Deep dive · NGM: MASI
Masimo Corporation stock analysis
Everything behind the call on Masimo Corporation. 6 sections, ordered the way risk stacks up: survival first, quality and price in the middle, context last. The Beacon gives you the read. This is where you check the work.
The five reads
Global tape
No overseas listings — MASI trades on its home exchange only.
The bottom linestart here
Wall Street rating
Buy
Across 21 covering firms
0% buy · 100% hold · 0% sell
Valuation
26.8× forward
98th of its own five-year range
5yr median 68×
FCF yield 2.05%
FCF yield 2.05%
Dividend
0.00%
A rounding error against cash — this is a capital-gains position
Risk flags
2 on watch
5 checks run, 3 clear
worst drawdown 0%
New to this? Every metric carries a plain-English read beside it, and an ⓘ next to a label opens the definition. Anything unfamiliar is also defined at the foot of the page under Glossary.
In one paragraphwhat the company actually does170 chars
Masimo Corporation engages in the development, manufacture, and marketing of various patient monitoring technologies, and automation and connectivity solutions worldwide.
NGM · USDMedical Devices
$179.950.00 · 0.00%CLOSED · vol 3.09M
Tape 2026-06-12
01Ratios · Jul 7, 2026NO SOLVENCY RISK
Survival & solvency
Altman-Z of 8.8 against a 3.0 safe threshold, and 3 of 5 forensic checks clear.
↳ Plain EnglishBefore anything else: can this company pay its bills? These blocks check the balance sheet, whether your slice of ownership is being diluted, and whether the accounting looks honest.
Bankruptcy risk (Altman-Z)
8.77SAFE ZONE
Distress<1.8
Grey1.8–3.0
Safe>3.0
Profitability, leverage and liquidity combined into one number. Above 3.0 is the safe band.
Balance sheetJul 7, 2026
Distance to default (Merton)COMFORTABLE
9.4σ
How many standard deviations of asset value sit between the company and its debt. Above 4σ is comfortable.
1-year default probabilityEDF-CALIBRATED
0.100%
Calibrated against how often companies at this distance actually defaulted, rather than assuming a normal distribution.
Piotroski F-scoreWATCH
F 6/9
Piotroski F-score 6 of 9. Nine pass/fail tests covering profitability, leverage and operating efficiency; seven or more is strong.
Solvency and liquidity ratios
Current ratioshort-term assets against short-term bills2.49×healthy >2
Debt / equityborrowings against shareholder capital0.78
Leverage · long-term debt / equitythe borrowings that outlive a bad quarter0.31
Net debtborrowings in excess of cash on hand$407.00M
Your ownership stake
Share-count growth vs peersHIGH DILUTION
58th pctile
Where this name's share-count growth ranks among peers. Lower is less dilutive.
Buyback yieldGROSS
3.86%
Repurchases as a share of market value, before new issuance is netted off.
Stock-based comp / revenueIN LINE
2.3%
Stock comp is the dilution pressure a buyback has to outrun. We read up to 5% of revenue as modest and above 12% as heavy — our own reading band, not a measured peer statistic.
Diluted vs basic share gapTHIN OVERHANG
1.12%
Options and awards already granted, expressed as the gap between the diluted and basic counts.
Accounting forensicsSEC filings
Red-flag x-rayGRADE B
80 / 100
0 critical · 2 watch · 3 clear of 5 scored tests
Red-flag x-ray · every check, passes included
CheckStatusValueWhat it looks for
Bankruptcy distressCLEARZ 8.77Altman-Z in the Safe · fundamentals
Earnings manipulationCLEARM -3.68M-score in range · fundamentals
LeverageCLEARLTD/E 0.72long-term debt 0.72× equity · fundamentals
Profitability qualityWATCHF 6/9Piotroski F-score 6 of 9 · fundamentals
Filing forensicsWATCH1 flag1 filing red flag on the latest 10-K · forensic
5 checks, 3 clear and 2 watch. The passes are shown because a score built from five checks means something different from one built from three.
