Skip to main content

Education

Showing all results

Topics

  • All Topics

Experience

  • All Levels

Key Terms Mentioned

Opens the scrolled simulated dialogImportant Disclosures

Ratings & Reports

If you're here to learn about Ratings & Reports, you're already ahead of the game. Doing some research before you make any investment is wise. We don't promise that the analysts can predict the future, but it doesn't hurt to get a second opinion.

Capital One Investing provides access to Ratings & Reports from top providers such as Morningstar®, The Street Ratings and Sabrient. These in-depth research reports are available to all of our customers and are filled with comprehensive analysis and commentary. And we don't stop there. You'll also find Research Team reports from Markit on Demand, which bring together ratings and analysis from multiple providers in one complete, easy to read package.

When diving into all of the material available, remember that each research company uses a different rating system when analyzing stocks. Take a look:

Stock Ratings:

  • Morningstar Analyst Ratings: Morningstar analysts rate stocks 1 to 5 stars based on a fair value estimate, assessment of the company's economic moat, assessment of the company's uncertainty, and the stock price.
  • Sabrient: Stocks are rated as Buy, Hold or Sell.
  • The Street Ratings: Grades range from A+ to F, where A+ to B- constitute a Buy, C+ to C- constitute a Hold, D+ to F constitute a Sell.
  • Markit Research Team Consensus Report: What's better than a favorite research report? How about having a report derived from nearly two dozen research sources that offer different methodologies and coverage.

The Ratings Tab

Looking for Research Reports? When you're on the Snapshot page of a stock you're researching, click the 'Ratings' tab. Here's where you'll find:

  • Reports - View analyst ratings from top providers or delve deeper into one of the individual reports
  • Wall Street Analyst Ratings - This chart displays a graphical representation of Wall Street Analyst Ratings as compiled by Zacks for the selected company. This includes the overall sentiment displayed as the Average Broker Rating (ABR).
  • Historical Recommendations - See how the analysts' ratings have changed over the past quarter. The average is comprised of individual analyst ratings throughout the industry, giving a snapshot of the Average Broker Rating (ABR) for the past 3 months.

If you'd prefer to consult multiple sources about a possible investment, check out the ABR, or Average Broker Rating, which cuts through the clutter and gives you a single number based on what all the analysts are saying. Those brokers who analyze stocks have a lot of different opinions about stocks, and the ABR can help you figure out which way the analysts are leaning. If you like that number, check out the more in depth research reports to get the reasons behind the ratings.

The market can change at a moment's notice - use Stock Alerts to stay up to date about analyst ratings changes. Head on over to Find Investments > Tracking Alerts to get set up.

Mutual Fund & ETF Ratings:

  • Morningstar Analyst Ratings: Analysts rank funds as Gold, Silver, Bronze, Neutral, and Negative.
  • Morningstar Overall Fund Rating: Ranking of funds from 1 to 5 Stars, with 5 being the highest ranked, and 1 the lowest ranked.

Snapshot Tab

Find Research reports on mutual funds & ETFs on the funds' Snapshot page.

  • Morningstar Analyst Report: View qualitative fund reports by Morningstar's analysts, if available. Analysts rate funds from 1 to 5 Stars, with 5 being the highest ranked, and 1 the lowest ranked.
  • Fund Summary Report: Fund reports powered by Morningstar that use the Morningstar 5 STAR ranking.