Yahoo Finance Overview#

This notebook is primarily meant to act as a brief overview and quick visual reference for how to use the yahoo finance api. Unfortunately, this api isn’t the most stable, so it’s reasonably probable that this notebook will become outdated in the future if I do not keep updating it.

This is the github link to the api’s source repo, which may be useful if you need to get into the weeds of understanding how the api works (I’ve never had the need to do so myself): Source Repo - yfinance

# Import the necessary libraries

import pandas as pd
import numpy as np
from matplotlib import pyplot as plt
from pathlib import Path
import seaborn as sns
import xlwings as xw
import yaml
import yfinance as yf
from typing import List, Dict, Tuple, Optional, Union, Callable, Any, Iterable

# ------------- Now, add a bunch of matplotlib settings and enhancements ----------
# Bunch of default matplotlib setups
plt.style.use('ggplot')
plt.rcParams['figure.figsize'] = [14, 8]


from matplotlib.ticker import FuncFormatter
def percentage_formatter(x, pos):
    ''' Formats the y-axis labels as percentages. '''
    return f'{x:.1%}'

COLOR_SCHEME = [
        "#3f4c60",
        "#93c9f9",
        "#94045b",
        "#83889d",
        "#ffc000",
        "#386f98",
        "#9dabd3",
        "#b80571",
        "#45ad35",
        "#b38825",
        "#525e70",
        "#98bbdc",
        "#aa6597",
        "#6abd5d",
        "#716920",
    ]  
def set_mpl_colors() -> None:
    import matplotlib as mpl
    from cycler import cycler
    mpl.rcParams["axes.prop_cycle"] = cycler(color=COLOR_SCHEME)

set_mpl_colors()


# pd.set_option('display.float_format', lambda x: f'{x:,.4}')

Useful Functions#

def color_pos_neg(val):
    '''Format positive numbers in green and negative numbers in red. '''
    color = 'red' if val < 0 else 'green'
    return f'color: {color}'

def display_prettified_df(df: pd.DataFrame) -> None:
    '''Display a dataframe with some nice formatting. '''
    # Copy so that we can modify the dataframe without affecting the original
    df_display = df.copy()

    # Convert the index to strings
    df_display.index = df_display.index.strftime('%Y-%m-%d')

    # Format the numbers
    df_display = df_display.style.format("{:.2%}")

    # Apply the color formatting
    df_display = df_display.applymap(color_pos_neg)

    return df_display

Price & Returns#

The most basic and recurrent task one uses the yfinance api for is downloading price data, typically with the goal of calculating returns. So let’s see it in action.

# Specify the tickers we want to download
TICKERS = ['AAPL','GE','TSLA','AMZN','V','MSFT','XOM']

# Download basic pricing data for all of the tickers in the portfolio
df_data_raw =  yf.download(TICKERS, progress=False)

print(f'Full dataset has {df_data_raw.shape[0]} dates and {df_data_raw.shape[1]} features. '
      f'The default fields pulled are:')
print(df_data_raw.columns.levels[0].to_list(), '\n')

# The data is returned as a multi-indexed column dataframe
#  The multi-index is messy, so let's only display the final 5 rows of the dataset for the 'Adj Close' column
df_data_raw['Adj Close'].tail()

Full dataset has 15587 dates and 42 features. The default fields pulled are:
['Adj Close', 'Close', 'High', 'Low', 'Open', 'Volume']
AAPL AMZN GE MSFT TSLA V XOM
Date
2023-11-27 189.789993 147.729996 119.970001 378.609985 236.080002 254.139999 103.959999
2023-11-28 190.399994 147.029999 118.849998 382.700012 246.720001 252.940002 103.900002
2023-11-29 189.369995 146.320007 118.860001 378.850006 244.139999 254.229996 102.339996
2023-11-30 189.949997 146.089996 121.800003 378.910004 240.080002 256.679993 102.739998
2023-12-01 191.240005 147.029999 122.500000 374.510010 238.830002 256.450012 102.989998


Well that was incredibly simple. Usually, the next step will be to calculate the returns for each security. You do that by grabbing the adjusted close column and calculating the daily % change in the price for each stock.

adj_close_df = df_data_raw['Adj Close']
returns_df = adj_close_df.pct_change().dropna()

display_prettified_df(returns_df.tail())
AAPL AMZN GE MSFT TSLA V XOM
Date
2023-11-27 -0.09% 0.67% 0.00% 0.31% 0.27% -0.06% -0.58%
2023-11-28 0.32% -0.47% -0.93% 1.08% 4.51% -0.47% -0.06%
2023-11-29 -0.54% -0.48% 0.01% -1.01% -1.05% 0.51% -1.50%
2023-11-30 0.31% -0.16% 2.47% 0.02% -1.66% 0.96% 0.39%
2023-12-01 0.68% 0.64% 0.57% -1.16% -0.52% -0.09% 0.24%

While we are here, might as well display the cumulative of these securities. I’m only going to show the data for the past year, because otherwise Tesla’s ridiculously large returns makes the chart look silly.

filtered_returns = returns_df.loc['2023-01-01':, :].copy()
cumulaitve_returns_df = (1 + filtered_returns).cumprod()
fig, ax = plt.subplots()
cumulaitve_returns_df.plot(ax=ax)
ax.set_title('Wealth of $1 invested in each stock from 2023-01-01 to 2023-12-01')
ax.set_ylabel('Wealth ($)');
../_images/3_yf_overview_10_0.png

Company Info#

If we are trying to get company-specific info, other than prices you neeed to get a ticker object for the security in question. Below is just going to be somewhat cluttered visual guide to the different sort of information you may want to pull from the api.