02Refreshed · Sep 26, 2026GOOD · 62/100
Business quality
-10% net margin, -21% return on equity, +9% revenue growth, and capital earning 17% against a 8% cost.
↳ Plain EnglishMargins tell you how much of each sales dollar the company keeps. Return on capital tells you whether reinvesting that money creates value. Both are read against what the filings support, not against a target.
Quality score
62 / 100GOOD
Profitability, growth and balance strength scored separately, then blended.
ProfitabilityRefreshed · Sep 26, 2026
Net marginOF EVERY SALES DOLLAR
-9.9%
The share of revenue that survives every cost and becomes profit.
Gross marginPRICING POWER
61.9%
What is left of a sales dollar before overhead — the clearest read on pricing power.
Operating marginAFTER RUNNING COSTS
20.5%
What survives the cost of running the whole business.
Return on equityPER $1 OF EQUITY
-21.0%
Annual return on each dollar of shareholder equity.
ROIC − WACC spreadCREATES VALUE
9.4pp
Earns 17% on invested capital that costs about 8%. A positive spread means every retained dollar compounds rather than leaks.
Asset growth vs peersIN LINE
8th pctile
The balance sheet grew -35% on the year. Fast asset growth is usually a ramp; occasionally it is the start of an inventory problem.
Growth & relative strength
Trailing return by period
1 month+0.9%
3 months+2.6%
6 months+27.4%
Year to date+41.2%
1 year+8.8%
Revenue growth (YoY)GROWING
+9.4%
Revenue against the same period a year ago.
Around earningsMay 5, 2026
P(beat next quarter)COHORT BASE RATE
64%
survivor-tilted universe (currently-listed names; large-cap-skewed coverage)
Beat rate · this nameBEAT 5–6 OF THE LAST 8
6 of 8
Its own record against consensus. 8 prints is a small sample, which is why the cohort rate above carries the probability.
Typical earnings moveData unavailableRealized move magnitudes are not published for this name yet — needs ≥8 measured prints · 0 on file.
Reaction: beat vs missData unavailableThe beat-versus-miss reaction gap is not computed for this name — undetermined — needs ≥12 measured beats.
Consensus bias1.05× COHORT
Persistent
consensus runs low for this name — it routinely clears the bar
Dividends & income
Data unavailableThis company does not pay a dividend. There is no yield, payout ratio or ex-dividend date to show, and the return case rests entirely on capital gains.
Signal
Not an income position.
No dividend is declared, so nothing here contributes to total return except the price. That is a fact about the security, not a criticism of it.
Inventory ledger
Data unavailableNo inventory detail is tagged in this company's filings. The ledger needs the XBRL inventory components, which a business without physical goods does not report.
Segments & geography
Data unavailableRevenue by segment and region is not on file for this name, so product and geographic concentration are not shown.
Pattern reliability · platform-wide cohortSnapshot · Sep 26, 2026
Sideways
HorizonHigherMedianObservations
10d47%0.0%1,479,705
21d49%0.0%695,010
63d51%+0.1%220,093
slope +0.01 over 40 bars
Dragonfly doji · leans bullish
HorizonHigherMedianObservations
10d36%0.0%507,560
21d40%0.0%237,486
63d44%0.0%73,638
long lower shadow, open=close near high
Triple top · leans bearish
HorizonHigherMedianObservations
10d50%0.0%975,500
21d52%+0.2%458,215
63d54%+0.5%144,909
three peaks ≈ equal
Triple bottom · leans bullish
HorizonHigherMedianObservations
10d49%0.0%964,809
21d50%0.0%453,015
63d52%+0.3%142,744
three troughs ≈ equal
Rectangle
HorizonHigherMedianObservations
10d46%0.0%221,317
21d48%0.0%103,709
63d50%0.0%32,594
horizontal range
52w breakout · leans bullish
HorizonHigherMedianObservations
10d43%0.0%195,888
21d46%0.0%91,765
63d52%+0.2%28,677
at/near 52-week high
Near support · leans bullish
HorizonHigherMedianObservations
10d51%+0.1%536,115
21d53%+0.2%251,312
63d54%+0.4%78,900
testing recent support
Rsi overbought · leans bearish
HorizonHigherMedianObservations
10d40%0.0%265,199
21d42%0.0%124,339
63d46%0.0%39,280
RSI 75 ≥ 70
0398TH OF ITS 5-YEAR RANGE
Price & timing
Price $179.95, 26.8× forward earnings, RSI 75.
