Morningstar

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

  • Construction scene

    U.S. High Income Portfolio

    Phil Dabo hunts for yielding equities that also outperform in downmarkets.

  • Person holding small flower

    Earnings Surprises

    A strategy with very strong performance over time that can also add diversification to portfolios.

  • TTC street car

    U.S. Tech Cos

    RBC's Sarah Riopelle wields an array of small bets aimed at smooth and consistent fund performance

  • Small flower sprouting

    Consumer Cyclicals With Industrials

    A pairing that's outperformed the S&P/TSX almost every single calendar year.

  • Cameras and pipe on top of a map

    ESG Cash Flow

    Phil Dabo finds 10 years of outperformance in a cash-flow-focused strategy that leverages the power of responsible investing

  • Illustration of woman with sunglasses

    Growing Dividends

    Companies that consistently increase their dividends tend to outperform, CPMS's Phil Dabo finds

  • 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