# Step 1 is always to define the ticker object
aapl = yf.Ticker("aapl")
aapl

yfinance.Ticker object <AAPL>

Info#

info_dict = aapl.info

# Print a bunch of the info
print(f'Industry is: {info_dict["industry"]}')
print(f'Sector is: {info_dict["sector"]}')
print('Current price is: {:.2f}'.format(info_dict['currentPrice']))
print(f'Current bid-ask is: {info_dict["bid"]:.2f} - {info_dict["ask"]:.2f}')
print('Market cap is: {:.2f}'.format(info_dict['marketCap']/1e9), 'B')
print(f'Trailing PE is: {info_dict["trailingPE"]:.2f}')
print(f'Forward PE is: {info_dict["forwardPE"]:.2f}')
print(f'PEG ratio is: {info_dict["pegRatio"]:.2f}')
print(f'Price to book is: {info_dict["priceToBook"]:.2f}')
print(f'Profit margin is: {info_dict["profitMargins"]:.2f}')
print(f'ROE is: {info_dict["returnOnEquity"]:.2f}')

---------------------------------------------------------------------------
KeyError                                  Traceback (most recent call last)
~\AppData\Local\Temp\ipykernel_19060\580852047.py in <module>
      2 
      3 # Print a bunch of the info
----> 4 print(f'Industry is: {info_dict["industry"]}')
      5 print(f'Sector is: {info_dict["sector"]}')
      6 print('Current price is: {:.2f}'.format(info_dict['currentPrice']))

KeyError: 'industry'

info_dict

{'address1': 'One Apple Park Way',
 'city': 'Cupertino',
 'state': 'CA',
 'zip': '95014',
 'country': 'United States',
 'phone': '408 996 1010',
 'website': 'https://www.apple.com',
 'industry': 'Consumer Electronics',
 'industryKey': 'consumer-electronics',
 'industryDisp': 'Consumer Electronics',
 'sector': 'Technology',
 'sectorKey': 'technology',
 'sectorDisp': 'Technology',
 'longBusinessSummary': 'Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple TV, Apple Watch, Beats products, and HomePod. It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allow customers to discover and download applications and digital content, such as books, music, video, games, and podcasts. In addition, the company offers various services, such as Apple Arcade, a game subscription service; Apple Fitness+, a personalized fitness service; Apple Music, which offers users a curated listening experience with on-demand radio stations; Apple News+, a subscription news and magazine service; Apple TV+, which offers exclusive original content; Apple Card, a co-branded credit card; and Apple Pay, a cashless payment service, as well as licenses its intellectual property. The company serves consumers, and small and mid-sized businesses; and the education, enterprise, and government markets. It distributes third-party applications for its products through the App Store. The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers, wholesalers, retailers, and resellers. Apple Inc. was founded in 1976 and is headquartered in Cupertino, California.',
 'fullTimeEmployees': 161000,
 'companyOfficers': [{'maxAge': 1,
   'name': 'Mr. Timothy D. Cook',
   'age': 61,
   'title': 'CEO & Director',
   'yearBorn': 1961,
   'fiscalYear': 2022,
   'totalPay': 16425933,
   'exercisedValue': 0,
   'unexercisedValue': 0},
  {'maxAge': 1,
   'name': 'Mr. Luca  Maestri',
   'age': 59,
   'title': 'CFO & Senior VP',
   'yearBorn': 1963,
   'fiscalYear': 2022,
   'totalPay': 5019783,
   'exercisedValue': 0,
   'unexercisedValue': 0},
  {'maxAge': 1,
   'name': 'Mr. Jeffrey E. Williams',
   'age': 58,
   'title': 'Chief Operating Officer',
   'yearBorn': 1964,
   'fiscalYear': 2022,
   'totalPay': 5018337,
   'exercisedValue': 0,
   'unexercisedValue': 0},
  {'maxAge': 1,
   'name': 'Ms. Katherine L. Adams',
   'age': 58,
   'title': 'Senior VP, General Counsel & Secretary',
   'yearBorn': 1964,
   'fiscalYear': 2022,
   'totalPay': 5015208,
   'exercisedValue': 0,
   'unexercisedValue': 0},
  {'maxAge': 1,
   'name': "Ms. Deirdre  O'Brien",
   'age': 55,
   'title': 'Senior Vice President of Retail',
   'yearBorn': 1967,
   'fiscalYear': 2022,
   'totalPay': 5019783,
   'exercisedValue': 0,
   'unexercisedValue': 0},
  {'maxAge': 1,
   'name': 'Mr. Chris  Kondo',
   'title': 'Senior Director of Corporate Accounting',
   'fiscalYear': 2022,
   'exercisedValue': 0,
   'unexercisedValue': 0},
  {'maxAge': 1,
   'name': 'Mr. James  Wilson',
   'title': 'Chief Technology Officer',
   'fiscalYear': 2022,
   'exercisedValue': 0,
   'unexercisedValue': 0},
  {'maxAge': 1,
   'name': 'Ms. Mary  Demby',
   'title': 'Chief Information Officer',
   'fiscalYear': 2022,
   'exercisedValue': 0,
   'unexercisedValue': 0},
  {'maxAge': 1,
   'name': 'Suhasini  Chandramouli',
   'title': 'Director of Investor Relations',
   'fiscalYear': 2022,
   'exercisedValue': 0,
   'unexercisedValue': 0},
  {'maxAge': 1,
   'name': 'Mr. Greg  Joswiak',
   'title': 'Senior Vice President of Worldwide Marketing',
   'fiscalYear': 2022,
   'exercisedValue': 0,
   'unexercisedValue': 0}],
 'auditRisk': 4,
 'boardRisk': 1,
 'compensationRisk': 6,
 'shareHolderRightsRisk': 1,
 'overallRisk': 1,
 'governanceEpochDate': 1701388800,
 'compensationAsOfEpochDate': 1672444800,
 'maxAge': 86400,
 'priceHint': 2,
 'previousClose': 189.95,
 'open': 190.33,
 'dayLow': 189.23,
 'dayHigh': 191.555,
 'regularMarketPreviousClose': 189.95,
 'regularMarketOpen': 190.33,
 'regularMarketDayLow': 189.23,
 'regularMarketDayHigh': 191.555,
 'dividendRate': 0.96,
 'dividendYield': 0.005,
 'exDividendDate': 1699574400,
 'payoutRatio': 0.1533,
 'fiveYearAvgDividendYield': 0.82,
 'beta': 1.305,
 'trailingPE': 31.146582,
 'forwardPE': 26.746853,
 'volume': 45704823,
 'regularMarketVolume': 45704823,
 'averageVolume': 57299031,
 'averageVolume10days': 41568420,
 'averageDailyVolume10Day': 41568420,
 'bid': 191.3,
 'ask': 191.33,
 'bidSize': 3000,
 'askSize': 1000,
 'marketCap': 2974317543424,
 'fiftyTwoWeekLow': 124.17,
 'fiftyTwoWeekHigh': 198.23,
 'priceToSalesTrailing12Months': 7.7600675,
 'fiftyDayAverage': 179.4516,
 'twoHundredDayAverage': 175.26715,
 'trailingAnnualDividendRate': 0.94,
 'trailingAnnualDividendYield': 0.004948671,
 'currency': 'USD',
 'enterpriseValue': 3036683173888,
 'profitMargins': 0.25305998,
 'floatShares': 15535488445,
 'sharesOutstanding': 15552799744,
 'sharesShort': 105837123,
 'sharesShortPriorMonth': 93026130,
 'sharesShortPreviousMonthDate': 1697155200,
 'dateShortInterest': 1700006400,
 'sharesPercentSharesOut': 0.0068,
 'heldPercentInsiders': 0.00071999995,
 'heldPercentInstitutions': 0.61317,
 'shortRatio': 1.81,
 'shortPercentOfFloat': 0.0068,
 'impliedSharesOutstanding': 15552799744,
 'bookValue': 3.997,
 'priceToBook': 47.845886,
 'lastFiscalYearEnd': 1696032000,
 'nextFiscalYearEnd': 1727654400,
 'mostRecentQuarter': 1696032000,
 'earningsQuarterlyGrowth': 0.108,
 'netIncomeToCommon': 96995000320,
 'trailingEps': 6.14,
 'forwardEps': 7.15,
 'pegRatio': 4.72,
 'lastSplitFactor': '4:1',
 'lastSplitDate': 1598832000,
 'enterpriseToRevenue': 7.923,
 'enterpriseToEbitda': 24.135,
 '52WeekChange': 0.3042351,
 'SandP52WeekChange': 0.14899075,
 'lastDividendValue': 0.24,
 'lastDividendDate': 1699574400,
 'exchange': 'NMS',
 'quoteType': 'EQUITY',
 'symbol': 'AAPL',
 'underlyingSymbol': 'AAPL',
 'shortName': 'Apple Inc.',
 'longName': 'Apple Inc.',
 'firstTradeDateEpochUtc': 345479400,
 'timeZoneFullName': 'America/New_York',
 'timeZoneShortName': 'EST',
 'uuid': '8b10e4ae-9eeb-3684-921a-9ab27e4d87aa',
 'messageBoardId': 'finmb_24937',
 'gmtOffSetMilliseconds': -18000000,
 'currentPrice': 191.24,
 'targetHighPrice': 240.0,
 'targetLowPrice': 159.0,
 'targetMeanPrice': 198.01,
 'targetMedianPrice': 200.0,
 'recommendationMean': 2.1,
 'recommendationKey': 'buy',
 'numberOfAnalystOpinions': 39,
 'totalCash': 61554999296,
 'totalCashPerShare': 3.958,
 'ebitda': 125820002304,
 'totalDebt': 123930001408,
 'quickRatio': 0.843,
 'currentRatio': 0.988,
 'totalRevenue': 383285002240,
 'debtToEquity': 199.418,
 'revenuePerShare': 24.344,
 'returnOnAssets': 0.20256001,
 'returnOnEquity': 1.7195,
 'grossProfits': 170782000000,
 'freeCashflow': 82179997696,
 'operatingCashflow': 110543003648,
 'earningsGrowth': 0.135,
 'revenueGrowth': -0.007,
 'grossMargins': 0.44131002,
 'ebitdaMargins': 0.32827,
 'operatingMargins': 0.30134,
 'financialCurrency': 'USD',
 'trailingPegRatio': 2.2549}