↳ Plain EnglishA multiple is what the market charges for a dollar of this company's earnings, cash or revenue; the trend and the options tape say what the price is doing around it. Together they are the timing picture, not the quality one.
Momentum (RSI-14)
75OVERBOUGHT
030 oversold70 hot100
Where momentum sits on a 0–100 scale. Above 70 is overbought, below 30 oversold; the middle says the move has room either way.
The setup right now
Price · 504 sessions2024-06-10 → 2026-06-12
price50-day200-daylevel
How to read this
Up 0.00% on the session.
Follow the solid line: each point is a session close. Compare it to the 50-day average — while price stays above it the short-term trend is up, and a drop below is the first structural warning.
The dashed levels are the strikes the options chain is most committed to. They are the same numbers the gamma block states; nothing here is drawn that no section derives.
MACDABOVE SIGNAL
+0.09
The short-term trend against its own signal line. The sign is the read; the size is not a target.
Pivots (classic)R1 $180 · S1 $180
$179.95
The last settled session's range projected forward. Reference levels, not predictions — after a big gap they can sit on the wrong side of the price until the next close.
DeMark countdownFLAT SETUP
0 of 9
Counts consecutive closes against the prior trend. A completed 9 often marks exhaustion.
2026-09-29 · in 3 daysJob Openings (JOLTS)A scheduled macro release. It moves this stock independently of anything the company does.
Setup & oddsNightly
Direction oddsnext 12m
50 / 50cohort n=13,098
Effectively a coin flip. A split this close is not an edge you can size on, whichever side is nominally ahead. These are the cohort's odds — comparable names over the window — not this stock's own history.
Pullback riskoverstretch read
In line1.00× segment rate · n=80,992
Historically, mid names in this tape state saw a ≥10% pullback within 63 trading days in 79% of cases (n=80,992).
Signal
The odds are a coin flip.
Historically, names tripping 1 validated red flag finished lower 12 months later in 50% of cases (n=13,098) — a survivor-biased floor, not a forecast.
Valuation
Earnings yield vs cashBELOW CASH
-2.47pp
Cash pays more than the earnings yield today, so what you are buying is future growth rather than a current return.
Net cash per shareNET DEBT
$-5.49
Cash less every borrowing, per share. It is the part of the price that is not a claim on future profits.
Multiples
Forward P/Eearnings expected over the next 12 months26.8×5yr median 68×
Trailing P/Eearnings already reported44.4×98th of its 5yr range
Price / salesprice against revenue, before any of it becomes profit6.2×5yr median 4.5×
Price / bookprice against the accounting value of the assets13.1×
EV / EBITDAthe multiple an acquirer would pay28.5×
EV / free cash flowenterprise value against the cash the business throws off50.9×
FCF yieldfree cash flow per dollar of market value2.05%
6 of the 7 priced multiples above sit in the richer half of its band. Each priced multiple is read against this stock's own history where a five-year range is on file, so the question is whether today is dear for this name rather than for the market. The multiples are computed separately from the quote above and are not re-priced as it moves, so they can lag it.
Price horizon & timing
Data unavailableThis security is delisted, so there is no live tape to compose entry, target and stop against.
Gamma mapChain · Jul 7, 2026
Call wallheaviest call OI
$170.00-4.8%
The strike with the heaviest call open interest. It tends to act as a ceiling into expiry.
