slope -49.51% -12.58% 4.09% 11.89% 10.14% 13.37% 18.89%
CAGR -60.17% -33.32% -6.46% 18.30%
LSR -60.17% -27.00% 1.57%
Net Cash from Investing Activities
Avg YoY -2.81% -18.26% -6.40% -8.99% -15.86% -11.94% -13.72%
Slope 16.05% -1.84% -0.78% -3.01% -4.04% -5.12% -5.37%
CAGR -12.82% 7.97% 1.14% 3.60% 6.70% 4.32% 6.87%
LSR -12.82% 1.70% 0.27% 3.11% 4.96% 6.25% 6.48%
Net Debt Issuance
Avg YoY 66.61% 13.77% 57.04% 115.95% 126.14% 91.39% 207.69%
Slope 13.47% -33.47% -6.17% 2.64% 6.96% 10.34% 9.24%
CAGR 11.33% -19.47% 11.73% 6.20% 11.59% 23.02%
LSR 11.33% -29.02% -5.74% 4.52%
Long-Term Debt Issuance
Avg YoY 67.31% 2.59% 16.94% 144.59% 137.05% 99.36% 169.82%
Slope 27.75% -57.51% -10.68% -2.63% 4.45% 8.44% 7.44%
CAGR 42.57% -41.54% -14.09% -9.19% 4.32% 15.07%
LSR 42.57% -44.11% -18.95%
Short-Term Debt Issuance
Avg YoY -33.41% 245.97% 1,025.11% 625.45% 438.31% 355.73% 355.73%
Slope -444.50% -86.93% 17.48% 22.33% 743.27% 420.00% 288.19%
CAGR -6.76%
LSR
Net Stock Issuance
Avg YoY 0.08% -37.68% -27.33% -30.68% -50.66% -81.31% -52.36%
Slope 13.11% -9.10% -8.82% -9.39% -6.80% -9.72% -10.63%
CAGR -10.83% 22.47% 6.70% 12.70% 10.87%
LSR -10.83% 13.30% 11.18% 10.95% 8.71%
Common Stock Issuance
Avg YoY 30.56% -9.09% 3.58% -1.23% 7.39% 4.70% 9.75%
Slope 24.74% -25.21% -9.85% -8.79% -7.76% -5.66% -3.06%
CAGR 29.71% -18.81% -6.47% -11.24% -5.90% -7.72% -3.50%
LSR 29.71% -18.95% -10.10% -8.08% -7.78% -6.01% -3.60%
Common Stock Repurchased
Avg YoY 2.68% -20.56% -10.50% -15.03% -27.18% -30.62% -160.46%
Slope 14.01% -4.87% -2.88% -6.43% -4.43% -6.83% -7.75%
CAGR -11.63% 12.31% 2.61% 8.09% 7.12% 13.08% 30.56%
LSR -11.63% 6.09% 2.95% 7.43% 5.87% 11.32% 16.73%
Preferred Stock Issuance
Avg YoY
Slope
CAGR
LSR
Net Dividends Paid
Avg YoY 1.92% -10.74% -5.94% -11.75% -19.33% -23.04% -32.96%
Slope 2.92% -6.86% -4.51% -6.20% -7.72% -9.32% -9.55%
CAGR -2.77% 9.51% 4.55% 8.80% 13.33% 17.67% 21.86%
LSR -2.77% 7.70% 4.55% 7.26% 10.60% 16.97% 18.86%
Common Dividends Paid
Avg YoY 1.97% -10.68% -5.98% -11.77% -20.38% -23.73% -33.54%
Slope 2.99% -6.81% -4.55% -6.30% -7.88% -9.41% -9.62%
CAGR -2.83% 9.44% 4.59% 8.94% 13.43% 17.67% 21.87%
LSR -2.83% 7.64% 4.59% 7.40% 10.95% 17.12% 18.91%
Preferred Dividends Paid
Avg YoY
Slope
CAGR
LSR
Other Financing Activities
Avg YoY 6.92% 6.98% -53.82% 6.08% 82.68% 13.25% 24.75%
Slope 7.21% 6.80% -26.34% -34.96% -32.33% -24.95% -20.95%
CAGR -6.93% -7.17% 20.86% 22.79% 22.25%
LSR -6.93% -6.48%
Net Cash from Financing Activities
Avg YoY 14.43% -14.42% -20.25% -21.75% -20.95% -66.73% -55.59%
Slope 15.99% -4.74% -9.03% -8.37% -7.99% -9.20% -10.18%
CAGR -14.58% 9.46% 6.96% 10.06% 8.98%
LSR -14.58% 6.59% 10.38% 9.63% 8.99%
Effect of FX on Cash
Avg YoY 2,786.68% 1,396.76% 534.88% 322.03% 252.67% 209.84% 165.63%
Slope 160.91% 537.71% 92.87% 29.67% 2.27% -6.36% -2.23%
CAGR
LSR
Net Change in Cash