Dividends and Splits#

aapl.actions
Dividends Stock Splits
Date
1987-05-11 00:00:00-04:00 0.000536 0.0
1987-06-16 00:00:00-04:00 0.000000 2.0
1987-08-10 00:00:00-04:00 0.000536 0.0
1987-11-17 00:00:00-05:00 0.000714 0.0
1988-02-12 00:00:00-05:00 0.000714 0.0
... ... ...
2022-11-04 00:00:00-04:00 0.230000 0.0
2023-02-10 00:00:00-05:00 0.230000 0.0
2023-05-12 00:00:00-04:00 0.240000 0.0
2023-08-11 00:00:00-04:00 0.240000 0.0
2023-11-10 00:00:00-05:00 0.240000 0.0

86 rows × 2 columns

Options#

Calls#

options_chain = aapl.option_chain()
options_chain.calls.sample(5)
contractSymbol lastTradeDate strike lastPrice bid ask change percentChange volume openInterest impliedVolatility inTheMoney contractSize currency
38 AAPL231208C00240000 2023-11-10 15:29:55+00:00 240.0 0.01 0.00 0.01 0.000000 0.000000 27.0 27 0.578129 False REGULAR USD
14 AAPL231208C00170000 2023-12-01 20:57:11+00:00 170.0 21.40 21.20 21.75 1.199999 5.940588 389.0 533 0.542973 True REGULAR USD
2 AAPL231208C00125000 2023-12-01 19:46:08+00:00 125.0 66.23 66.10 66.70 4.800003 7.813777 2.0 0 1.527346 True REGULAR USD
11 AAPL231208C00162500 2023-12-01 20:52:46+00:00 162.5 28.85 28.70 29.25 28.850000 NaN 2.0 1 0.709964 True REGULAR USD
8 AAPL231208C00155000 2023-12-01 17:19:56+00:00 155.0 36.26 36.15 36.75 1.709999 4.949346 2.0 80 0.862306 True REGULAR USD