Put wallheaviest put OI
$130.00-27.2%
The strike with the heaviest put open interest. Dealer hedging tends to cushion price here.
Options tapeLast snapshot before the 2026-06-18 expiry · Chain · Jul 7, 2026
Max pain-27.2%
$130.00
The strike where most open options would have expired worthless on the last snapshot. That expiry has passed; the next chain read replaces it.
Put / call ratio (OI)PUT-HEAVY
15.75
6% calls
94% puts
Open interest in puts against calls. Heavy call interest often caps how far price can run before expiry.
Put / call ratio (volume)TODAY'S FLOW
34.57
Today's traded flow rather than the standing position. It moves faster and means less.
Largest open interest · front expiry
StrikeTypeOpen interest
$170.00CALL155
$190.00CALL10
$160.00CALL6
$205.00CALL4
$150.00CALL3
$220.00CALL2
Large call interest above the price acts as a magnet and a ceiling; large put interest below is a floor of hedges. The biggest strike is the level the market is most committed to defending into the next expiry.
Open interest by strikeexpires 2026-06-18 (expired)CallsPutsMax pain $130.00
2
$220.00
01
$210.00
04
$205.00
02
$200.00
00
$195.00
010
$190.00
00
$185.00
00
$180.00
00
$175.00
0155
$170.00
00
$165.00
06
$160.00
00
$155.00
03
$150.00
11
$145.00
11
$140.00
0
The shaded row is the strike nearest the price. Heavy call interest above acts as a ceiling; heavy put interest below is a floor of hedges.
↑ 52-week high$0.00-100.0%The highest print of the past year.Old highs draw profit-taking on the first attempt.
↑ Call wall$170.00-4.8%Heaviest call open interest on the front expiry.Acts as a ceiling into expiry; a close above usually needs a catalyst.
◇ Max pain$130.00-27.2%Where most open options expire worthless.Price often drifts toward it into the close of the expiry week.
↓ Put wall$130.00-27.2%Heaviest put open interest — a floor of hedges.Dealer buying tends to build as price approaches.
0413F quarterly · Form 4 dailyNET SIGNAL -1
Ownership & flow
Institutions hold 105%, short interest is 7.90% of float.
↳ Plain EnglishWho is buying and selling, and what they had to disclose. Institutions file 13F 45 days after quarter end, executives file Form 4 within two days, and Congress discloses under the STOCK Act with a 30–45 day legal lag. Every one of those is a look backwards.
Net signal
-1BALANCED · 30d
0 bull / 1 bear factors. The points sum to the net beside the label; nothing here is weighted after the fact.
The QTick signalNightly
Sentiment1–30D · TIMING
-1
7d sentiment depressed (33/100)
Signal
0 bull / 1 bear factors
Independent factors scored and netted to -1 over 30d, a balanced reading. 1 of 9 factors carried a direction; the others scored zero and do not vote. The signal describes where the data leans, not what to do about it.
Cross-category read
Data unavailableFewer independent evidence families are ready than the engine's minimum, so there is nothing to check for agreement. A cross-category read over two categories is not a read.
Wall Street21 covering firms
Consensus rating21 ANALYSTS
Buy
0% buy · 100% hold · 0% sell, as a share of the 21 covering firms.
Forward EPS estimateCONSENSUS
$6.70
What the panel expects the company to earn per share.
Who owns it13F quarterly · Form 4 daily
Institutional ownershipINSTITUTIONALLY HELD
104.8%
The share held by 13F filers. It describes last quarter's positioning, not today's — filings land up to 45 days after quarter end.
Insider ownershipOFFICERS & DIRECTORS
6.2%
The share held by the people running the company.
Short interest (float)LIGHT
7.90%
The share of the tradable float sold short.
Free float85% OF SHARES
44.31M
Shares actually available to trade, excluding insider and restricted holdings.
Dollar volume (ADV)91st PCTILE
$170.31M/day
At this depth, position size is not a constraint for a retail account.