Avg YoY 1,912.92% 914.52% 481.10% 337.43% 288.88% 235.68% 201.10%
Slope 47.45% -24.23% 3.61% 2.45% 3.46% 4.21% 4.83%
CAGR -27.15% -3.02% -3.02% -0.02% 3.79% 5.79%
LSR
Cash at Beginning of Period
Avg YoY -2.67% 5.59% 3.99% 5.99% 9.36% 9.86% 13.59%
Slope -2.89% 2.46% 3.05% 4.18% 5.81% 6.81% 7.45%
CAGR -2.80% 4.73% 3.28% 5.14% 7.72% 8.46% 11.94%
LSR -2.80% 2.82% 3.15% 4.55% 7.11% 8.78% 10.89%
Cash at End of Period
Avg YoY 0.87% 4.28% 2.76% 4.77% 8.62% 8.09% 13.28%
Slope 0.82% 2.22% 2.44% 3.58% 5.45% 6.38% 7.03%
CAGR 0.81% 3.88% 2.39% 4.14% 7.60% 7.18% 11.25%
LSR 0.81% 2.38% 2.47% 3.84% 6.67% 8.01% 9.87%
Operating Cash Flow
Avg YoY -3.98% 1.92% 3.82% 4.09% 9.51% 9.43% 13.69%
Slope -4.30% -0.03% 5.63% 3.91% 4.57% 5.74% 6.43%
CAGR -4.34% 0.88% 3.05% 2.83% 6.10% 6.32% 10.31%
LSR -4.34% 0.09% 5.86% 3.95% 5.21% 7.08% 8.82%
Capital Expenditure
Avg YoY 8.20% -1.81% -3.75% -4.47% -8.77% -8.05% -11.47%
Slope 9.69% -0.57% -2.51% -3.12% -3.24% -4.60% -5.14%
CAGR -8.91% 0.41% 2.92% 3.07% 4.70% 3.94% 7.53%
LSR -8.91% 0.60% 2.64% 3.32% 3.82% 5.70% 6.51%
Free Cash Flow
Avg YoY 6.61% 1.03% 6.94% 6.47% 10.40% 12.71% 21.35%
Slope 6.35% -3.34% 6.37% 4.65% 5.45% 6.70% 7.62%
CAGR 6.44% -0.44% 5.00% 4.43% 7.21% 9.79% 16.12%
LSR 6.44% -3.19% 6.79% 4.71% 6.12% 8.77% 12.85%

Free Cash Flow Growth

Metric / Statistic 3Y 5Y 10Y 15Y 20Y 25Y 30Y
EBITDA
Avg YoY 2.26% 15.13% 5.39% 3.25% 15.57% 11.33% 16.18%
Slope -0.22% 3.84% 4.31% -0.03% 2.38% 4.24% 5.05%
CAGR -0.20% 10.51% 3.07% 1.41% 7.11% 4.22% 8.67%
LSR -0.20% 4.87% 4.21% -0.11% 3.51% 5.70% 6.78%
(-) Tax Adjustment
Avg YoY 30.56% 16.14% 6.94% 4.48% 13.66% 10.24% 14.97%
Slope 23.71% 9.03% -0.09% -2.43% -0.07% 1.97% 3.03%
CAGR 24.34% 12.30% 3.32% 1.55% 4.84% 3.02% 7.16%
LSR 24.34% 7.99% -0.41% -2.51% 0.54% 2.62% 3.95%
Change In Working Capital
Avg YoY 9.38% -245.54% -114.91% -87.71% -115.76% -85.96% -93.89%
Slope 35.18% -4.51% -12.59% -10.01% -9.57% -10.05% -8.47%
CAGR
LSR
Capital Expenditure
Avg YoY 8.20% -1.81% -3.75% -4.47% -8.77% -8.05% -11.47%
Slope 9.69% -0.57% -2.51% -3.12% -3.24% -4.60% -5.14%
CAGR
LSR
Unlevered Free Cash Flow
Avg YoY -2.62% 32.60% 11.35% 7.03% 27.19% 19.82% 24.17%
Slope -6.65% 3.70% 7.11% 0.33% 3.39% 5.32% 6.02%
CAGR -5.96% 16.55% 3.27% 1.32% 10.28% 4.64% 9.29%
LSR -5.96% 7.30% 7.07% -0.02% 5.18% 7.65% 8.34%
Net Interest After Taxes
Avg YoY 48.69% 17.04% 1.48% -1.19% -5.99% -14.03% -18.25%
Slope 63.42% 24.48% 1.74% -1.08% -6.96% -9.07% -9.50%
CAGR
LSR
Net Debt Issuance
Avg YoY 66.61% 13.77% 57.04% 115.95% 126.14% 91.39% 207.69%
Slope 13.47% -33.47% -6.17% 2.64% 6.96% 10.34% 9.24%
CAGR 11.33% -19.47% 11.73% 6.20% 11.59% 23.02%
LSR 11.33% -29.02% -5.74% 4.52%
Levered Free Cash Flow
Avg YoY -2.56% 25.60% 9.52% 5.77% 27.23% 19.44% 23.66%
Slope -7.02% 1.52% 6.04% 0.46% 3.63% 5.61% 6.23%
CAGR -6.25% 12.60% 3.33% 1.36% 10.92% 4.78% 9.42%
LSR -6.25% 3.98% 5.93% 0.17% 5.77% 8.38% 8.76%