Puts#

options_chain.puts.sample(5)
contractSymbol lastTradeDate strike lastPrice bid ask change percentChange volume openInterest impliedVolatility inTheMoney contractSize currency
10 AAPL231208P00125000 2023-12-01 14:31:24+00:00 125.0 0.01 0.0 0.01 0.000000 0.000000 201.0 781 1.062505 False REGULAR USD
9 AAPL231208P00120000 2023-11-28 14:39:19+00:00 120.0 0.01 0.0 0.01 0.000000 0.000000 20.0 257 1.156254 False REGULAR USD
36 AAPL231208P00200000 2023-12-01 20:52:50+00:00 200.0 8.90 8.6 9.05 -1.950001 -17.972357 26.0 16 0.264656 True REGULAR USD
35 AAPL231208P00197500 2023-12-01 20:57:38+00:00 197.5 6.35 6.0 6.55 6.350000 NaN 124.0 6 0.208992 True REGULAR USD
34 AAPL231208P00195000 2023-12-01 20:55:13+00:00 195.0 4.05 3.9 4.10 -1.150000 -22.115377 515.0 1661 0.156258 True REGULAR USD

Financial Statements#

Balance Sheet#

aapl.balance_sheet
2023-09-30 2022-09-30 2021-09-30 2020-09-30
Treasury Shares Number 0.0 NaN NaN NaN
Ordinary Shares Number 15550061000.0 15943425000.0 16426786000.0 16976763000.0
Share Issued 15550061000.0 15943425000.0 16426786000.0 16976763000.0
Net Debt 81123000000.0 96423000000.0 89779000000.0 74420000000.0
Total Debt 111088000000.0 120069000000.0 124719000000.0 112436000000.0
Tangible Book Value 62146000000.0 50672000000.0 63090000000.0 65339000000.0
Invested Capital 173234000000.0 170741000000.0 187809000000.0 177775000000.0
Working Capital -1742000000.0 -18577000000.0 9355000000.0 38321000000.0
Net Tangible Assets 62146000000.0 50672000000.0 63090000000.0 65339000000.0
Common Stock Equity 62146000000.0 50672000000.0 63090000000.0 65339000000.0
Total Capitalization 157427000000.0 149631000000.0 172196000000.0 164006000000.0
Total Equity Gross Minority Interest 62146000000.0 50672000000.0 63090000000.0 65339000000.0
Stockholders Equity 62146000000.0 50672000000.0 63090000000.0 65339000000.0
Gains Losses Not Affecting Retained Earnings -11452000000.0 -11109000000.0 163000000.0 -406000000.0
Other Equity Adjustments -11452000000.0 NaN NaN NaN
Retained Earnings -214000000.0 -3068000000.0 5562000000.0 14966000000.0
Capital Stock 73812000000.0 64849000000.0 57365000000.0 50779000000.0
Common Stock 73812000000.0 64849000000.0 57365000000.0 50779000000.0
Total Liabilities Net Minority Interest 290437000000.0 302083000000.0 287912000000.0 258549000000.0
Total Non Current Liabilities Net Minority Interest 145129000000.0 148101000000.0 162431000000.0 153157000000.0
Other Non Current Liabilities 49848000000.0 49142000000.0 53325000000.0 54490000000.0
Tradeand Other Payables Non Current NaN 16657000000.0 24689000000.0 28170000000.0
Long Term Debt And Capital Lease Obligation 95281000000.0 98959000000.0 109106000000.0 98667000000.0
Long Term Debt 95281000000.0 98959000000.0 109106000000.0 98667000000.0
Current Liabilities 145308000000.0 153982000000.0 125481000000.0 105392000000.0
Other Current Liabilities 58829000000.0 60845000000.0 47493000000.0 42684000000.0
Current Deferred Liabilities 8061000000.0 7912000000.0 7612000000.0 6643000000.0
Current Deferred Revenue 8061000000.0 7912000000.0 7612000000.0 6643000000.0
Current Debt And Capital Lease Obligation 15807000000.0 21110000000.0 15613000000.0 13769000000.0
Current Debt 15807000000.0 21110000000.0 15613000000.0 13769000000.0
Other Current Borrowings 9822000000.0 11128000000.0 9613000000.0 8773000000.0
Commercial Paper 5985000000.0 9982000000.0 6000000000.0 4996000000.0
Payables And Accrued Expenses 62611000000.0 64115000000.0 54763000000.0 42296000000.0
Payables 62611000000.0 64115000000.0 54763000000.0 42296000000.0
Accounts Payable 62611000000.0 64115000000.0 54763000000.0 42296000000.0
Total Assets 352583000000.0 352755000000.0 351002000000.0 323888000000.0
Total Non Current Assets 209017000000.0 217350000000.0 216166000000.0 180175000000.0
Other Non Current Assets 64758000000.0 54428000000.0 48849000000.0 42522000000.0
Investments And Advances 100544000000.0 120805000000.0 127877000000.0 100887000000.0
Other Investments NaN 120805000000.0 127877000000.0 100887000000.0
Investmentin Financial Assets 100544000000.0 120805000000.0 127877000000.0 100887000000.0
Available For Sale Securities 100544000000.0 120805000000.0 127877000000.0 100887000000.0
Net PPE 43715000000.0 42117000000.0 39440000000.0 36766000000.0
Accumulated Depreciation NaN -72340000000.0 -70283000000.0 -66760000000.0
Gross PPE NaN 114457000000.0 109723000000.0 103526000000.0
Leases NaN 11271000000.0 11023000000.0 10283000000.0
Machinery Furniture Equipment NaN 81060000000.0 78659000000.0 75291000000.0
Land And Improvements NaN 22126000000.0 20041000000.0 17952000000.0
Properties NaN 0.0 0.0 0.0
Current Assets 143566000000.0 135405000000.0 134836000000.0 143713000000.0
Other Current Assets 14695000000.0 21223000000.0 14111000000.0 11264000000.0
Inventory 6331000000.0 4946000000.0 6580000000.0 4061000000.0
Receivables 60985000000.0 60932000000.0 51506000000.0 37445000000.0
Other Receivables 31477000000.0 32748000000.0 25228000000.0 21325000000.0
Accounts Receivable 29508000000.0 28184000000.0 26278000000.0 16120000000.0
Cash Cash Equivalents And Short Term Investments 61555000000.0 48304000000.0 62639000000.0 90943000000.0
Other Short Term Investments 31590000000.0 24658000000.0 27699000000.0 52927000000.0
Cash And Cash Equivalents 29965000000.0 23646000000.0 34940000000.0 38016000000.0
Cash Equivalents NaN 5100000000.0 17635000000.0 20243000000.0
Cash Financial NaN 18546000000.0 17305000000.0 17773000000.0