Borrow feeData unavailableWe do not license securities-lending data, so the annualized cost of borrowing shares to short is not something we can show. Short interest and days-to-cover above are the closest read we can source.
The story · news & sentimentRolling window
Why it moved on Sep 27, 2026NONE
flat
We don't have a fresh enough quote for MASI to measure its move since the last close.
News tone · 7-day—
33 / 100
Headline polarity over the window, scored from news articles. Above 60 leans positive, below 40 negative. Colour, not a signal.
Newswire · 37 stories
WhenHeadlineSourceTone
Aug 26Morocco MASI Index Climbs as Market Cap Reaches MAD1.13tn - Serrari GroupSerrari Groupnot scored
Aug 25Masimo (MASI) Quarterly Figures: EPS Does Not Reach the Reported Estimate in the Latest Session ; The Market Outcome Is Not Yet Known - Margin Expansion Trends - vinanet.vnvinanet.vnnot scored
Aug 17MASI Q1 2026 Earnings: EPS Misses Consensus by 26%, Revenue Details Pending - Earnings Surprise Report - VinanetVinanetnot scored
Aug 17MASI Q1 2026 Earnings: EPS Misses Estimates by 26% as Profitability Pressures Surface - Earnings Call Transcript - VinanetVinanetnot scored
Aug 15MASI Q1 2026 Earnings: EPS of $1.08 Falls 26.05% Short of Consensus - Investor Earnings Call - VinanetVinanetnot scored
Aug 14Masimo Corp (MASI): Pentwater Capital files 13G/A showing exit from common stock - Stock TitanStock Titannot scored
Aug 11Why (MASI) Price Action Is Critical for Tactical Trading - Stock Traders DailyStock Traders Dailynot scored
Aug 11Why (MASI) Price Action Is Critical for Tactical Trading - news.stocktradersdaily.comnews.stocktradersdaily.comnot scored
Coverage published around the move, newest first. Nothing here measures causation — only the why-it-moved card above is matched to the tape by timestamp.
CongressSTOCK Act · 30–45d lag
Signal
Net selling.
2 of 6 disclosures are buys and 4 are sales. Lawmakers disclose on a 30–45 day legal lag, so this describes what was done weeks ago, not what is being done now.
0512 graded calls
Risk & track record
a 0% worst drawdown, and 2 of 8 risk surfaces clear.
↳ Plain EnglishWhat owning it does to a portfolio, what the model votes against, and how often our own calls have been right. Every call is graded when it resolves, and the ones still open stay visible.
Max drawdown
0.0%WORST FALL
The deepest peak-to-trough fall in the measured window. Only hold a position you can watch do this.
What it does to a portfolio5-year window
What votes againstNightly
LowSentiment7d sentiment depressed (33/100)1–30d · -1
Signal
1 of 9 factors vote against.
Ranked by the size of each factor's own point contribution to the net signal — these are the model's stated reasons, not a written bear case. Each one is scored from the source named beside it.
Failure modes · by company type
Data unavailableFailure modes are routed per company type, and only the bank-run and crypto-treasury rulebooks are validated so far. This name routes as growth, so there is no cohort-specific checklist to run. A generic list would read as analysis without being any.
The risk case · why not to buy8 surfaces · nightly
Avoid score6-month distress
0.6%0.1× its cohort · most-traded mega-caps
Observational 6-month large-drawdown risk ranking — not a forecast, not alpha. Historical distress rate for this most-traded mega-caps segment: 9.3%. This name reads 0.1× that base rate.
