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CPMS empowers investment selection

Morningstar Quant Concepts

Choosing what stocks to invest in is hard, and knowing when to sell them is harder still. Welcome to Quant concepts, a weekly series where our experts explore different rules-based strategies for the North American equity market, leveraging Morningstar’s proprietary quantitative investment platform, CPMS™.

Intelligent, disciplined and precise investing

  • Illustration of woman with sunglasses

    Momentum Bets in the Face of Volatility

    Josh Farruggio capitalizes on the ups and downs of the market by selecting these stocks with sustainable cash flow and good risk metrics.

  • Construction scene

    Steady Returns and Modest Income Strategy

    This strategy from Brandon Strong has delivered a healthy blend of growth, value, income and momentum.

  • Person holding small flower

    Defensive Stocks with Consistent Dividends

    This strategy from Josh Farruggio focuses on stocks with solid earnings growth, sustainable dividend payments and exceptional downside protection.

  • TTC street car

    Companies with Competitive Advantages

    This strategy finds companies that may have more stability in volatile times and have outperformed throughout different market cycles.

  • Cameras and pipe on top of a map

    Want to Stay Invested?

    This recession resistance strategy from Ryan Strong hasn't sacrificed alpha on the upside while defending on the downside.

  • Flower

    Diversify by Going Domestic

    By including small American companies that benefit from domestic economic growth, Phil found a strategy that's outperformed in times of broad market uncertainty.

  • CPMS Quantitative Ratings

    Rely on proven, quantitative analysis and timely data

  • CPMS search

    Disciplined stock selection delivers superior returns

  • CPMS Reports

    Actionable reports provide stock picks and insights

Product demonstrations and complimentary trials

To arrange for a product demonstration or to request a free trial of Morningstar® CPMS™ please contact us at cacpmsupport@morningstar.com, or call 1-877-489-7074 ext. 3 then ext. 2 to speak to a representative.

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The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here

Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. It is a projection/opinion and not a statement of fact. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Quantiative Fair Value Estimate, please visit here

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