Cash Flow Statement#

aapl.cash_flow
2023-09-30 2022-09-30 2021-09-30 2020-09-30
Free Cash Flow 99584000000.0 111443000000.0 92953000000.0 73365000000.0
Repurchase Of Capital Stock -77550000000.0 -89402000000.0 -85971000000.0 -72358000000.0
Repayment Of Debt -11151000000.0 -9543000000.0 -8750000000.0 -13592000000.0
Issuance Of Debt 5228000000.0 9420000000.0 20393000000.0 16091000000.0
Issuance Of Capital Stock NaN NaN 1105000000.0 880000000.0
Capital Expenditure -10959000000.0 -10708000000.0 -11085000000.0 -7309000000.0
Interest Paid Supplemental Data 3803000000.0 2865000000.0 2687000000.0 3002000000.0
Income Tax Paid Supplemental Data 18679000000.0 19573000000.0 25385000000.0 9501000000.0
End Cash Position 30737000000.0 24977000000.0 35929000000.0 39789000000.0
Beginning Cash Position 24977000000.0 35929000000.0 39789000000.0 50224000000.0
Changes In Cash 5760000000.0 -10952000000.0 -3860000000.0 -10435000000.0
Financing Cash Flow -108488000000.0 -110749000000.0 -93353000000.0 -86820000000.0
Cash Flow From Continuing Financing Activities -108488000000.0 -110749000000.0 -93353000000.0 -86820000000.0
Net Other Financing Charges -6012000000.0 -6383000000.0 -6685000000.0 -3760000000.0
Cash Dividends Paid -15025000000.0 -14841000000.0 -14467000000.0 -14081000000.0
Common Stock Dividend Paid -15025000000.0 -14841000000.0 -14467000000.0 -14081000000.0
Net Common Stock Issuance -77550000000.0 -89402000000.0 -84866000000.0 -71478000000.0
Common Stock Payments -77550000000.0 -89402000000.0 -85971000000.0 -72358000000.0
Common Stock Issuance NaN NaN 1105000000.0 880000000.0
Net Issuance Payments Of Debt -9901000000.0 -123000000.0 12665000000.0 2499000000.0
Net Short Term Debt Issuance -3978000000.0 3955000000.0 1022000000.0 -963000000.0
Short Term Debt Payments NaN NaN NaN -963000000.0
Short Term Debt Issuance NaN 3955000000.0 NaN NaN
Net Long Term Debt Issuance -5923000000.0 -4078000000.0 11643000000.0 3462000000.0
Long Term Debt Payments -11151000000.0 -9543000000.0 -8750000000.0 -12629000000.0
Long Term Debt Issuance 5228000000.0 5465000000.0 20393000000.0 16091000000.0
Investing Cash Flow 3705000000.0 -22354000000.0 -14545000000.0 -4289000000.0
Cash Flow From Continuing Investing Activities 3705000000.0 -22354000000.0 -14545000000.0 -4289000000.0
Net Other Investing Changes -1337000000.0 -1780000000.0 -352000000.0 -791000000.0
Net Investment Purchase And Sale 16001000000.0 -9560000000.0 -3075000000.0 5335000000.0
Sale Of Investment 45514000000.0 67363000000.0 106483000000.0 120483000000.0
Purchase Of Investment -29513000000.0 -76923000000.0 -109558000000.0 -115148000000.0
Net Business Purchase And Sale NaN -306000000.0 -33000000.0 -1524000000.0
Purchase Of Business NaN -306000000.0 -33000000.0 -1524000000.0
Net PPE Purchase And Sale -10959000000.0 -10708000000.0 -11085000000.0 -7309000000.0
Purchase Of PPE -10959000000.0 -10708000000.0 -11085000000.0 -7309000000.0
Operating Cash Flow 110543000000.0 122151000000.0 104038000000.0 80674000000.0
Cash Flow From Continuing Operating Activities 110543000000.0 122151000000.0 104038000000.0 80674000000.0
Change In Working Capital -6577000000.0 1200000000.0 -4911000000.0 5690000000.0
Change In Other Working Capital NaN 478000000.0 1676000000.0 2081000000.0
Change In Other Current Liabilities 3031000000.0 5632000000.0 5799000000.0 8916000000.0
Change In Other Current Assets -5684000000.0 -6499000000.0 -8042000000.0 -9588000000.0
Change In Payables And Accrued Expense -1889000000.0 9448000000.0 12326000000.0 -4062000000.0
Change In Payable -1889000000.0 9448000000.0 12326000000.0 -4062000000.0
Change In Account Payable -1889000000.0 9448000000.0 12326000000.0 -4062000000.0
Change In Inventory -1618000000.0 1484000000.0 -2642000000.0 -127000000.0
Change In Receivables -417000000.0 -9343000000.0 -14028000000.0 8470000000.0
Changes In Account Receivables -1688000000.0 -1823000000.0 -10125000000.0 6917000000.0
Other Non Cash Items -2227000000.0 111000000.0 -147000000.0 -97000000.0
Stock Based Compensation 10833000000.0 9038000000.0 7906000000.0 6829000000.0
Deferred Tax NaN 895000000.0 -4774000000.0 -215000000.0
Deferred Income Tax NaN 895000000.0 -4774000000.0 -215000000.0
Depreciation Amortization Depletion 11519000000.0 11104000000.0 11284000000.0 11056000000.0
Depreciation And Amortization 11519000000.0 11104000000.0 11284000000.0 11056000000.0
Net Income From Continuing Operations 96995000000.0 99803000000.0 94680000000.0 57411000000.0

