aapl_payout_trace

Run it yourself

This is the exact query behind the result above. Change a ticker, a date or a column and run it against the warehouse — no account, no key. The no-signup tier is smaller than the one this page was computed on; a query that reaches past it comes back saying which plan runs it.

WITH
    fy_shares AS
    (
        SELECT
            fiscal_year,
            argMax(toFloat64(diluted_shares_outstanding), (period_end, filing_date)) AS shares_end
        FROM global_markets.stocks_income_statements
        WHERE has(tickers, 'AAPL')
          AND timeframe = 'quarterly'
          AND fiscal_year BETWEEN 2020 AND 2025
          AND diluted_shares_outstanding > 0
        GROUP BY fiscal_year
    ),
    fy_cash AS
    (
        SELECT
            fiscal_year,
            fiscal_year - 1    AS prior_year,
            sum(dividend_cash) AS dividend_cash,
            sum(net_income)    AS net_income
        FROM
        (
            SELECT
                fiscal_year,
                period_end,
                argMax(abs(toFloat64(dividends)), (filing_date, period_end)) AS dividend_cash,
                argMax(toFloat64(net_income), (filing_date, period_end))     AS net_income
            FROM global_markets.stocks_cash_flow_statements
            WHERE has(tickers, 'AAPL')
              AND timeframe = 'quarterly'
              AND fiscal_year BETWEEN 2021 AND 2025
            GROUP BY fiscal_year, period_end
        )
        GROUP BY fiscal_year
        HAVING count() = 4
    ),
    fy_prices AS
    (
        SELECT
            toYear(date) + if(toMonth(date) >= 10, 1, 0) AS fiscal_year,
            avg(toFloat64(close))                        AS avg_close
        FROM global_markets.stocks_daily_aggs
        WHERE ticker = 'AAPL'
          AND date >= '2020-10-01'
          AND date <  '2025-09-28'
        GROUP BY fiscal_year
    )
SELECT
    c.fiscal_year                                  AS year,
    round(c.dividend_cash / c.net_income * 100, 1) AS dividend_payout_pct,
    round((c.dividend_cash + greatest(prev.shares_end - cur.shares_end, 0) * p.avg_close) / c.net_income * 100, 1) AS total_payout_pct,
    round(cur.shares_end / 1e6, 0)                 AS diluted_shares_mn
FROM fy_cash AS c
INNER JOIN fy_shares AS cur  ON cur.fiscal_year  = c.fiscal_year
INNER JOIN fy_shares AS prev ON prev.fiscal_year = c.prior_year
INNER JOIN fy_prices AS p    ON p.fiscal_year    = c.fiscal_year
ORDER BY year