Educational only - not investment advice.
Textbook rules-of-thumb from public price math. See
docs/kb/verdict-rules.md for the rule write-up.
AAPL Apple Inc. ·
stock · NASDAQ
· USD
Generated 2026-08-27T21:24:52+00:00 UTC ·
data through 2026-08-27 · 1274 sessions
(2021-08-02 .. 2026-08-27) · source yfinance
HOLD
score -1
(rule sum -1)
- momentum negative (-5.7% / 20d)
Rule-by-rule evidence
| Rule | Value | Threshold | Status | Sign |
|---|
| SMA trend stack | 314.58 / SMA20 309.32 / SMA50 311.52 | price > SMA20 > SMA50 |
fail |
0 |
| RSI14 | 52.6 | 30 < RSI < 70 neutral |
fail |
0 |
| 20-session momentum | -5.7% | >0 bullish / <=0 bearish |
fail |
-1 |
| Drawdown from 52w high | -7.5% | <= -10%% triggers |
fail |
0 |
| Volume confirmation | 0.63x avg (move +0.4%) | >=1.25x avg in move direction |
fail |
0 |
Price - 1 year
Risk & trend stats
| Last close | 52w high / low | d / w / m / y |
Vol (ann.) | Max drawdown | Avg vol (20d) |
|---|
| 314.58 |
340.08 /
226.79 |
0.36 /
1.05 /
-5.65 /
37.19% |
0.32% |
-33.43% |
47702881 |
vs S&P 500 (^GSPC)
| Horizon | Asset | ^GSPC | vs index |
|---|
| 1m |
-7.5% |
4.07% |
-11.57% |
| 3m |
1.87% |
3.45% |
-1.58% |
| 1y |
37.19% |
19.56% |
+17.62% |
Fundamentals
| Metric | Value | As of |
|---|
| P/E (trailing) | 36.12 x | 2026-06-27 |
| P/E (forward) | 32.98 x | 2026-06-27 |
| EPS (trailing) | 8.71 per share | 2026-06-27 |
| Payout ratio | 12.04 % | 2026-06-27 |
| Dividend yield | 0.34 % | 2026-06-27 |
| Dividend rate | 1.08 per share | 2026-06-27 |
| Debt / equity | 78.44 % | 2026-06-27 |
| Current ratio | 1.00 x | 2026-06-27 |
| Profit margin | 27.62 % | 2026-06-27 |
| Return on equity | 148.75 % | 2026-06-27 |
| Market cap | 4591.04 USD B | 2026-06-27 |
Recent events
| Date | Type | Title |
|---|
| 2026-08-10 | dividend | Dividend $0.27 (ex-date) |
| 2026-07-30 | earnings | Quarterly earnings (reported) |
| 2026-05-11 | dividend | Dividend $0.27 (ex-date) |
| 2026-04-30 | earnings | Quarterly earnings (reported) |
| 2026-02-09 | dividend | Dividend $0.26 (ex-date) |
| 2026-01-29 | earnings | Quarterly earnings (reported) |
| 2025-11-10 | dividend | Dividend $0.26 (ex-date) |
| 2025-10-30 | earnings | Quarterly earnings (reported) |
| 2025-08-11 | dividend | Dividend $0.26 (ex-date) |
Upcoming
| 2026-10-29 | earnings | Quarterly earnings (estimated) |
Educational only - not investment advice.
Generated by the Stock & Event Correlation project; rules: docs/kb/verdict-rules.md.