Income Statement#

aapl.income_stmt
2023-09-30 2022-09-30 2021-09-30 2020-09-30
Tax Effect Of Unusual Items 0.0 0.0 0.0 0.0
Tax Rate For Calcs 0.147192 0.162045 0.133023 0.144282
Normalized EBITDA 125820000000.0 130541000000.0 120233000000.0 77344000000.0
Net Income From Continuing Operation Net Minority Interest 96995000000.0 99803000000.0 94680000000.0 57411000000.0
Reconciled Depreciation 11519000000.0 11104000000.0 11284000000.0 11056000000.0
Reconciled Cost Of Revenue 214137000000.0 223546000000.0 212981000000.0 169559000000.0
EBITDA 125820000000.0 130541000000.0 120233000000.0 77344000000.0
EBIT 114301000000.0 119437000000.0 108949000000.0 66288000000.0
Net Interest Income NaN -106000000.0 198000000.0 890000000.0
Interest Expense NaN 2931000000.0 2645000000.0 2873000000.0
Interest Income NaN 2825000000.0 2843000000.0 3763000000.0
Normalized Income 96995000000.0 99803000000.0 94680000000.0 57411000000.0
Net Income From Continuing And Discontinued Operation 96995000000.0 99803000000.0 94680000000.0 57411000000.0
Total Expenses 268984000000.0 274891000000.0 256868000000.0 208227000000.0
Total Operating Income As Reported 114301000000.0 119437000000.0 108949000000.0 66288000000.0
Diluted Average Shares 15812547000.0 16325819000.0 16864919000.0 17528214000.0
Basic Average Shares 15744231000.0 16215963000.0 16701272000.0 17352119000.0
Diluted EPS 6.13 6.11 5.61 3.28
Basic EPS 6.16 6.15 5.67 3.31
Diluted NI Availto Com Stockholders 96995000000.0 99803000000.0 94680000000.0 57411000000.0
Net Income Common Stockholders 96995000000.0 99803000000.0 94680000000.0 57411000000.0
Net Income 96995000000.0 99803000000.0 94680000000.0 57411000000.0
Net Income Including Noncontrolling Interests 96995000000.0 99803000000.0 94680000000.0 57411000000.0
Net Income Continuous Operations 96995000000.0 99803000000.0 94680000000.0 57411000000.0
Tax Provision 16741000000.0 19300000000.0 14527000000.0 9680000000.0
Pretax Income 113736000000.0 119103000000.0 109207000000.0 67091000000.0
Other Income Expense -565000000.0 -334000000.0 258000000.0 803000000.0
Other Non Operating Income Expenses -565000000.0 -334000000.0 258000000.0 803000000.0
Net Non Operating Interest Income Expense NaN -106000000.0 198000000.0 890000000.0
Interest Expense Non Operating NaN 2931000000.0 2645000000.0 2873000000.0
Interest Income Non Operating NaN 2825000000.0 2843000000.0 3763000000.0
Operating Income 114301000000.0 119437000000.0 108949000000.0 66288000000.0
Operating Expense 54847000000.0 51345000000.0 43887000000.0 38668000000.0
Research And Development 29915000000.0 26251000000.0 21914000000.0 18752000000.0
Selling General And Administration 24932000000.0 25094000000.0 21973000000.0 19916000000.0
Gross Profit 169148000000.0 170782000000.0 152836000000.0 104956000000.0
Cost Of Revenue 214137000000.0 223546000000.0 212981000000.0 169559000000.0
Total Revenue 383285000000.0 394328000000.0 365817000000.0 274515000000.0
Operating Revenue 383285000000.0 394328000000.0 365817000000.0 274515000000.0

