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Season 2026Jul 26, 2026 — Jul 24, 2027Week 6 of 52active

AAPL Intelligence

Overview, health ratings, scorecard, and competition exposure

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AAPL

NASDAQSeed fundamentals

Apple Inc.

Technology · Consumer Electronics · United States

$225.40

Mkt cap $3.4T

Excellent

Overview

Market Cap

$3.4T

Price

$225.40

52W High

$260.10

52W Low

$169.20

Avg Volume

52M

Dividend Yield

0.4%

Beta

1.2

Analyst Target

$240.00

Business Summary

Designs consumer electronics, software, and services centered on the iPhone ecosystem.

Financial Health

Normalized category ratings with evidence — Unknown when inputs are missing

OverallExcellent

Each category rates only the metrics present for the company. Thresholds are deterministic rules (liquidity ratios, margins, growth rates, leverage, returns, cash flow, beta/short interest). Missing inputs yield Unknown for that category — values are never invented.

Liquidity

Fair

Current ratio 0.8–1.2$1.05
Net debt present (cash − debt)-$40B

Profitability

Excellent

ROE ≥ 25%145.0%
Operating margin ≥ 25%31.0%
Gross margin 30–50%46.0%

Growth

Fair

Revenue growth 3–12%5.0%
EPS growth 0–10%8.0%

Balance Sheet

Good

Debt/Equity 1–2145.0%
Cash below total debt$0.62

Capital Allocation

Excellent

ROIC ≥ 20%55.0%
Positive free cash flow$98B
Pays a dividend (allocation signal, not required)0.4%

Efficiency

Excellent

ROE ≥ 20%145.0%
ROIC ≥ 15%55.0%
Operating margin ≥ 20%31.0%

Cash Flow

Excellent

Positive free cash flow$98B
Operating margin supports cash conversion31.0%

Risk

Good

Beta 1.2–1.8$1.2
Short interest < 2%0.8%
Moderate leverage145.0%

Growth

Revenue Growth

5.0%

EPS Growth

8.0%

PEG

2.8x

Valuation

P/E

34.2x

Forward P/E

29.8x

PEG

2.8x

Price/Sales

8.9x

Price/Book

52.0x

Profitability

ROE

145.0%

ROIC

55.0%

Operating Margin

31.0%

Gross Margin

46.0%

Free Cash Flow

$98B

Ownership

Institutional

61.0%

Insider

7.0%

Short Interest

0.8%

Analyst Rating

Hold

Risk

Beta

1.2

Debt/Equity

1.4x

Current Ratio

1.05

Cash

$65B

Debt

$105B

Short Interest

0.8%

Technical Overview

Price

$225.40

52W High

$260.10

52W Low

$169.20

Avg Volume

52M

Chart indicators and pattern detection are reserved for a later sprint.

Investment Scorecard

Transparent category scores — no single magical AI composite

Category scores are transparent and independent. There is no single composite AI score. Missing fundamentals reduce coverage; they do not fabricate a middle score.

Financial Health

All financial health categories had enough evidence to rate.

76Good

Average of Liquidity, Profitability, Growth, Balance Sheet, Capital Allocation, Efficiency, Cash Flow, and Risk ratings. Unknown categories are excluded (not filled with a neutral score).

Used: Liquidity, Profitability, Growth, Balance Sheet, Capital Allocation, Efficiency, Cash Flow, Risk

Growth

Scored from revenueGrowth and epsGrowth.

52Fair

Uses revenue growth and EPS growth bands. Higher sustained growth scores higher; negative EPS growth scores Weak.

Used: revenueGrowth, epsGrowth

Valuation

All valuation inputs present.

46Fair

Average of P/E, Forward P/E, PEG, and Price/Sales bands. Lower multiples score higher. This is a mechanical screen, not a fair-value model.

Used: pe, forwardPe, peg, priceToSales

Quality

Based on roe, roic, grossMargin.

84Excellent

Combines ROE, ROIC, and gross margin quality bands.

Used: roe, roic, grossMargin

Risk

Beta, short interest, and leverage all available.

71Good

Higher scores mean lower measured risk from beta, short interest, and leverage. Not a volatility forecast.

Used: beta, shortInterest, debtToEquity

Technical

Mechanical range/liquidity score; not investment advice.

69Good

Foundation heuristic only: 52-week range position plus liquidity (average volume). Not a chart pattern or indicator suite — reserved for future Technical Overview expansion.

Used: currentPrice, week52High, week52Low, averageVolume

Momentum

Proxy momentum only; not a returns-based momentum factor.

69Good

Proximity to 52-week high plus EPS growth as a fundamentals momentum proxy. No price time-series yet — extension point for Sprint 19+.

Used: currentPrice, week52High, epsGrowth

Recent News

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Live news integration will plug into IntelligenceService in a future sprint.

AI Research

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Consensus and research briefs will reuse Market Terminal research providers without changing that module.

Competition Exposure

AI Investment Championship · Week 5

Open Strategy Lab →

Owned by

Competitors

Largest owner

Owner	Weight	Value	Rank
META Meta	6.15%	$6.46K	8
META Meta	6.15%	$6.46K	8