• XRTrader
    $GOOG reports EPS of $10.65, & jumps to $747. $AAPL is expected to report EPS of $13.50, & trades @ $510. Both with yoy rev growth of 18%.
    1/23/13
    Reply (20)
    • lh2soda: Bro, its about expectations. $AAPL is expected to have steady growth. While, $GOOG is expected to lose less on CPC and MotoMob.
      1/23/13
    • JayWright: Insider info? Link?
      1/23/13
    • XRTrader: lol. Nope. It's just an interesting comparison to me since its not like GOOG is growing by leaps and bounds...
      1/23/13
    • Mohamed Abdirahman: Compraing EPS and Share price comparison is not really useful. GOOG is much smaller than AAPL in terms of Market Cap
      1/23/13
    • hahaha48: just remember in the long run hardware margins will be low. software or ad margins are high
      1/23/13
    • Mohamed Abdirahman: Oh and GOOG only jumped after earnings beat. Same could happen to APPL in an hour if they beat.
      1/23/13
    • apspice: keep in mind GOOD EPS reported were Non-GAAP figures. GAAP EPS was actually $8.62
      1/23/13
    • apspice: *GOOG
      1/23/13
    • XRTrader: mohamed - EPS and share price IS useful. That's the basis of PE. Market cap should only influence that analysis as it impacts growth
      1/23/13
    • XRTrader: And, the expected growth between AAPL and GOOG is not that far apart.
      1/23/13
    • XRTrader: apspice - exactly my point! The report was not all that great, and GOOG is up big!
      1/23/13
    • lh2soda: exactly! wall st. elite likes to reward mediocrity, $GOOG. $AAPL on the other hand has to change industries to impress.
      1/23/13
    • Zhang Fei: "The report was not all that great, and GOOG is up big!" GOOG earnings up 6.7%, whereas AAPL earnings were flat. GOOG has a stable biz,
      1/23/13
    • Zhang Fei: whereas AAPL is in the highly-competitive mobile phone business. GOOG's earnings were also hit by restructuring charges at Motorola. And
      1/23/13
    • Zhang Fei: still earnings went up 6.7%. What's AAPL's excuse?
      1/23/13
    • XRTrader: Zhang - if you adjust for the extra week last year, AAPL earnings (on a weekly basis) were up about 7.5% - better than GOOG.
      1/23/13
    • XRTrader: Granted, the stock is up 20% from last year same time
      1/23/13
    • Zhang Fei: "Zhang - if you adjust for the extra week last year, AAPL earnings (on a weekly basis) were up about 7.5%" You'd also have to adjust for the
      1/23/13
    • Zhang Fei: Iphone 5 having an extra week of sales vs the 4S last year. Especially since the 5 was a much bigger upgrade than the 4S.
      1/23/13
    • Zhang Fei: Note that the 4S was supply constrained, whereas the 5 was not. Note also that 4Q11 included China Unicom (#3) but not China Telecom (#2).
      1/23/13