News#

all_news = aapl.news
all_news

[{'uuid': 'e79e2b6e-3d62-39dc-96d2-6be830b66adc',
  'title': '3 Top Gaming Stocks to Buy in December',
  'publisher': 'Motley Fool',
  'link': 'https://finance.yahoo.com/m/e79e2b6e-3d62-39dc-96d2-6be830b66adc/3-top-gaming-stocks-to-buy-in.html',
  'providerPublishTime': 1701623220,
  'type': 'STORY',
  'thumbnail': {'resolutions': [{'url': 'https://s.yimg.com/uu/api/res/1.2/Udxno8.0fpikKVWqeDsnLg--~B/aD0xNDE0O3c9MjEyMTthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/motleyfool.com/776ad56541b6c3aba48c345556bf5739',
     'width': 2121,
     'height': 1414,
     'tag': 'original'},
    {'url': 'https://s.yimg.com/uu/api/res/1.2/Gs1Xa7bI2hRYDKPZvPQiDw--~B/Zmk9ZmlsbDtoPTE0MDtweW9mZj0wO3c9MTQwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/motleyfool.com/776ad56541b6c3aba48c345556bf5739',
     'width': 140,
     'height': 140,
     'tag': '140x140'}]},
  'relatedTickers': ['NVDA', 'MSFT', 'AAPL']},
 {'uuid': 'a0e4f0cb-066f-3814-b606-112aebcc5460',
  'title': 'Apple Is Far Less Important to Berkshire Hathaway Than You Think',
  'publisher': 'Motley Fool',
  'link': 'https://finance.yahoo.com/m/a0e4f0cb-066f-3814-b606-112aebcc5460/apple-is-far-less-important.html',
  'providerPublishTime': 1701617520,
  'type': 'STORY',
  'thumbnail': {'resolutions': [{'url': 'https://s.yimg.com/uu/api/res/1.2/HPQLvtcvwMwhf0YmaZZYew--~B/aD04MDA7dz0xMjAwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/motleyfool.com/954821dc6ee1117bebeabde3e1b8605e',
     'width': 1200,
     'height': 800,
     'tag': 'original'},
    {'url': 'https://s.yimg.com/uu/api/res/1.2/52ZzekBGt9V2v0IerOZOMQ--~B/Zmk9ZmlsbDtoPTE0MDtweW9mZj0wO3c9MTQwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/motleyfool.com/954821dc6ee1117bebeabde3e1b8605e',
     'width': 140,
     'height': 140,
     'tag': '140x140'}]},
  'relatedTickers': ['BRK-B', 'AAPL']},
 {'uuid': 'e03b907f-8ca9-3279-ac1d-3c815e8d375f',
  'title': 'These 3 Stocks Might Be Getting a Little Too Expensive',
  'publisher': 'Motley Fool',
  'link': 'https://finance.yahoo.com/m/e03b907f-8ca9-3279-ac1d-3c815e8d375f/these-3-stocks-might-be.html',
  'providerPublishTime': 1701616200,
  'type': 'STORY',
  'thumbnail': {'resolutions': [{'url': 'https://s.yimg.com/uu/api/res/1.2/5N0XiOGpejeRphSa29u.vQ--~B/aD0xNDE0O3c9MjEyMDthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/motleyfool.com/1397339891bbc6f110494baaded487a8',
     'width': 2120,
     'height': 1414,
     'tag': 'original'},
    {'url': 'https://s.yimg.com/uu/api/res/1.2/.zibVedpxgyr6A.1kO_BzQ--~B/Zmk9ZmlsbDtoPTE0MDtweW9mZj0wO3c9MTQwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/motleyfool.com/1397339891bbc6f110494baaded487a8',
     'width': 140,
     'height': 140,
     'tag': '140x140'}]},
  'relatedTickers': ['CMG', 'AAPL', 'TSLA', 'COMP']},
 {'uuid': 'acb4f183-c37b-3939-9577-89303a60ddb4',
  'title': 'After Soaring in 2023, Is Apple a Smart Stock to Buy in 2024?',
  'publisher': 'Motley Fool',
  'link': 'https://finance.yahoo.com/m/acb4f183-c37b-3939-9577-89303a60ddb4/after-soaring-in-2023%2C-is.html',
  'providerPublishTime': 1701613800,
  'type': 'STORY',
  'thumbnail': {'resolutions': [{'url': 'https://s.yimg.com/uu/api/res/1.2/D7pbLDLUmn0snJFQ2AO5Dg--~B/aD0xNDEyO3c9MjEyMjthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/motleyfool.com/19cee92a7f64257f4f56432c7ebf3fb5',
     'width': 2122,
     'height': 1412,
     'tag': 'original'},
    {'url': 'https://s.yimg.com/uu/api/res/1.2/TmAseS.OUqAFz6e1vwpSsw--~B/Zmk9ZmlsbDtoPTE0MDtweW9mZj0wO3c9MTQwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/motleyfool.com/19cee92a7f64257f4f56432c7ebf3fb5',
     'width': 140,
     'height': 140,
     'tag': '140x140'}]},
  'relatedTickers': ['AAPL']},
 {'uuid': '82188e4b-69e2-39c6-a2cb-8ab878bc9900',
  'title': 'Chase could become the next Apple Card partner',
  'publisher': 'AppleInsider',
  'link': 'https://finance.yahoo.com/m/82188e4b-69e2-39c6-a2cb-8ab878bc9900/chase-could-become-the-next.html',
  'providerPublishTime': 1701613419,
  'type': 'STORY',
  'thumbnail': {'resolutions': [{'url': 'https://s.yimg.com/uu/api/res/1.2/5dsxunfLRdOdLF8_ZNz0AA--~B/aD02NzU7dz0xMjAwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/appleinsider_865/2ec6bc68580fc900fdb09266c01f488b',
     'width': 1200,
     'height': 675,
     'tag': 'original'},
    {'url': 'https://s.yimg.com/uu/api/res/1.2/lNdltd_tzDYaEzEJPDM4uA--~B/Zmk9ZmlsbDtoPTE0MDtweW9mZj0wO3c9MTQwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/appleinsider_865/2ec6bc68580fc900fdb09266c01f488b',
     'width': 140,
     'height': 140,
     'tag': '140x140'}]},
  'relatedTickers': ['AAPL']},
 {'uuid': 'dc3885a2-ef90-3abb-8df6-0b1a40642320',
  'title': '15 Biggest Countries that Qualify for the Green Card Lottery',
  'publisher': 'Insider Monkey',
  'link': 'https://finance.yahoo.com/news/15-biggest-countries-qualify-green-133837560.html',
  'providerPublishTime': 1701610717,
  'type': 'STORY',
  'thumbnail': {'resolutions': [{'url': 'https://s.yimg.com/uu/api/res/1.2/BNfRpzG3Jevt.MjwXnj29Q--~B/aD02MDA7dz03NTA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/b7ea8d861c10aeac5a133147f597fac7',
     'width': 750,
     'height': 600,
     'tag': 'original'},
    {'url': 'https://s.yimg.com/uu/api/res/1.2/TVktBp4yl1c8Tud_EFcXzQ--~B/Zmk9ZmlsbDtoPTE0MDtweW9mZj0wO3c9MTQwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/b7ea8d861c10aeac5a133147f597fac7',
     'width': 140,
     'height': 140,
     'tag': '140x140'}]},
  'relatedTickers': ['AAPL', 'AMZN', 'TSLA']},
 {'uuid': '40fc9efa-1518-305b-aa62-a911db207de3',
  'title': 'These 2 Artificial Intelligence (AI) Stocks Could Zoom Past $4 Trillion in 2024, According to Wall Street',
  'publisher': 'Motley Fool',
  'link': 'https://finance.yahoo.com/m/40fc9efa-1518-305b-aa62-a911db207de3/these-2-artificial.html',
  'providerPublishTime': 1701609300,
  'type': 'STORY',
  'thumbnail': {'resolutions': [{'url': 'https://s.yimg.com/uu/api/res/1.2/eqa7KB_1TlEWY8tnv25BpA--~B/aD02NDY7dz0xMjAwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/motleyfool.com/4f5a1eb0f0cec37fcaec986b20f91784',
     'width': 1200,
     'height': 646,
     'tag': 'original'},
    {'url': 'https://s.yimg.com/uu/api/res/1.2/wfRsDLZ.U5DikHuq0vX6FQ--~B/Zmk9ZmlsbDtoPTE0MDtweW9mZj0wO3c9MTQwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/motleyfool.com/4f5a1eb0f0cec37fcaec986b20f91784',
     'width': 140,
     'height': 140,
     'tag': '140x140'}]},
  'relatedTickers': ['AAPL', 'MSFT']},
 {'uuid': '930739e7-5793-30a3-a16f-789d4728dfef',
  'title': 'Apple Stock: Buy, Sell, or Hold?',
  'publisher': 'Motley Fool',
  'link': 'https://finance.yahoo.com/m/930739e7-5793-30a3-a16f-789d4728dfef/apple-stock%3A-buy%2C-sell%2C-or.html',
  'providerPublishTime': 1701607500,
  'type': 'STORY',
  'thumbnail': {'resolutions': [{'url': 'https://s.yimg.com/uu/api/res/1.2/GEI.8fOhnEMYP_TzCh7zIA--~B/aD0xNDE0O3c9MjEyMTthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/motleyfool.com/6d346c3f18b16d4c5a176387c31802a2',
     'width': 2121,
     'height': 1414,
     'tag': 'original'},
    {'url': 'https://s.yimg.com/uu/api/res/1.2/Y9pUfdiSz9FXiulgLprg8g--~B/Zmk9ZmlsbDtoPTE0MDtweW9mZj0wO3c9MTQwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/motleyfool.com/6d346c3f18b16d4c5a176387c31802a2',
     'width': 140,
     'height': 140,
     'tag': '140x140'}]},
  'relatedTickers': ['AAPL']}]

