Skip to Content

User Guide

Finding a Stock Analyst Report

Example: To evaluate Boeing, begin typing the name or the ticker (BA) in the upper left search box, then select the stock.

Be selecting this stock you are direct to Stock Analyst Report with Quote tab selected by default. Each tab offers in depth information.

On the stock’s quote page, the following tabs are available.

Quote: Contains bid/size, ask/size, day range, volume / avg, year range, forward div yield, market cap, investment style, price/sales, beta, (5-year), consensus forward P/E, price/book, a snapshot of Morningstar analysis, analyst note, view report archive, company profile.
Stock Analysis: Access our analyst’s comprehensive review, including Morningstar’s exclusive Star Rating, Moat Rating and Fair Value Estimate.
News: contains articles from Market Watch, PR Newswire, Global News Select.
Price vs Fair Value: contains price vs fair value chart.
Trailing Returns: contains trailing returns chart (daily, monthly, quarterly).
Financials: contains valuation, growth (3-year annualized), financial health, profitability, income statement, balance sheet, cash flow.
Valuation: contains valuation chart.
Operating Performance: contains fiscal chart, financial leverage chart.
Dividends: contains dividends & splits chart, ex-dividend date, payable date, divided type, amount, dividend yield (TTM), dividend reinvestment plan.
Ownership: contains ownership data for funds and institutions.
Executive: contains key executives, board of directors, committees, transaction history.

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.