LowDistress screenThe distress model did not score this name in the latest run, so this surface is unmeasured rather than clear.Not scored
LowPosition sizeThe sizing model has not covered this name, so no defensible cap is published for it.Not scored
LowLottery-ticket behaviourNot scored for this name.Not scored
LowCash runwayNon-burner: catastrophe rate 6.1% (n=297414).Solvency
LowPost-earnings driftNo measured earnings reaction on file, so the drift surface is unmeasured.Not scored
LowDividend riskNot scored for this name.Not scored
HighRestatement history9 restatements in 2 years. The flagged-company base rate is 6.2× the unflagged one.Integrity
LowCrowded shortNot in a warn state: the crowded-short model only publishes when short interest and thin liquidity coincide, and neither condition is met here.Not scored
Signal
2 of 8 surfaces clear.
8 surfaces checked, 2 clear. Each row states which surface it is and what it measured; a surface that could not be scored says so rather than counting as clear.
Who should skip it
Skip it if any of these is you
You want income
A 0.00% yield is a rounding error against cash. This is a capital-gains position.
Our track record12 resolved
Track recordBUILDING IN THE OPEN
32 logged
32 calls logged on this name, 12 resolved so far. Calls are logged the moment they are made, so the open ones are public before anyone knows how they turn out, and a hit-rate is not published until enough of them resolve.
Calls on MASITHIS NAME
32
This name's own call count. Too few have resolved to publish a rate over them, so none is shown rather than a rate over 12.
0610-K disclosed linksMEDICAL DEVICES
The wider context
5 mapped peers, 1 connection.
↳ Plain EnglishCompanies do not trade alone. This is the peer set, the supply chain that has to deliver, and the macro variables that move the stock regardless of company news.
Rate sensitivity
+39.7% per +1ppINSUFFICIENT
This is the SECTOR prior, not a measurement of this name — the regression did not clear its own bar. The verdict beside it (neutral) comes from the prior too, so the two agree by construction rather than by evidence.
Versus peersLatest session
Peer set · 5 names
SymbolRelationshipPriceSession
ABTPeer$101.29+0.22%
SYKPeer$272.36+0.97%
MDTPeer$88.64-3.39%
BSXPeer$43.92-1.70%
EWPeer$86.29+0.65%
The mapped peer set and how each traded in the latest session. A peer moving with this name says the move is the sector's; one moving against it says the move is this company's.
Time machineHistory from 2023-06-01
Signal
Every backward window is positive.
That is the definition of a stock that has already worked, and it says nothing about the next window. What it does tell you is what a drawdown would be measured against.
Macro driversRolling window
Next macro catalystIN 3 DAYS
Job Openings (JOLTS)
2026-09-29. A scheduled release that moves this stock independently of anything the company does.
Events · what moves this stockSep 20, 2026
Initial jobless claimsLittle effect either way
Healthcare demand does not depend on hiring.
Typical for the Healthcare sector
On the day 0.0% · A week later +0.3% · Two weeks later +0.4% · Rose on 78 of 156 report days
Across the last 156 Initial jobless claims reports since Jun 8, 2023, MASI moved 0.0% on average on the day and was 0.4% higher two weeks later. The S&P 500 moved -0.1% on those days.
Consumer sentiment (UMich) is due in 12 days.
Consumer sentiment (UMich)Little effect either wayLittle direct link.
Typical for the Healthcare sector
On the day +0.3% · A week later -0.1% · Two weeks later -0.1% · Rose on 19 of 36 report days
Across the last 36 Consumer sentiment (UMich) reports since Jun 26, 2023, MASI moved +0.3% on average on the day and was 0.1% lower two weeks later. The S&P 500 moved +0.1% on those days.
Core PCE (the Fed's gauge) is due in 3 days.
Core PCE (the Fed's gauge)Little effect either wayPeople need care regardless of prices; healthcare barely reacts to the print itself.
Typical for the Healthcare sector
On the day -0.2% · A week later -0.3% · Two weeks later -0.3% · Rose on 16 of 36 report days
Across the last 36 Core PCE (the Fed's gauge) reports since Jun 28, 2023, MASI moved -0.2% on average on the day and was 0.3% lower two weeks later. The S&P 500 moved +0.3% on those days.
