The video compares Apple and Microsoft stocks based on revenue growth, profit margins and return on invested capital over the last decade. The speaker notes Apple's revenue growth slowed since 2022 to 409 billion from 394 billion, where Microsoft has accelerated revenue growth, with Microsoft increasing from 94 billion in 2015 to 282 billion. In operating profit margin the video points out that Apple had better margins than Microsoft at 30.5 percent in 2015 compared to Microsoft at 29.8, and now Microsoft operating profit margins are better than Apple, Microsoft at 45.6 to Apple at 32 percent. ROIC for Apple has gone from 19.5 percent to 34 percent, and the speaker notes that those numbers are a result of capital expenditure being outsourced to TSMC rather than being kept in-house. In closing, the video says that Microsoft is fairly valued, while Apple is over valued and Microsoft is, therefore, the better buy. The video infers target for AAPL (208.74) and MSFT (461.28) .