Summer Portfolio Refresher: Swapping Five Shadow Stocks
After conducting the quarterly review of the Model Shadow Stock Portfolio, there are five deletions and five additions.
John Bajkowski
A+ Stock Grade Summary:
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After conducting the quarterly review of the Model Shadow Stock Portfolio, there are five deletions and five additions.
John Bajkowski
Grace Malone
Eunice Kim
Jack Gilleland
Jenna Brashear
| Share Statistics | APT | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $50.7 | $5,257.5 | 16% |
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| Shares Out (Mil) | 10.3 | 62.3 | 21% |
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| Institutional Ownership | 59.8% | 95.3% | 39% |
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| Float (Mil) | 8.0 | 71.1 | 17% |
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| Beta | 0.87 | 1.20 | 52% |
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| Avg Daily Volume (000s) | 43 | 313 | 27% |
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| Price Change (52-week) |
2.7% | 77.3% | 48% |
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| Growth | APT | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | (10.5%) | 6.1% | 5% |
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| Net Income (5yr) | (33.5%) | 5.6% | 12% |
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| EPS (5yr) | (29.7%) | 4.1% | 8 |
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| Dividends (5yr) | 0.0% | 2.9% | 0% |
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| Cash Flow (5yr) | (16.3%) | (16.3%) | 44% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | APT | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $60 | $3,050 | 22% |
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| Net Income (TTM) (Mil) | $4 | $156 | 42% |
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| EPS (TTM) | $0.352 | $1.700 | 50% |
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| Operating Cash Flow (TTM) (Mil) | $6 | $351 | 36% |
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| Net Cash Flow (TTM) (Mil) | na | ($12) | na |
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| Long-Term Debt (Q1) (Mil) | $7 | $844 | 26% |
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| Enterprise Value (Q1) (Mil) | $43 | $6,790 | 15% |
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| Valuation | APT | Industry Median |
Percentile (All Stocks) |
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| P/B | 0.80 | 3.07 | 17% |
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| P/E | 14.5 | 21.9 | 34% |
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| Dividend Yield | 0.0% | 0.6% | 0% |
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| PEG (5yr hist) | na | 1.6 | na |
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| Ratios | APT | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 37.8% | 34.9% | 46% |
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| Net Margin | 6.0% | 5.5% | 52% |
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| ROA | 5.0% | 5.0% | 72% |
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| ROE | 5.8% | 9.5% | 46% |
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| Liabilities to Assets | 13.7% | 55.0% | 8% |
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| F-Score | 6 | 5 | 69% |
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Ⓒ 2026 American Association of Individual Investors