On the day +0.2% · A week later +0.9% · Two weeks later +0.8% · Rose on 21 of 36 report days
Across the last 36 Housing starts reports since Jun 20, 2023, MASI moved +0.2% on average on the day and was 0.8% higher two weeks later. The S&P 500 moved 0.0% on those days.
Industrial productionLittle effect either way
Healthcare does not track the business cycle.
Typical for the Healthcare sector
On the day +1.1% · A week later +0.9% · Two weeks later +0.5% · Rose on 21 of 36 report days
Across the last 36 Industrial production reports since Jun 15, 2023, MASI moved +1.1% on average on the day and was 0.5% higher two weeks later. The S&P 500 moved +0.1% on those days.
PCE inflation is due in 3 days.
PCE inflationLittle effect either wayPeople need care regardless of prices; healthcare barely reacts to the print itself.
Typical for the Healthcare sector
On the day -0.2% · A week later -0.3% · Two weeks later -0.3% · Rose on 16 of 36 report days
Across the last 36 PCE inflation reports since Jun 28, 2023, MASI moved -0.2% on average on the day and was 0.3% lower two weeks later. The S&P 500 moved +0.3% on those days.
Producer prices (PPI)Little effect either way
People need care regardless of prices; healthcare barely reacts to the print itself.
Typical for the Healthcare sector
On the day -0.1% · A week later +0.3% · Two weeks later +1.3% · Rose on 16 of 36 report days
Across the last 36 Producer prices (PPI) reports since Jun 12, 2023, MASI moved -0.1% on average on the day and was 1.3% higher two weeks later. The S&P 500 moved +0.3% on those days.
On the day +1.1% · A week later +0.9% · Two weeks later +0.5% · Rose on 21 of 36 report days
Across the last 36 Retail sales reports since Jun 15, 2023, MASI moved +1.1% on average on the day and was 0.5% higher two weeks later. The S&P 500 moved +0.1% on those days.
Customer momentum
Data unavailableCustomer momentum needs listed customers that disclose a revenue dependence on this company, and none is on file. The connections below are a different map: competitors and partners, most of them curated rather than filed.
Connections1 link · none confirmed
Direct connections · 1 edge
CompanyRelationSessionProvenance
AAPL · Competitorcompetitor+1.53%Rumored · manual
0 of 1 edge is named in a filing; the rest come from reporting we have not matched to one yet, and are labelled as such.
Suppliers, customers & competitors
Named competitors
AAPLCompetitorcompetitor
Glossary · every term on this page
Survival
Altman Z
Bankruptcy-risk score. Above 3.0 is the safe band.
Piotroski F
Nine pass/fail health tests; 7 or more is strong.
Beneish M
Accrual and growth pattern screen. Clear below −2.22, watch to −1.78, elevated above; a year of very fast revenue growth lifts it by construction.
Merton DTD
Standard deviations of asset value between the company and its debt.
EDF
Default frequency calibrated on what actually happened to similar names.
Price & tape
RSI-14
Momentum gauge 0–100. Above 70 is overbought, below 30 oversold.
ATR
Average true range — the size of a typical day.
VWAP
20-day volume-weighted average price — the average paid over the last month; the page shows no intraday VWAP.
Supertrend
A trend-following stop line. A close through it flips the read.
Chandelier
A trailing stop set a few average ranges below the recent high.
Options & flow
Gamma / GEX
Dealer hedging pressure. Negative gamma amplifies moves both ways.
Call / put wall
The strikes with the heaviest open interest; they act as ceiling and floor.
Max pain
The strike where most options expire worthless.
13F · Form 4
Institutional filings, 45 days after quarter end. Insider trades, within two days.
Scoring
Composite signal
Independent factors scored and netted into one number.
Hit-rate
Share of past calls that resolved in the direction stated.
Brier score
Calibration measure. Lower means stated probabilities track reality.
HHI
Concentration 0–10,000. Above 2,500 means one segment carries the company.
EVT
Fits the tail rather than assuming a bell curve, so bad days are not understated.