AAPLApple Inc.Mega cap · $4.66T · FY ending 2025-09-27
$317.31+0.63% · 2026-07-13 · EOD
69/100 composite
A transparent blend of the four reads below — each opens into the tool it comes from. Not advice.Quality96
wide moat · ROIC 93%Value26
P/E 42.5 · 100% of 12-mo rangeMomentum71
golden · price above 200-daySmart Money83
buying · 10 funds · 0P/7S insidersBullish stackGolden crossAbove 200-day
vs S&P 500+13.8%
6-mo excess Trailing performance1M +8.8%
3M +21.8%
6M +22.5%
YTD +17.1%
1Y +49.4%
P/E vs its last 12 months (our price history): 27.1 low → 42.5 high
Current price sits at the 100th percentile of that window — near the top (richer). We only compare against the price history we own (no paid multi-year multiples — nothing invented).
Wide moat — ROIC 93%
Piotroski F8/9
fundamental strength Altman ZSafe
bankruptcy zone ROIC = NOPAT ÷ (debt + equity − cash), using an effective tax rate of 16%. Annual figures from SEC XBRL.
Dividend & capital return
Payout ratio13.8%
comfortable Shareholder yield2.3%
dividends + buybacks Annual figures from SEC cash-flow statements. Shareholder yield = total cash returned ÷ market cap.
Net buying0P / 7S insiders · 10 funds hold · 4 Congress buys
Recent insidersBorders Ben · Principal Accounting OfficerSELL$34,236
LEVINSON ARTHUR D · DirectorSELL$15.6M
Borders Ben · Principal Accounting OfficerSELL$369,460
LEVINSON ARTHUR D · DirectorSELL$71.2M
Fund holders (13F)Berkshire Hathaway (Warren Buffett)$57.84B22.0% of book
Fisher Asset Management (Ken Fisher)
Ahealth · 85/100
Self-fundingSelf-funding — profitable · generates cash
No red flags from its filings.
Educational tools — not financial advice. Fundamentals from SEC EDGAR (XBRL); prices are end-of-day (Databento). Scores are a transparent blend of the components shown, computed on our own data — a research aid, not a recommendation.