sam
Lieutenant
Posts: 123
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Post by sam on Aug 15, 2023 4:02:13 GMT
Morningstar offer 3*3 grid for mutual funds and ETFs.
From where I can find out where my individual stock fits in that valuation Grid. Market cap part is easy.
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Post by django on Aug 15, 2023 4:48:00 GMT
From "Quote" scroll down to FAQs. You will see "What is your stock's stock style?" Click on it.
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Post by yogibearbull on Aug 15, 2023 12:37:11 GMT
Quote page also mentions the Investment Style: Last Close, Sector, Industry, Investment Style.
Be aware that M* uses dynamic/relative criteria for SC, MC, LC, not fixed/static market-cap ranges used by many others. So, this part may not be straightforward or "easy". M* classification may often differ from others.
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sam
Lieutenant
Posts: 123
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Post by sam on Aug 15, 2023 14:34:32 GMT
Thanks
Is this 3*3 valuation (Growth, Mid and Value) and Market Cap is proprietary to M*?
Can I find this information only at M* or some other financial website also provide Valuation snap shot of a stock?
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Post by yogibearbull on Aug 15, 2023 14:57:15 GMT
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