ISIN#

aapl.isin

'US0378331005'

Institutional Holders#

aapl.institutional_holders
Holder Shares Date Reported % Out Value
0 Vanguard Group Inc 1299997133 2023-09-29 0.0836 248611458856
1 Blackrock Inc. 1031407553 2023-09-29 0.0663 197246386101
2 Berkshire Hathaway, Inc 915560382 2023-09-29 0.0589 175091772483
3 State Street Corporation 569291690 2023-09-29 0.0366 108871345922
4 FMR, LLC 298321726 2023-09-29 0.0192 57051048518
5 Geode Capital Management, LLC 296103070 2023-09-29 0.0190 56626752733
6 Price (T.Rowe) Associates Inc 216307878 2023-09-29 0.0139 41366719776
7 Morgan Stanley 206732960 2023-09-29 0.0133 39535612406
8 Northern Trust Corporation 168874976 2023-09-29 0.0109 32295651337
9 Norges Bank Investment Management 167374278 2022-12-30 0.0108 32008657844

Prices#

# Show how the adjusted close price is calculated
history_df = aapl.history(period="max")
history_df
Open High Low Close Volume Dividends Stock Splits
Date
1980-12-12 00:00:00-05:00 0.099319 0.099750 0.099319 0.099319 469033600 0.0 0.0
1980-12-15 00:00:00-05:00 0.094569 0.094569 0.094137 0.094137 175884800 0.0 0.0
1980-12-16 00:00:00-05:00 0.087660 0.087660 0.087228 0.087228 105728000 0.0 0.0
1980-12-17 00:00:00-05:00 0.089387 0.089818 0.089387 0.089387 86441600 0.0 0.0
1980-12-18 00:00:00-05:00 0.091978 0.092410 0.091978 0.091978 73449600 0.0 0.0
... ... ... ... ... ... ... ...
2023-11-27 00:00:00-05:00 189.919998 190.669998 188.899994 189.789993 40552600 0.0 0.0
2023-11-28 00:00:00-05:00 189.779999 191.080002 189.399994 190.399994 38415400 0.0 0.0
2023-11-29 00:00:00-05:00 190.899994 192.089996 188.970001 189.369995 43014200 0.0 0.0
2023-11-30 00:00:00-05:00 189.839996 190.320007 188.190002 189.949997 48794400 0.0 0.0
2023-12-01 00:00:00-05:00 190.330002 191.559998 189.229996 191.240005 45679300 0.0 0.0

10834 rows × 7 columns

Adjusted Prices#

A brief aside on what adjusted prices are, how yahoo finance calculates them, and what I think about it.