Morningstar Quantitative Equity Research Reports are available across most of our global spread betting and CFD share products. The research reports, provided by Morningstar, are available directly via the Next Generation platform in PDF format and are usually updated every 24 hours. The reports present all the current cash fundamentals for a share, along with a series of value estimates, to reveal what the share could be worth versus its current underlying price. These value estimates are determined using Morningstar’s proprietary calculations and metrics.
The quantitative equity research provided in the Morningstar reports is automated and uses a universal rule-based metric system to generate all its value estimates. This feature does not provide tailored investment advice or personal analysis; it does however provide a simple yet effective summary of the latest data releases impacting each share and applies the same value logic to each one.
You can access the Morningstar Quantitative Equity Research reports via the product drop-down menus available throughout the platform. This feature is also available on our mobile apps.
An example of a Morningstar Quantitative Equity Report:
* The report is provided by Morningstar for general information only and is not intended to provide investment advice. Neither CMC Markets nor Morningstar is responsible for any trading decisions, damages or losses related to the information or its use.
How do I access this feature?
You can access the Morningstar Quantitative Equity Reasearch Reports via the product drop-down menus available throughout the platform. When you click on ‘Morningstar Research’ the PDF will load in a new browser window.
This feature is also available via our mobile platform. You can access these through the shares ‘Product Overview’ section.