Company Fundamentals & Trend Snapshot
Look up one US-listed name: its SEC-filed Piotroski checklist, stated fact by fact, and how its price trends against its moving averages and sector ETF.
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Worked example — the numbers below are illustrative.
Example data — an illustrative snapshot, not a live read. Run your own ticker to replace it.
One name at a time. This is a lookup, not a screener — it will not rank or find candidates.
Fundamentals
SEC EDGAR company facts (annual filings)Apple Inc. · latest annual filing period end 2024-09-28 (vs 2023-09-30)
Piotroski F-score components met: 7 of 9 — a published academic checklist (Piotroski, 2000), not a recommendation.
- Positive return on assets last financial yearyes
- Positive operating cash flow last financial yearyes
- Return on assets higher than the year beforeyes
- Operating cash flow exceeded net income last financial yearyes
- Long-term debt (relative to assets) lower than the year beforeyes
- Current ratio higher than the year beforeno
- No net new shares issued versus the year beforeyes
- Gross margin higher than the year beforeyes
- Asset turnover higher than the year beforeno
Trend
Daily EOD data214.29
+2.83%
MA 208.40
+9.83%
MA 195.12
Relative return vs sector ETF XLK
| Horizon | AAPL | XLK | Relative |
|---|---|---|---|
| 3 months | +6.10% | +4.40% | +1.70% |
| 6 months | +12.80% | +9.50% | +3.30% |
| 12 months | +18.20% | +22.60% | -4.40% |
Moving averages and returns are lagging measures of past prices from daily EOD data. They are not signals or predictions, and nothing here is a recommendation.
Look up one US-listed company: the SEC-filed Piotroski checklist, stated fact by fact, and how its share price is trending against its own moving averages and its sector ETF.
Steps
- 1
Type ONE US-listed ticker (e.g. AAPL) and run the snapshot — this is a single-name lookup, not a screener; it will not rank names or find candidates for you.
- 2
Read the Fundamentals section as a checklist: each of the nine Piotroski components is stated as a plain fact (met / not met / not computable) with a note on what it measures.
- 3
Treat the "components met" count as a published academic checklist, nothing more — it is not a rating, not a recommendation, and not a substitute for the judgement the course teaches.
- 4
Read the Trend section: how far the latest close sits above or below its 50-day and 200-day moving averages, and its 3/6/12-month return relative to its sector ETF — all from daily end-of-day data.
- 5
If the tool cannot map the ticker to a sector, pick the sector ETF yourself from the eleven SPDRs; if SEC filings or prices are missing, the tool says so rather than inventing numbers.
What the numbers mean
- fScore
What: How many of the nine Piotroski F-score components were met, out of nine. The F-score is a published 2000 academic checklist of accounting signals.
How to read it: Read it alongside the component list below it — the count is only a tally of that checklist.
What it is not: It is NOT a quality rating, a valuation, a price target, or a recommendation to buy or sell. A high or low count says nothing about what the stock is worth or what it will do next — that judgement is the skill the course develops.
- piotroskiComponent
What: One line of the Piotroski checklist, computed directly from the company’s SEC filings (latest annual vs the prior year).
How to read it: Each line states a fact — met, not met, or not computable when a filing did not tag the figure.
What it is not: No single line is a verdict; the checklist is descriptive, not advice.
- sma50
What: The average closing price over the last 50 trading days.
How to read it: A common medium-term trend reference — price above it is often read as a firmer near-term trend.
What it is not: It is a lagging average of past prices, not a signal or a prediction of the next move.
- sma200
What: The average closing price over the last 200 trading days.
How to read it: A widely watched long-term trend reference.
What it is not: It is a lagging average of past prices; crossing it is not by itself a buy or sell signal.
- pctVs50
What: How far the latest close sits above (+) or below (−) the 50-day moving average, in percent.
How to read it: A quick read on near-term trend position: positive = above the average, negative = below it.
What it is not: It is not a measure of value or momentum strength, and not a recommendation.
- pctVs200
What: How far the latest close sits above (+) or below (−) the 200-day moving average, in percent.
How to read it: A quick read on long-term trend position.
What it is not: It is not a signal — a large gap can persist or reverse; the tool draws no conclusion.
- relativeReturn
What: The company’s total price return minus its sector ETF’s total return over the same window, in percentage points.
How to read it: Positive = the name outpaced its sector over that horizon; negative = it lagged. Measured on daily end-of-day closes.
What it is not: It is a backward-looking comparison, not a forecast and not a claim that out/under-performance will continue.
- tickerReturn
What: The company’s own total price return over the horizon, in percent (daily EOD closes).
How to read it: The raw leg of the relative comparison — the sector ETF is the other leg.
What it is not: Past return is not indicative of future results.
- etfReturn
What: The sector ETF’s total price return over the horizon, in percent (daily EOD closes).
How to read it: The benchmark leg the company is compared against.
What it is not: It is the sector proxy, not the whole market and not a recommendation.
- lastClose
What: The most recent daily closing price used in the trend calculations.
How to read it: All the moving-average and return figures are anchored to this close.
What it is not: It is delayed end-of-day data, not a live quote.