Capital Structure and Innovation Strategy at Apple Inc.: A Financial Case Study Approach

  • Unique Paper ID: 177407
  • Volume: 11
  • Issue: 12
  • PageNo: 600-607
  • Abstract:
  • This paper explores the financial strategy and corporate decision-making of Apple Inc., with a particular focus on its capital structure, innovation investments, and shareholder return policies. Over the past five years, Apple has shown strong financial performance, yet its increasing reliance on debt to fund share buybacks and dividends raises important strategic questions especially when the company holds large cash reserves. Using a case study approach supported by financial ratio analysis, trend evaluation, and strategic frameworks like SWOT and PESTEL, this study critically examines Apple’s financial stewardship and the risks associated with its current trajectory. The findings suggest that while Apple remains highly profitable, it must carefully balance short-term investor expectations with long-term sustainability and innovation leadership. This paper ultimately recommends a strategic shift toward greater investment in emerging technologies and supply chain diversification to secure Apple’s future competitiveness and financial resilience.

Cite This Article

  • ISSN: 2349-6002
  • Volume: 11
  • Issue: 12
  • PageNo: 600-607

Capital Structure and Innovation Strategy at Apple Inc.: A Financial Case Study Approach

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